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VSTCX vs. VEIRX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

VSTCX vs. VEIRX

Last updated Jun 23, 2026

VSTCX (Vanguard Strategic Small-Cap Equity Fund) and VEIRX (Vanguard Equity Income Fund Admiral Shares) are both mutual funds - VSTCX is a Small Cap Blend Equities fund managed by Vanguard, while VEIRX is a Large Cap Value Equities fund actively managed by Vanguard. Over the past 10 years, VSTCX returned 13.03%/yr vs 11.82%/yr for VEIRX. Their correlation of 0.84 suggests significant overlap in exposure. VSTCX charges 0.26%/yr vs 0.19%/yr for VEIRX.

Performance

VSTCX vs. VEIRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Strategic Small-Cap Equity Fund (VSTCX) and Vanguard Equity Income Fund Admiral Shares (VEIRX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VSTCX achieves a 20.84% return, which is significantly higher than VEIRX's 8.36% return. Over the past 10 years, VSTCX has outperformed VEIRX with an annualized return of 13.03%, while VEIRX has yielded a comparatively lower 11.82% annualized return.

VSTCX

1D
1.49%
1M
4.62%
YTD
20.84%
6M
18.00%
1Y
45.39%
3Y*
21.98%
5Y*
13.15%
10Y*
13.03%

VEIRX

1D
0.15%
1M
-0.23%
YTD
8.36%
6M
7.92%
1Y
21.49%
3Y*
16.06%
5Y*
11.82%
10Y*
11.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VSTCX vs. VEIRX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
VSTCX
Vanguard Strategic Small-Cap Equity Fund		20.84%15.20%15.40%21.34%-13.00%33.53%8.38%22.18%-11.87%9.21%
VEIRX
Vanguard Equity Income Fund Admiral Shares		8.36%17.25%14.91%7.76%-0.08%25.49%3.08%25.34%-5.68%17.68%

Correlation

The correlation between VSTCX and VEIRX is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.76

Correlation (3Y)
Calculated over the trailing 3-year period

0.80

Correlation (5Y)
Calculated over the trailing 5-year period

0.82

Correlation (10Y)
Calculated over the trailing 10-year period

0.81

Correlation (All Time)
Calculated using the full available price history since Apr 20, 2006

0.84

The correlation between VSTCX and VEIRX has been stable across timeframes, ranging from 0.76 to 0.84 - a consistent structural relationship.

VSTCX vs. VEIRX - Sectors Allocation Comparison

Sectors
VSTCX
VEIRX

Financial Services

18.3%
20.5%

Industrials

16.1%
10.6%

Technology

14.9%
13.0%

Healthcare

14.1%
14.8%

Consumer Cyclical

11.1%
6.0%

Real Estate

6.5%
1.9%

Energy

6.2%
8.3%

Basic Materials

5.2%
3.4%

Consumer Defensive

3.0%
9.4%

Communication Services

2.4%
2.9%

Utilities

2.3%
7.0%

Financial Services

VSTCX
18.3%
VEIRX
20.5%

Industrials

VSTCX
16.1%
VEIRX
10.6%

Technology

VSTCX
14.9%
VEIRX
13.0%

Healthcare

VSTCX
14.1%
VEIRX
14.8%

Consumer Cyclical

VSTCX
11.1%
VEIRX
6.0%

Real Estate

VSTCX
6.5%
VEIRX
1.9%

Energy

VSTCX
6.2%
VEIRX
8.3%

Basic Materials

VSTCX
5.2%
VEIRX
3.4%

Consumer Defensive

VSTCX
3.0%
VEIRX
9.4%

Communication Services

VSTCX
2.4%
VEIRX
2.9%

Utilities

VSTCX
2.3%
VEIRX
7.0%

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Vanguard Strategic Small-Cap Equity Fund

Vanguard Equity Income Fund Admiral Shares

Often compared with VSTCX:
VSTCX vs. VPMAXVSTCX vs. OBMCXVSTCX vs. VSGAXVSTCX vs. AVUVVSTCX vs. VOOVSTCX vs. VFIAXVSTCX vs. VITAX
Often compared with VEIRX:
VEIRX vs. SCHDVEIRX vs. VFIAXVEIRX vs. VOOVEIRX vs. VWENXVEIRX vs. VWIAXVEIRX vs. VDADXVEIRX vs. VDIGX

