VSTCX vs. VITAX
Compare and contrast key facts about Vanguard Strategic Small-Cap Equity Fund (VSTCX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
VSTCX is managed by Vanguard. It was launched on Apr 24, 2006. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSTCX or VITAX.
Correlation
The correlation between VSTCX and VITAX is 0.77, 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. VITAX - Performance Comparison
Key characteristics
VSTCX:
-0.36
VITAX:
0.02
VSTCX:
-0.33
VITAX:
0.23
VSTCX:
0.95
VITAX:
1.03
VSTCX:
-0.29
VITAX:
0.02
VSTCX:
-0.84
VITAX:
0.07
VSTCX:
11.26%
VITAX:
7.40%
VSTCX:
26.09%
VITAX:
29.98%
VSTCX:
-62.79%
VITAX:
-54.81%
VSTCX:
-28.51%
VITAX:
-21.82%
Returns By Period
In the year-to-date period, VSTCX achieves a -15.58% return, which is significantly higher than VITAX's -18.59% return. Over the past 10 years, VSTCX has underperformed VITAX with an annualized return of 1.50%, while VITAX has yielded a comparatively higher 17.96% annualized return.
VSTCX
-15.58%
-9.49%
-22.91%
-8.45%
8.55%
1.50%
VITAX
-18.59%
-10.59%
-16.04%
3.10%
17.43%
17.96%
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VSTCX vs. VITAX - Expense Ratio Comparison
VSTCX has a 0.26% expense ratio, which is higher than VITAX's 0.10% 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. VITAX — Risk-Adjusted Performance Rank
VSTCX
VITAX
VSTCX vs. VITAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Strategic Small-Cap Equity Fund (VSTCX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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.
Dividends
VSTCX vs. VITAX - Dividend Comparison
VSTCX's dividend yield for the trailing twelve months is around 1.21%, more than VITAX's 0.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTCX Vanguard Strategic Small-Cap Equity Fund | 1.21% | 1.02% | 1.16% | 1.16% | 1.30% | 1.24% | 1.19% | 1.34% | 1.11% | 1.35% | 1.17% | 0.80% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.63% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
VSTCX vs. VITAX - Drawdown Comparison
The maximum VSTCX drawdown since its inception was -62.79%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for VSTCX and VITAX. For additional features, visit the drawdowns tool.
Volatility
VSTCX vs. VITAX - Volatility Comparison
The current volatility for Vanguard Strategic Small-Cap Equity Fund (VSTCX) is 14.24%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 18.72%. This indicates that VSTCX experiences smaller price fluctuations and is considered to be less risky than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.