VSCIX vs. OPOCX

The year-to-date returns for both stocks are quite close, with VSCIX having a -6.66% return and OPOCX slightly lower at -6.73%. Over the past 10 years, VSCIX has outperformed OPOCX with an annualized return of 7.93%, while OPOCX has yielded a comparatively lower 1.81% annualized return.

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VSCIX has a 0.04% expense ratio, which is lower than OPOCX's 1.01% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) and Invesco Discovery Fund (OPOCX). 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.

The current VSCIX Sharpe Ratio is 0.07, which is higher than the OPOCX Sharpe Ratio of -0.13. The chart below compares the historical Sharpe Ratios of VSCIX and OPOCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VSCIX's dividend yield for the trailing twelve months is around 1.52%, while OPOCX has not paid dividends to shareholders.

The maximum VSCIX drawdown since its inception was -59.66%, smaller than the maximum OPOCX drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for VSCIX and OPOCX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) is 7.39%, while Invesco Discovery Fund (OPOCX) has a volatility of 8.24%. This indicates that VSCIX experiences smaller price fluctuations and is considered to be less risky than OPOCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.