VPCCX vs. VT
Compare and contrast key facts about Vanguard PRIMECAP Core Fund (VPCCX) and Vanguard Total World Stock ETF (VT).
VPCCX is managed by Vanguard. It was launched on Dec 9, 2004. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VPCCX or VT.
Key characteristics
| VPCCX | VT | |
|---|---|---|
| YTD Return | 16.57% | 18.43% |
| 1Y Return | 25.15% | 26.74% |
| 3Y Return (Ann) | 7.89% | 5.61% |
| 5Y Return (Ann) | 12.70% | 11.17% |
| 10Y Return (Ann) | 12.08% | 9.42% |
| Sharpe Ratio | 1.81 | 2.52 |
| Sortino Ratio | 2.59 | 3.45 |
| Omega Ratio | 1.36 | 1.46 |
| Calmar Ratio | 2.47 | 3.65 |
| Martin Ratio | 8.99 | 16.54 |
| Ulcer Index | 3.10% | 1.79% |
| Daily Std Dev | 15.44% | 11.78% |
| Max Drawdown | -47.53% | -50.27% |
| Current Drawdown | -1.36% | -1.17% |
Correlation
The correlation between VPCCX and VT is 0.92, 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. VT - Performance Comparison
In the year-to-date period, VPCCX achieves a 16.57% return, which is significantly lower than VT's 18.43% return. Over the past 10 years, VPCCX has outperformed VT with an annualized return of 12.08%, while VT has yielded a comparatively lower 9.42% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VPCCX vs. VT - Expense Ratio Comparison
VPCCX has a 0.46% expense ratio, which is higher than VT's 0.07% expense ratio.
Risk-Adjusted Performance
VPCCX vs. VT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard PRIMECAP Core Fund (VPCCX) and Vanguard Total World Stock ETF (VT). 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. VT - Dividend Comparison
VPCCX's dividend yield for the trailing twelve months is around 1.08%, less than VT's 1.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPCCX Vanguard PRIMECAP Core Fund | 1.08% | 1.25% | 1.34% | 0.70% | 1.23% | 1.39% | 1.38% | 1.07% | 1.25% | 1.17% | 1.25% | 0.92% |
VT Vanguard Total World Stock ETF | 1.84% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% | 2.06% |
Drawdowns
VPCCX vs. VT - Drawdown Comparison
The maximum VPCCX drawdown since its inception was -47.53%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for VPCCX and VT. For additional features, visit the drawdowns tool.
Volatility
VPCCX vs. VT - Volatility Comparison
Vanguard PRIMECAP Core Fund (VPCCX) has a higher volatility of 3.71% compared to Vanguard Total World Stock ETF (VT) at 3.14%. This indicates that VPCCX's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.