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:
1.01
^GSPC:
2.10
VSCIX:
1.47
^GSPC:
2.80
VSCIX:
1.18
^GSPC:
1.39
VSCIX:
1.50
^GSPC:
3.09
VSCIX:
5.30
^GSPC:
13.49
VSCIX:
3.25%
^GSPC:
1.94%
VSCIX:
17.02%
^GSPC:
12.52%
VSCIX:
-59.66%
^GSPC:
-56.78%
VSCIX:
-7.12%
^GSPC:
-2.62%
Returns By Period
In the year-to-date period, VSCIX achieves a 14.92% return, which is significantly lower than ^GSPC's 24.34% return. Over the past 10 years, VSCIX has underperformed ^GSPC with an annualized return of 9.14%, while ^GSPC has yielded a comparatively higher 11.06% annualized return.
VSCIX
14.92%
-4.36%
12.00%
14.77%
9.43%
9.14%
^GSPC
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
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Risk-Adjusted Performance
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 5.64% compared to S&P 500 (^GSPC) at 3.79%. 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.