VSCIX vs. VOO
Compare and contrast key facts about Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) and Vanguard S&P 500 ETF (VOO).
VSCIX is managed by Vanguard. It was launched on Jul 7, 1997. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSCIX or VOO.
Correlation
The correlation between VSCIX and VOO is 0.88, 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. VOO - Performance Comparison
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Key characteristics
VSCIX:
0.17
VOO:
0.67
VSCIX:
0.53
VOO:
1.19
VSCIX:
1.07
VOO:
1.17
VSCIX:
0.23
VOO:
0.80
VSCIX:
0.71
VOO:
3.05
VSCIX:
8.12%
VOO:
4.88%
VSCIX:
22.65%
VOO:
19.40%
VSCIX:
-59.66%
VOO:
-33.99%
VSCIX:
-10.42%
VOO:
-3.38%
Returns By Period
In the year-to-date period, VSCIX achieves a -2.98% return, which is significantly lower than VOO's 1.08% return. Over the past 10 years, VSCIX has underperformed VOO with an annualized return of 8.14%, while VOO has yielded a comparatively higher 12.77% annualized return.
VSCIX
-2.98%
11.74%
-6.02%
3.83%
14.31%
8.14%
VOO
1.08%
9.85%
0.15%
12.97%
17.43%
12.77%
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VSCIX vs. VOO - Expense Ratio Comparison
VSCIX has a 0.04% expense ratio, which is higher than VOO's 0.03% 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%.
Risk-Adjusted Performance
VSCIX vs. VOO — Risk-Adjusted Performance Rank
VSCIX
VOO
VSCIX vs. VOO - 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 S&P 500 ETF (VOO). 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.
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Dividends
VSCIX vs. VOO - Dividend Comparison
VSCIX's dividend yield for the trailing twelve months is around 1.46%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | 1.46% | 1.31% | 1.56% | 1.55% | 1.25% | 1.15% | 1.40% | 1.68% | 1.36% | 1.50% | 1.49% | 1.44% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VSCIX vs. VOO - Drawdown Comparison
The maximum VSCIX drawdown since its inception was -59.66%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VSCIX and VOO. For additional features, visit the drawdowns tool.
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Volatility
VSCIX vs. VOO - Volatility Comparison
Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) and Vanguard S&P 500 ETF (VOO) have volatilities of 6.42% and 6.16%, 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.
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