VSCPX vs. LADYX
Compare and contrast key facts about Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) and Lord Abbett Developing Growth Fund Class I (LADYX).
VSCPX is managed by Vanguard. It was launched on Dec 17, 2010. LADYX is managed by Lord Abbett. It was launched on Dec 30, 1997.
Performance
VSCPX vs. LADYX - Performance Comparison
Loading graphics...
VSCPX vs. LADYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSCPX Vanguard Small-Cap Index Fund Institutional Plus Shares | 1.90% | 8.86% | 12.98% | 19.52% | -17.59% | 17.75% | 19.09% | 27.40% | -9.31% | 16.27% |
LADYX Lord Abbett Developing Growth Fund Class I | -0.44% | 14.64% | 22.21% | 8.74% | -35.92% | -2.50% | 72.82% | 31.89% | 4.89% | 30.27% |
Returns By Period
In the year-to-date period, VSCPX achieves a 1.90% return, which is significantly higher than LADYX's -0.44% return. Over the past 10 years, VSCPX has underperformed LADYX with an annualized return of 10.51%, while LADYX has yielded a comparatively higher 12.28% annualized return.
VSCPX
- 1D
- 3.14%
- 1M
- -5.70%
- YTD
- 1.90%
- 6M
- 3.42%
- 1Y
- 19.31%
- 3Y*
- 13.03%
- 5Y*
- 5.36%
- 10Y*
- 10.51%
LADYX
- 1D
- 6.26%
- 1M
- -5.41%
- YTD
- -0.44%
- 6M
- 1.32%
- 1Y
- 38.65%
- 3Y*
- 11.85%
- 5Y*
- -1.78%
- 10Y*
- 12.28%
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. LADYX - Expense Ratio Comparison
VSCPX has a 0.03% expense ratio, which is lower than LADYX's 0.67% expense ratio.
Return for Risk
VSCPX vs. LADYX — Risk / Return Rank
VSCPX
LADYX
VSCPX vs. LADYX - 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 Lord Abbett Developing Growth Fund Class I (LADYX). 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 | LADYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.36 | -0.45 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.91 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.25 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 2.53 | -1.15 |
Martin ratioReturn relative to average drawdown | 5.96 | 9.13 | -3.17 |
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 | LADYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.36 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | -0.07 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.46 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.35 | +0.15 |
Correlation
The correlation between VSCPX and LADYX is 0.87, 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. LADYX - Dividend Comparison
VSCPX's dividend yield for the trailing twelve months is around 1.35%, while LADYX has not paid dividends to shareholders.
| 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% |
LADYX Lord Abbett Developing Growth Fund Class I | 0.00% | 0.00% | 0.21% | 0.00% | 0.00% | 9.60% | 7.58% | 18.36% | 28.34% | 0.00% | 0.00% | 8.82% |
Drawdowns
VSCPX vs. LADYX - Drawdown Comparison
The maximum VSCPX drawdown since its inception was -41.81%, smaller than the maximum LADYX drawdown of -60.18%. Use the drawdown chart below to compare losses from any high point for VSCPX and LADYX.
Loading graphics...
Drawdown Indicators
| VSCPX | LADYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.81% | -60.18% | +18.37% |
Max Drawdown (1Y)Largest decline over 1 year | -14.29% | -14.67% | +0.38% |
Max Drawdown (5Y)Largest decline over 5 years | -28.13% | -50.98% | +22.85% |
Max Drawdown (10Y)Largest decline over 10 years | -41.81% | -54.05% | +12.24% |
Current DrawdownCurrent decline from peak | -6.11% | -20.61% | +14.50% |
Average DrawdownAverage peak-to-trough decline | -6.55% | -20.22% | +13.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 4.07% | -0.75% |
Volatility
VSCPX vs. LADYX - Volatility Comparison
The current volatility for Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) is 6.81%, while Lord Abbett Developing Growth Fund Class I (LADYX) has a volatility of 12.64%. This indicates that VSCPX experiences smaller price fluctuations and is considered to be less risky than LADYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VSCPX | LADYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.81% | 12.64% | -5.83% |
Volatility (6M)Calculated over the trailing 6-month period | 12.60% | 20.98% | -8.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.79% | 28.61% | -6.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.74% | 27.53% | -6.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.55% | 27.00% | -5.45% |