VTMSX vs. WESCX
Compare and contrast key facts about Vanguard Tax-Managed Small-Cap Fund Admiral Shares (VTMSX) and TETON Westwood SmallCap Equity Fund (WESCX).
VTMSX is managed by BlackRock. It was launched on Mar 25, 1999. WESCX is managed by Teton Westwood. It was launched on Apr 15, 1997.
Performance
VTMSX vs. WESCX - Performance Comparison
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VTMSX vs. WESCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VTMSX Vanguard Tax-Managed Small-Cap Fund Admiral Shares | 0.87% | 5.93% | 8.61% | 15.95% | -16.16% | 27.08% | 11.05% | 23.28% | -8.62% | 13.05% |
WESCX TETON Westwood SmallCap Equity Fund | 6.21% | 17.26% | 15.48% | 12.61% | -12.48% | 29.72% | 10.93% | 28.43% | -13.71% | 15.82% |
Returns By Period
In the year-to-date period, VTMSX achieves a 0.87% return, which is significantly lower than WESCX's 6.21% return. Over the past 10 years, VTMSX has underperformed WESCX with an annualized return of 9.53%, while WESCX has yielded a comparatively higher 13.08% annualized return.
VTMSX
- 1D
- -0.71%
- 1M
- -6.65%
- YTD
- 0.87%
- 6M
- 2.54%
- 1Y
- 17.33%
- 3Y*
- 9.50%
- 5Y*
- 3.93%
- 10Y*
- 9.53%
WESCX
- 1D
- -1.64%
- 1M
- -8.28%
- YTD
- 6.21%
- 6M
- 15.03%
- 1Y
- 37.79%
- 3Y*
- 17.04%
- 5Y*
- 9.06%
- 10Y*
- 13.08%
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VTMSX vs. WESCX - Expense Ratio Comparison
VTMSX has a 0.09% expense ratio, which is lower than WESCX's 1.25% expense ratio.
Return for Risk
VTMSX vs. WESCX — Risk / Return Rank
VTMSX
WESCX
VTMSX vs. WESCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Tax-Managed Small-Cap Fund Admiral Shares (VTMSX) and TETON Westwood SmallCap Equity Fund (WESCX). 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.
| VTMSX | WESCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 1.53 | -0.73 |
Sortino ratioReturn per unit of downside risk | 1.26 | 2.12 | -0.86 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.30 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 2.32 | -1.28 |
Martin ratioReturn relative to average drawdown | 4.23 | 8.83 | -4.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VTMSX | WESCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 1.53 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.42 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.55 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.32 | +0.11 |
Correlation
The correlation between VTMSX and WESCX is 0.95, 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.
Dividends
VTMSX vs. WESCX - Dividend Comparison
VTMSX's dividend yield for the trailing twelve months is around 1.33%, less than WESCX's 7.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTMSX Vanguard Tax-Managed Small-Cap Fund Admiral Shares | 1.33% | 1.28% | 1.44% | 1.50% | 1.51% | 1.16% | 1.09% | 1.15% | 1.26% | 1.11% | 1.01% | 1.26% |
WESCX TETON Westwood SmallCap Equity Fund | 7.06% | 7.50% | 27.81% | 2.81% | 1.60% | 5.60% | 0.01% | 4.66% | 14.77% | 9.13% | 9.32% | 18.92% |
Drawdowns
VTMSX vs. WESCX - Drawdown Comparison
The maximum VTMSX drawdown since its inception was -57.84%, smaller than the maximum WESCX drawdown of -70.60%. Use the drawdown chart below to compare losses from any high point for VTMSX and WESCX.
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Drawdown Indicators
| VTMSX | WESCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.84% | -70.60% | +12.76% |
Max Drawdown (1Y)Largest decline over 1 year | -14.85% | -14.72% | -0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -27.93% | -26.22% | -1.71% |
Max Drawdown (10Y)Largest decline over 10 years | -43.88% | -45.13% | +1.25% |
Current DrawdownCurrent decline from peak | -8.24% | -10.19% | +1.95% |
Average DrawdownAverage peak-to-trough decline | -8.98% | -20.27% | +11.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 3.86% | -0.22% |
Volatility
VTMSX vs. WESCX - Volatility Comparison
The current volatility for Vanguard Tax-Managed Small-Cap Fund Admiral Shares (VTMSX) is 5.51%, while TETON Westwood SmallCap Equity Fund (WESCX) has a volatility of 7.22%. This indicates that VTMSX experiences smaller price fluctuations and is considered to be less risky than WESCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VTMSX | WESCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.51% | 7.22% | -1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 12.75% | 14.05% | -1.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.59% | 24.90% | -2.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.54% | 21.65% | -0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.10% | 23.65% | -0.55% |