BSPIX vs. VMGMX
Compare and contrast key facts about iShares S&P 500 Index Fund Institutional Class (BSPIX) and Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX).
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. VMGMX is managed by Vanguard. It was launched on Sep 27, 2011.
Performance
BSPIX vs. VMGMX - Performance Comparison
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BSPIX vs. VMGMX - 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% |
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | -10.43% | 10.69% | 15.65% | 23.93% | -28.84% | 20.48% | 34.45% | 33.85% | -5.61% | 21.83% |
Returns By Period
In the year-to-date period, BSPIX achieves a -7.08% return, which is significantly higher than VMGMX's -10.43% return. Over the past 10 years, BSPIX has outperformed VMGMX with an annualized return of 13.55%, while VMGMX has yielded a comparatively lower 10.28% 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%
VMGMX
- 1D
- -1.10%
- 1M
- -10.26%
- YTD
- -10.43%
- 6M
- -14.69%
- 1Y
- 2.69%
- 3Y*
- 9.33%
- 5Y*
- 3.77%
- 10Y*
- 10.28%
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BSPIX vs. VMGMX - Expense Ratio Comparison
BSPIX has a 0.10% expense ratio, which is higher than VMGMX's 0.07% 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. VMGMX — Risk / Return Rank
BSPIX
VMGMX
BSPIX vs. VMGMX - 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 Mid-Cap Growth Index Fund Admiral Shares (VMGMX). 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 | VMGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.14 | +0.69 |
Sortino ratioReturn per unit of downside risk | 1.29 | 0.35 | +0.94 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.05 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.06 | +0.99 |
Martin ratioReturn relative to average drawdown | 5.09 | 0.19 | +4.91 |
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 | VMGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.14 | +0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.18 | +0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.49 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.58 | +0.14 |
Correlation
The correlation between BSPIX and VMGMX is 0.90, 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. VMGMX - Dividend Comparison
BSPIX's dividend yield for the trailing twelve months is around 1.53%, more than VMGMX's 0.74% 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% |
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.74% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.82% |
Drawdowns
BSPIX vs. VMGMX - Drawdown Comparison
The maximum BSPIX drawdown since its inception was -33.75%, smaller than the maximum VMGMX drawdown of -37.17%. Use the drawdown chart below to compare losses from any high point for BSPIX and VMGMX.
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Drawdown Indicators
| BSPIX | VMGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.75% | -37.17% | +3.42% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -15.95% | +3.84% |
Max Drawdown (5Y)Largest decline over 5 years | -24.55% | -37.17% | +12.62% |
Max Drawdown (10Y)Largest decline over 10 years | -33.75% | -37.17% | +3.42% |
Current DrawdownCurrent decline from peak | -8.91% | -15.95% | +7.04% |
Average DrawdownAverage peak-to-trough decline | -3.98% | -7.05% | +3.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 5.04% | -2.55% |
Volatility
BSPIX vs. VMGMX - Volatility Comparison
The current volatility for iShares S&P 500 Index Fund Institutional Class (BSPIX) is 4.24%, while Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) has a volatility of 5.37%. This indicates that BSPIX experiences smaller price fluctuations and is considered to be less risky than VMGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSPIX | VMGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 5.37% | -1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 12.03% | -2.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.06% | 20.88% | -2.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.84% | 21.36% | -4.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.99% | 20.91% | -2.92% |