VSMPX vs. VOO
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) and Vanguard S&P 500 ETF (VOO).
VSMPX is managed by Vanguard. It was launched on Apr 28, 2015. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSMPX or VOO.
Correlation
The correlation between VSMPX and VOO is 0.99, 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
VSMPX vs. VOO - Performance Comparison
Key characteristics
VSMPX:
2.09
VOO:
2.25
VSMPX:
2.78
VOO:
2.98
VSMPX:
1.39
VOO:
1.42
VSMPX:
3.14
VOO:
3.31
VSMPX:
13.36
VOO:
14.77
VSMPX:
2.01%
VOO:
1.90%
VSMPX:
12.85%
VOO:
12.46%
VSMPX:
-34.97%
VOO:
-33.99%
VSMPX:
-3.10%
VOO:
-2.47%
Returns By Period
The year-to-date returns for both investments are quite close, with VSMPX having a 24.83% return and VOO slightly higher at 26.02%.
VSMPX
24.83%
-0.64%
9.97%
25.18%
14.09%
N/A
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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VSMPX vs. VOO - Expense Ratio Comparison
VSMPX has a 0.02% expense ratio, which is lower than VOO's 0.03% expense ratio. Despite the difference, 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
VSMPX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) and Vanguard S&P 500 ETF (VOO). 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
VSMPX vs. VOO - Dividend Comparison
VSMPX's dividend yield for the trailing twelve months is around 0.93%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | 0.93% | 1.44% | 1.67% | 1.22% | 1.43% | 1.78% | 2.05% | 1.73% | 1.95% | 1.52% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VSMPX vs. VOO - Drawdown Comparison
The maximum VSMPX drawdown since its inception was -34.97%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VSMPX and VOO. For additional features, visit the drawdowns tool.
Volatility
VSMPX vs. VOO - Volatility Comparison
Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) has a higher volatility of 4.06% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that VSMPX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.