VCDAX vs. VGSLX
Compare and contrast key facts about Vanguard Consumer Discretionary Index Fund Admiral Shares (VCDAX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX).
VCDAX is managed by Vanguard. It was launched on Jul 14, 2005. VGSLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VCDAX or VGSLX.
Performance
VCDAX vs. VGSLX - Performance Comparison
Returns By Period
In the year-to-date period, VCDAX achieves a 18.82% return, which is significantly higher than VGSLX's 9.38% return. Over the past 10 years, VCDAX has outperformed VGSLX with an annualized return of 13.78%, while VGSLX has yielded a comparatively lower 5.88% annualized return.
VCDAX
18.82%
6.46%
16.71%
30.02%
15.83%
13.78%
VGSLX
9.38%
-3.81%
12.82%
23.48%
4.09%
5.88%
Key characteristics
| VCDAX | VGSLX | |
|---|---|---|
| Sharpe Ratio | 1.63 | 1.43 |
| Sortino Ratio | 2.25 | 2.02 |
| Omega Ratio | 1.28 | 1.25 |
| Calmar Ratio | 1.42 | 0.86 |
| Martin Ratio | 8.19 | 5.21 |
| Ulcer Index | 3.50% | 4.46% |
| Daily Std Dev | 17.54% | 16.23% |
| Max Drawdown | -61.66% | -74.07% |
| Current Drawdown | -2.95% | -9.77% |
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VCDAX vs. VGSLX - Expense Ratio Comparison
VCDAX has a 0.10% expense ratio, which is lower than VGSLX's 0.12% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between VCDAX and VGSLX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
VCDAX vs. VGSLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Consumer Discretionary Index Fund Admiral Shares (VCDAX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX). 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
VCDAX vs. VGSLX - Dividend Comparison
VCDAX's dividend yield for the trailing twelve months is around 0.76%, less than VGSLX's 3.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCDAX Vanguard Consumer Discretionary Index Fund Admiral Shares | 0.76% | 0.84% | 0.98% | 0.79% | 1.71% | 1.17% | 1.37% | 1.21% | 1.60% | 1.33% | 1.22% | 0.86% |
VGSLX Vanguard Real Estate Index Fund Admiral Shares | 3.89% | 3.96% | 3.91% | 2.56% | 3.92% | 3.39% | 4.73% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Drawdowns
VCDAX vs. VGSLX - Drawdown Comparison
The maximum VCDAX drawdown since its inception was -61.66%, smaller than the maximum VGSLX drawdown of -74.07%. Use the drawdown chart below to compare losses from any high point for VCDAX and VGSLX. For additional features, visit the drawdowns tool.
Volatility
VCDAX vs. VGSLX - Volatility Comparison
Vanguard Consumer Discretionary Index Fund Admiral Shares (VCDAX) has a higher volatility of 6.44% compared to Vanguard Real Estate Index Fund Admiral Shares (VGSLX) at 5.11%. This indicates that VCDAX's price experiences larger fluctuations and is considered to be riskier than VGSLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.