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
Key characteristics
VSCIX:
0.11
VOO:
0.57
VSCIX:
0.31
VOO:
0.92
VSCIX:
1.04
VOO:
1.13
VSCIX:
0.09
VOO:
0.58
VSCIX:
0.32
VOO:
2.42
VSCIX:
7.32%
VOO:
4.51%
VSCIX:
22.36%
VOO:
19.17%
VSCIX:
-59.66%
VOO:
-33.99%
VSCIX:
-16.97%
VOO:
-10.56%
Returns By Period
In the year-to-date period, VSCIX achieves a -10.07% return, which is significantly lower than VOO's -6.43% return. Over the past 10 years, VSCIX has underperformed VOO with an annualized return of 7.43%, while VOO has yielded a comparatively higher 12.02% annualized return.
VSCIX
-10.07%
-6.11%
-8.63%
0.91%
13.23%
7.43%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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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.
Dividends
VSCIX vs. VOO - Dividend Comparison
VSCIX's dividend yield for the trailing twelve months is around 1.58%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | 1.58% | 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 | 1.39% | 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.
Volatility
VSCIX vs. VOO - Volatility Comparison
Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) has a higher volatility of 14.82% compared to Vanguard S&P 500 ETF (VOO) at 13.97%. This indicates that VSCIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.