VSIIX vs. SSCVX
VSIIX (Vanguard Small-Cap Value Index Fund Institutional Shares) and SSCVX (Columbia Select Small Cap Value Fund) are both Small Cap Value Equities funds. Over the past 10 years, VSIIX returned 10.75%/yr vs 10.20%/yr for SSCVX. Their correlation of 0.93 means they have usually moved in the same direction. VSIIX charges 0.06%/yr vs 1.28%/yr for SSCVX.
Performance
VSIIX vs. SSCVX - Performance Comparison
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Returns By Period
In the year-to-date period, VSIIX achieves a 16.66% return, which is significantly lower than SSCVX's 27.88% return. Over the past 10 years, VSIIX has outperformed SSCVX with an annualized return of 10.75%, while SSCVX has yielded a comparatively lower 10.20% annualized return.
VSIIX
- 1D
- -0.19%
- 1M
- 0.56%
- 6M
- 9.86%
- YTD
- 16.66%
- 1Y
- 27.67%
- 3Y*
- 14.40%
- 5Y*
- 9.75%
- 10Y*
- 10.75%
- ALL TIME*
- 10.10%
SSCVX
- 1D
- 0.42%
- 1M
- 0.95%
- 6M
- 17.98%
- YTD
- 27.88%
- 1Y
- 40.56%
- 3Y*
- 14.55%
- 5Y*
- 9.06%
- 10Y*
- 10.20%
- ALL TIME*
- 7.84%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VSIIX vs. SSCVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSIIX Vanguard Small-Cap Value Index Fund Institutional Shares | 16.66% | 9.10% | 11.37% | 17.06% | -9.31% | 28.12% | 5.81% | 22.81% | -12.24% | 11.80% |
SSCVX Columbia Select Small Cap Value Fund | 27.88% | 5.46% | 12.33% | 12.47% | -15.35% | 31.25% | 9.61% | 18.76% | -13.70% | 12.65% |
Correlation
The correlation between VSIIX and SSCVX is 0.87, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.87 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.96 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Dec 7, 1999 | 0.93 |
The correlation between VSIIX and SSCVX has been stable across timeframes, ranging from 0.87 to 0.96 - a consistent structural relationship.
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Return for Risk
VSIIX vs. SSCVX — Risk / Return Rank
VSIIX
SSCVX
VSIIX vs. SSCVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Value Index Fund Institutional Shares (VSIIX) and Columbia Select Small Cap Value Fund (SSCVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VSIIX | SSCVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.52 | ||
| Sortino ratioReturn per unit of downside risk | -0.69 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.40 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.91 | 4.94 | -2.02 |
| Martin ratioReturn relative to average drawdown | 10.70 | 15.72 | -5.02 |
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Drawdowns
VSIIX vs. SSCVX - Drawdown Comparison
The maximum VSIIX drawdown since its inception was -62.05%, smaller than the maximum SSCVX drawdown of -65.34%. Use the drawdown chart below to compare losses from any high point for VSIIX and SSCVX.
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Drawdown Indicators
| VSIIX | SSCVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.05% | -65.34% | +3.29% |
Max Drawdown (1Y)Largest decline over 1 year | -8.87% | -7.88% | -0.99% |
Max Drawdown (3Y)Largest decline over 3 years | -24.09% | -29.22% | +5.13% |
Max Drawdown (5Y)Largest decline over 5 years | -24.09% | -29.22% | +5.13% |
Max Drawdown (10Y)Largest decline over 10 years | -45.38% | -48.87% | +3.49% |
Current DrawdownCurrent decline from peak | -1.41% | 0.00% | -1.41% |
Average DrawdownAverage peak-to-trough decline | -8.47% | -11.79% | +3.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 2.51% | -0.10% |
Volatility
VSIIX vs. SSCVX - Volatility Comparison
Vanguard Small-Cap Value Index Fund Institutional Shares (VSIIX) and Columbia Select Small Cap Value Fund (SSCVX) have volatilities of 3.33% and 3.32%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSIIX | SSCVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 3.32% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 10.26% | 11.93% | -1.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.92% | 17.26% | -2.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.56% | 21.04% | -1.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.75% | 23.35% | -1.60% |
VSIIX vs. SSCVX - Expense Ratio Comparison
VSIIX has a 0.06% expense ratio, which is lower than SSCVX's 1.28% expense ratio.
Dividends
VSIIX vs. SSCVX - Dividend Comparison
VSIIX's dividend yield for the trailing twelve months is around 1.77%, less than SSCVX's 8.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSCVX Columbia Select Small Cap Value Fund | 8.57% | 10.96% | 20.45% | 6.56% | 4.62% | 6.64% | 6.45% | 0.12% | 7.59% | 13.50% | 6.18% | 12.44% |
VSIIX Vanguard Small-Cap Value Index Fund Institutional Shares | 1.77% | 1.96% | 1.99% | 2.10% | 2.04% | 1.76% | 1.69% | 2.07% | 2.36% | 1.80% | 1.77% | 1.99% |
Frequently Asked Questions
VSIIX and SSCVX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VSIIX has higher volatility (3.33%) compared to SSCVX (3.32%). In terms of maximum drawdown, VSIIX dropped -62.05% vs SSCVX's -65.34%.
SSCVX currently has the higher Sharpe Ratio (2.26 vs 1.74), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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