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:
1.20
^GSPC:
1.90
VSCIX:
1.71
^GSPC:
2.54
VSCIX:
1.21
^GSPC:
1.35
VSCIX:
1.75
^GSPC:
2.87
VSCIX:
5.75
^GSPC:
11.84
VSCIX:
3.51%
^GSPC:
2.06%
VSCIX:
16.86%
^GSPC:
12.86%
VSCIX:
-59.66%
^GSPC:
-56.78%
VSCIX:
-5.52%
^GSPC:
-2.30%
Returns By Period
In the year-to-date period, VSCIX achieves a 2.34% return, which is significantly higher than ^GSPC's 1.16% return. Over the past 10 years, VSCIX has underperformed ^GSPC with an annualized return of 9.59%, while ^GSPC has yielded a comparatively higher 11.44% annualized return.
VSCIX
2.34%
-2.82%
7.03%
21.21%
9.34%
9.59%
^GSPC
1.16%
-2.04%
6.47%
24.84%
12.36%
11.44%
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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 5.57% compared to S&P 500 (^GSPC) at 4.97%. 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.