NAESX vs. VSCPX
Compare and contrast key facts about Vanguard Small Cap Index Fund (NAESX) and Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX).
NAESX is managed by Vanguard. It was launched on Oct 3, 1960. VSCPX is managed by Vanguard. It was launched on Dec 17, 2010.
Performance
NAESX vs. VSCPX - Performance Comparison
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NAESX vs. VSCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NAESX Vanguard Small Cap Index Fund | 1.87% | 8.71% | 12.83% | 19.35% | -17.71% | 17.60% | 18.92% | 27.22% | -9.44% | 16.10% |
VSCPX Vanguard Small-Cap Index Fund Institutional Plus Shares | 1.90% | 8.86% | 12.98% | 19.52% | -17.59% | 17.75% | 19.09% | 27.40% | -9.31% | 16.27% |
Returns By Period
The year-to-date returns for both investments are quite close, with NAESX having a 1.87% return and VSCPX slightly higher at 1.90%. Both investments have delivered pretty close results over the past 10 years, with NAESX having a 10.36% annualized return and VSCPX not far ahead at 10.51%.
NAESX
- 1D
- 3.15%
- 1M
- -5.71%
- YTD
- 1.87%
- 6M
- 3.35%
- 1Y
- 19.14%
- 3Y*
- 12.87%
- 5Y*
- 5.21%
- 10Y*
- 10.36%
VSCPX
- 1D
- 3.14%
- 1M
- -5.70%
- YTD
- 1.90%
- 6M
- 3.42%
- 1Y
- 19.31%
- 3Y*
- 13.03%
- 5Y*
- 5.36%
- 10Y*
- 10.51%
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NAESX vs. VSCPX - Expense Ratio Comparison
NAESX has a 0.17% expense ratio, which is higher than VSCPX'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%.
Return for Risk
NAESX vs. VSCPX — Risk / Return Rank
NAESX
VSCPX
NAESX vs. VSCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small Cap Index Fund (NAESX) and Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX). 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.
| NAESX | VSCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.91 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.41 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.19 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.38 | -0.01 |
Martin ratioReturn relative to average drawdown | 5.90 | 5.96 | -0.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NAESX | VSCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.91 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.26 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.49 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.50 | -0.08 |
Correlation
The correlation between NAESX and VSCPX 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.
Dividends
NAESX vs. VSCPX - Dividend Comparison
NAESX's dividend yield for the trailing twelve months is around 1.21%, less than VSCPX's 1.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NAESX Vanguard Small Cap Index Fund | 1.21% | 1.22% | 1.19% | 1.43% | 1.41% | 1.12% | 1.05% | 1.27% | 1.53% | 1.24% | 1.39% | 1.35% |
VSCPX Vanguard Small-Cap Index Fund Institutional Plus Shares | 1.35% | 1.35% | 1.32% | 1.56% | 1.56% | 1.26% | 1.16% | 1.41% | 1.69% | 1.37% | 1.52% | 1.51% |
Drawdowns
NAESX vs. VSCPX - Drawdown Comparison
The maximum NAESX drawdown since its inception was -59.77%, which is greater than VSCPX's maximum drawdown of -41.81%. Use the drawdown chart below to compare losses from any high point for NAESX and VSCPX.
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Drawdown Indicators
| NAESX | VSCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.77% | -41.81% | -17.96% |
Max Drawdown (1Y)Largest decline over 1 year | -14.30% | -14.29% | -0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -28.19% | -28.13% | -0.06% |
Max Drawdown (10Y)Largest decline over 10 years | -41.82% | -41.81% | -0.01% |
Current DrawdownCurrent decline from peak | -6.12% | -6.11% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -11.86% | -6.55% | -5.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 3.32% | 0.00% |
Volatility
NAESX vs. VSCPX - Volatility Comparison
Vanguard Small Cap Index Fund (NAESX) and Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) have volatilities of 6.82% and 6.81%, 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.
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Volatility by Period
| NAESX | VSCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.82% | 6.81% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 12.61% | 12.60% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.80% | 21.79% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.74% | 20.74% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.58% | 21.55% | +0.03% |