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 0.85, 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:
0.31
VOO:
2.22
VSTCX:
0.53
VOO:
2.95
VSTCX:
1.08
VOO:
1.42
VSTCX:
0.42
VOO:
3.27
VSTCX:
1.75
VOO:
14.57
VSTCX:
3.98%
VOO:
1.90%
VSTCX:
22.73%
VOO:
12.47%
VSTCX:
-62.50%
VOO:
-33.99%
VSTCX:
-15.69%
VOO:
-1.77%
Returns By Period
In the year-to-date period, VSTCX achieves a 6.12% return, which is significantly lower than VOO's 26.92% return. Over the past 10 years, VSTCX has underperformed VOO with an annualized return of 8.39%, while VOO has yielded a comparatively higher 13.12% annualized return.
VSTCX
6.12%
-14.31%
2.88%
6.12%
10.05%
8.39%
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
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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 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 has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.23%.
| 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% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VSTCX vs. VOO - Drawdown Comparison
The maximum VSTCX drawdown since its inception was -62.50%, 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 13.88% compared to Vanguard S&P 500 ETF (VOO) at 3.78%. 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.