SPFIX vs. VTSAX
Compare and contrast key facts about Shelton Capital Management S&P 500 Index Fund (SPFIX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
SPFIX is managed by Blackrock. It was launched on Apr 20, 1992. 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: SPFIX or VTSAX.
Correlation
The correlation between SPFIX 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
SPFIX vs. VTSAX - Performance Comparison
Key characteristics
SPFIX:
0.52
VTSAX:
0.48
SPFIX:
0.85
VTSAX:
0.80
SPFIX:
1.12
VTSAX:
1.12
SPFIX:
0.53
VTSAX:
0.49
SPFIX:
2.19
VTSAX:
1.99
SPFIX:
4.56%
VTSAX:
4.76%
SPFIX:
19.42%
VTSAX:
19.72%
SPFIX:
-54.81%
VTSAX:
-55.34%
SPFIX:
-9.91%
VTSAX:
-10.35%
Returns By Period
In the year-to-date period, SPFIX achieves a -5.80% return, which is significantly higher than VTSAX's -6.21% return. Both investments have delivered pretty close results over the past 10 years, with SPFIX having a 11.70% annualized return and VTSAX not far behind at 11.38%.
SPFIX
-5.80%
-3.22%
-4.37%
10.49%
15.59%
11.70%
VTSAX
-6.21%
-3.37%
-4.52%
10.02%
15.58%
11.38%
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SPFIX vs. VTSAX - Expense Ratio Comparison
SPFIX has a 0.43% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
SPFIX vs. VTSAX — Risk-Adjusted Performance Rank
SPFIX
VTSAX
SPFIX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Capital Management S&P 500 Index Fund (SPFIX) 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.
Dividends
SPFIX vs. VTSAX - Dividend Comparison
SPFIX's dividend yield for the trailing twelve months is around 15.00%, more than VTSAX's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPFIX Shelton Capital Management S&P 500 Index Fund | 15.00% | 14.11% | 8.32% | 5.07% | 5.29% | 8.34% | 9.16% | 2.49% | 3.01% | 2.92% | 4.35% | 1.98% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.37% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
SPFIX vs. VTSAX - Drawdown Comparison
The maximum SPFIX drawdown since its inception was -54.81%, roughly equal to the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for SPFIX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
SPFIX vs. VTSAX - Volatility Comparison
Shelton Capital Management S&P 500 Index Fund (SPFIX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) have volatilities of 14.20% and 14.32%, 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.