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VSCIX vs. VINIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VSCIX and VINIX 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.


-0.50.00.51.00.9

Performance

VSCIX vs. VINIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). The values are adjusted to include any dividend payments, if applicable.

800.00%850.00%900.00%950.00%1,000.00%1,050.00%1,100.00%1,150.00%AugustSeptemberOctoberNovemberDecember2025
1,028.25%
920.92%
VSCIX
VINIX

Key characteristics

Sharpe Ratio

VSCIX:

1.05

VINIX:

1.73

Sortino Ratio

VSCIX:

1.52

VINIX:

2.31

Omega Ratio

VSCIX:

1.19

VINIX:

1.32

Calmar Ratio

VSCIX:

1.52

VINIX:

2.66

Martin Ratio

VSCIX:

5.11

VINIX:

10.90

Ulcer Index

VSCIX:

3.44%

VINIX:

2.06%

Daily Std Dev

VSCIX:

16.79%

VINIX:

12.97%

Max Drawdown

VSCIX:

-59.66%

VINIX:

-55.19%

Current Drawdown

VSCIX:

-7.06%

VINIX:

-5.51%

Returns By Period

In the year-to-date period, VSCIX achieves a 0.67% return, which is significantly higher than VINIX's -0.89% return. Over the past 10 years, VSCIX has underperformed VINIX with an annualized return of 9.42%, while VINIX has yielded a comparatively higher 13.11% annualized return.


VSCIX

YTD

0.67%

1M

-4.56%

6M

7.82%

1Y

18.21%

5Y*

9.30%

10Y*

9.42%

VINIX

YTD

-0.89%

1M

-4.92%

6M

3.02%

1Y

21.75%

5Y*

13.61%

10Y*

13.11%

*Annualized

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VSCIX vs. VINIX - Expense Ratio Comparison

VSCIX has a 0.04% expense ratio, which is higher than VINIX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Expense ratio chart for VSCIX: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%
Expense ratio chart for VINIX: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%

Risk-Adjusted Performance

VSCIX vs. VINIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VSCIX
The Risk-Adjusted Performance Rank of VSCIX is 7272
Overall Rank
The Sharpe Ratio Rank of VSCIX is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of VSCIX is 7171
Sortino Ratio Rank
The Omega Ratio Rank of VSCIX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of VSCIX is 8282
Calmar Ratio Rank
The Martin Ratio Rank of VSCIX is 7070
Martin Ratio Rank

VINIX
The Risk-Adjusted Performance Rank of VINIX is 8989
Overall Rank
The Sharpe Ratio Rank of VINIX is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of VINIX is 8787
Sortino Ratio Rank
The Omega Ratio Rank of VINIX is 8787
Omega Ratio Rank
The Calmar Ratio Rank of VINIX is 9191
Calmar Ratio Rank
The Martin Ratio Rank of VINIX is 9191
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VSCIX vs. VINIX - 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 Institutional Index Fund Institutional Shares (VINIX). 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 chart of Sharpe ratio for VSCIX, currently valued at 1.05, compared to the broader market-1.000.001.002.003.004.001.051.73
The chart of Sortino ratio for VSCIX, currently valued at 1.52, compared to the broader market-2.000.002.004.006.008.0010.001.522.31
The chart of Omega ratio for VSCIX, currently valued at 1.19, compared to the broader market0.501.001.502.002.503.003.501.191.32
The chart of Calmar ratio for VSCIX, currently valued at 1.52, compared to the broader market0.005.0010.0015.001.522.66
The chart of Martin ratio for VSCIX, currently valued at 5.11, compared to the broader market0.0020.0040.0060.005.1110.90
VSCIX
VINIX

The current VSCIX Sharpe Ratio is 1.05, which is lower than the VINIX Sharpe Ratio of 1.73. The chart below compares the historical Sharpe Ratios of VSCIX and VINIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00AugustSeptemberOctoberNovemberDecember2025
1.05
1.73
VSCIX
VINIX

Dividends

VSCIX vs. VINIX - Dividend Comparison

VSCIX's dividend yield for the trailing twelve months is around 1.30%, more than VINIX's 0.95% yield.


TTM20242023202220212020201920182017201620152014
VSCIX
Vanguard Small-Cap Index Fund Institutional Shares
1.30%1.31%1.56%1.55%1.25%1.15%1.40%1.68%1.36%1.50%1.49%1.44%
VINIX
Vanguard Institutional Index Fund Institutional Shares
0.95%0.94%1.47%1.74%1.28%1.59%1.91%2.13%1.82%2.07%2.45%1.88%

Drawdowns

VSCIX vs. VINIX - Drawdown Comparison

The maximum VSCIX drawdown since its inception was -59.66%, which is greater than VINIX's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VSCIX and VINIX. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-7.06%
-5.51%
VSCIX
VINIX

Volatility

VSCIX vs. VINIX - Volatility Comparison

Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) and Vanguard Institutional Index Fund Institutional Shares (VINIX) have volatilities of 5.22% and 5.12%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%AugustSeptemberOctoberNovemberDecember2025
5.22%
5.12%
VSCIX
VINIX