VRTTX vs. VRTPX
Compare and contrast key facts about Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX) and Vanguard Real Estate II Index Fund (VRTPX).
VRTTX is managed by Vanguard. It was launched on Nov 1, 2010. VRTPX is managed by Vanguard. It was launched on Sep 26, 2017.
Performance
VRTTX vs. VRTPX - Performance Comparison
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VRTTX vs. VRTPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VRTTX Vanguard Russell 3000 Index Fund Institutional Shares | -6.72% | 16.70% | 23.72% | 25.92% | -19.27% | 25.48% | 20.81% | 31.03% | -5.29% | 7.42% |
VRTPX Vanguard Real Estate II Index Fund | -0.21% | 2.22% | 3.72% | 13.17% | -26.14% | 40.37% | -4.65% | 28.96% | -5.99% | 1.37% |
Returns By Period
In the year-to-date period, VRTTX achieves a -6.72% return, which is significantly lower than VRTPX's -0.21% return.
VRTTX
- 1D
- -0.44%
- 1M
- -7.70%
- YTD
- -6.72%
- 6M
- -4.50%
- 1Y
- 14.62%
- 3Y*
- 16.53%
- 5Y*
- 10.07%
- 10Y*
- 13.20%
VRTPX
- 1D
- 0.38%
- 1M
- -7.71%
- YTD
- -0.21%
- 6M
- -2.58%
- 1Y
- 0.37%
- 3Y*
- 5.57%
- 5Y*
- 2.69%
- 10Y*
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VRTTX vs. VRTPX - Expense Ratio Comparison
Both VRTTX and VRTPX have an expense ratio of 0.08%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
VRTTX vs. VRTPX — Risk / Return Rank
VRTTX
VRTPX
VRTTX vs. VRTPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX) and Vanguard Real Estate II Index Fund (VRTPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| VRTTX | VRTPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.08 | +0.75 |
Sortino ratioReturn per unit of downside risk | 1.29 | 0.22 | +1.07 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.03 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 0.09 | +0.94 |
Martin ratioReturn relative to average drawdown | 5.04 | 0.37 | +4.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VRTTX | VRTPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.08 | +0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.14 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.21 | +0.56 |
Correlation
The correlation between VRTTX and VRTPX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VRTTX vs. VRTPX - Dividend Comparison
VRTTX's dividend yield for the trailing twelve months is around 1.19%, less than VRTPX's 3.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTTX Vanguard Russell 3000 Index Fund Institutional Shares | 1.19% | 0.82% | 1.20% | 1.49% | 1.54% | 1.12% | 1.38% | 1.72% | 1.96% | 1.69% | 1.89% | 1.91% |
VRTPX Vanguard Real Estate II Index Fund | 3.91% | 2.79% | 3.80% | 3.93% | 4.52% | 2.58% | 3.92% | 3.50% | 4.77% | 1.32% | 0.00% | 0.00% |
Drawdowns
VRTTX vs. VRTPX - Drawdown Comparison
The maximum VRTTX drawdown since its inception was -34.96%, smaller than the maximum VRTPX drawdown of -42.33%. Use the drawdown chart below to compare losses from any high point for VRTTX and VRTPX.
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Drawdown Indicators
| VRTTX | VRTPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.96% | -42.33% | +7.37% |
Max Drawdown (1Y)Largest decline over 1 year | -12.38% | -12.41% | +0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -25.13% | -34.35% | +9.22% |
Max Drawdown (10Y)Largest decline over 10 years | -34.96% | — | — |
Current DrawdownCurrent decline from peak | -8.87% | -11.56% | +2.69% |
Average DrawdownAverage peak-to-trough decline | -4.07% | -11.55% | +7.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 3.15% | -0.60% |
Volatility
VRTTX vs. VRTPX - Volatility Comparison
Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX) has a higher volatility of 4.38% compared to Vanguard Real Estate II Index Fund (VRTPX) at 4.15%. This indicates that VRTTX's price experiences larger fluctuations and is considered to be riskier than VRTPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VRTTX | VRTPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.38% | 4.15% | +0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 9.30% | 9.12% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.38% | 16.32% | +2.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.33% | 18.89% | -1.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.38% | 21.92% | -3.54% |