VSCIX vs. VINIX
Compare and contrast key facts about Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) and Vanguard Institutional Index Fund Institutional Shares (VINIX).
VSCIX is managed by Vanguard. It was launched on Jul 7, 1997. VINIX is managed by Vanguard. It was launched on Jul 31, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSCIX or VINIX.
Performance
VSCIX vs. VINIX - Performance Comparison
Returns By Period
In the year-to-date period, VSCIX achieves a 20.16% return, which is significantly lower than VINIX's 26.22% return. Over the past 10 years, VSCIX has underperformed VINIX with an annualized return of 9.70%, while VINIX has yielded a comparatively higher 13.17% annualized return.
VSCIX
20.16%
6.56%
15.94%
33.97%
11.30%
9.70%
VINIX
26.22%
1.79%
13.66%
32.34%
15.68%
13.17%
Key characteristics
| VSCIX | VINIX | |
|---|---|---|
| Sharpe Ratio | 2.03 | 2.69 |
| Sortino Ratio | 2.82 | 3.58 |
| Omega Ratio | 1.35 | 1.50 |
| Calmar Ratio | 2.04 | 3.89 |
| Martin Ratio | 11.17 | 17.49 |
| Ulcer Index | 3.11% | 1.88% |
| Daily Std Dev | 17.12% | 12.24% |
| Max Drawdown | -59.66% | -55.19% |
| Current Drawdown | -0.95% | -0.81% |
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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%.
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.
Risk-Adjusted Performance
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.
Dividends
VSCIX vs. VINIX - Dividend Comparison
VSCIX's dividend yield for the trailing twelve months is around 1.31%, more than VINIX's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | 1.31% | 1.56% | 1.55% | 1.25% | 1.15% | 1.40% | 1.68% | 1.36% | 1.50% | 1.49% | 1.44% | 1.31% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 1.25% | 1.47% | 1.74% | 1.28% | 1.59% | 1.91% | 2.13% | 1.82% | 2.07% | 2.45% | 1.88% | 1.85% |
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.
Volatility
VSCIX vs. VINIX - Volatility Comparison
Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) has a higher volatility of 5.62% compared to Vanguard Institutional Index Fund Institutional Shares (VINIX) at 3.95%. This indicates that VSCIX's price experiences larger fluctuations and is considered to be riskier than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.