^SP400 vs. VIOO
Compare and contrast key facts about S&P 400 (^SP400) and Vanguard S&P Small-Cap 600 ETF (VIOO).
VIOO is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 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: ^SP400 or VIOO.
Correlation
The correlation between ^SP400 and VIOO is 0.93, 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
^SP400 vs. VIOO - Performance Comparison
Key characteristics
^SP400:
1.27
VIOO:
0.95
^SP400:
1.82
VIOO:
1.45
^SP400:
1.23
VIOO:
1.18
^SP400:
2.35
VIOO:
1.56
^SP400:
5.74
VIOO:
4.69
^SP400:
3.51%
VIOO:
3.98%
^SP400:
15.88%
VIOO:
19.69%
^SP400:
-56.32%
VIOO:
-44.15%
^SP400:
-2.88%
VIOO:
-5.00%
Returns By Period
In the year-to-date period, ^SP400 achieves a 5.50% return, which is significantly higher than VIOO's 4.17% return. Over the past 10 years, ^SP400 has underperformed VIOO with an annualized return of 8.53%, while VIOO has yielded a comparatively higher 9.55% annualized return.
^SP400
5.50%
5.39%
7.65%
18.80%
9.58%
8.53%
VIOO
4.17%
3.53%
4.63%
14.99%
8.99%
9.55%
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Risk-Adjusted Performance
^SP400 vs. VIOO — Risk-Adjusted Performance Rank
^SP400
VIOO
^SP400 vs. VIOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for S&P 400 (^SP400) and Vanguard S&P Small-Cap 600 ETF (VIOO). 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.
Drawdowns
^SP400 vs. VIOO - Drawdown Comparison
The maximum ^SP400 drawdown since its inception was -56.32%, which is greater than VIOO's maximum drawdown of -44.15%. Use the drawdown chart below to compare losses from any high point for ^SP400 and VIOO. For additional features, visit the drawdowns tool.
Volatility
^SP400 vs. VIOO - Volatility Comparison
The current volatility for S&P 400 (^SP400) is 3.55%, while Vanguard S&P Small-Cap 600 ETF (VIOO) has a volatility of 4.35%. This indicates that ^SP400 experiences smaller price fluctuations and is considered to be less risky than VIOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.