VTCAX vs. SPY
Compare and contrast key facts about Vanguard Communication Services Index Fund Admiral Shares (VTCAX) and SPDR S&P 500 ETF (SPY).
VTCAX is managed by Vanguard. It was launched on Mar 11, 2005. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTCAX or SPY.
Correlation
The correlation between VTCAX and SPY is 0.80, 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
VTCAX vs. SPY - Performance Comparison
Key characteristics
VTCAX:
0.64
SPY:
0.51
VTCAX:
1.00
SPY:
0.86
VTCAX:
1.14
SPY:
1.13
VTCAX:
0.64
SPY:
0.55
VTCAX:
2.35
SPY:
2.26
VTCAX:
5.79%
SPY:
4.55%
VTCAX:
21.45%
SPY:
20.08%
VTCAX:
-57.11%
SPY:
-55.19%
VTCAX:
-13.50%
SPY:
-9.89%
Returns By Period
The year-to-date returns for both stocks are quite close, with VTCAX having a -5.53% return and SPY slightly lower at -5.76%. Over the past 10 years, VTCAX has underperformed SPY with an annualized return of 6.84%, while SPY has yielded a comparatively higher 12.04% annualized return.
VTCAX
-5.53%
-4.38%
0.40%
14.13%
12.59%
6.84%
SPY
-5.76%
-2.90%
-4.30%
9.72%
15.64%
12.04%
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VTCAX vs. SPY - Expense Ratio Comparison
VTCAX has a 0.10% expense ratio, which is higher than SPY's 0.09% 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
VTCAX vs. SPY — Risk-Adjusted Performance Rank
VTCAX
SPY
VTCAX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Communication Services Index Fund Admiral Shares (VTCAX) and SPDR S&P 500 ETF (SPY). 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
VTCAX vs. SPY - Dividend Comparison
VTCAX's dividend yield for the trailing twelve months is around 1.16%, less than SPY's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTCAX Vanguard Communication Services Index Fund Admiral Shares | 1.16% | 1.06% | 1.03% | 0.88% | 0.93% | 0.73% | 0.90% | 2.77% | 3.84% | 2.68% | 3.55% | 2.64% |
SPY SPDR S&P 500 ETF | 1.30% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
VTCAX vs. SPY - Drawdown Comparison
The maximum VTCAX drawdown since its inception was -57.11%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VTCAX and SPY. For additional features, visit the drawdowns tool.
Volatility
VTCAX vs. SPY - Volatility Comparison
The current volatility for Vanguard Communication Services Index Fund Admiral Shares (VTCAX) is 14.36%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.12%. This indicates that VTCAX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.