VRTIX
+33.63 · +9.14%
$401.49 · NMFQS

Vanguard Russell 2000 Index Fund Institutional Shares (VRTIX) ETF Analysis | Small Blend

Vanguard · USA
AUM:$10.0B
#– of – in Small Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

VRTIX returned +0.0% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.10% — among the lowest available for this category.

What is VRTIX?

The fund advisor employs an indexing investment approach designed to track the performance of the Russell 2000® Index. The index is designed to measure the performance of small-capitalization stocks in the United States.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
VRTIX returned 0.0% over the past year.
Ultra-Low Expense Ratio
Expense ratio of 0.10% — among the lowest available. Low costs compound favourably over long holding periods.
Broadly Diversified
Top 10 holdings represent just 5.6% of the ETF — exposure spread across many positions.
ETF Information
AUM$10.0B
Expense Ratio0.10%
Dividend Yield1.19%
Holdings1,919
Inception DateDec 2010
Domicile–
Distribution–
Index–
ProviderVanguard
Beta1.31
CategorySmall Blend
CurrencyUSD
Portfolio Impact

How would VRTIX affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+13.5%
1Y
+37.8%
3Y
+62.8%
5Y
+34.2%
OpenBook InsightIf you had invested £10,000 in VRTIX 5 years ago, it would have grown to £13,424 — a gain of £3,424.

Annual Returns

Calendar year performance

VRTIX delivered positive returns in 4 of the last 5 calendar years.
YearVRTIX
2026 YTD+17.1%
2025+12.8%
2024+12.4%
2023+17.7%
2022-21.4%
CAGR 4yr+4.1%
4/5 positive yearsAvg return: +7.7%Worst year: -21.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
32.1%
High
Momentum
+17.4%
30-day change
Support Level
388.38
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Momentum is upward with a 17.4% move over 30 days.
  • Monitor key support and resistance levels as part of broader risk assessment.