VSTCX vs. VOO
Compare and contrast key facts about Vanguard Strategic Small-Cap Equity Fund (VSTCX) and Vanguard S&P 500 ETF (VOO).
VSTCX is managed by Vanguard. It was launched on Apr 24, 2006. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSTCX or VOO.
Correlation
The correlation between VSTCX and VOO is 0.84, 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. VOO - Performance Comparison
Key characteristics
VSTCX:
0.52
VOO:
1.99
VSTCX:
0.80
VOO:
2.65
VSTCX:
1.12
VOO:
1.36
VSTCX:
0.53
VOO:
3.03
VSTCX:
2.08
VOO:
12.71
VSTCX:
5.59%
VOO:
2.01%
VSTCX:
22.31%
VOO:
12.90%
VSTCX:
-62.79%
VOO:
-33.99%
VSTCX:
-12.57%
VOO:
-0.86%
Returns By Period
The year-to-date returns for both stocks are quite close, with VSTCX having a 3.24% return and VOO slightly lower at 3.16%. Over the past 10 years, VSTCX has underperformed VOO with an annualized return of 4.30%, while VOO has yielded a comparatively higher 13.80% annualized return.
VSTCX
3.24%
2.69%
-3.15%
9.78%
5.84%
4.30%
VOO
3.16%
1.60%
12.30%
24.73%
14.88%
13.80%
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VSTCX vs. VOO - Expense Ratio Comparison
VSTCX has a 0.26% expense ratio, which is higher than VOO's 0.03% 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. VOO — Risk-Adjusted Performance Rank
VSTCX
VOO
VSTCX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Strategic Small-Cap Equity Fund (VSTCX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
VSTCX's dividend yield for the trailing twelve months is around 0.99%, less than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTCX Vanguard Strategic Small-Cap Equity Fund | 0.99% | 1.02% | 1.16% | 1.16% | 1.30% | 1.24% | 1.19% | 1.34% | 1.11% | 1.35% | 1.17% | 0.80% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VSTCX vs. VOO - Drawdown Comparison
The maximum VSTCX drawdown since its inception was -62.79%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VSTCX and VOO. For additional features, visit the drawdowns tool.
Volatility
VSTCX vs. VOO - Volatility Comparison
Vanguard Strategic Small-Cap Equity Fund (VSTCX) has a higher volatility of 4.71% compared to Vanguard S&P 500 ETF (VOO) at 4.18%. This indicates that VSTCX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.