VLISX vs. VSCIX
Compare and contrast key facts about Vanguard Large-Cap Index Fund Institutional Shares (VLISX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX).
VLISX is managed by Vanguard. It was launched on Jun 30, 2005. 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: VLISX or VSCIX.
Key characteristics
| VLISX | VSCIX | |
|---|---|---|
| YTD Return | 27.14% | 19.88% |
| 1Y Return | 40.17% | 41.71% |
| 3Y Return (Ann) | 9.53% | 3.58% |
| 5Y Return (Ann) | 15.96% | 11.26% |
| 10Y Return (Ann) | 13.37% | 9.82% |
| Sharpe Ratio | 3.19 | 2.26 |
| Sortino Ratio | 4.32 | 3.16 |
| Omega Ratio | 1.59 | 1.39 |
| Calmar Ratio | 4.69 | 1.83 |
| Martin Ratio | 21.22 | 12.94 |
| Ulcer Index | 1.84% | 3.08% |
| Daily Std Dev | 12.23% | 17.62% |
| Max Drawdown | -54.75% | -59.66% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between VLISX and VSCIX is 0.90, 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
VLISX vs. VSCIX - Performance Comparison
In the year-to-date period, VLISX achieves a 27.14% return, which is significantly higher than VSCIX's 19.88% return. Over the past 10 years, VLISX has outperformed VSCIX with an annualized return of 13.37%, while VSCIX has yielded a comparatively lower 9.82% 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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VLISX vs. VSCIX - Expense Ratio Comparison
Both VLISX and VSCIX have an expense ratio of 0.04%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VLISX vs. VSCIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Large-Cap Index Fund Institutional Shares (VLISX) 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.
Dividends
VLISX vs. VSCIX - Dividend Comparison
VLISX's dividend yield for the trailing twelve months is around 1.24%, less than VSCIX's 1.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLISX Vanguard Large-Cap Index Fund Institutional Shares | 1.24% | 1.41% | 1.67% | 1.19% | 1.46% | 1.81% | 2.09% | 1.76% | 1.99% | 1.97% | 1.78% | 1.76% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | 1.31% | 1.56% | 1.55% | 1.25% | 1.15% | 1.40% | 1.68% | 1.36% | 1.50% | 1.49% | 1.44% | 1.31% |
Drawdowns
VLISX vs. VSCIX - Drawdown Comparison
The maximum VLISX drawdown since its inception was -54.75%, smaller than the maximum VSCIX drawdown of -59.66%. Use the drawdown chart below to compare losses from any high point for VLISX and VSCIX. For additional features, visit the drawdowns tool.
Volatility
VLISX vs. VSCIX - Volatility Comparison
The current volatility for Vanguard Large-Cap Index Fund Institutional Shares (VLISX) is 3.95%, while Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) has a volatility of 5.35%. This indicates that VLISX experiences smaller price fluctuations and is considered to be less risky than VSCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.