VCR vs. VDC
Compare and contrast key facts about Vanguard Consumer Discretionary ETF (VCR) and Vanguard Consumer Staples ETF (VDC).
VCR and VDC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VCR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Discretionary 25/50 Index. It was launched on Jan 26, 2004. VDC is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Staples 25/50 Index. It was launched on Jan 26, 2004. Both VCR and VDC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VCR or VDC.
Key characteristics
| VCR | VDC | |
|---|---|---|
| YTD Return | 2.10% | 6.44% |
| 1Y Return | 25.46% | 3.86% |
| 3Y Return (Ann) | 0.72% | 5.68% |
| 5Y Return (Ann) | 13.11% | 9.46% |
| 10Y Return (Ann) | 13.07% | 8.62% |
| Sharpe Ratio | 1.58 | 0.46 |
| Daily Std Dev | 17.64% | 10.40% |
| Max Drawdown | -61.54% | -34.24% |
| Current Drawdown | -10.79% | -0.86% |
Correlation
The correlation between VCR and VDC is 0.64, 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.
Performance
VCR vs. VDC - Performance Comparison
In the year-to-date period, VCR achieves a 2.10% return, which is significantly lower than VDC's 6.44% return. Over the past 10 years, VCR has outperformed VDC with an annualized return of 13.07%, while VDC has yielded a comparatively lower 8.62% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VCR vs. VDC - Expense Ratio Comparison
Both VCR and VDC have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VCR vs. VDC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Consumer Discretionary ETF (VCR) and Vanguard Consumer Staples ETF (VDC). 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
VCR vs. VDC - Dividend Comparison
VCR's dividend yield for the trailing twelve months is around 0.80%, less than VDC's 2.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCR Vanguard Consumer Discretionary ETF | 0.80% | 0.84% | 0.98% | 0.79% | 1.71% | 1.17% | 1.37% | 1.21% | 1.60% | 1.32% | 1.23% | 0.84% |
VDC Vanguard Consumer Staples ETF | 2.51% | 2.65% | 2.37% | 2.14% | 2.50% | 2.44% | 2.78% | 2.52% | 2.39% | 2.55% | 1.93% | 2.21% |
Drawdowns
VCR vs. VDC - Drawdown Comparison
The maximum VCR drawdown since its inception was -61.54%, which is greater than VDC's maximum drawdown of -34.24%. Use the drawdown chart below to compare losses from any high point for VCR and VDC. For additional features, visit the drawdowns tool.
Volatility
VCR vs. VDC - Volatility Comparison
Vanguard Consumer Discretionary ETF (VCR) has a higher volatility of 5.52% compared to Vanguard Consumer Staples ETF (VDC) at 2.65%. This indicates that VCR's price experiences larger fluctuations and is considered to be riskier than VDC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.