Correlation
The correlation between VIEIX and VSCIX is 0.86, 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.
VIEIX vs. VSCIX
Compare and contrast key facts about Vanguard Extended Market Index Fund Institutional Shares (VIEIX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX).
VIEIX is managed by Vanguard. It was launched on Jul 7, 1997. VSCIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIEIX or VSCIX.
Performance
VIEIX vs. VSCIX - Performance Comparison
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Key characteristics
VIEIX:
0.40
VSCIX:
0.18
VIEIX:
0.76
VSCIX:
0.53
VIEIX:
1.10
VSCIX:
1.07
VIEIX:
0.39
VSCIX:
0.23
VIEIX:
1.19
VSCIX:
0.70
VIEIX:
8.71%
VSCIX:
8.38%
VIEIX:
24.73%
VSCIX:
22.83%
VIEIX:
-58.03%
VSCIX:
-59.66%
VIEIX:
-10.72%
VSCIX:
-12.08%
Returns By Period
In the year-to-date period, VIEIX achieves a -2.97% return, which is significantly higher than VSCIX's -4.77% return. Over the past 10 years, VIEIX has outperformed VSCIX with an annualized return of 8.48%, while VSCIX has yielded a comparatively lower 7.97% annualized return.
VIEIX
-2.97%
4.43%
-9.66%
10.25%
9.39%
10.38%
8.48%
VSCIX
-4.77%
2.75%
-11.39%
4.77%
6.79%
10.45%
7.97%
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VIEIX vs. VSCIX - Expense Ratio Comparison
VIEIX has a 0.05% expense ratio, which is higher than VSCIX's 0.04% 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
VIEIX vs. VSCIX — Risk-Adjusted Performance Rank
VIEIX
VSCIX
VIEIX vs. VSCIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Extended Market Index Fund Institutional Shares (VIEIX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX). 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.
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Dividends
VIEIX vs. VSCIX - Dividend Comparison
VIEIX's dividend yield for the trailing twelve months is around 1.22%, less than VSCIX's 1.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIEIX Vanguard Extended Market Index Fund Institutional Shares | 1.22% | 1.10% | 1.28% | 1.16% | 1.14% | 1.08% | 1.31% | 1.67% | 1.27% | 1.45% | 1.37% | 1.34% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | 1.49% | 1.31% | 1.56% | 1.55% | 1.25% | 1.15% | 1.40% | 1.68% | 1.36% | 1.50% | 1.49% | 1.44% |
Drawdowns
VIEIX vs. VSCIX - Drawdown Comparison
The maximum VIEIX drawdown since its inception was -58.03%, roughly equal to the maximum VSCIX drawdown of -59.66%. Use the drawdown chart below to compare losses from any high point for VIEIX and VSCIX.
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Volatility
VIEIX vs. VSCIX - Volatility Comparison
Vanguard Extended Market Index Fund Institutional Shares (VIEIX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) have volatilities of 6.18% and 6.20%, 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.
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