VSMSX vs. VOO
Compare and contrast key facts about Vanguard S&P Small-Cap 600 Index Fund Institutional Shares (VSMSX) and Vanguard S&P 500 ETF (VOO).
VSMSX is managed by Vanguard. It was launched on Apr 1, 2011. 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: VSMSX or VOO.
Correlation
The correlation between VSMSX and VOO is 0.82, 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
VSMSX vs. VOO - Performance Comparison
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Key characteristics
VSMSX:
-0.01
VOO:
0.69
VSMSX:
0.15
VOO:
1.10
VSMSX:
1.02
VOO:
1.16
VSMSX:
-0.02
VOO:
0.73
VSMSX:
-0.05
VOO:
2.79
VSMSX:
9.83%
VOO:
4.89%
VSMSX:
24.11%
VOO:
19.37%
VSMSX:
-44.42%
VOO:
-33.99%
VSMSX:
-14.34%
VOO:
-3.00%
Returns By Period
In the year-to-date period, VSMSX achieves a -6.22% return, which is significantly lower than VOO's 1.48% return. Over the past 10 years, VSMSX has underperformed VOO with an annualized return of 7.84%, while VOO has yielded a comparatively higher 12.78% annualized return.
VSMSX
-6.22%
11.85%
-9.75%
-0.25%
5.66%
12.95%
7.84%
VOO
1.48%
12.60%
1.07%
13.35%
16.79%
16.77%
12.78%
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VSMSX vs. VOO - Expense Ratio Comparison
VSMSX has a 0.08% expense ratio, which is higher than VOO's 0.03% expense ratio. However, 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
VSMSX vs. VOO — Risk-Adjusted Performance Rank
VSMSX
VOO
VSMSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Small-Cap 600 Index Fund Institutional Shares (VSMSX) 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.
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Dividends
VSMSX vs. VOO - Dividend Comparison
VSMSX's dividend yield for the trailing twelve months is around 1.59%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSMSX Vanguard S&P Small-Cap 600 Index Fund Institutional Shares | 1.59% | 1.49% | 1.49% | 1.52% | 1.17% | 1.10% | 1.38% | 1.39% | 1.11% | 1.00% | 1.33% | 1.11% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VSMSX vs. VOO - Drawdown Comparison
The maximum VSMSX drawdown since its inception was -44.42%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VSMSX and VOO. For additional features, visit the drawdowns tool.
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Volatility
VSMSX vs. VOO - Volatility Comparison
Vanguard S&P Small-Cap 600 Index Fund Institutional Shares (VSMSX) has a higher volatility of 5.66% compared to Vanguard S&P 500 ETF (VOO) at 4.63%. This indicates that VSMSX'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.
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