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 0.87, 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. VITAX - Performance Comparison
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Key characteristics
VSTCX:
-0.27
VITAX:
0.39
VSTCX:
-0.16
VITAX:
0.74
VSTCX:
0.98
VITAX:
1.10
VSTCX:
-0.20
VITAX:
0.42
VSTCX:
-0.51
VITAX:
1.39
VSTCX:
12.81%
VITAX:
8.34%
VSTCX:
26.46%
VITAX:
30.26%
VSTCX:
-62.79%
VITAX:
-54.81%
VSTCX:
-22.10%
VITAX:
-11.62%
Returns By Period
The year-to-date returns for both investments are quite close, with VSTCX having a -8.02% return and VITAX slightly higher at -7.97%. Over the past 10 years, VSTCX has underperformed VITAX with an annualized return of 2.57%, while VITAX has yielded a comparatively higher 19.33% annualized return.
VSTCX
-8.02%
11.64%
-20.19%
-6.90%
8.95%
2.57%
VITAX
-7.97%
12.15%
-8.27%
11.20%
18.63%
19.33%
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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.
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Dividends
VSTCX vs. VITAX - Dividend Comparison
VSTCX's dividend yield for the trailing twelve months is around 1.11%, more than VITAX's 0.56% 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% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.56% | 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.
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Volatility
VSTCX vs. VITAX - Volatility Comparison
The current volatility for Vanguard Strategic Small-Cap Equity Fund (VSTCX) is 7.55%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 9.68%. 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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