VSCPX vs. IWY
Compare and contrast key facts about Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) and iShares Russell Top 200 Growth ETF (IWY).
VSCPX is managed by Vanguard. It was launched on Dec 17, 2010. IWY is a passively managed fund by iShares that tracks the performance of the Russell Top 200 Growth Index. It was launched on Sep 22, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSCPX or IWY.
Correlation
The correlation between VSCPX and IWY is 0.76, 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
VSCPX vs. IWY - Performance Comparison
Key characteristics
VSCPX:
0.95
IWY:
1.54
VSCPX:
1.41
IWY:
2.06
VSCPX:
1.17
IWY:
1.28
VSCPX:
1.82
IWY:
2.03
VSCPX:
4.14
IWY:
7.41
VSCPX:
3.73%
IWY:
3.80%
VSCPX:
16.31%
IWY:
18.34%
VSCPX:
-41.81%
IWY:
-32.68%
VSCPX:
-4.57%
IWY:
-0.85%
Returns By Period
In the year-to-date period, VSCPX achieves a 3.36% return, which is significantly higher than IWY's 3.02% return. Over the past 10 years, VSCPX has underperformed IWY with an annualized return of 9.08%, while IWY has yielded a comparatively higher 17.73% annualized return.
VSCPX
3.36%
-0.01%
9.05%
17.57%
9.69%
9.08%
IWY
3.02%
2.21%
12.11%
30.31%
19.42%
17.73%
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VSCPX vs. IWY - Expense Ratio Comparison
VSCPX has a 0.03% expense ratio, which is lower than IWY's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VSCPX vs. IWY — Risk-Adjusted Performance Rank
VSCPX
IWY
VSCPX vs. IWY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) and iShares Russell Top 200 Growth ETF (IWY). 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
VSCPX vs. IWY - Dividend Comparison
VSCPX's dividend yield for the trailing twelve months is around 1.28%, more than IWY's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSCPX Vanguard Small-Cap Index Fund Institutional Plus Shares | 1.28% | 1.32% | 1.57% | 1.56% | 1.26% | 1.16% | 1.41% | 1.69% | 1.37% | 1.52% | 1.51% | 1.46% |
IWY iShares Russell Top 200 Growth ETF | 0.41% | 0.42% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% | 1.44% |
Drawdowns
VSCPX vs. IWY - Drawdown Comparison
The maximum VSCPX drawdown since its inception was -41.81%, which is greater than IWY's maximum drawdown of -32.68%. Use the drawdown chart below to compare losses from any high point for VSCPX and IWY. For additional features, visit the drawdowns tool.
Volatility
VSCPX vs. IWY - Volatility Comparison
The current volatility for Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) is 3.75%, while iShares Russell Top 200 Growth ETF (IWY) has a volatility of 5.17%. This indicates that VSCPX experiences smaller price fluctuations and is considered to be less risky than IWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.