VSTCX vs. VOO

In the year-to-date period, VSTCX achieves a -8.07% return, which is significantly lower than VOO's -3.41% return. Over the past 10 years, VSTCX has underperformed VOO with an annualized return of 2.58%, while VOO has yielded a comparatively higher 12.42% annualized return.

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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%.

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.

The current VSTCX Sharpe Ratio is -0.27, which is lower than the VOO Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of VSTCX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VSTCX's dividend yield for the trailing twelve months is around 10.50%, more than VOO's 1.34% yield.

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.