VSCIX vs. ^GSPC
Compare and contrast key facts about Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) and S&P 500 (^GSPC).
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: VSCIX or ^GSPC.
Correlation
The correlation between VSCIX and ^GSPC 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
VSCIX vs. ^GSPC - Performance Comparison
Key characteristics
VSCIX:
0.81
^GSPC:
1.62
VSCIX:
1.22
^GSPC:
2.20
VSCIX:
1.15
^GSPC:
1.30
VSCIX:
1.58
^GSPC:
2.46
VSCIX:
3.54
^GSPC:
10.01
VSCIX:
3.78%
^GSPC:
2.08%
VSCIX:
16.53%
^GSPC:
12.88%
VSCIX:
-59.66%
^GSPC:
-56.78%
VSCIX:
-7.95%
^GSPC:
-2.13%
Returns By Period
In the year-to-date period, VSCIX achieves a -0.30% return, which is significantly lower than ^GSPC's 2.24% return. Over the past 10 years, VSCIX has underperformed ^GSPC with an annualized return of 8.67%, while ^GSPC has yielded a comparatively higher 11.04% annualized return.
VSCIX
-0.30%
-4.67%
3.37%
12.40%
8.87%
8.67%
^GSPC
2.24%
-1.20%
6.72%
18.21%
12.53%
11.04%
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Risk-Adjusted Performance
VSCIX vs. ^GSPC — Risk-Adjusted Performance Rank
VSCIX
^GSPC
VSCIX vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) and S&P 500 (^GSPC). 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.
Drawdowns
VSCIX vs. ^GSPC - Drawdown Comparison
The maximum VSCIX drawdown since its inception was -59.66%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for VSCIX and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
VSCIX vs. ^GSPC - Volatility Comparison
Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) has a higher volatility of 4.27% compared to S&P 500 (^GSPC) at 3.43%. This indicates that VSCIX's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.