Return for Risk

VSTCX vs. VEIRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VSTCX
VSTCX Risk / Return Rank: 8585
Overall Rank
VSTCX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
VSTCX Sortino Ratio Rank: 8181
Sortino Ratio Rank
VSTCX Omega Ratio Rank: 7171
Omega Ratio Rank
VSTCX Calmar Ratio Rank: 9696
Calmar Ratio Rank
VSTCX Martin Ratio Rank: 9595
Martin Ratio Rank
VEIRX
VEIRX Risk / Return Rank: 6161
Overall Rank
VEIRX Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
VEIRX Sortino Ratio Rank: 6161
Sortino Ratio Rank
VEIRX Omega Ratio Rank: 5656
Omega Ratio Rank
VEIRX Calmar Ratio Rank: 6868
Calmar Ratio Rank
VEIRX Martin Ratio Rank: 6060
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VSTCX vs. VEIRX - Risk-Adjusted Trends 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

VSTCXVEIRXDifference
Sharpe ratioReturn per unit of total volatility
2.54
2.09

+0.45

Sortino ratioReturn per unit of downside risk
3.51
2.97

+0.54

Omega ratioGain probability vs. loss probability

1.43

1.38

+0.05

Calmar ratioReturn relative to maximum drawdown

5.62

3.04

+2.58

Martin ratioReturn relative to average drawdown

19.82

11.30

+8.51

VSTCX vs. VEIRX - Sharpe Ratio Comparison

The current VSTCX Sharpe Ratio is 2.54, which is comparable to the VEIRX Sharpe Ratio of 2.09. The chart below compares the historical Sharpe Ratios of VSTCX and VEIRX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

VSTCX vs. VEIRX - Drawdown Comparison

The maximum VSTCX drawdown since its inception was -62.50%, 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.

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Drawdown Indicators

VSTCXVEIRXDifference

Max Drawdown

Largest peak-to-trough decline

-62.50%

-54.02%

-8.48%

Max Drawdown (1Y)

Largest decline over 1 year

-8.08%

-7.13%

-0.95%

Max Drawdown (3Y)

Largest decline over 3 years

-27.47%

-13.36%

-14.11%

Max Drawdown (5Y)

Largest decline over 5 years

-27.47%

-15.12%

-12.35%

Max Drawdown (10Y)

Largest decline over 10 years

-48.08%

-35.26%

-12.82%

Current Drawdown

Current decline from peak

0.00%

-1.25%

+1.25%

Average Drawdown

Average peak-to-trough decline

-10.63%

-6.49%

-4.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.29%

1.92%

+0.37%

Volatility

VSTCX vs. VEIRX - Volatility Comparison

Vanguard Strategic Small-Cap Equity Fund (VSTCX) has a higher volatility of 5.38% compared to Vanguard Equity Income Fund Admiral Shares (VEIRX) at 2.84%. 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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Volatility by Period

VSTCXVEIRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.38%

2.84%

+2.54%

Volatility (6M)

Calculated over the trailing 6-month period

12.52%

7.60%

+4.92%

Volatility (1Y)

Calculated over the trailing 1-year period

17.85%

10.37%

+7.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.02%

13.91%

+8.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.49%

16.31%

+7.18%

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%.

Dividends

VSTCX vs. VEIRX - Dividend Comparison

VSTCX's dividend yield for the trailing twelve months is around 6.25%, less than VEIRX's 10.24% yield.

PositionTTM20252024202320222021202020192018201720162015
VEIRX
Vanguard Equity Income Fund Admiral Shares		10.24%11.03%9.83%7.96%8.79%7.71%2.86%4.45%10.98%3.04%3.87%6.48%
VSTCX
Vanguard Strategic Small-Cap Equity Fund		6.25%7.55%9.66%2.50%7.44%19.92%1.24%4.14%11.74%5.76%1.35%2.33%

Frequently Asked Questions

VSTCX and VEIRX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VSTCX has higher volatility (5.38%) compared to VEIRX (2.84%). In terms of maximum drawdown, VSTCX dropped -62.50% vs VEIRX's -54.02%.

VSTCX currently has the higher Sharpe Ratio (2.54 vs 2.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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