Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VSPGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VSPGX
VSPGX charges 0.08% annually. There are 9 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | VSPGX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | VSPGX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | VSPGX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | VSPGX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | VSPGX vs TILIX |
Best Risk-Adjusted Alternatives to VSPGX
VSPGX has a PortfoliosLab risk / return rank of 53. There are 71 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | VSPGX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | VSPGX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | VSPGX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | VSPGX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | VSPGX vs POGRX |
Top Performing VSPGX Alternatives (YTD)
VSPGX is at 14.87% YTD. There are 84 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | VSPGX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | VSPGX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | VSPGX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | VSPGX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | VSPGX vs FOKFX |
Lowest Volatility Alternatives to VSPGX
VSPGX has 15.94% 1-year volatility. There are 242 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | VSPGX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | VSPGX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | VSPGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | VSPGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | VSPGX vs AWYIX |
Lowest Drawdown Alternatives to VSPGX
VSPGX has a 1-year max drawdown of -13.68%. There are 162 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | VSPGX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | VSPGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | VSPGX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | VSPGX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | VSPGX vs AQEIX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 8 categories. AUM among these funds goes as high as $2T.
Often Compared With VSPGX
Investors most often compare VSPGX with FXAIX, VOO, SCHG. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare VSPGX with Any Fund or Stock
Compare VSPGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VSPGX with funds that move differently
Vanguard S&P 500 Growth Index Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VSPGX.
Explore VSPGX Diversifiers