VTCLX vs. VOO
Compare and contrast key facts about Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX) and Vanguard S&P 500 ETF (VOO).
VTCLX is managed by Blackrock. It was launched on Sep 6, 1994. 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: VTCLX or VOO.
Correlation
The correlation between VTCLX 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.
Performance
VTCLX vs. VOO - Performance Comparison
Key characteristics
VTCLX:
2.10
VOO:
2.25
VTCLX:
2.80
VOO:
2.98
VTCLX:
1.39
VOO:
1.42
VTCLX:
3.13
VOO:
3.31
VTCLX:
13.45
VOO:
14.77
VTCLX:
1.99%
VOO:
1.90%
VTCLX:
12.74%
VOO:
12.46%
VTCLX:
-55.18%
VOO:
-33.99%
VTCLX:
-2.92%
VOO:
-2.47%
Returns By Period
The year-to-date returns for both investments are quite close, with VTCLX having a 24.83% return and VOO slightly higher at 26.02%. Both investments have delivered pretty close results over the past 10 years, with VTCLX having a 13.01% annualized return and VOO not far ahead at 13.08%.
VTCLX
24.83%
-0.48%
9.38%
25.20%
14.55%
13.01%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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VTCLX vs. VOO - Expense Ratio Comparison
VTCLX has a 0.09% 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%.
Risk-Adjusted Performance
VTCLX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX) 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
VTCLX vs. VOO - Dividend Comparison
VTCLX's dividend yield for the trailing twelve months is around 0.77%, less than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTCLX Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares | 0.77% | 1.24% | 1.47% | 1.04% | 1.32% | 1.52% | 1.83% | 1.57% | 1.76% | 1.69% | 1.56% | 1.52% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VTCLX vs. VOO - Drawdown Comparison
The maximum VTCLX drawdown since its inception was -55.18%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VTCLX and VOO. For additional features, visit the drawdowns tool.
Volatility
VTCLX vs. VOO - Volatility Comparison
Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX) has a higher volatility of 3.94% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that VTCLX'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.