VSTCX vs. SSLCX
Compare and contrast key facts about Vanguard Strategic Small-Cap Equity Fund (VSTCX) and DWS Small Cap Core Fund (SSLCX).
VSTCX is managed by Vanguard. It was launched on Apr 24, 2006. SSLCX is managed by DWS. It was launched on Jul 14, 2000.
Performance
VSTCX vs. SSLCX - Performance Comparison
Loading graphics...
VSTCX vs. SSLCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSTCX Vanguard Strategic Small-Cap Equity Fund | -0.83% | 15.20% | 15.40% | 21.34% | -13.00% | 33.53% | 8.38% | 22.18% | -11.87% | 9.21% |
SSLCX DWS Small Cap Core Fund | 0.38% | 4.99% | 9.85% | 13.09% | -13.53% | 41.16% | 14.65% | 21.72% | -14.28% | 11.63% |
Returns By Period
In the year-to-date period, VSTCX achieves a -0.83% return, which is significantly lower than SSLCX's 0.38% return. Over the past 10 years, VSTCX has outperformed SSLCX with an annualized return of 10.96%, while SSLCX has yielded a comparatively lower 9.91% annualized 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%
SSLCX
- 1D
- -1.07%
- 1M
- -3.24%
- YTD
- 0.38%
- 6M
- -2.12%
- 1Y
- 8.58%
- 3Y*
- 8.94%
- 5Y*
- 5.62%
- 10Y*
- 9.91%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VSTCX vs. SSLCX - Expense Ratio Comparison
VSTCX has a 0.26% expense ratio, which is lower than SSLCX's 0.95% expense ratio.
Return for Risk
VSTCX vs. SSLCX — Risk / Return Rank
VSTCX
SSLCX
VSTCX vs. SSLCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Strategic Small-Cap Equity Fund (VSTCX) and DWS Small Cap Core Fund (SSLCX). 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 | SSLCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 0.50 | +0.65 |
Sortino ratioReturn per unit of downside risk | 1.69 | 0.81 | +0.88 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.11 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 0.62 | +0.97 |
Martin ratioReturn relative to average drawdown | 7.00 | 2.03 | +4.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VSTCX | SSLCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 0.50 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.32 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.47 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.37 | -0.02 |
Correlation
The correlation between VSTCX and SSLCX is 0.96, 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. SSLCX - Dividend Comparison
VSTCX's dividend yield for the trailing twelve months is around 7.61%, more than SSLCX's 1.20% 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% |
SSLCX DWS Small Cap Core Fund | 1.20% | 1.21% | 1.52% | 0.68% | 1.07% | 1.67% | 0.35% | 0.16% | 5.99% | 5.78% | 0.60% | 8.42% |
Drawdowns
VSTCX vs. SSLCX - Drawdown Comparison
The maximum VSTCX drawdown since its inception was -62.50%, roughly equal to the maximum SSLCX drawdown of -63.14%. Use the drawdown chart below to compare losses from any high point for VSTCX and SSLCX.
Loading graphics...
Drawdown Indicators
| VSTCX | SSLCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.50% | -63.14% | +0.64% |
Max Drawdown (1Y)Largest decline over 1 year | -14.47% | -10.06% | -4.41% |
Max Drawdown (5Y)Largest decline over 5 years | -27.47% | -22.57% | -4.90% |
Max Drawdown (10Y)Largest decline over 10 years | -48.08% | -48.07% | -0.01% |
Current DrawdownCurrent decline from peak | -7.95% | -5.55% | -2.40% |
Average DrawdownAverage peak-to-trough decline | -10.73% | -11.38% | +0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 3.09% | +0.20% |
Volatility
VSTCX vs. SSLCX - Volatility Comparison
Vanguard Strategic Small-Cap Equity Fund (VSTCX) has a higher volatility of 6.04% compared to DWS Small Cap Core Fund (SSLCX) at 4.67%. This indicates that VSTCX's price experiences larger fluctuations and is considered to be riskier than SSLCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VSTCX | SSLCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 4.67% | +1.37% |
Volatility (6M)Calculated over the trailing 6-month period | 12.99% | 11.01% | +1.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.55% | 17.54% | +5.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.01% | 17.64% | +4.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.44% | 21.06% | +2.38% |