Correlation
The correlation between VSCPX and VIIIX 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.
VSCPX vs. VIIIX
Compare and contrast key facts about Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
VSCPX is managed by Vanguard. It was launched on Dec 17, 2010. VIIIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSCPX or VIIIX.
Performance
VSCPX vs. VIIIX - Performance Comparison
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Key characteristics
VSCPX:
0.18
VIIIX:
0.59
VSCPX:
0.28
VIIIX:
0.88
VSCPX:
1.04
VIIIX:
1.13
VSCPX:
0.07
VIIIX:
0.56
VSCPX:
0.22
VIIIX:
2.14
VSCPX:
8.24%
VIIIX:
4.91%
VSCPX:
22.80%
VIIIX:
19.70%
VSCPX:
-41.81%
VIIIX:
-55.18%
VSCPX:
-12.89%
VIIIX:
-5.22%
Returns By Period
In the year-to-date period, VSCPX achieves a -5.65% return, which is significantly lower than VIIIX's -0.83% return. Over the past 10 years, VSCPX has underperformed VIIIX with an annualized return of 7.96%, while VIIIX has yielded a comparatively higher 12.65% annualized return.
VSCPX
-5.65%
4.91%
-11.66%
2.99%
8.63%
12.05%
7.96%
VIIIX
-0.83%
5.93%
-2.16%
10.82%
15.48%
16.18%
12.65%
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VSCPX vs. VIIIX - Expense Ratio Comparison
VSCPX has a 0.03% expense ratio, which is higher than VIIIX's 0.02% expense ratio. However, 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. VIIIX — Risk-Adjusted Performance Rank
VSCPX
VIIIX
VSCPX vs. VIIIX - 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 Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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.
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Dividends
VSCPX vs. VIIIX - Dividend Comparison
VSCPX's dividend yield for the trailing twelve months is around 1.51%, less than VIIIX's 2.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSCPX Vanguard Small-Cap Index Fund Institutional Plus Shares | 1.51% | 1.32% | 1.57% | 1.56% | 1.26% | 1.16% | 1.41% | 1.69% | 1.37% | 1.52% | 1.51% | 1.46% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 2.59% | 2.59% | 2.98% | 3.39% | 4.79% | 3.07% | 2.86% | 2.45% | 1.84% | 2.38% | 2.47% | 1.90% |
Drawdowns
VSCPX vs. VIIIX - Drawdown Comparison
The maximum VSCPX drawdown since its inception was -41.81%, smaller than the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for VSCPX and VIIIX.
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Volatility
VSCPX vs. VIIIX - Volatility Comparison
Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) has a higher volatility of 5.82% compared to Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) at 4.37%. This indicates that VSCPX's price experiences larger fluctuations and is considered to be riskier than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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