VSEQX vs. MISIX
Compare and contrast key facts about Vanguard Strategic Equity Fund (VSEQX) and Victory Trivalent International Small-Cap Fund Class I (MISIX).
VSEQX is managed by Vanguard. It was launched on Aug 14, 1995. MISIX is managed by Victory.
Performance
VSEQX vs. MISIX - Performance Comparison
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VSEQX vs. MISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSEQX Vanguard Strategic Equity Fund | 1.73% | 15.32% | 16.67% | 19.31% | -11.90% | 30.83% | 10.26% | 26.76% | -11.86% | 12.36% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 2.72% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
Returns By Period
In the year-to-date period, VSEQX achieves a 1.73% return, which is significantly lower than MISIX's 2.72% return. Over the past 10 years, VSEQX has outperformed MISIX with an annualized return of 11.81%, while MISIX has yielded a comparatively lower 9.62% annualized return.
VSEQX
- 1D
- 2.86%
- 1M
- -4.48%
- YTD
- 1.73%
- 6M
- 4.20%
- 1Y
- 24.89%
- 3Y*
- 16.51%
- 5Y*
- 10.14%
- 10Y*
- 11.81%
MISIX
- 1D
- 3.45%
- 1M
- -9.81%
- YTD
- 2.72%
- 6M
- 8.14%
- 1Y
- 38.23%
- 3Y*
- 18.09%
- 5Y*
- 7.46%
- 10Y*
- 9.62%
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VSEQX vs. MISIX - Expense Ratio Comparison
VSEQX has a 0.17% expense ratio, which is lower than MISIX's 0.97% expense ratio.
Return for Risk
VSEQX vs. MISIX — Risk / Return Rank
VSEQX
MISIX
VSEQX vs. MISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Strategic Equity Fund (VSEQX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). 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.
| VSEQX | MISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 2.29 | -1.07 |
Sortino ratioReturn per unit of downside risk | 1.79 | 2.93 | -1.15 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.45 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 2.68 | -0.89 |
Martin ratioReturn relative to average drawdown | 8.54 | 11.58 | -3.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VSEQX | MISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 2.29 | -1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.42 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.54 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.32 | +0.16 |
Correlation
The correlation between VSEQX and MISIX is 0.73, 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.
Dividends
VSEQX vs. MISIX - Dividend Comparison
VSEQX's dividend yield for the trailing twelve months is around 10.97%, more than MISIX's 5.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSEQX Vanguard Strategic Equity Fund | 10.97% | 11.16% | 11.36% | 6.11% | 11.77% | 21.36% | 1.77% | 2.92% | 10.34% | 7.05% | 3.13% | 12.28% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 5.89% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
Drawdowns
VSEQX vs. MISIX - Drawdown Comparison
The maximum VSEQX drawdown since its inception was -63.55%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for VSEQX and MISIX.
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Drawdown Indicators
| VSEQX | MISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.55% | -67.61% | +4.06% |
Max Drawdown (1Y)Largest decline over 1 year | -14.30% | -13.84% | -0.46% |
Max Drawdown (5Y)Largest decline over 5 years | -24.73% | -37.69% | +12.96% |
Max Drawdown (10Y)Largest decline over 10 years | -44.08% | -41.82% | -2.26% |
Current DrawdownCurrent decline from peak | -4.96% | -10.87% | +5.91% |
Average DrawdownAverage peak-to-trough decline | -9.11% | -16.99% | +7.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 3.20% | -0.20% |
Volatility
VSEQX vs. MISIX - Volatility Comparison
The current volatility for Vanguard Strategic Equity Fund (VSEQX) is 6.00%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 7.91%. This indicates that VSEQX experiences smaller price fluctuations and is considered to be less risky than MISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSEQX | MISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 7.91% | -1.91% |
Volatility (6M)Calculated over the trailing 6-month period | 11.71% | 11.79% | -0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.91% | 16.91% | +4.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.00% | 17.75% | +2.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.42% | 17.82% | +3.60% |