VRTTX vs. VTI
Compare and contrast key facts about Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX) and Vanguard Total Stock Market ETF (VTI).
VRTTX is managed by Vanguard. It was launched on Nov 1, 2010. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRTTX or VTI.
Performance
VRTTX vs. VTI - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with VRTTX having a 26.31% return and VTI slightly lower at 26.27%. Both investments have delivered pretty close results over the past 10 years, with VRTTX having a 12.71% annualized return and VTI not far ahead at 12.73%.
VRTTX
26.31%
4.08%
14.09%
33.64%
15.20%
12.71%
VTI
26.27%
4.02%
13.98%
33.61%
15.21%
12.73%
Key characteristics
| VRTTX | VTI | |
|---|---|---|
| Sharpe Ratio | 2.67 | 2.69 |
| Sortino Ratio | 3.57 | 3.58 |
| Omega Ratio | 1.49 | 1.49 |
| Calmar Ratio | 3.93 | 3.92 |
| Martin Ratio | 17.15 | 17.17 |
| Ulcer Index | 1.96% | 1.96% |
| Daily Std Dev | 12.61% | 12.51% |
| Max Drawdown | -34.96% | -55.45% |
| Current Drawdown | -0.27% | -0.35% |
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VRTTX vs. VTI - Expense Ratio Comparison
VRTTX has a 0.08% expense ratio, which is higher than VTI's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between VRTTX and VTI is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
VRTTX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX) and Vanguard Total Stock Market ETF (VTI). 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.
Dividends
VRTTX vs. VTI - Dividend Comparison
VRTTX's dividend yield for the trailing twelve months is around 1.20%, less than VTI's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTTX Vanguard Russell 3000 Index Fund Institutional Shares | 1.20% | 1.49% | 1.54% | 1.18% | 1.38% | 1.66% | 1.96% | 1.69% | 1.89% | 1.91% | 1.73% | 1.62% |
VTI Vanguard Total Stock Market ETF | 1.26% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
VRTTX vs. VTI - Drawdown Comparison
The maximum VRTTX drawdown since its inception was -34.96%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for VRTTX and VTI. For additional features, visit the drawdowns tool.
Volatility
VRTTX vs. VTI - Volatility Comparison
Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 4.18% and 4.20%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.