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.
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.
Performance
VSCPX vs. VOO - Performance Comparison
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Key characteristics
VSCPX:
0.18
VOO:
0.60
VSCPX:
0.28
VOO:
0.88
VSCPX:
1.04
VOO:
1.13
VSCPX:
0.07
VOO:
0.56
VSCPX:
0.22
VOO:
2.13
VSCPX:
8.24%
VOO:
4.91%
VSCPX:
22.80%
VOO:
19.46%
VSCPX:
-41.81%
VOO:
-33.99%
VSCPX:
-12.89%
VOO:
-5.22%
Returns By Period
In the year-to-date period, VSCPX achieves a -5.65% return, which is significantly lower than VOO's -0.85% return. Over the past 10 years, VSCPX has underperformed VOO with an annualized return of 7.96%, while VOO has yielded a comparatively higher 12.64% annualized return.
VSCPX
-5.65%
5.04%
-12.89%
2.99%
8.63%
12.05%
7.96%
VOO
-0.85%
5.19%
-2.42%
10.85%
15.45%
16.18%
12.64%
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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.
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Dividends
VSCPX vs. VOO - Dividend Comparison
VSCPX's dividend yield for the trailing twelve months is around 1.51%, more than VOO's 1.31% 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% |
VOO Vanguard S&P 500 ETF | 1.31% | 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.
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Volatility
VSCPX vs. VOO - Volatility Comparison
Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) has a higher volatility of 5.82% compared to Vanguard S&P 500 ETF (VOO) at 4.44%. 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.
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