VRTTX vs. VTSAX
Compare and contrast key facts about Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
VRTTX is managed by Vanguard. It was launched on Nov 1, 2010. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRTTX or VTSAX.
Correlation
The correlation between VRTTX and VTSAX is 0.99, 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.
Performance
VRTTX vs. VTSAX - Performance Comparison
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Key characteristics
VRTTX:
0.68
VTSAX:
0.59
VRTTX:
1.13
VTSAX:
1.09
VRTTX:
1.17
VTSAX:
1.16
VRTTX:
0.75
VTSAX:
0.71
VRTTX:
2.82
VTSAX:
2.67
VRTTX:
5.10%
VTSAX:
5.11%
VRTTX:
19.92%
VTSAX:
19.93%
VRTTX:
-34.96%
VTSAX:
-55.34%
VRTTX:
-3.06%
VTSAX:
-4.18%
Returns By Period
In the year-to-date period, VRTTX achieves a 1.48% return, which is significantly higher than VTSAX's 0.24% return. Both investments have delivered pretty close results over the past 10 years, with VRTTX having a 12.16% annualized return and VTSAX not far behind at 12.05%.
VRTTX
1.48%
13.35%
1.56%
13.36%
17.08%
12.16%
VTSAX
0.24%
12.09%
0.38%
11.99%
16.79%
12.05%
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VRTTX vs. VTSAX - Expense Ratio Comparison
VRTTX has a 0.08% expense ratio, which is higher than VTSAX's 0.04% 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%.
Risk-Adjusted Performance
VRTTX vs. VTSAX — Risk-Adjusted Performance Rank
VRTTX
VTSAX
VRTTX vs. VTSAX - 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 Index Fund Admiral Shares (VTSAX). 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.
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Dividends
VRTTX vs. VTSAX - Dividend Comparison
VRTTX's dividend yield for the trailing twelve months is around 1.23%, less than VTSAX's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTTX Vanguard Russell 3000 Index Fund Institutional Shares | 1.23% | 1.20% | 1.49% | 1.54% | 1.18% | 1.38% | 1.66% | 1.96% | 1.69% | 1.89% | 1.91% | 1.73% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.29% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
VRTTX vs. VTSAX - Drawdown Comparison
The maximum VRTTX drawdown since its inception was -34.96%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for VRTTX and VTSAX. For additional features, visit the drawdowns tool.
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Volatility
VRTTX vs. VTSAX - Volatility Comparison
The current volatility for Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX) is 5.53%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 6.19%. This indicates that VRTTX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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