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.
Key characteristics
| VSTCX | VITAX | |
|---|---|---|
| YTD Return | 20.76% | 28.31% |
| 1Y Return | 37.38% | 36.85% |
| 3Y Return (Ann) | 7.69% | 12.14% |
| 5Y Return (Ann) | 13.95% | 22.55% |
| 10Y Return (Ann) | 10.23% | 20.88% |
| Sharpe Ratio | 1.87 | 1.76 |
| Sortino Ratio | 2.72 | 2.30 |
| Omega Ratio | 1.33 | 1.31 |
| Calmar Ratio | 3.47 | 2.42 |
| Martin Ratio | 11.18 | 8.74 |
| Ulcer Index | 3.36% | 4.23% |
| Daily Std Dev | 20.06% | 21.05% |
| Max Drawdown | -62.50% | -54.81% |
| Current Drawdown | -2.94% | -1.19% |
Correlation
The correlation between VSTCX and VITAX is 0.78, 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
In the year-to-date period, VSTCX achieves a 20.76% return, which is significantly lower than VITAX's 28.31% return. Over the past 10 years, VSTCX has underperformed VITAX with an annualized return of 10.23%, while VITAX has yielded a comparatively higher 20.88% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 0.96%, more than VITAX's 0.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTCX Vanguard Strategic Small-Cap Equity Fund | 0.96% | 1.16% | 1.16% | 1.30% | 1.24% | 1.19% | 1.34% | 1.11% | 1.35% | 1.17% | 0.80% | 0.77% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% | 1.04% |
Drawdowns
VSTCX vs. VITAX - Drawdown Comparison
The maximum VSTCX drawdown since its inception was -62.50%, 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
Vanguard Strategic Small-Cap Equity Fund (VSTCX) has a higher volatility of 6.97% compared to Vanguard Information Technology Index Fund Admiral Shares (VITAX) at 5.99%. This indicates that VSTCX's price experiences larger fluctuations and is considered to be riskier than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.