VSTSX vs. VOO
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) and Vanguard S&P 500 ETF (VOO).
VSTSX is managed by Vanguard. It was launched on Jun 27, 2016. 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: VSTSX or VOO.
Performance
VSTSX vs. VOO - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with VSTSX having a 25.64% return and VOO slightly higher at 26.16%.
VSTSX
25.64%
2.56%
14.26%
32.97%
15.12%
N/A
VOO
26.16%
1.77%
13.62%
32.33%
15.68%
13.18%
Key characteristics
| VSTSX | VOO | |
|---|---|---|
| Sharpe Ratio | 2.67 | 2.70 |
| Sortino Ratio | 3.57 | 3.60 |
| Omega Ratio | 1.49 | 1.50 |
| Calmar Ratio | 3.92 | 3.90 |
| Martin Ratio | 17.07 | 17.65 |
| Ulcer Index | 1.97% | 1.86% |
| Daily Std Dev | 12.55% | 12.19% |
| Max Drawdown | -52.42% | -33.99% |
| Current Drawdown | -0.82% | -0.86% |
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VSTSX vs. VOO - Expense Ratio Comparison
VSTSX has a 0.01% expense ratio, which is lower than VOO's 0.03% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between VSTSX 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.
Risk-Adjusted Performance
VSTSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) 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
VSTSX vs. VOO - Dividend Comparison
VSTSX's dividend yield for the trailing twelve months is around 1.27%, more than VOO's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares | 1.27% | 1.44% | 1.67% | 1.23% | 1.44% | 1.79% | 2.07% | 1.74% | 1.11% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VSTSX vs. VOO - Drawdown Comparison
The maximum VSTSX drawdown since its inception was -52.42%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VSTSX and VOO. For additional features, visit the drawdowns tool.
Volatility
VSTSX vs. VOO - Volatility Comparison
Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.16% and 3.99%, 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.