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.
Performance
VSTCX vs. VOO - Performance Comparison
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VSTCX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSTCX Vanguard Strategic Small-Cap Equity Fund | -0.83% | 15.20% | 15.40% | 21.34% | -13.00% | 33.53% | 8.38% | 22.18% | -11.87% | 9.21% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, VSTCX achieves a -0.83% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, VSTCX has underperformed VOO with an annualized return of 10.96%, while VOO has yielded a comparatively higher 14.05% annualized return.
VSTCX
- 1D
- -1.06%
- 1M
- -6.50%
- YTD
- -0.83%
- 6M
- 2.92%
- 1Y
- 26.01%
- 3Y*
- 15.69%
- 5Y*
- 9.42%
- 10Y*
- 10.96%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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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%.
Return for Risk
VSTCX vs. VOO — Risk / Return Rank
VSTCX
VOO
VSTCX vs. VOO - Risk-Adjusted Trends 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.
| VSTCX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 0.98 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.50 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 1.53 | +0.06 |
Martin ratioReturn relative to average drawdown | 7.00 | 7.29 | -0.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VSTCX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 0.98 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.70 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.78 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.83 | -0.48 |
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.
Dividends
VSTCX vs. VOO - Dividend Comparison
VSTCX's dividend yield for the trailing twelve months is around 7.61%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTCX Vanguard Strategic Small-Cap Equity Fund | 7.61% | 7.55% | 9.66% | 2.50% | 7.44% | 19.92% | 1.24% | 4.14% | 11.74% | 5.76% | 1.35% | 2.33% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
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.
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Drawdown Indicators
| VSTCX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.50% | -33.99% | -28.51% |
Max Drawdown (1Y)Largest decline over 1 year | -14.47% | -11.98% | -2.49% |
Max Drawdown (5Y)Largest decline over 5 years | -27.47% | -24.52% | -2.95% |
Max Drawdown (10Y)Largest decline over 10 years | -48.08% | -33.99% | -14.09% |
Current DrawdownCurrent decline from peak | -7.95% | -6.29% | -1.66% |
Average DrawdownAverage peak-to-trough decline | -10.73% | -3.72% | -7.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 2.52% | +0.77% |
Volatility
VSTCX vs. VOO - Volatility Comparison
Vanguard Strategic Small-Cap Equity Fund (VSTCX) has a higher volatility of 6.04% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. 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.
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Volatility by Period
| VSTCX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 5.29% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 12.99% | 9.44% | +3.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.55% | 18.10% | +4.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.01% | 16.82% | +5.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.44% | 17.99% | +5.45% |