Correlation
The correlation between VSCPX and VSMPX is 0.86, 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. VSMPX
Compare and contrast key facts about Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX).
VSCPX is managed by Vanguard. It was launched on Dec 17, 2010. VSMPX is managed by Vanguard. It was launched on Apr 28, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSCPX or VSMPX.
Performance
VSCPX vs. VSMPX - Performance Comparison
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Key characteristics
VSCPX:
0.23
VSMPX:
0.69
VSCPX:
0.46
VSMPX:
1.00
VSCPX:
1.06
VSMPX:
1.14
VSCPX:
0.18
VSMPX:
0.64
VSCPX:
0.56
VSMPX:
2.40
VSCPX:
8.35%
VSMPX:
5.17%
VSCPX:
22.83%
VSMPX:
20.08%
VSCPX:
-41.81%
VSMPX:
-34.97%
VSCPX:
-11.97%
VSMPX:
-3.90%
Returns By Period
In the year-to-date period, VSCPX achieves a -4.65% return, which is significantly lower than VSMPX's 0.53% return. Over the past 10 years, VSCPX has underperformed VSMPX with an annualized return of 8.01%, while VSMPX has yielded a comparatively higher 12.15% annualized return.
VSCPX
-4.65%
2.87%
-11.65%
4.27%
7.05%
11.49%
8.01%
VSMPX
0.53%
4.07%
-2.51%
12.99%
13.73%
15.25%
12.15%
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VSCPX vs. VSMPX - Expense Ratio Comparison
VSCPX has a 0.03% expense ratio, which is higher than VSMPX'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. VSMPX — Risk-Adjusted Performance Rank
VSCPX
VSMPX
VSCPX vs. VSMPX - 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 Total Stock Market Index Fund Institutional Plus Shares (VSMPX). 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. VSMPX - Dividend Comparison
VSCPX's dividend yield for the trailing twelve months is around 1.50%, more than VSMPX's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSCPX Vanguard Small-Cap Index Fund Institutional Plus Shares | 1.50% | 1.32% | 1.57% | 1.56% | 1.26% | 1.16% | 1.41% | 1.69% | 1.37% | 1.52% | 1.51% | 1.46% |
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | 1.29% | 1.27% | 1.44% | 1.67% | 1.22% | 1.43% | 1.78% | 2.05% | 1.73% | 1.95% | 1.52% | 0.00% |
Drawdowns
VSCPX vs. VSMPX - Drawdown Comparison
The maximum VSCPX drawdown since its inception was -41.81%, which is greater than VSMPX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for VSCPX and VSMPX.
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Volatility
VSCPX vs. VSMPX - Volatility Comparison
Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) has a higher volatility of 6.29% compared to Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) at 4.96%. This indicates that VSCPX's price experiences larger fluctuations and is considered to be riskier than VSMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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