Registry rank 429 · Portfolio as of 2026-02-28

VANGUARD RUSSELL 2000 INDEX FUND

VRTIX · VTWO

Best-fit active share5.3%vs IWM · fund as of 2026-02-28 · proxy as of 2026-03-31

Declared-benchmark active share5.3%Russell 2000 Index · benchmark match · fund as of 2026-02-28 · proxy as of 2026-03-31 · declared source as of 2025-08-31

VRTIX expense ratio0.05%SEC expense filing · as of 2026-01-31

VRTIX fee per active unit0.95%expense as of 2026-01-31; fund as of 2026-02-28; proxy as of 2026-03-31

Filed fees in dollars

SEC-convention illustration

Computed from SEC filings

Assumptions for each dollar figure: $100,000 starting amount · 5.0% annual return · annual compounding · fees deducted annually · 0.01% computed index-control baseline. Methodology.

Illustrated difference between each class’s filed expense ratio and the computed index-control baseline. Computed from SEC filings.
Share class and filing	10 years	20 years	30 years
VRTIX0.05% · SEC expense filing · as of 2026-01-31	$619	$2,011	$4,899
VTWO0.06% · SEC expense filing · as of 2026-01-31	$773	$2,511	$6,115

Real trailing windows

Computed on licensed market-return history

Trailing windows use IWM adjusted-close total-return history through 2026-07-29 and the same filed index-control fee baseline as the convention table. Methodology.

Dollar fee drag over actual trailing proxy-return windows. Each result below is computed on licensed market-return history.
Share class and filing	10 years	20 years	30 years
VRTIXFiled fee as of 2026-01-31	$981Computed on licensed market-return history 2016-07-29 to 2026-07-29 · proxy return 10.52% annualized	$3,978Computed on licensed market-return history 2006-07-31 to 2026-07-29 · proxy return 8.84% annualized	Proxy history begins 2000 — no full 30-year window
VTWOFiled fee as of 2026-01-31	$1,226Computed on licensed market-return history 2016-07-29 to 2026-07-29 · proxy return 10.52% annualized	$4,969Computed on licensed market-return history 2006-07-31 to 2026-07-29 · proxy return 8.84% annualized	Proxy history begins 2000 — no full 30-year window

Index-control tracking difference

Annualized fund NAV return minus the matched proxy return. Positive means the fund NAV return was higher over that window.

Derived annualized percentages only. Each result below is computed on licensed market-return history.
Fund NAV class	10 years	20 years	30 years
VRTIX	no exact shared fund NAV/proxy anchors for a full 10-year window	no exact shared fund NAV/proxy anchors for a full 20-year window	no exact shared fund NAV/proxy anchors for a full 30-year window
VTWO	fund NAV history unavailable for VTWO	fund NAV history unavailable for VTWO	fund NAV history unavailable for VTWO

These figures are illustrations, not predictions or personalized advice. Returns and fees can differ. Read the research disclaimer.

Change the illustration

Return mode 5% SEC convention Real trailing window

Share classStarting amount ($)YearsAnnual return (%)

Computed from SEC filings

Assumptions for the dollar figures below: $100,000 starting amount; 5.0% annual return; 20 years; annual compounding; fees deducted annually; 0.01% computed index-control baseline. VRTIX SEC expense filing, as of 2026-01-31. Methodology.

SEC-convention illustration for VRTIX; expense ratio filed as of 2026-01-31.
Result	Amount
Ending value at baseline	$264,825
Ending value at filed expense ratio	$262,814
Difference attributed to fee drag	$2,011

This is an illustration, not a prediction or personalized advice. Returns and fees can differ. Read the research disclaimer.

Largest active differences vs IWM

The bars are labeled and repeated in the table; color is not the only signal. Linked company names open Buy Like Buffett’s company record; Sensible Investor does not score stocks.

Hecla Mining Co.+0.11%

TEGNA Inc+0.11%

Bloom Energy Corp.+0.10%

Nextpower, Inc.-0.10%

DigitalOcean Holdings, Inc.-0.10%

IonQ, Inc.+0.09%

Coeur Mining, Inc.-0.08%

SM Energy Co.-0.08%

AeroVironment, Inc.+0.08%

Planet Labs PBC-0.07%

Holding	Fund	IWM	Difference
Hecla Mining Co.	0.52%	0.40%	+0.11%
TEGNA Inc	0.11%	0.00%	+0.11%
Bloom Energy Corp.	1.12%	1.01%	+0.10%
Nextpower, Inc.	0.50%	0.60%	-0.10%
DigitalOcean Holdings, Inc.	0.13%	0.22%	-0.10%
IonQ, Inc.	0.43%	0.34%	+0.09%
Coeur Mining, Inc.	0.57%	0.65%	-0.08%
SM Energy Co.	0.19%	0.27%	-0.08%
AeroVironment, Inc.	0.31%	0.24%	+0.08%
Planet Labs PBC	0.19%	0.26%	-0.07%

Source and verification

SEC N-PORT filing · filed 2026-04-28 · period 2026-02-28

SEC expense filing · period 2026-01-31

Immutable verification record · Active-share method

Cite these figures

Each snippet includes the figure’s source-event date and immutable verification URL.

Best-fit active share

Sensible Investor, “VANGUARD RUSSELL 2000 INDEX FUND — best-fit active share,” 5.3% versus IWM, fund portfolio as of 2026-02-28. https://sensible-investor.com/registry/vrtix/as-of/363649da-fcfb-4007-87ef-de06de7710ca

VRTIX filed expense ratio

Sensible Investor, “VANGUARD RUSSELL 2000 INDEX FUND — filed expense ratio,” 0.05% for VRTIX, as of 2026-01-31. https://sensible-investor.com/registry/vrtix/as-of/363649da-fcfb-4007-87ef-de06de7710ca

VRTIX fee per active unit

Sensible Investor, “VANGUARD RUSSELL 2000 INDEX FUND — fee per unit of active management,” 0.95% using the VRTIX expense ratio as of 2026-01-31 and fund portfolio as of 2026-02-28. https://sensible-investor.com/registry/vrtix/as-of/363649da-fcfb-4007-87ef-de06de7710ca