VSCPX vs. SPY
Compare and contrast key facts about Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) and SPDR S&P 500 ETF (SPY).
VSCPX is managed by Vanguard. It was launched on Dec 17, 2010. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSCPX or SPY.
Correlation
The correlation between VSCPX and SPY is 0.88, 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. SPY - Performance Comparison
Key characteristics
VSCPX:
0.95
SPY:
1.88
VSCPX:
1.40
SPY:
2.53
VSCPX:
1.17
SPY:
1.35
VSCPX:
1.82
SPY:
2.83
VSCPX:
4.11
SPY:
11.74
VSCPX:
3.75%
SPY:
2.02%
VSCPX:
16.31%
SPY:
12.64%
VSCPX:
-41.81%
SPY:
-55.19%
VSCPX:
-5.46%
SPY:
-0.42%
Returns By Period
In the year-to-date period, VSCPX achieves a 2.39% return, which is significantly lower than SPY's 4.15% return. Over the past 10 years, VSCPX has underperformed SPY with an annualized return of 8.99%, while SPY has yielded a comparatively higher 13.18% annualized return.
VSCPX
2.39%
-2.57%
8.77%
16.76%
9.48%
8.99%
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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VSCPX vs. SPY - Expense Ratio Comparison
VSCPX has a 0.03% expense ratio, which is lower than SPY's 0.09% 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. SPY — Risk-Adjusted Performance Rank
VSCPX
SPY
VSCPX vs. SPY - 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 SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
VSCPX's dividend yield for the trailing twelve months is around 1.29%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSCPX Vanguard Small-Cap Index Fund Institutional Plus Shares | 1.29% | 1.32% | 1.57% | 1.56% | 1.26% | 1.16% | 1.41% | 1.69% | 1.37% | 1.52% | 1.51% | 1.46% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
VSCPX vs. SPY - Drawdown Comparison
The maximum VSCPX drawdown since its inception was -41.81%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VSCPX and SPY. For additional features, visit the drawdowns tool.
Volatility
VSCPX vs. SPY - Volatility Comparison
Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) has a higher volatility of 3.43% compared to SPDR S&P 500 ETF (SPY) at 2.93%. This indicates that VSCPX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.