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 0.86, 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.
Performance
VPCCX vs. SPLG - Performance Comparison
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Key characteristics
VPCCX:
-0.02
SPLG:
0.73
VPCCX:
0.12
SPLG:
1.15
VPCCX:
1.02
SPLG:
1.17
VPCCX:
-0.02
SPLG:
0.77
VPCCX:
-0.06
SPLG:
2.94
VPCCX:
7.23%
SPLG:
4.87%
VPCCX:
21.95%
SPLG:
19.48%
VPCCX:
-48.32%
SPLG:
-54.52%
VPCCX:
-8.33%
SPLG:
-3.95%
Returns By Period
In the year-to-date period, VPCCX achieves a 1.82% return, which is significantly higher than SPLG's 0.46% return. Over the past 10 years, VPCCX has underperformed SPLG with an annualized return of 5.43%, while SPLG has yielded a comparatively higher 12.73% annualized return.
VPCCX
1.82%
12.45%
-7.31%
-0.50%
9.48%
5.43%
SPLG
0.46%
9.92%
-1.04%
14.16%
17.40%
12.73%
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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.
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Dividends
VPCCX vs. SPLG - Dividend Comparison
VPCCX's dividend yield for the trailing twelve months is around 7.04%, more than SPLG's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPCCX Vanguard PRIMECAP Core Fund | 7.04% | 7.17% | 5.73% | 8.40% | 6.89% | 7.89% | 6.99% | 9.45% | 4.10% | 5.52% | 4.96% | 7.24% |
SPLG SPDR Portfolio S&P 500 ETF | 1.30% | 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.
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Volatility
VPCCX vs. SPLG - Volatility Comparison
Vanguard PRIMECAP Core Fund (VPCCX) has a higher volatility of 6.68% compared to SPDR Portfolio S&P 500 ETF (SPLG) at 6.16%. This indicates that VPCCX's price experiences larger fluctuations and is considered to be riskier than SPLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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