VEIRX vs. VSTCX
Compare and contrast key facts about Vanguard Equity Income Fund Admiral Shares (VEIRX) and Vanguard Strategic Small-Cap Equity Fund (VSTCX).
VEIRX is managed by Vanguard. It was launched on Aug 13, 2001. VSTCX is managed by Vanguard. It was launched on Apr 24, 2006.
Performance
VEIRX vs. VSTCX - Performance Comparison
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VEIRX vs. VSTCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VEIRX Vanguard Equity Income Fund Admiral Shares | -0.12% | 17.25% | 14.91% | 7.76% | -0.08% | 25.49% | 3.08% | 25.34% | -5.68% | 17.68% |
VSTCX Vanguard Strategic Small-Cap Equity Fund | -0.83% | 15.20% | 15.40% | 21.34% | -13.00% | 33.53% | 8.38% | 22.18% | -11.87% | 9.21% |
Returns By Period
In the year-to-date period, VEIRX achieves a -0.12% return, which is significantly higher than VSTCX's -0.83% return. Both investments have delivered pretty close results over the past 10 years, with VEIRX having a 11.15% annualized return and VSTCX not far behind at 10.96%.
VEIRX
- 1D
- 0.05%
- 1M
- -6.01%
- YTD
- -0.12%
- 6M
- 3.46%
- 1Y
- 13.96%
- 3Y*
- 14.00%
- 5Y*
- 10.56%
- 10Y*
- 11.15%
VSTCX
- 1D
- -1.06%
- 1M
- -6.50%
- YTD
- -0.83%
- 6M
- 2.92%
- 1Y
- 26.01%
- 3Y*
- 15.69%
- 5Y*
- 9.42%
- 10Y*
- 10.96%
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VEIRX vs. VSTCX - Expense Ratio Comparison
VEIRX has a 0.19% expense ratio, which is lower than VSTCX's 0.26% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
VEIRX vs. VSTCX — Risk / Return Rank
VEIRX
VSTCX
VEIRX vs. VSTCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Equity Income Fund Admiral Shares (VEIRX) and Vanguard Strategic Small-Cap Equity Fund (VSTCX). 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.
| VEIRX | VSTCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.15 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.46 | 1.69 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 1.59 | -0.32 |
Martin ratioReturn relative to average drawdown | 5.65 | 7.00 | -1.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VEIRX | VSTCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.15 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.43 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.47 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.35 | +0.15 |
Correlation
The correlation between VEIRX and VSTCX is 0.85, 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.
Dividends
VEIRX vs. VSTCX - Dividend Comparison
VEIRX's dividend yield for the trailing twelve months is around 11.12%, more than VSTCX's 7.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIRX Vanguard Equity Income Fund Admiral Shares | 11.12% | 11.03% | 9.83% | 7.96% | 8.79% | 7.71% | 2.86% | 4.45% | 10.98% | 3.04% | 3.87% | 6.48% |
VSTCX Vanguard Strategic Small-Cap Equity Fund | 7.61% | 7.55% | 9.66% | 2.50% | 7.44% | 19.92% | 1.24% | 4.14% | 11.74% | 5.76% | 1.35% | 2.33% |
Drawdowns
VEIRX vs. VSTCX - Drawdown Comparison
The maximum VEIRX drawdown since its inception was -54.02%, smaller than the maximum VSTCX drawdown of -62.50%. Use the drawdown chart below to compare losses from any high point for VEIRX and VSTCX.
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Drawdown Indicators
| VEIRX | VSTCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.02% | -62.50% | +8.48% |
Max Drawdown (1Y)Largest decline over 1 year | -10.96% | -14.47% | +3.51% |
Max Drawdown (5Y)Largest decline over 5 years | -15.12% | -27.47% | +12.35% |
Max Drawdown (10Y)Largest decline over 10 years | -35.26% | -48.08% | +12.82% |
Current DrawdownCurrent decline from peak | -6.84% | -7.95% | +1.11% |
Average DrawdownAverage peak-to-trough decline | -6.54% | -10.73% | +4.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 3.29% | -0.82% |
Volatility
VEIRX vs. VSTCX - Volatility Comparison
The current volatility for Vanguard Equity Income Fund Admiral Shares (VEIRX) is 3.13%, while Vanguard Strategic Small-Cap Equity Fund (VSTCX) has a volatility of 6.04%. This indicates that VEIRX experiences smaller price fluctuations and is considered to be less risky than VSTCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VEIRX | VSTCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.13% | 6.04% | -2.91% |
Volatility (6M)Calculated over the trailing 6-month period | 7.70% | 12.99% | -5.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.00% | 22.55% | -7.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.90% | 22.01% | -8.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.29% | 23.44% | -7.15% |