VSIAX vs. USD=X
VSIAX (Vanguard Small-Cap Value Index Fund Admiral Shares) is Small Cap Value Equities fund managed by Vanguard, while USD=X (USD Cash) is a currency. Over the past 10 years, VSIAX returned 10.49%/yr vs 0.00%/yr for USD=X.
Performance
VSIAX vs. USD=X - Performance Comparison
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Returns By Period
VSIAX
- 1D
- 0.75%
- 1M
- 0.77%
- YTD
- 12.48%
- 6M
- 12.57%
- 1Y
- 27.51%
- 3Y*
- 17.21%
- 5Y*
- 8.13%
- 10Y*
- 10.49%
USD=X
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 0.00%
- 3Y*
- 0.00%
- 5Y*
- 0.00%
- 10Y*
- 0.00%
VSIAX vs. USD=X - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares | 12.48% | 9.09% | 11.34% | 17.06% | -9.31% | 28.10% | 5.80% | 22.76% | -12.24% | 11.80% |
USD=X USD Cash | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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Return for Risk
VSIAX vs. USD=X — Risk / Return Rank
VSIAX
USD=X
VSIAX vs. USD=X - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) and USD Cash (USD=X). 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.
| VSIAX | USD=X | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.31 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.10 | — | — |
| Martin ratioReturn relative to average drawdown | 10.97 | — | — |
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
| VSIAX | USD=X | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.81 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | — | — |
Drawdowns
VSIAX vs. USD=X - Drawdown Comparison
The maximum VSIAX drawdown since its inception was -45.39%, which is greater than USD=X's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for VSIAX and USD=X.
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Drawdown Indicators
| VSIAX | USD=X | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.39% | 0.00% | -45.39% |
Max Drawdown (1Y)Largest decline over 1 year | -8.87% | 0.00% | -8.87% |
Max Drawdown (3Y)Largest decline over 3 years | -24.09% | 0.00% | -24.09% |
Max Drawdown (5Y)Largest decline over 5 years | -24.09% | 0.00% | -24.09% |
Max Drawdown (10Y)Largest decline over 10 years | -45.39% | 0.00% | -45.39% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -5.49% | 0.00% | -5.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 0.00% | +2.50% |
Volatility
VSIAX vs. USD=X - Volatility Comparison
Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) has a higher volatility of 3.90% compared to USD Cash (USD=X) at 0.00%. This indicates that VSIAX's price experiences larger fluctuations and is considered to be riskier than USD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSIAX | USD=X | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 0.00% | +3.90% |
Volatility (6M)Calculated over the trailing 6-month period | 10.44% | 0.00% | +10.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.16% | 0.00% | +15.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.77% | 0.00% | +19.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.45% | 0.00% | +22.45% |
Frequently Asked Questions
VSIAX has higher volatility (3.90%) compared to USD=X (0.00%). In terms of maximum drawdown, VSIAX dropped -45.39% vs USD=X's 0.00%.
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