BSPIX vs. VIGAX
Compare and contrast key facts about iShares S&P 500 Index Fund Institutional Class (BSPIX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
BSPIX is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on Apr 28, 1993. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
BSPIX vs. VIGAX - Performance Comparison
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BSPIX vs. VIGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSPIX iShares S&P 500 Index Fund Institutional Class | -7.08% | 17.75% | 24.85% | 26.17% | -18.20% | 28.55% | 18.35% | 31.35% | -4.87% | 21.20% |
VIGAX Vanguard Growth Index Fund Admiral Shares | -13.83% | 19.43% | 32.67% | 46.76% | -33.14% | 27.26% | 40.18% | 37.23% | -3.35% | 27.80% |
Returns By Period
In the year-to-date period, BSPIX achieves a -7.08% return, which is significantly higher than VIGAX's -13.83% return. Over the past 10 years, BSPIX has underperformed VIGAX with an annualized return of 13.55%, while VIGAX has yielded a comparatively higher 15.56% annualized return.
BSPIX
- 1D
- -0.39%
- 1M
- -7.69%
- YTD
- -7.08%
- 6M
- -4.66%
- 1Y
- 14.32%
- 3Y*
- 17.05%
- 5Y*
- 11.30%
- 10Y*
- 13.55%
VIGAX
- 1D
- -0.57%
- 1M
- -8.83%
- YTD
- -13.83%
- 6M
- -12.31%
- 1Y
- 13.72%
- 3Y*
- 19.56%
- 5Y*
- 10.93%
- 10Y*
- 15.56%
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BSPIX vs. VIGAX - Expense Ratio Comparison
BSPIX has a 0.10% expense ratio, which is higher than VIGAX's 0.05% 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%.
Return for Risk
BSPIX vs. VIGAX — Risk / Return Rank
BSPIX
VIGAX
BSPIX vs. VIGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Index Fund Institutional Class (BSPIX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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.
| BSPIX | VIGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.61 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.04 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.15 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.66 | +0.39 |
Martin ratioReturn relative to average drawdown | 5.09 | 2.37 | +2.72 |
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
| BSPIX | VIGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.61 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.49 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.73 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.43 | +0.29 |
Correlation
The correlation between BSPIX and VIGAX is 0.94, 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
BSPIX vs. VIGAX - Dividend Comparison
BSPIX's dividend yield for the trailing twelve months is around 1.53%, more than VIGAX's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSPIX iShares S&P 500 Index Fund Institutional Class | 1.53% | 1.66% | 1.35% | 1.44% | 1.94% | 1.76% | 1.60% | 1.92% | 1.94% | 1.57% | 2.30% | 2.42% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.46% | 0.40% | 0.46% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% |
Drawdowns
BSPIX vs. VIGAX - Drawdown Comparison
The maximum BSPIX drawdown since its inception was -33.75%, smaller than the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for BSPIX and VIGAX.
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Drawdown Indicators
| BSPIX | VIGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.75% | -50.66% | +16.91% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -16.51% | +4.40% |
Max Drawdown (5Y)Largest decline over 5 years | -24.55% | -35.63% | +11.08% |
Max Drawdown (10Y)Largest decline over 10 years | -33.75% | -35.63% | +1.88% |
Current DrawdownCurrent decline from peak | -8.91% | -16.51% | +7.60% |
Average DrawdownAverage peak-to-trough decline | -3.98% | -12.02% | +8.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 4.57% | -2.08% |
Volatility
BSPIX vs. VIGAX - Volatility Comparison
The current volatility for iShares S&P 500 Index Fund Institutional Class (BSPIX) is 4.24%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 5.52%. This indicates that BSPIX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSPIX | VIGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 5.52% | -1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 12.10% | -3.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.06% | 22.69% | -4.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.84% | 22.30% | -5.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.99% | 21.49% | -3.50% |