VPCCX vs. SPLG
Compare and contrast key facts about Vanguard PRIMECAP Core Fund (VPCCX) and SPDR Portfolio S&P 500 ETF (SPLG).
VPCCX is managed by Vanguard. It was launched on Dec 9, 2004. SPLG is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Nov 15, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VPCCX or SPLG.
Correlation
The correlation between VPCCX and SPLG is 0.82, 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
VPCCX vs. SPLG - Performance Comparison
Key characteristics
VPCCX:
0.71
SPLG:
2.13
VPCCX:
0.96
SPLG:
2.83
VPCCX:
1.15
SPLG:
1.39
VPCCX:
0.98
SPLG:
3.22
VPCCX:
2.87
SPLG:
13.44
VPCCX:
3.85%
SPLG:
2.02%
VPCCX:
15.59%
SPLG:
12.73%
VPCCX:
-48.32%
SPLG:
-54.52%
VPCCX:
-4.96%
SPLG:
-0.31%
Returns By Period
In the year-to-date period, VPCCX achieves a 5.56% return, which is significantly higher than SPLG's 3.73% return. Over the past 10 years, VPCCX has underperformed SPLG with an annualized return of 6.39%, while SPLG has yielded a comparatively higher 13.71% annualized return.
VPCCX
5.56%
3.46%
0.62%
10.71%
6.21%
6.39%
SPLG
3.73%
1.10%
12.46%
26.44%
15.30%
13.71%
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VPCCX vs. SPLG - Expense Ratio Comparison
VPCCX has a 0.46% expense ratio, which is higher than SPLG's 0.03% expense ratio.
Risk-Adjusted Performance
VPCCX vs. SPLG — Risk-Adjusted Performance Rank
VPCCX
SPLG
VPCCX vs. SPLG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard PRIMECAP Core Fund (VPCCX) and SPDR Portfolio S&P 500 ETF (SPLG). 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
VPCCX vs. SPLG - Dividend Comparison
VPCCX's dividend yield for the trailing twelve months is around 1.02%, less than SPLG's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPCCX Vanguard PRIMECAP Core Fund | 1.02% | 1.08% | 1.25% | 1.34% | 0.70% | 1.23% | 1.39% | 1.38% | 1.07% | 1.25% | 1.17% | 1.25% |
SPLG SPDR Portfolio S&P 500 ETF | 1.23% | 1.28% | 1.44% | 1.69% | 1.25% | 1.54% | 1.79% | 2.23% | 1.75% | 1.97% | 1.98% | 1.79% |
Drawdowns
VPCCX vs. SPLG - Drawdown Comparison
The maximum VPCCX drawdown since its inception was -48.32%, smaller than the maximum SPLG drawdown of -54.52%. Use the drawdown chart below to compare losses from any high point for VPCCX and SPLG. For additional features, visit the drawdowns tool.
Volatility
VPCCX vs. SPLG - Volatility Comparison
The current volatility for Vanguard PRIMECAP Core Fund (VPCCX) is 3.10%, while SPDR Portfolio S&P 500 ETF (SPLG) has a volatility of 3.95%. This indicates that VPCCX experiences smaller price fluctuations and is considered to be less risky than SPLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.