SPIIX vs. VITPX
Compare and contrast key facts about SEI S&P 500 Index Fund Class I (SPIIX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX).
SPIIX is a passively managed fund by SEI that tracks the performance of the S&P 500 Index. It was launched on Jun 28, 2002. VITPX is managed by Vanguard. It was launched on May 31, 2001.
Performance
SPIIX vs. VITPX - Performance Comparison
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SPIIX vs. VITPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SPIIX SEI S&P 500 Index Fund Class I | -7.22% | 16.97% | 24.11% | 25.49% | -18.84% | 28.04% | 17.66% | 30.72% | -5.00% | 21.06% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | -3.97% | 17.17% | 25.43% | 26.01% | -19.48% | 25.76% | 20.95% | 30.87% | -5.59% | 20.51% |
Returns By Period
In the year-to-date period, SPIIX achieves a -7.22% return, which is significantly lower than VITPX's -3.97% return. Over the past 10 years, SPIIX has underperformed VITPX with an annualized return of 12.99%, while VITPX has yielded a comparatively higher 13.67% annualized return.
SPIIX
- 1D
- -0.40%
- 1M
- -7.76%
- YTD
- -7.22%
- 6M
- -5.33%
- 1Y
- 13.14%
- 3Y*
- 16.34%
- 5Y*
- 10.62%
- 10Y*
- 12.99%
VITPX
- 1D
- 2.97%
- 1M
- -5.09%
- YTD
- -3.97%
- 6M
- -1.95%
- 1Y
- 17.76%
- 3Y*
- 18.40%
- 5Y*
- 10.81%
- 10Y*
- 13.67%
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SPIIX vs. VITPX - Expense Ratio Comparison
SPIIX has a 0.65% expense ratio, which is higher than VITPX's 0.02% expense ratio.
Return for Risk
SPIIX vs. VITPX — Risk / Return Rank
SPIIX
VITPX
SPIIX vs. VITPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI S&P 500 Index Fund Class I (SPIIX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX). 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.
| SPIIX | VITPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.98 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.50 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.51 | -0.53 |
Martin ratioReturn relative to average drawdown | 4.73 | 7.25 | -2.52 |
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
| SPIIX | VITPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.98 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.63 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.75 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.47 | +0.06 |
Correlation
The correlation between SPIIX and VITPX is 0.99, 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
SPIIX vs. VITPX - Dividend Comparison
SPIIX's dividend yield for the trailing twelve months is around 9.08%, more than VITPX's 2.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPIIX SEI S&P 500 Index Fund Class I | 9.08% | 8.42% | 12.20% | 4.10% | 10.27% | 7.03% | 5.78% | 4.04% | 3.90% | 2.08% | 4.34% | 1.53% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | 2.61% | 2.64% | 4.14% | 2.41% | 6.48% | 5.38% | 11.57% | 2.91% | 3.93% | 1.90% | 2.80% | 2.30% |
Drawdowns
SPIIX vs. VITPX - Drawdown Comparison
The maximum SPIIX drawdown since its inception was -55.78%, roughly equal to the maximum VITPX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for SPIIX and VITPX.
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Drawdown Indicators
| SPIIX | VITPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.78% | -55.28% | -0.50% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -12.41% | +0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -25.70% | -25.31% | -0.39% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -34.99% | +1.14% |
Current DrawdownCurrent decline from peak | -9.02% | -6.21% | -2.81% |
Average DrawdownAverage peak-to-trough decline | -7.33% | -8.07% | +0.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 2.59% | -0.07% |
Volatility
SPIIX vs. VITPX - Volatility Comparison
The current volatility for SEI S&P 500 Index Fund Class I (SPIIX) is 4.24%, while Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) has a volatility of 5.49%. This indicates that SPIIX experiences smaller price fluctuations and is considered to be less risky than VITPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPIIX | VITPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 5.49% | -1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 9.09% | 9.79% | -0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.13% | 18.61% | -0.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.41% | 17.37% | +1.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.84% | 18.40% | +0.44% |