VVPSX vs. VSCIX
Compare and contrast key facts about Vulcan Value Partners Small Cap Fund (VVPSX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX).
VVPSX is managed by Vulcan Value Partners. It was launched on Dec 30, 2009. VSCIX is managed by Vanguard. It was launched on Jul 7, 1997.
Performance
VVPSX vs. VSCIX - Performance Comparison
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VVPSX vs. VSCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VVPSX Vulcan Value Partners Small Cap Fund | -9.95% | 8.87% | -1.40% | 19.75% | -45.18% | 45.53% | -3.33% | 35.94% | -14.51% | 11.42% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | -1.21% | 8.85% | 12.96% | 19.52% | -17.60% | 17.74% | 19.07% | 27.40% | -9.33% | 16.25% |
Returns By Period
In the year-to-date period, VVPSX achieves a -9.95% return, which is significantly lower than VSCIX's -1.21% return. Over the past 10 years, VVPSX has underperformed VSCIX with an annualized return of 2.87%, while VSCIX has yielded a comparatively higher 10.16% annualized return.
VVPSX
- 1D
- -0.44%
- 1M
- -14.38%
- YTD
- -9.95%
- 6M
- -7.23%
- 1Y
- 3.09%
- 3Y*
- 2.34%
- 5Y*
- -5.22%
- 10Y*
- 2.87%
VSCIX
- 1D
- -0.97%
- 1M
- -8.09%
- YTD
- -1.21%
- 6M
- 0.59%
- 1Y
- 16.09%
- 3Y*
- 11.86%
- 5Y*
- 5.03%
- 10Y*
- 10.16%
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VVPSX vs. VSCIX - Expense Ratio Comparison
VVPSX has a 1.25% expense ratio, which is higher than VSCIX's 0.04% expense ratio.
Return for Risk
VVPSX vs. VSCIX — Risk / Return Rank
VVPSX
VSCIX
VVPSX vs. VSCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vulcan Value Partners Small Cap Fund (VVPSX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX). 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.
| VVPSX | VSCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.11 | 0.75 | -0.64 |
Sortino ratioReturn per unit of downside risk | 0.31 | 1.19 | -0.88 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.16 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.06 | 0.97 | -0.91 |
Martin ratioReturn relative to average drawdown | 0.19 | 4.21 | -4.01 |
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
| VVPSX | VSCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.11 | 0.75 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.23 | 0.24 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.12 | 0.47 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.38 | -0.12 |
Correlation
The correlation between VVPSX and VSCIX is 0.87, 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
VVPSX vs. VSCIX - Dividend Comparison
VVPSX's dividend yield for the trailing twelve months is around 2.64%, more than VSCIX's 1.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VVPSX Vulcan Value Partners Small Cap Fund | 2.64% | 2.38% | 1.17% | 0.35% | 14.10% | 22.85% | 0.09% | 4.60% | 18.92% | 6.38% | 0.32% | 0.00% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | 1.39% | 1.34% | 1.31% | 1.55% | 1.55% | 1.25% | 1.15% | 1.40% | 1.68% | 1.36% | 1.50% | 1.49% |
Drawdowns
VVPSX vs. VSCIX - Drawdown Comparison
The maximum VVPSX drawdown since its inception was -55.43%, smaller than the maximum VSCIX drawdown of -59.66%. Use the drawdown chart below to compare losses from any high point for VVPSX and VSCIX.
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Drawdown Indicators
| VVPSX | VSCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.43% | -59.66% | +4.23% |
Max Drawdown (1Y)Largest decline over 1 year | -16.65% | -14.30% | -2.35% |
Max Drawdown (5Y)Largest decline over 5 years | -55.43% | -28.13% | -27.30% |
Max Drawdown (10Y)Largest decline over 10 years | -55.43% | -41.81% | -13.62% |
Current DrawdownCurrent decline from peak | -42.59% | -8.97% | -33.62% |
Average DrawdownAverage peak-to-trough decline | -16.00% | -10.18% | -5.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.31% | 3.29% | +2.02% |
Volatility
VVPSX vs. VSCIX - Volatility Comparison
The current volatility for Vulcan Value Partners Small Cap Fund (VVPSX) is 5.20%, while Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) has a volatility of 5.90%. This indicates that VVPSX experiences smaller price fluctuations and is considered to be less risky than VSCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VVPSX | VSCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 5.90% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 12.14% | 12.22% | -0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.24% | 21.62% | -1.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.36% | 20.70% | +1.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.61% | 21.53% | +2.08% |