BSPIX vs. VWNEX
Compare and contrast key facts about iShares S&P 500 Index Fund Institutional Class (BSPIX) and Vanguard Windsor Fund Admiral Shares (VWNEX).
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. VWNEX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
BSPIX vs. VWNEX - Performance Comparison
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BSPIX vs. VWNEX - 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% |
VWNEX Vanguard Windsor Fund Admiral Shares | -3.74% | 13.40% | 9.64% | 15.11% | -3.05% | 27.92% | 7.45% | 30.53% | -12.39% | 18.19% |
Returns By Period
In the year-to-date period, BSPIX achieves a -7.08% return, which is significantly lower than VWNEX's -3.74% return. Over the past 10 years, BSPIX has outperformed VWNEX with an annualized return of 13.55%, while VWNEX has yielded a comparatively lower 10.99% 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%
VWNEX
- 1D
- -0.01%
- 1M
- -6.87%
- YTD
- -3.74%
- 6M
- 1.42%
- 1Y
- 9.29%
- 3Y*
- 10.21%
- 5Y*
- 8.68%
- 10Y*
- 10.99%
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BSPIX vs. VWNEX - Expense Ratio Comparison
BSPIX has a 0.10% expense ratio, which is lower than VWNEX's 0.20% 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
BSPIX vs. VWNEX — Risk / Return Rank
BSPIX
VWNEX
BSPIX vs. VWNEX - 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 Windsor Fund Admiral Shares (VWNEX). 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 | VWNEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.58 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.29 | 0.93 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.13 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.67 | +0.38 |
Martin ratioReturn relative to average drawdown | 5.09 | 2.79 | +2.31 |
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 | VWNEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.58 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.50 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.56 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.40 | +0.32 |
Correlation
The correlation between BSPIX and VWNEX is 0.86, 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. VWNEX - Dividend Comparison
BSPIX's dividend yield for the trailing twelve months is around 1.53%, less than VWNEX's 8.21% 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% |
VWNEX Vanguard Windsor Fund Admiral Shares | 8.21% | 7.90% | 12.60% | 8.34% | 15.50% | 11.57% | 8.47% | 10.36% | 13.30% | 3.56% | 4.99% | 8.62% |
Drawdowns
BSPIX vs. VWNEX - Drawdown Comparison
The maximum BSPIX drawdown since its inception was -33.75%, smaller than the maximum VWNEX drawdown of -61.41%. Use the drawdown chart below to compare losses from any high point for BSPIX and VWNEX.
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Drawdown Indicators
| BSPIX | VWNEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.75% | -61.41% | +27.66% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -12.62% | +0.51% |
Max Drawdown (5Y)Largest decline over 5 years | -24.55% | -21.72% | -2.83% |
Max Drawdown (10Y)Largest decline over 10 years | -33.75% | -40.12% | +6.37% |
Current DrawdownCurrent decline from peak | -8.91% | -7.89% | -1.02% |
Average DrawdownAverage peak-to-trough decline | -3.98% | -9.92% | +5.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 3.02% | -0.53% |
Volatility
BSPIX vs. VWNEX - Volatility Comparison
iShares S&P 500 Index Fund Institutional Class (BSPIX) has a higher volatility of 4.24% compared to Vanguard Windsor Fund Admiral Shares (VWNEX) at 3.64%. This indicates that BSPIX's price experiences larger fluctuations and is considered to be riskier than VWNEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSPIX | VWNEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 3.64% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 9.25% | -0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.06% | 17.35% | +0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.84% | 17.34% | -0.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.99% | 19.66% | -1.67% |