VSTCX vs. AVUV
Compare and contrast key facts about Vanguard Strategic Small-Cap Equity Fund (VSTCX) and Avantis US Small Cap Value ETF (AVUV).
VSTCX is managed by Vanguard. It was launched on Apr 24, 2006. AVUV is a passively managed fund by Avantis that tracks the performance of the Russell 2000 Value. It was launched on Sep 24, 2019.
Performance
VSTCX vs. AVUV - Performance Comparison
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VSTCX vs. AVUV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
VSTCX Vanguard Strategic Small-Cap Equity Fund | -0.83% | 15.20% | 15.40% | 21.34% | -13.00% | 33.53% | 8.38% | 8.91% |
AVUV Avantis US Small Cap Value ETF | 8.60% | 7.44% | 9.28% | 22.82% | -4.91% | 42.20% | 6.43% | 8.50% |
Returns By Period
In the year-to-date period, VSTCX achieves a -0.83% return, which is significantly lower than AVUV's 8.60% return.
VSTCX
- 1D
- -1.06%
- 1M
- -6.50%
- YTD
- -0.83%
- 6M
- 2.92%
- 1Y
- 26.01%
- 3Y*
- 15.69%
- 5Y*
- 9.42%
- 10Y*
- 10.96%
AVUV
- 1D
- 2.03%
- 1M
- -1.97%
- YTD
- 8.60%
- 6M
- 11.68%
- 1Y
- 28.72%
- 3Y*
- 16.19%
- 5Y*
- 10.38%
- 10Y*
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VSTCX vs. AVUV - Expense Ratio Comparison
VSTCX has a 0.26% expense ratio, which is higher than AVUV's 0.25% 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%.
Return for Risk
VSTCX vs. AVUV — Risk / Return Rank
VSTCX
AVUV
VSTCX vs. AVUV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Strategic Small-Cap Equity Fund (VSTCX) and Avantis US Small Cap Value ETF (AVUV). 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.
| VSTCX | AVUV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.23 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.80 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.25 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 1.87 | -0.28 |
Martin ratioReturn relative to average drawdown | 7.00 | 7.37 | -0.37 |
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
| VSTCX | AVUV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.23 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.45 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.52 | -0.17 |
Correlation
The correlation between VSTCX and AVUV is 0.94, 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.
Dividends
VSTCX vs. AVUV - Dividend Comparison
VSTCX's dividend yield for the trailing twelve months is around 7.61%, more than AVUV's 1.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTCX Vanguard Strategic Small-Cap Equity Fund | 7.61% | 7.55% | 9.66% | 2.50% | 7.44% | 19.92% | 1.24% | 4.14% | 11.74% | 5.76% | 1.35% | 2.33% |
AVUV Avantis US Small Cap Value ETF | 1.41% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VSTCX vs. AVUV - Drawdown Comparison
The maximum VSTCX drawdown since its inception was -62.50%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for VSTCX and AVUV.
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Drawdown Indicators
| VSTCX | AVUV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.50% | -49.42% | -13.08% |
Max Drawdown (1Y)Largest decline over 1 year | -14.47% | -15.43% | +0.96% |
Max Drawdown (5Y)Largest decline over 5 years | -27.47% | -28.79% | +1.32% |
Max Drawdown (10Y)Largest decline over 10 years | -48.08% | — | — |
Current DrawdownCurrent decline from peak | -7.95% | -4.14% | -3.81% |
Average DrawdownAverage peak-to-trough decline | -10.73% | -8.14% | -2.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 3.91% | -0.62% |
Volatility
VSTCX vs. AVUV - Volatility Comparison
Vanguard Strategic Small-Cap Equity Fund (VSTCX) has a higher volatility of 6.04% compared to Avantis US Small Cap Value ETF (AVUV) at 5.51%. This indicates that VSTCX's price experiences larger fluctuations and is considered to be riskier than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSTCX | AVUV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 5.51% | +0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 12.99% | 13.11% | -0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.55% | 23.46% | -0.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.01% | 22.95% | -0.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.44% | 28.60% | -5.16% |