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.
Performance
VSTCX vs. VITAX - Performance Comparison
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VSTCX vs. VITAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSTCX Vanguard Strategic Small-Cap Equity Fund | 2.10% | 15.20% | 15.40% | 21.34% | -13.00% | 33.53% | 8.38% | 22.18% | -11.87% | 9.21% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | -7.30% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 48.72% | 2.51% | 37.07% |
Returns By Period
In the year-to-date period, VSTCX achieves a 2.10% return, which is significantly higher than VITAX's -7.30% return. Over the past 10 years, VSTCX has underperformed VITAX with an annualized return of 11.28%, while VITAX has yielded a comparatively higher 21.35% annualized return.
VSTCX
- 1D
- 2.95%
- 1M
- -4.46%
- YTD
- 2.10%
- 6M
- 5.91%
- 1Y
- 29.30%
- 3Y*
- 16.82%
- 5Y*
- 9.70%
- 10Y*
- 11.28%
VITAX
- 1D
- 4.32%
- 1M
- -4.86%
- YTD
- -7.30%
- 6M
- -7.06%
- 1Y
- 28.08%
- 3Y*
- 22.58%
- 5Y*
- 14.54%
- 10Y*
- 21.35%
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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%.
Return for Risk
VSTCX vs. VITAX — Risk / Return Rank
VSTCX
VITAX
VSTCX vs. VITAX - Risk-Adjusted Trends 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.
| VSTCX | VITAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 1.06 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.91 | 1.64 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.03 | 1.77 | +0.26 |
Martin ratioReturn relative to average drawdown | 8.90 | 5.48 | +3.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VSTCX | VITAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.06 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.58 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.87 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.59 | -0.24 |
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.
Dividends
VSTCX vs. VITAX - Dividend Comparison
VSTCX's dividend yield for the trailing twelve months is around 7.39%, more than VITAX's 0.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTCX Vanguard Strategic Small-Cap Equity Fund | 7.39% | 7.55% | 9.66% | 2.50% | 7.44% | 19.92% | 1.24% | 4.14% | 11.74% | 5.76% | 1.35% | 2.33% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.44% | 0.40% | 0.60% | 0.65% | 0.91% | 0.63% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
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.
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Drawdown Indicators
| VSTCX | VITAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.50% | -54.81% | -7.69% |
Max Drawdown (1Y)Largest decline over 1 year | -14.47% | -16.38% | +1.91% |
Max Drawdown (5Y)Largest decline over 5 years | -27.47% | -35.10% | +7.63% |
Max Drawdown (10Y)Largest decline over 10 years | -48.08% | -35.10% | -12.98% |
Current DrawdownCurrent decline from peak | -5.24% | -12.77% | +7.53% |
Average DrawdownAverage peak-to-trough decline | -10.73% | -8.06% | -2.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 5.30% | -2.00% |
Volatility
VSTCX vs. VITAX - Volatility Comparison
The current volatility for Vanguard Strategic Small-Cap Equity Fund (VSTCX) is 6.79%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 8.04%. 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.
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Volatility by Period
| VSTCX | VITAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.79% | 8.04% | -1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 13.30% | 16.41% | -3.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.69% | 27.65% | -4.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.05% | 25.29% | -3.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.46% | 24.72% | -1.26% |