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 0.78, 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
Key characteristics
VSTCX:
0.31
VITAX:
1.51
VSTCX:
0.53
VITAX:
2.01
VSTCX:
1.08
VITAX:
1.27
VSTCX:
0.42
VITAX:
2.14
VSTCX:
1.75
VITAX:
7.65
VSTCX:
3.98%
VITAX:
4.27%
VSTCX:
22.73%
VITAX:
21.70%
VSTCX:
-62.50%
VITAX:
-54.81%
VSTCX:
-15.69%
VITAX:
-1.64%
Returns By Period
In the year-to-date period, VSTCX achieves a 6.12% return, which is significantly lower than VITAX's 32.39% return. Over the past 10 years, VSTCX has underperformed VITAX with an annualized return of 8.39%, while VITAX has yielded a comparatively higher 20.82% annualized return.
VSTCX
6.12%
-14.31%
2.88%
6.12%
10.05%
8.39%
VITAX
32.39%
2.55%
12.78%
32.48%
22.19%
20.82%
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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 has not paid dividends to shareholders, while VITAX's dividend yield for the trailing twelve months is around 0.46%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTCX Vanguard Strategic Small-Cap Equity Fund | 0.00% | 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 | 0.46% | 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 13.88% compared to Vanguard Information Technology Index Fund Admiral Shares (VITAX) at 5.69%. 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.