MASKX vs. VSCIX
Compare and contrast key facts about iShares Russell 2000 Small-Cap Index Fund (MASKX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX).
MASKX is managed by BlackRock. It was launched on Apr 9, 1997. VSCIX is managed by Vanguard. It was launched on Jul 7, 1997.
Performance
MASKX vs. VSCIX - Performance Comparison
Loading graphics...
MASKX vs. VSCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MASKX iShares Russell 2000 Small-Cap Index Fund | -2.51% | 12.76% | 11.35% | 16.99% | -20.39% | 14.54% | 19.99% | 25.54% | -11.03% | 14.61% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | -1.21% | 8.85% | 12.96% | 19.52% | -17.60% | 17.74% | 19.07% | 27.40% | -9.33% | 16.25% |
Returns By Period
In the year-to-date period, MASKX achieves a -2.51% return, which is significantly lower than VSCIX's -1.21% return. Over the past 10 years, MASKX has underperformed VSCIX with an annualized return of 9.43%, while VSCIX has yielded a comparatively higher 10.16% annualized return.
MASKX
- 1D
- -1.48%
- 1M
- -8.19%
- YTD
- -2.51%
- 6M
- -0.38%
- 1Y
- 21.43%
- 3Y*
- 11.69%
- 5Y*
- 3.00%
- 10Y*
- 9.43%
VSCIX
- 1D
- -0.97%
- 1M
- -8.09%
- YTD
- -1.21%
- 6M
- 0.59%
- 1Y
- 16.09%
- 3Y*
- 11.86%
- 5Y*
- 5.03%
- 10Y*
- 10.16%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MASKX vs. VSCIX - Expense Ratio Comparison
MASKX has a 0.12% expense ratio, which is higher than VSCIX'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%.
Return for Risk
MASKX vs. VSCIX — Risk / Return Rank
MASKX
VSCIX
MASKX vs. VSCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 2000 Small-Cap Index Fund (MASKX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX). 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.
| MASKX | VSCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.75 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.19 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.16 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 0.97 | +0.35 |
Martin ratioReturn relative to average drawdown | 5.00 | 4.21 | +0.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MASKX | VSCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.75 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.24 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.47 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.38 | -0.05 |
Correlation
The correlation between MASKX and VSCIX is 0.97, 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.
Dividends
MASKX vs. VSCIX - Dividend Comparison
MASKX's dividend yield for the trailing twelve months is around 3.22%, more than VSCIX's 1.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MASKX iShares Russell 2000 Small-Cap Index Fund | 3.22% | 3.13% | 4.81% | 2.92% | 1.70% | 7.64% | 1.42% | 3.43% | 4.26% | 3.15% | 4.60% | 3.63% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | 1.39% | 1.34% | 1.31% | 1.55% | 1.55% | 1.25% | 1.15% | 1.40% | 1.68% | 1.36% | 1.50% | 1.49% |
Drawdowns
MASKX vs. VSCIX - Drawdown Comparison
The maximum MASKX drawdown since its inception was -59.06%, roughly equal to the maximum VSCIX drawdown of -59.66%. Use the drawdown chart below to compare losses from any high point for MASKX and VSCIX.
Loading graphics...
Drawdown Indicators
| MASKX | VSCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.06% | -59.66% | +0.60% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -14.30% | +0.41% |
Max Drawdown (5Y)Largest decline over 5 years | -31.98% | -28.13% | -3.85% |
Max Drawdown (10Y)Largest decline over 10 years | -41.68% | -41.81% | +0.13% |
Current DrawdownCurrent decline from peak | -11.01% | -8.97% | -2.04% |
Average DrawdownAverage peak-to-trough decline | -11.69% | -10.18% | -1.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 3.29% | +0.39% |
Volatility
MASKX vs. VSCIX - Volatility Comparison
iShares Russell 2000 Small-Cap Index Fund (MASKX) has a higher volatility of 6.63% compared to Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) at 5.90%. This indicates that MASKX's price experiences larger fluctuations and is considered to be riskier than VSCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MASKX | VSCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.63% | 5.90% | +0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 14.09% | 12.22% | +1.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.10% | 21.62% | +1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.14% | 20.70% | +2.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.63% | 21.53% | +2.10% |