VSCIX vs. ^GSPC
Compare and contrast key facts about Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) and S&P 500 (^GSPC).
VSCIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSCIX or ^GSPC.
Correlation
The correlation between VSCIX and ^GSPC 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.
Performance
VSCIX vs. ^GSPC - Performance Comparison
Key characteristics
VSCIX:
0.94
^GSPC:
1.74
VSCIX:
1.40
^GSPC:
2.36
VSCIX:
1.17
^GSPC:
1.32
VSCIX:
1.82
^GSPC:
2.62
VSCIX:
4.11
^GSPC:
10.69
VSCIX:
3.75%
^GSPC:
2.08%
VSCIX:
16.31%
^GSPC:
12.76%
VSCIX:
-59.66%
^GSPC:
-56.78%
VSCIX:
-5.46%
^GSPC:
-0.43%
Returns By Period
In the year-to-date period, VSCIX achieves a 2.40% return, which is significantly lower than ^GSPC's 4.01% return. Over the past 10 years, VSCIX has underperformed ^GSPC with an annualized return of 8.98%, while ^GSPC has yielded a comparatively higher 11.26% annualized return.
VSCIX
2.40%
-2.57%
8.77%
16.76%
9.47%
8.98%
^GSPC
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
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Risk-Adjusted Performance
VSCIX vs. ^GSPC — Risk-Adjusted Performance Rank
VSCIX
^GSPC
VSCIX vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) and S&P 500 (^GSPC). 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.
Drawdowns
VSCIX vs. ^GSPC - Drawdown Comparison
The maximum VSCIX drawdown since its inception was -59.66%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for VSCIX and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
VSCIX vs. ^GSPC - Volatility Comparison
Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) has a higher volatility of 3.44% compared to S&P 500 (^GSPC) at 3.01%. This indicates that VSCIX's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.