VCORX vs. VSEQX
VCORX (Vanguard Core Bond Fund Investor Shares) and VSEQX (Vanguard Strategic Equity Fund) are both mutual funds - VCORX is a Total Bond Market fund managed by Vanguard, while VSEQX is a Mid Cap Blend Equities fund managed by Vanguard. Over the past 10 years, VCORX returned 2.16%/yr vs 13.34%/yr for VSEQX. At a correlation of -0.01, they often move in opposite directions. VCORX charges 0.20%/yr vs 0.17%/yr for VSEQX.
Performance
VCORX vs. VSEQX - Performance Comparison
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Returns By Period
In the year-to-date period, VCORX achieves a 0.72% return, which is significantly lower than VSEQX's 17.04% return. Over the past 10 years, VCORX has underperformed VSEQX with an annualized return of 2.16%, while VSEQX has yielded a comparatively higher 13.34% annualized return.
VCORX
- 1D
- 0.22%
- 1M
- 1.05%
- YTD
- 0.72%
- 6M
- 0.83%
- 1Y
- 5.04%
- 3Y*
- 4.69%
- 5Y*
- 0.33%
- 10Y*
- 2.16%
VSEQX
- 1D
- 1.01%
- 1M
- 4.35%
- YTD
- 17.04%
- 6M
- 15.59%
- 1Y
- 36.63%
- 3Y*
- 20.35%
- 5Y*
- 12.89%
- 10Y*
- 13.34%
VCORX vs. VSEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VCORX Vanguard Core Bond Fund Investor Shares | 0.72% | 7.68% | 2.10% | 5.90% | -13.27% | -0.80% | 10.19% | 9.47% | -0.92% | 4.34% |
VSEQX Vanguard Strategic Equity Fund | 17.04% | 15.32% | 16.67% | 19.31% | -11.90% | 30.83% | 10.26% | 26.76% | -11.86% | 12.36% |
Correlation
The correlation between VCORX and VSEQX is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.01 |
Correlation (All Time) Calculated using the full available price history since Mar 30, 2016 | -0.01 |
The correlation between VCORX and VSEQX shifts across timeframes, from -0.01 (all time) to 0.37 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
VCORX vs. VSEQX — Risk / Return Rank
VCORX
VSEQX
VCORX vs. VSEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Core Bond Fund Investor Shares (VCORX) and Vanguard Strategic Equity Fund (VSEQX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VCORX | VSEQX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.02 | ||
| Sortino ratioReturn per unit of downside risk | -1.25 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.41 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.92 | 4.84 | -2.93 |
| Martin ratioReturn relative to average drawdown | 5.51 | 18.59 | -13.08 |
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Drawdowns
VCORX vs. VSEQX - Drawdown Comparison
The maximum VCORX drawdown since its inception was -18.14%, smaller than the maximum VSEQX drawdown of -63.55%. Use the drawdown chart below to compare losses from any high point for VCORX and VSEQX.
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Drawdown Indicators
| VCORX | VSEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.14% | -63.55% | +45.41% |
Max Drawdown (1Y)Largest decline over 1 year | -2.64% | -7.60% | +4.96% |
Max Drawdown (3Y)Largest decline over 3 years | -5.99% | -24.73% | +18.74% |
Max Drawdown (5Y)Largest decline over 5 years | -18.14% | -24.73% | +6.59% |
Max Drawdown (10Y)Largest decline over 10 years | -18.14% | -44.08% | +25.94% |
Current DrawdownCurrent decline from peak | -1.06% | -0.59% | -0.47% |
Average DrawdownAverage peak-to-trough decline | -4.25% | -9.05% | +4.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 1.98% | -1.06% |
Volatility
VCORX vs. VSEQX - Volatility Comparison
The current volatility for Vanguard Core Bond Fund Investor Shares (VCORX) is 1.09%, while Vanguard Strategic Equity Fund (VSEQX) has a volatility of 4.63%. This indicates that VCORX experiences smaller price fluctuations and is considered to be less risky than VSEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VCORX | VSEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.09% | 4.63% | -3.54% |
Volatility (6M)Calculated over the trailing 6-month period | 2.75% | 11.10% | -8.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.65% | 15.31% | -11.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.81% | 19.98% | -14.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.81% | 21.44% | -16.63% |
VCORX vs. VSEQX - Expense Ratio Comparison
VCORX has a 0.20% expense ratio, which is higher than VSEQX's 0.17% 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%.
Dividends
VCORX vs. VSEQX - Dividend Comparison
VCORX's dividend yield for the trailing twelve months is around 4.63%, less than VSEQX's 9.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCORX Vanguard Core Bond Fund Investor Shares | 4.63% | 4.70% | 4.93% | 3.99% | 2.90% | 1.91% | 2.95% | 2.93% | 2.98% | 2.62% | 2.20% | 0.00% |
VSEQX Vanguard Strategic Equity Fund | 9.53% | 11.16% | 11.36% | 6.11% | 11.77% | 21.36% | 1.77% | 2.92% | 10.34% | 7.05% | 3.13% | 12.28% |
Frequently Asked Questions
VCORX and VSEQX have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VSEQX has higher volatility (4.63%) compared to VCORX (1.09%). In terms of maximum drawdown, VCORX dropped -18.14% vs VSEQX's -63.55%.
VSEQX currently has the higher Sharpe Ratio (2.41 vs 1.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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