VSCIX vs. VB
Compare and contrast key facts about Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) and Vanguard Small-Cap ETF (VB).
VSCIX is managed by Vanguard. It was launched on Jul 7, 1997. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSCIX or VB.
Key characteristics
| VSCIX | VB | |
|---|---|---|
| YTD Return | 6.74% | 6.70% |
| 1Y Return | 26.01% | 26.00% |
| 3Y Return (Ann) | 2.66% | 2.64% |
| 5Y Return (Ann) | 9.84% | 9.84% |
| 10Y Return (Ann) | 9.28% | 9.27% |
| Sharpe Ratio | 1.40 | 1.40 |
| Daily Std Dev | 17.15% | 17.18% |
| Max Drawdown | -59.66% | -59.58% |
| Current Drawdown | -1.29% | -1.28% |
Correlation
The correlation between VSCIX and VB is 0.99, 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. VB - Performance Comparison
The year-to-date returns for both stocks are quite close, with VSCIX having a 6.74% return and VB slightly lower at 6.70%. Both investments have delivered pretty close results over the past 10 years, with VSCIX having a 9.28% annualized return and VB not far behind at 9.27%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VSCIX vs. VB - Expense Ratio Comparison
VSCIX has a 0.04% expense ratio, which is lower than VB's 0.05% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VSCIX vs. VB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) and Vanguard Small-Cap ETF (VB). 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
VSCIX vs. VB - Dividend Comparison
VSCIX's dividend yield for the trailing twelve months is around 1.44%, which matches VB's 1.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | 1.44% | 1.56% | 1.55% | 1.25% | 1.15% | 1.40% | 1.68% | 1.36% | 1.50% | 1.49% | 1.44% | 1.31% |
VB Vanguard Small-Cap ETF | 1.43% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% | 1.43% | 1.31% |
Drawdowns
VSCIX vs. VB - Drawdown Comparison
The maximum VSCIX drawdown since its inception was -59.66%, roughly equal to the maximum VB drawdown of -59.58%. Use the drawdown chart below to compare losses from any high point for VSCIX and VB. For additional features, visit the drawdowns tool.
Volatility
VSCIX vs. VB - Volatility Comparison
Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) and Vanguard Small-Cap ETF (VB) have volatilities of 3.86% and 3.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.