VSMAX vs. VB
Compare and contrast key facts about Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) and Vanguard Small-Cap ETF (VB).
VSMAX is managed by Vanguard. It was launched on Nov 13, 2000. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSMAX or VB.
Correlation
The correlation between VSMAX and VB is 0.89, 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.
Performance
VSMAX vs. VB - Performance Comparison
Key characteristics
VSMAX:
0.03
VB:
0.03
VSMAX:
0.20
VB:
0.20
VSMAX:
1.03
VB:
1.03
VSMAX:
0.03
VB:
0.02
VSMAX:
0.09
VB:
0.08
VSMAX:
7.40%
VB:
7.46%
VSMAX:
22.43%
VB:
22.44%
VSMAX:
-59.68%
VB:
-59.57%
VSMAX:
-17.07%
VB:
-17.25%
Returns By Period
The year-to-date returns for both stocks are quite close, with VSMAX having a -10.18% return and VB slightly lower at -10.25%. Both investments have delivered pretty close results over the past 10 years, with VSMAX having a 7.62% annualized return and VB not far ahead at 7.63%.
VSMAX
-10.18%
-3.03%
-8.32%
0.79%
12.14%
7.62%
VB
-10.25%
-3.09%
-8.46%
0.64%
12.15%
7.63%
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VSMAX vs. VB - Expense Ratio Comparison
Both VSMAX and VB have an expense ratio of 0.05%, 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
VSMAX vs. VB — Risk-Adjusted Performance Rank
VSMAX
VB
VSMAX vs. VB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) and Vanguard Small-Cap ETF (VB). 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.
Dividends
VSMAX vs. VB - Dividend Comparison
VSMAX's dividend yield for the trailing twelve months is around 1.57%, which matches VB's 1.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSMAX Vanguard Small-Cap Index Fund Admiral Shares | 1.57% | 1.30% | 1.55% | 1.54% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.49% | 1.48% | 1.43% |
VB Vanguard Small-Cap ETF | 1.57% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% | 1.43% |
Drawdowns
VSMAX vs. VB - Drawdown Comparison
The maximum VSMAX drawdown since its inception was -59.68%, roughly equal to the maximum VB drawdown of -59.57%. Use the drawdown chart below to compare losses from any high point for VSMAX and VB. For additional features, visit the drawdowns tool.
Volatility
VSMAX vs. VB - Volatility Comparison
Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) and Vanguard Small-Cap ETF (VB) have volatilities of 14.81% and 14.88%, 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.