VCSAX vs. VOO
Compare and contrast key facts about Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX) and Vanguard S&P 500 ETF (VOO).
VCSAX is managed by Vanguard. It was launched on Jan 30, 2004. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VCSAX or VOO.
Key characteristics
| VCSAX | VOO | |
|---|---|---|
| YTD Return | 14.78% | 26.88% |
| 1Y Return | 20.99% | 37.59% |
| 3Y Return (Ann) | 6.95% | 10.23% |
| 5Y Return (Ann) | 9.36% | 15.93% |
| 10Y Return (Ann) | 8.53% | 13.41% |
| Sharpe Ratio | 2.15 | 3.06 |
| Sortino Ratio | 3.08 | 4.08 |
| Omega Ratio | 1.37 | 1.58 |
| Calmar Ratio | 2.43 | 4.43 |
| Martin Ratio | 14.11 | 20.25 |
| Ulcer Index | 1.52% | 1.85% |
| Daily Std Dev | 9.96% | 12.23% |
| Max Drawdown | -34.34% | -33.99% |
| Current Drawdown | -2.15% | -0.30% |
Correlation
The correlation between VCSAX and VOO is 0.69, 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
VCSAX vs. VOO - Performance Comparison
In the year-to-date period, VCSAX achieves a 14.78% return, which is significantly lower than VOO's 26.88% return. Over the past 10 years, VCSAX has underperformed VOO with an annualized return of 8.53%, while VOO has yielded a comparatively higher 13.41% 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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VCSAX vs. VOO - Expense Ratio Comparison
VCSAX has a 0.10% expense ratio, which is higher than VOO'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. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
VCSAX's dividend yield for the trailing twelve months is around 2.56%, more than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCSAX Vanguard Consumer Staples Index Fund Admiral Shares | 2.56% | 2.65% | 2.37% | 2.14% | 2.50% | 2.44% | 2.77% | 2.52% | 2.40% | 2.56% | 1.92% | 2.21% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VCSAX vs. VOO - Drawdown Comparison
The maximum VCSAX drawdown since its inception was -34.34%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VCSAX and VOO. For additional features, visit the drawdowns tool.
Volatility
VCSAX vs. VOO - Volatility Comparison
The current volatility for Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX) is 2.77%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.89%. This indicates that VCSAX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.