VSCPX vs. VOO
Compare and contrast key facts about Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) and Vanguard S&P 500 ETF (VOO).
VSCPX is managed by Vanguard. It was launched on Dec 17, 2010. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSCPX or VOO.
Correlation
The correlation between VSCPX and VOO 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. VOO - Performance Comparison
Key characteristics
VSCPX:
0.11
VOO:
0.57
VSCPX:
0.31
VOO:
0.92
VSCPX:
1.04
VOO:
1.13
VSCPX:
0.09
VOO:
0.58
VSCPX:
0.32
VOO:
2.42
VSCPX:
7.32%
VOO:
4.51%
VSCPX:
22.35%
VOO:
19.17%
VSCPX:
-41.81%
VOO:
-33.99%
VSCPX:
-16.96%
VOO:
-10.56%
Returns By Period
In the year-to-date period, VSCPX achieves a -10.06% return, which is significantly lower than VOO's -6.43% return. Over the past 10 years, VSCPX has underperformed VOO with an annualized return of 7.44%, while VOO has yielded a comparatively higher 12.02% annualized return.
VSCPX
-10.06%
-6.11%
-8.62%
0.91%
13.24%
7.44%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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. VOO - Expense Ratio Comparison
Both VSCPX and VOO 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. VOO — Risk-Adjusted Performance Rank
VSCPX
VOO
VSCPX vs. VOO - 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 S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
VSCPX's dividend yield for the trailing twelve months is around 1.59%, more than VOO's 1.39% 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% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VSCPX vs. VOO - Drawdown Comparison
The maximum VSCPX drawdown since its inception was -41.81%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VSCPX and VOO. For additional features, visit the drawdowns tool.
Volatility
VSCPX vs. VOO - Volatility Comparison
Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) has a higher volatility of 14.82% compared to Vanguard S&P 500 ETF (VOO) at 13.97%. This indicates that VSCPX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.