VSCIX vs. VWUAX
Compare and contrast key facts about Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX).
VSCIX is managed by Vanguard. It was launched on Jul 7, 1997. VWUAX is managed by Vanguard. It was launched on Aug 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSCIX or VWUAX.
Performance
VSCIX vs. VWUAX - Performance Comparison
Returns By Period
In the year-to-date period, VSCIX achieves a 17.10% return, which is significantly lower than VWUAX's 28.35% return. Over the past 10 years, VSCIX has underperformed VWUAX with an annualized return of 9.52%, while VWUAX has yielded a comparatively higher 14.52% annualized return.
VSCIX
17.10%
2.00%
10.27%
30.88%
10.69%
9.52%
VWUAX
28.35%
1.38%
12.99%
37.39%
16.02%
14.52%
Key characteristics
| VSCIX | VWUAX | |
|---|---|---|
| Sharpe Ratio | 1.88 | 2.03 |
| Sortino Ratio | 2.64 | 2.66 |
| Omega Ratio | 1.32 | 1.37 |
| Calmar Ratio | 1.83 | 1.59 |
| Martin Ratio | 10.37 | 11.85 |
| Ulcer Index | 3.11% | 3.18% |
| Daily Std Dev | 17.12% | 18.61% |
| Max Drawdown | -59.66% | -50.37% |
| Current Drawdown | -3.47% | -2.82% |
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VSCIX vs. VWUAX - Expense Ratio Comparison
VSCIX has a 0.04% expense ratio, which is lower than VWUAX's 0.28% expense ratio.
Correlation
The correlation between VSCIX and VWUAX is 0.84, 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. VWUAX - 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 U.S. Growth Fund Admiral Shares (VWUAX). 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. VWUAX - Dividend Comparison
VSCIX's dividend yield for the trailing twelve months is around 1.34%, more than VWUAX's 0.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | 1.34% | 1.56% | 1.55% | 1.25% | 1.15% | 1.40% | 1.68% | 1.36% | 1.50% | 1.49% | 1.44% | 1.31% |
VWUAX Vanguard U.S. Growth Fund Admiral Shares | 0.29% | 0.37% | 0.49% | 0.08% | 0.13% | 0.47% | 0.53% | 0.40% | 0.57% | 0.65% | 0.81% | 0.53% |
Drawdowns
VSCIX vs. VWUAX - Drawdown Comparison
The maximum VSCIX drawdown since its inception was -59.66%, which is greater than VWUAX's maximum drawdown of -50.37%. Use the drawdown chart below to compare losses from any high point for VSCIX and VWUAX. For additional features, visit the drawdowns tool.
Volatility
VSCIX vs. VWUAX - Volatility Comparison
Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX) have volatilities of 5.74% and 5.79%, 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.