SPINX vs. VSPVX

In the year-to-date period, SPINX achieves a -4.36% return, which is significantly lower than VSPVX's 0.02% return. Over the past 10 years, SPINX has outperformed VSPVX with an annualized return of 13.92%, while VSPVX has yielded a comparatively lower 11.31% annualized return.

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SPINX has a 0.12% expense ratio, which is higher than VSPVX's 0.08% 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%.

This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) and Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX). 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.

The current SPINX Sharpe Ratio is 0.97, which is comparable to the VSPVX Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of SPINX and VSPVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The correlation between SPINX and VSPVX 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.

SPINX's dividend yield for the trailing twelve months is around 12.44%, more than VSPVX's 1.82% yield.

The maximum SPINX drawdown since its inception was -33.82%, smaller than the maximum VSPVX drawdown of -37.05%. Use the drawdown chart below to compare losses from any high point for SPINX and VSPVX.

SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) has a higher volatility of 5.36% compared to Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) at 3.84%. This indicates that SPINX's price experiences larger fluctuations and is considered to be riskier than VSPVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.