VCSLX vs. IWM
Compare and contrast key facts about VALIC Company I Small Cap Index Fund (VCSLX) and iShares Russell 2000 ETF (IWM).
VCSLX is managed by VALIC. It was launched on May 1, 1992. IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VCSLX or IWM.
Correlation
The correlation between VCSLX and IWM is 0.98, 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
VCSLX vs. IWM - Performance Comparison
Key characteristics
VCSLX:
0.64
IWM:
0.64
VCSLX:
1.04
IWM:
1.04
VCSLX:
1.12
IWM:
1.12
VCSLX:
0.30
IWM:
0.71
VCSLX:
2.77
IWM:
2.78
VCSLX:
4.52%
IWM:
4.51%
VCSLX:
19.67%
IWM:
19.63%
VCSLX:
-66.32%
IWM:
-59.05%
VCSLX:
-31.97%
IWM:
-7.21%
Returns By Period
The year-to-date returns for both stocks are quite close, with VCSLX having a 1.52% return and IWM slightly lower at 1.49%. Over the past 10 years, VCSLX has underperformed IWM with an annualized return of -1.18%, while IWM has yielded a comparatively higher 7.67% annualized return.
VCSLX
1.52%
-2.34%
5.77%
14.60%
-3.94%
-1.18%
IWM
1.49%
-2.41%
5.68%
14.63%
7.46%
7.67%
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VCSLX vs. IWM - Expense Ratio Comparison
VCSLX has a 0.36% expense ratio, which is higher than IWM's 0.19% expense ratio.
Risk-Adjusted Performance
VCSLX vs. IWM — Risk-Adjusted Performance Rank
VCSLX
IWM
VCSLX vs. IWM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VALIC Company I Small Cap Index Fund (VCSLX) and iShares Russell 2000 ETF (IWM). 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
VCSLX vs. IWM - Dividend Comparison
VCSLX's dividend yield for the trailing twelve months is around 1.15%, more than IWM's 1.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCSLX VALIC Company I Small Cap Index Fund | 1.15% | 1.17% | 1.62% | 0.91% | 0.81% | 1.47% | 1.11% | 1.18% | 1.00% | 1.19% | 1.17% | 1.20% |
IWM iShares Russell 2000 ETF | 1.13% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% |
Drawdowns
VCSLX vs. IWM - Drawdown Comparison
The maximum VCSLX drawdown since its inception was -66.32%, which is greater than IWM's maximum drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for VCSLX and IWM. For additional features, visit the drawdowns tool.
Volatility
VCSLX vs. IWM - Volatility Comparison
VALIC Company I Small Cap Index Fund (VCSLX) and iShares Russell 2000 ETF (IWM) have volatilities of 3.75% and 3.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.