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:
0.48
SPLG:
2.22
VPCCX:
0.68
SPLG:
2.95
VPCCX:
1.11
SPLG:
1.42
VPCCX:
0.66
SPLG:
3.26
VPCCX:
2.44
SPLG:
14.44
VPCCX:
3.15%
SPLG:
1.91%
VPCCX:
16.00%
SPLG:
12.40%
VPCCX:
-47.53%
SPLG:
-54.50%
VPCCX:
-9.81%
SPLG:
-1.85%
Returns By Period
In the year-to-date period, VPCCX achieves a 6.58% return, which is significantly lower than SPLG's 26.85% return. Over the past 10 years, VPCCX has underperformed SPLG with an annualized return of 10.72%, while SPLG has yielded a comparatively higher 13.18% annualized return.
VPCCX
6.58%
-7.95%
-5.74%
7.33%
9.92%
10.72%
SPLG
26.85%
0.21%
10.33%
27.33%
14.99%
13.18%
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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 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 has not paid dividends to shareholders, while SPLG's dividend yield for the trailing twelve months is around 0.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPCCX Vanguard PRIMECAP Core Fund | 0.00% | 1.25% | 1.34% | 0.70% | 1.23% | 1.39% | 1.38% | 1.07% | 1.25% | 1.17% | 1.25% | 0.92% |
SPLG SPDR Portfolio S&P 500 ETF | 0.91% | 1.44% | 1.69% | 1.25% | 1.54% | 1.79% | 2.23% | 1.75% | 1.97% | 1.98% | 1.79% | 1.71% |
Drawdowns
VPCCX vs. SPLG - Drawdown Comparison
The maximum VPCCX drawdown since its inception was -47.53%, smaller than the maximum SPLG drawdown of -54.50%. 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
Vanguard PRIMECAP Core Fund (VPCCX) has a higher volatility of 10.10% compared to SPDR Portfolio S&P 500 ETF (SPLG) at 3.83%. 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.