VSCPX vs. VB
Compare and contrast key facts about Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) and Vanguard Small-Cap ETF (VB).
VSCPX is managed by Vanguard. It was launched on Dec 17, 2010. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. It was launched on Jan 26, 2004.
Performance
VSCPX vs. VB - Performance Comparison
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VSCPX vs. VB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSCPX Vanguard Small-Cap Index Fund Institutional Plus Shares | -1.20% | 8.86% | 12.98% | 19.52% | -17.59% | 17.75% | 19.09% | 27.40% | -9.31% | 16.27% |
VB Vanguard Small-Cap ETF | 1.92% | 8.87% | 14.17% | 18.22% | -17.51% | 17.57% | 19.19% | 27.34% | -9.34% | 16.26% |
Returns By Period
In the year-to-date period, VSCPX achieves a -1.20% return, which is significantly lower than VB's 1.92% return. Both investments have delivered pretty close results over the past 10 years, with VSCPX having a 10.17% annualized return and VB not far ahead at 10.51%.
VSCPX
- 1D
- -0.97%
- 1M
- -8.08%
- YTD
- -1.20%
- 6M
- 0.60%
- 1Y
- 16.10%
- 3Y*
- 11.87%
- 5Y*
- 5.04%
- 10Y*
- 10.17%
VB
- 1D
- 3.18%
- 1M
- -5.13%
- YTD
- 1.92%
- 6M
- 3.76%
- 1Y
- 19.75%
- 3Y*
- 13.04%
- 5Y*
- 5.35%
- 10Y*
- 10.51%
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VSCPX vs. VB - Expense Ratio Comparison
VSCPX has a 0.03% expense ratio, which is lower than VB's 0.05% 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%.
Return for Risk
VSCPX vs. VB — Risk / Return Rank
VSCPX
VB
VSCPX vs. VB - 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 Vanguard Small-Cap ETF (VB). 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 | VB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.91 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.41 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.19 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.39 | -0.42 |
Martin ratioReturn relative to average drawdown | 4.21 | 5.97 | -1.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VSCPX | VB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.91 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.26 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.49 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.42 | +0.07 |
Correlation
The correlation between VSCPX and VB is 1.00, 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. VB - Dividend Comparison
VSCPX's dividend yield for the trailing twelve months is around 1.40%, more than VB's 1.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSCPX Vanguard Small-Cap Index Fund Institutional Plus Shares | 1.40% | 1.35% | 1.32% | 1.56% | 1.56% | 1.26% | 1.16% | 1.41% | 1.69% | 1.37% | 1.52% | 1.51% |
VB Vanguard Small-Cap ETF | 1.34% | 1.33% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% |
Drawdowns
VSCPX vs. VB - Drawdown Comparison
The maximum VSCPX drawdown since its inception was -41.81%, smaller than the maximum VB drawdown of -59.56%. Use the drawdown chart below to compare losses from any high point for VSCPX and VB.
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Drawdown Indicators
| VSCPX | VB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.81% | -59.56% | +17.75% |
Max Drawdown (1Y)Largest decline over 1 year | -14.29% | -14.29% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -28.13% | -28.15% | +0.02% |
Max Drawdown (10Y)Largest decline over 10 years | -41.81% | -42.05% | +0.24% |
Current DrawdownCurrent decline from peak | -8.97% | -6.08% | -2.89% |
Average DrawdownAverage peak-to-trough decline | -6.55% | -8.49% | +1.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 3.32% | -0.03% |
Volatility
VSCPX vs. VB - Volatility Comparison
The current volatility for Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) is 5.90%, while Vanguard Small-Cap ETF (VB) has a volatility of 6.84%. This indicates that VSCPX experiences smaller price fluctuations and is considered to be less risky than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSCPX | VB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.90% | 6.84% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 12.22% | 12.60% | -0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.62% | 21.86% | -0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.70% | 20.78% | -0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.53% | 21.40% | +0.13% |