VCSAX vs. SPLG
Compare and contrast key facts about Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX) and SPDR Portfolio S&P 500 ETF (SPLG).
VCSAX is managed by Vanguard. It was launched on Jan 30, 2004. SPLG is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Nov 15, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VCSAX or SPLG.
Correlation
The correlation between VCSAX and SPLG is 0.72, 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
VCSAX vs. SPLG - Performance Comparison
Key characteristics
VCSAX:
0.79
SPLG:
0.54
VCSAX:
1.21
SPLG:
0.88
VCSAX:
1.15
SPLG:
1.13
VCSAX:
1.16
SPLG:
0.56
VCSAX:
3.74
SPLG:
2.27
VCSAX:
2.76%
SPLG:
4.60%
VCSAX:
13.13%
SPLG:
19.29%
VCSAX:
-34.34%
SPLG:
-54.52%
VCSAX:
-3.20%
SPLG:
-9.83%
Returns By Period
In the year-to-date period, VCSAX achieves a 3.54% return, which is significantly higher than SPLG's -5.70% return. Over the past 10 years, VCSAX has underperformed SPLG with an annualized return of 8.35%, while SPLG has yielded a comparatively higher 12.11% annualized return.
VCSAX
3.54%
0.99%
2.31%
10.81%
10.55%
8.35%
SPLG
-5.70%
-0.87%
-4.52%
9.83%
15.26%
12.11%
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VCSAX vs. SPLG - Expense Ratio Comparison
VCSAX has a 0.10% expense ratio, which is higher than SPLG'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%.
Risk-Adjusted Performance
VCSAX vs. SPLG — Risk-Adjusted Performance Rank
VCSAX
SPLG
VCSAX vs. SPLG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX) and SPDR Portfolio S&P 500 ETF (SPLG). 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
VCSAX vs. SPLG - Dividend Comparison
VCSAX's dividend yield for the trailing twelve months is around 2.40%, more than SPLG's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCSAX Vanguard Consumer Staples Index Fund Admiral Shares | 2.40% | 2.33% | 2.65% | 2.37% | 2.14% | 2.50% | 2.44% | 2.77% | 2.52% | 2.40% | 2.56% | 1.92% |
SPLG SPDR Portfolio S&P 500 ETF | 1.38% | 1.28% | 1.44% | 1.69% | 1.25% | 1.54% | 1.79% | 2.23% | 1.75% | 1.97% | 1.98% | 1.79% |
Drawdowns
VCSAX vs. SPLG - Drawdown Comparison
The maximum VCSAX drawdown since its inception was -34.34%, smaller than the maximum SPLG drawdown of -54.52%. Use the drawdown chart below to compare losses from any high point for VCSAX and SPLG. For additional features, visit the drawdowns tool.
Volatility
VCSAX vs. SPLG - Volatility Comparison
The current volatility for Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX) is 7.89%, while SPDR Portfolio S&P 500 ETF (SPLG) has a volatility of 14.16%. This indicates that VCSAX experiences smaller price fluctuations and is considered to be less risky than SPLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.