VSCPX vs. AUERX
Compare and contrast key facts about Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) and Auer Growth Fund (AUERX).
VSCPX is managed by Vanguard. It was launched on Dec 17, 2010. AUERX is managed by Auer. It was launched on Dec 28, 2007.
Performance
VSCPX vs. AUERX - Performance Comparison
Loading graphics...
VSCPX vs. AUERX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSCPX Vanguard Small-Cap Index Fund Institutional Plus Shares | 2.54% | 8.86% | 12.98% | 19.52% | -17.59% | 17.75% | 19.09% | 27.40% | -9.31% | 16.27% |
AUERX Auer Growth Fund | 3.65% | 30.10% | 11.12% | 21.42% | 9.95% | 45.11% | -1.85% | 27.96% | -25.63% | 28.75% |
Returns By Period
In the year-to-date period, VSCPX achieves a 2.54% return, which is significantly lower than AUERX's 3.65% return. Over the past 10 years, VSCPX has underperformed AUERX with an annualized return of 10.58%, while AUERX has yielded a comparatively higher 14.80% annualized return.
VSCPX
- 1D
- 0.62%
- 1M
- -3.48%
- YTD
- 2.54%
- 6M
- 3.43%
- 1Y
- 18.15%
- 3Y*
- 13.27%
- 5Y*
- 5.49%
- 10Y*
- 10.58%
AUERX
- 1D
- 0.62%
- 1M
- -3.23%
- YTD
- 3.65%
- 6M
- 10.43%
- 1Y
- 39.99%
- 3Y*
- 21.61%
- 5Y*
- 18.45%
- 10Y*
- 14.80%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VSCPX vs. AUERX - Expense Ratio Comparison
VSCPX has a 0.03% expense ratio, which is lower than AUERX's 2.37% expense ratio.
Return for Risk
VSCPX vs. AUERX — Risk / Return Rank
VSCPX
AUERX
VSCPX vs. AUERX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) and Auer Growth Fund (AUERX). 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.
| VSCPX | AUERX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 2.10 | -1.17 |
Sortino ratioReturn per unit of downside risk | 1.42 | 2.73 | -1.31 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.40 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 3.02 | -1.59 |
Martin ratioReturn relative to average drawdown | 6.15 | 14.12 | -7.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VSCPX | AUERX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 2.10 | -1.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.74 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.61 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.19 | +0.32 |
Correlation
The correlation between VSCPX and AUERX 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.
Dividends
VSCPX vs. AUERX - Dividend Comparison
VSCPX's dividend yield for the trailing twelve months is around 1.35%, less than AUERX's 10.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSCPX Vanguard Small-Cap Index Fund Institutional Plus Shares | 1.35% | 1.35% | 1.32% | 1.56% | 1.56% | 1.26% | 1.16% | 1.41% | 1.69% | 1.37% | 1.52% | 1.51% |
AUERX Auer Growth Fund | 10.99% | 11.39% | 24.55% | 4.54% | 5.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VSCPX vs. AUERX - Drawdown Comparison
The maximum VSCPX drawdown since its inception was -41.81%, smaller than the maximum AUERX drawdown of -67.23%. Use the drawdown chart below to compare losses from any high point for VSCPX and AUERX.
Loading graphics...
Drawdown Indicators
| VSCPX | AUERX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.81% | -67.23% | +25.42% |
Max Drawdown (1Y)Largest decline over 1 year | -8.97% | -10.06% | +1.09% |
Max Drawdown (5Y)Largest decline over 5 years | -28.13% | -34.80% | +6.67% |
Max Drawdown (10Y)Largest decline over 10 years | -41.81% | -51.89% | +10.08% |
Current DrawdownCurrent decline from peak | -5.52% | -5.32% | -0.20% |
Average DrawdownAverage peak-to-trough decline | -6.55% | -25.10% | +18.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.33% | 2.93% | +0.40% |
Volatility
VSCPX vs. AUERX - Volatility Comparison
Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) has a higher volatility of 6.70% compared to Auer Growth Fund (AUERX) at 5.53%. This indicates that VSCPX's price experiences larger fluctuations and is considered to be riskier than AUERX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VSCPX | AUERX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 5.53% | +1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 12.62% | 12.70% | -0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.80% | 19.73% | +2.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.73% | 24.93% | -4.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.55% | 24.37% | -2.82% |