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 0.87, 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:
0.95
VOO:
1.89
VSCPX:
1.40
VOO:
2.54
VSCPX:
1.17
VOO:
1.35
VSCPX:
1.82
VOO:
2.83
VSCPX:
4.11
VOO:
11.83
VSCPX:
3.75%
VOO:
2.02%
VSCPX:
16.31%
VOO:
12.66%
VSCPX:
-41.81%
VOO:
-33.99%
VSCPX:
-5.46%
VOO:
-0.42%
Returns By Period
In the year-to-date period, VSCPX achieves a 2.39% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, VSCPX has underperformed VOO with an annualized return of 8.99%, while VOO has yielded a comparatively higher 13.26% annualized return.
VSCPX
2.39%
-2.57%
8.77%
16.76%
9.48%
8.99%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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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 1.29%, more than VOO's 1.19% 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% |
VOO Vanguard S&P 500 ETF | 1.19% | 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 3.43% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. 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.