VSTCX vs. VEIRX
Compare and contrast key facts about Vanguard Strategic Small-Cap Equity Fund (VSTCX) and Vanguard Equity Income Fund Admiral Shares (VEIRX).
VSTCX is managed by Vanguard. It was launched on Apr 24, 2006. VEIRX is managed by Vanguard. It was launched on Aug 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSTCX or VEIRX.
Correlation
The correlation between VSTCX and VEIRX is 0.87, 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
VSTCX vs. VEIRX - Performance Comparison
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Key characteristics
VSTCX:
-0.27
VEIRX:
0.50
VSTCX:
-0.16
VEIRX:
0.91
VSTCX:
0.98
VEIRX:
1.13
VSTCX:
-0.20
VEIRX:
0.67
VSTCX:
-0.51
VEIRX:
2.66
VSTCX:
12.81%
VEIRX:
3.35%
VSTCX:
26.46%
VEIRX:
15.42%
VSTCX:
-62.79%
VEIRX:
-54.02%
VSTCX:
-22.10%
VEIRX:
-5.03%
Returns By Period
In the year-to-date period, VSTCX achieves a -8.02% return, which is significantly lower than VEIRX's 0.72% return. Over the past 10 years, VSTCX has underperformed VEIRX with an annualized return of 2.57%, while VEIRX has yielded a comparatively higher 9.87% annualized return.
VSTCX
-8.02%
11.64%
-20.19%
-6.90%
8.95%
2.57%
VEIRX
0.72%
5.60%
-2.67%
7.37%
14.12%
9.87%
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VSTCX vs. VEIRX - Expense Ratio Comparison
VSTCX has a 0.26% expense ratio, which is higher than VEIRX's 0.19% 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
VSTCX vs. VEIRX — Risk-Adjusted Performance Rank
VSTCX
VEIRX
VSTCX vs. VEIRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Strategic Small-Cap Equity Fund (VSTCX) and Vanguard Equity Income Fund Admiral Shares (VEIRX). 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
VSTCX vs. VEIRX - Dividend Comparison
VSTCX's dividend yield for the trailing twelve months is around 1.11%, less than VEIRX's 3.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTCX Vanguard Strategic Small-Cap Equity Fund | 1.11% | 1.02% | 1.16% | 1.16% | 1.30% | 1.24% | 1.19% | 1.34% | 1.11% | 1.35% | 1.17% | 0.80% |
VEIRX Vanguard Equity Income Fund Admiral Shares | 3.00% | 2.91% | 3.03% | 3.03% | 2.49% | 2.70% | 2.71% | 3.25% | 2.54% | 2.83% | 3.05% | 2.78% |
Drawdowns
VSTCX vs. VEIRX - Drawdown Comparison
The maximum VSTCX drawdown since its inception was -62.79%, which is greater than VEIRX's maximum drawdown of -54.02%. Use the drawdown chart below to compare losses from any high point for VSTCX and VEIRX. For additional features, visit the drawdowns tool.
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Volatility
VSTCX vs. VEIRX - Volatility Comparison
Vanguard Strategic Small-Cap Equity Fund (VSTCX) has a higher volatility of 7.55% compared to Vanguard Equity Income Fund Admiral Shares (VEIRX) at 5.22%. This indicates that VSTCX's price experiences larger fluctuations and is considered to be riskier than VEIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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