BSPGX vs. VEIRX
Compare and contrast key facts about iShares S&P 500 Index Fund Class G (BSPGX) and Vanguard Equity Income Fund Admiral Shares (VEIRX).
BSPGX is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on Jul 1, 2019. VEIRX is managed by Vanguard. It was launched on Aug 13, 2001.
Performance
BSPGX vs. VEIRX - Performance Comparison
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BSPGX vs. VEIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BSPGX iShares S&P 500 Index Fund Class G | -4.63% | 17.85% | 24.96% | 26.27% | -18.12% | 28.66% | 19.16% | 11.06% |
VEIRX Vanguard Equity Income Fund Admiral Shares | 1.50% | 17.25% | 14.91% | 7.76% | -0.08% | 25.49% | 3.08% | 8.14% |
Returns By Period
In the year-to-date period, BSPGX achieves a -4.63% return, which is significantly lower than VEIRX's 1.50% return.
BSPGX
- 1D
- 2.62%
- 1M
- -5.31%
- YTD
- -4.63%
- 6M
- -2.46%
- 1Y
- 16.97%
- 3Y*
- 18.17%
- 5Y*
- 11.71%
- 10Y*
- —
VEIRX
- 1D
- 1.63%
- 1M
- -4.28%
- YTD
- 1.50%
- 6M
- 4.80%
- 1Y
- 16.06%
- 3Y*
- 14.61%
- 5Y*
- 10.79%
- 10Y*
- 11.33%
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BSPGX vs. VEIRX - Expense Ratio Comparison
BSPGX has a 0.01% expense ratio, which is lower than VEIRX's 0.19% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
BSPGX vs. VEIRX — Risk / Return Rank
BSPGX
VEIRX
BSPGX vs. VEIRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Index Fund Class G (BSPGX) and Vanguard Equity Income Fund Admiral Shares (VEIRX). 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.
| BSPGX | VEIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.06 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.53 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.54 | -0.04 |
Martin ratioReturn relative to average drawdown | 7.16 | 6.76 | +0.40 |
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
| BSPGX | VEIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.06 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.78 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.50 | +0.22 |
Correlation
The correlation between BSPGX and VEIRX is 0.81, 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
BSPGX vs. VEIRX - Dividend Comparison
BSPGX's dividend yield for the trailing twelve months is around 1.56%, less than VEIRX's 10.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSPGX iShares S&P 500 Index Fund Class G | 1.56% | 1.74% | 1.43% | 1.52% | 2.04% | 1.83% | 2.09% | 2.25% | 0.00% | 0.00% | 0.00% | 0.00% |
VEIRX Vanguard Equity Income Fund Admiral Shares | 10.94% | 11.03% | 9.83% | 7.96% | 8.79% | 7.71% | 2.86% | 4.45% | 10.98% | 3.04% | 3.87% | 6.48% |
Drawdowns
BSPGX vs. VEIRX - Drawdown Comparison
The maximum BSPGX drawdown since its inception was -33.74%, smaller than the maximum VEIRX drawdown of -54.02%. Use the drawdown chart below to compare losses from any high point for BSPGX and VEIRX.
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Drawdown Indicators
| BSPGX | VEIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.74% | -54.02% | +20.28% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -10.96% | -1.15% |
Max Drawdown (5Y)Largest decline over 5 years | -24.50% | -15.12% | -9.38% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.26% | — |
Current DrawdownCurrent decline from peak | -6.51% | -5.33% | -1.18% |
Average DrawdownAverage peak-to-trough decline | -5.20% | -6.54% | +1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 2.49% | +0.03% |
Volatility
BSPGX vs. VEIRX - Volatility Comparison
iShares S&P 500 Index Fund Class G (BSPGX) has a higher volatility of 5.17% compared to Vanguard Equity Income Fund Admiral Shares (VEIRX) at 3.67%. This indicates that BSPGX's price experiences larger fluctuations and is considered to be riskier than VEIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSPGX | VEIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.17% | 3.67% | +1.50% |
Volatility (6M)Calculated over the trailing 6-month period | 9.44% | 7.86% | +1.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.21% | 15.05% | +3.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 13.92% | +2.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.17% | 16.30% | +3.87% |