Correlation
The correlation between VSTIX and VOO is 0.99, 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.
VSTIX vs. VOO
Compare and contrast key facts about VALIC Company I Stock Index Fund (VSTIX) and Vanguard S&P 500 ETF (VOO).
VSTIX is managed by VALIC. It was launched on Apr 20, 1987. 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: VSTIX or VOO.
Performance
VSTIX vs. VOO - Performance Comparison
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Key characteristics
VSTIX:
0.61
VOO:
0.74
VSTIX:
0.88
VOO:
1.04
VSTIX:
1.13
VOO:
1.15
VSTIX:
0.53
VOO:
0.68
VSTIX:
1.93
VOO:
2.58
VSTIX:
5.56%
VOO:
4.93%
VSTIX:
20.06%
VOO:
19.54%
VSTIX:
-64.35%
VOO:
-33.99%
VSTIX:
-5.09%
VOO:
-3.55%
Returns By Period
In the year-to-date period, VSTIX achieves a -0.75% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, VSTIX has underperformed VOO with an annualized return of 6.48%, while VOO has yielded a comparatively higher 12.81% annualized return.
VSTIX
-0.75%
5.59%
-3.14%
11.32%
8.43%
9.11%
6.48%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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VSTIX vs. VOO - Expense Ratio Comparison
VSTIX has a 0.29% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
VSTIX vs. VOO — Risk-Adjusted Performance Rank
VSTIX
VOO
VSTIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VALIC Company I Stock Index Fund (VSTIX) 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.
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Dividends
VSTIX vs. VOO - Dividend Comparison
VSTIX's dividend yield for the trailing twelve months is around 2.76%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTIX VALIC Company I Stock Index Fund | 2.76% | 6.25% | 7.76% | 11.34% | 5.68% | 7.26% | 3.37% | 5.77% | 5.48% | 9.81% | 5.45% | 3.61% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VSTIX vs. VOO - Drawdown Comparison
The maximum VSTIX drawdown since its inception was -64.35%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VSTIX and VOO.
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Volatility
VSTIX vs. VOO - Volatility Comparison
VALIC Company I Stock Index Fund (VSTIX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.81% and 4.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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