WSTAX vs. VTCAX
Compare and contrast key facts about Nomura Science and Technology Fund Class A (WSTAX) and Vanguard Communication Services Index Fund Admiral Shares (VTCAX).
WSTAX is managed by Nomura. VTCAX is managed by Vanguard. It was launched on Mar 11, 2005.
Performance
WSTAX vs. VTCAX - Performance Comparison
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WSTAX vs. VTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSTAX Nomura Science and Technology Fund Class A | -2.00% | 33.91% | 59.64% | 40.44% | -32.50% | 14.19% | 36.12% | 50.35% | -5.23% | 32.77% |
VTCAX Vanguard Communication Services Index Fund Admiral Shares | -6.81% | 26.27% | 33.10% | 44.73% | -38.78% | 14.09% | 28.95% | 28.03% | -16.51% | -5.57% |
Returns By Period
In the year-to-date period, WSTAX achieves a -2.00% return, which is significantly higher than VTCAX's -6.81% return. Over the past 10 years, WSTAX has outperformed VTCAX with an annualized return of 20.39%, while VTCAX has yielded a comparatively lower 8.47% annualized return.
WSTAX
- 1D
- 4.84%
- 1M
- -6.42%
- YTD
- -2.00%
- 6M
- -0.41%
- 1Y
- 43.16%
- 3Y*
- 36.57%
- 5Y*
- 16.56%
- 10Y*
- 20.39%
VTCAX
- 1D
- 3.57%
- 1M
- -6.00%
- YTD
- -6.81%
- 6M
- -2.56%
- 1Y
- 21.66%
- 3Y*
- 24.36%
- 5Y*
- 7.48%
- 10Y*
- 8.47%
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WSTAX vs. VTCAX - Expense Ratio Comparison
WSTAX has a 1.17% expense ratio, which is higher than VTCAX's 0.10% expense ratio.
Return for Risk
WSTAX vs. VTCAX — Risk / Return Rank
WSTAX
VTCAX
WSTAX vs. VTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nomura Science and Technology Fund Class A (WSTAX) and Vanguard Communication Services Index Fund Admiral Shares (VTCAX). 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.
| WSTAX | VTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 1.11 | +0.40 |
Sortino ratioReturn per unit of downside risk | 2.10 | 1.73 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.24 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.61 | 1.69 | +0.92 |
Martin ratioReturn relative to average drawdown | 9.01 | 6.26 | +2.74 |
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
| WSTAX | VTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 1.11 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.35 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.40 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.41 | +0.05 |
Correlation
The correlation between WSTAX and VTCAX is 0.73, 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
WSTAX vs. VTCAX - Dividend Comparison
WSTAX's dividend yield for the trailing twelve months is around 18.69%, more than VTCAX's 1.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSTAX Nomura Science and Technology Fund Class A | 18.69% | 18.32% | 36.08% | 11.62% | 33.72% | 42.99% | 8.89% | 11.48% | 13.99% | 6.95% | 0.00% | 2.50% |
VTCAX Vanguard Communication Services Index Fund Admiral Shares | 1.05% | 0.95% | 1.06% | 1.04% | 0.88% | 1.20% | 0.73% | 0.89% | 2.77% | 3.84% | 2.68% | 3.55% |
Drawdowns
WSTAX vs. VTCAX - Drawdown Comparison
The maximum WSTAX drawdown since its inception was -55.39%, roughly equal to the maximum VTCAX drawdown of -57.11%. Use the drawdown chart below to compare losses from any high point for WSTAX and VTCAX.
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Drawdown Indicators
| WSTAX | VTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.39% | -57.11% | +1.72% |
Max Drawdown (1Y)Largest decline over 1 year | -16.73% | -13.56% | -3.17% |
Max Drawdown (5Y)Largest decline over 5 years | -55.39% | -46.58% | -8.81% |
Max Drawdown (10Y)Largest decline over 10 years | -55.39% | -46.58% | -8.81% |
Current DrawdownCurrent decline from peak | -12.70% | -9.98% | -2.72% |
Average DrawdownAverage peak-to-trough decline | -15.03% | -11.96% | -3.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.85% | 3.66% | +1.19% |
Volatility
WSTAX vs. VTCAX - Volatility Comparison
Nomura Science and Technology Fund Class A (WSTAX) has a higher volatility of 10.28% compared to Vanguard Communication Services Index Fund Admiral Shares (VTCAX) at 6.41%. This indicates that WSTAX's price experiences larger fluctuations and is considered to be riskier than VTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSTAX | VTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.28% | 6.41% | +3.87% |
Volatility (6M)Calculated over the trailing 6-month period | 19.42% | 11.72% | +7.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.64% | 20.35% | +9.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.80% | 21.28% | +15.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.59% | 20.98% | +9.61% |