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:
-0.02
VOO:
1.31
VSTCX:
0.11
VOO:
1.79
VSTCX:
1.02
VOO:
1.24
VSTCX:
-0.03
VOO:
2.00
VSTCX:
-0.08
VOO:
8.07
VSTCX:
7.10%
VOO:
2.10%
VSTCX:
22.12%
VOO:
12.95%
VSTCX:
-62.79%
VOO:
-33.99%
VSTCX:
-19.32%
VOO:
-4.75%
Returns By Period
In the year-to-date period, VSTCX achieves a -4.73% return, which is significantly lower than VOO's -0.35% return. Over the past 10 years, VSTCX has underperformed VOO with an annualized return of 3.12%, while VOO has yielded a comparatively higher 12.97% annualized return.
VSTCX
-4.73%
-7.42%
-10.10%
-2.16%
5.80%
3.12%
VOO
-0.35%
-2.97%
4.30%
15.39%
15.15%
12.97%
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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 1.08%, less than VOO's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTCX Vanguard Strategic Small-Cap Equity Fund | 1.08% | 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 | 1.25% | 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 5.40% compared to Vanguard S&P 500 ETF (VOO) at 4.01%. 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.