VSCPX vs. VMCPX
Compare and contrast key facts about Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) and Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX).
VSCPX is managed by Vanguard. It was launched on Dec 17, 2010. VMCPX is managed by Vanguard. It was launched on Dec 15, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSCPX or VMCPX.
Correlation
The correlation between VSCPX and VMCPX 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. VMCPX - Performance Comparison
Key characteristics
VSCPX:
0.03
VMCPX:
0.43
VSCPX:
0.20
VMCPX:
0.72
VSCPX:
1.03
VMCPX:
1.10
VSCPX:
0.03
VMCPX:
0.41
VSCPX:
0.10
VMCPX:
1.58
VSCPX:
7.40%
VMCPX:
4.91%
VSCPX:
22.35%
VMCPX:
18.22%
VSCPX:
-41.81%
VMCPX:
-39.30%
VSCPX:
-17.06%
VMCPX:
-10.04%
Returns By Period
In the year-to-date period, VSCPX achieves a -10.17% return, which is significantly lower than VMCPX's -3.44% return. Over the past 10 years, VSCPX has underperformed VMCPX with an annualized return of 7.38%, while VMCPX has yielded a comparatively higher 8.66% annualized return.
VSCPX
-10.17%
-5.48%
-8.32%
1.37%
13.21%
7.38%
VMCPX
-3.44%
-3.25%
-3.49%
7.49%
13.50%
8.66%
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VSCPX vs. VMCPX - Expense Ratio Comparison
Both VSCPX and VMCPX have an expense ratio of 0.03%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VSCPX vs. VMCPX — Risk-Adjusted Performance Rank
VSCPX
VMCPX
VSCPX vs. VMCPX - 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 Mid-Cap Index Fund Institutional Plus Shares (VMCPX). 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. VMCPX - Dividend Comparison
VSCPX's dividend yield for the trailing twelve months is around 1.59%, less than VMCPX's 1.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSCPX Vanguard Small-Cap Index Fund Institutional Plus Shares | 1.59% | 1.32% | 1.57% | 1.56% | 1.26% | 1.16% | 1.41% | 1.69% | 1.37% | 1.52% | 1.51% | 1.46% |
VMCPX Vanguard Mid-Cap Index Fund Institutional Plus Shares | 1.64% | 1.50% | 1.53% | 1.61% | 1.13% | 1.46% | 1.49% | 1.84% | 1.37% | 1.47% | 1.50% | 1.31% |
Drawdowns
VSCPX vs. VMCPX - Drawdown Comparison
The maximum VSCPX drawdown since its inception was -41.81%, which is greater than VMCPX's maximum drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for VSCPX and VMCPX. For additional features, visit the drawdowns tool.
Volatility
VSCPX vs. VMCPX - Volatility Comparison
Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) has a higher volatility of 14.81% compared to Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) at 13.15%. This indicates that VSCPX's price experiences larger fluctuations and is considered to be riskier than VMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.