SPINX vs. VSPVX
Compare and contrast key facts about SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) and Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX).
SPINX is a passively managed fund by SEI that tracks the performance of the S&P 500 Index. It was launched on Dec 18, 2013. VSPVX is managed by Vanguard. It was launched on Mar 3, 2015.
Performance
SPINX vs. VSPVX - Performance Comparison
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SPINX vs. VSPVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SPINX SEI Institutional Investments Trust S&P 500 Index Fund | -7.09% | 17.89% | 24.02% | 26.24% | -18.27% | 28.62% | 18.35% | 31.42% | -4.46% | 21.74% |
VSPVX Vanguard S&P 500 Value Index Fund Institutional Shares | -1.68% | 12.62% | 11.99% | 22.39% | -5.33% | 24.80% | 1.23% | 31.84% | -9.02% | 15.28% |
Returns By Period
In the year-to-date period, SPINX achieves a -7.09% return, which is significantly lower than VSPVX's -1.68% return. Over the past 10 years, SPINX has outperformed VSPVX with an annualized return of 13.59%, while VSPVX has yielded a comparatively lower 11.12% annualized return.
SPINX
- 1D
- -0.41%
- 1M
- -7.71%
- YTD
- -7.09%
- 6M
- -4.55%
- 1Y
- 14.42%
- 3Y*
- 16.85%
- 5Y*
- 11.17%
- 10Y*
- 13.59%
VSPVX
- 1D
- 0.05%
- 1M
- -6.20%
- YTD
- -1.68%
- 6M
- 1.45%
- 1Y
- 10.96%
- 3Y*
- 13.01%
- 5Y*
- 10.12%
- 10Y*
- 11.12%
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SPINX vs. VSPVX - Expense Ratio Comparison
SPINX has a 0.12% expense ratio, which is higher than VSPVX's 0.08% 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
SPINX vs. VSPVX — Risk / Return Rank
SPINX
VSPVX
SPINX vs. VSPVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) and Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX). 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.
| SPINX | VSPVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.78 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.17 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.18 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.85 | +0.21 |
Martin ratioReturn relative to average drawdown | 5.13 | 4.06 | +1.07 |
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
| SPINX | VSPVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.78 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.70 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.65 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.59 | +0.05 |
Correlation
The correlation between SPINX and VSPVX is 0.87, 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
SPINX vs. VSPVX - Dividend Comparison
SPINX's dividend yield for the trailing twelve months is around 12.81%, more than VSPVX's 1.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPINX SEI Institutional Investments Trust S&P 500 Index Fund | 12.81% | 11.90% | 26.02% | 9.77% | 9.59% | 6.58% | 3.58% | 3.01% | 4.94% | 2.32% | 1.97% | 2.29% |
VSPVX Vanguard S&P 500 Value Index Fund Institutional Shares | 1.85% | 1.35% | 2.12% | 1.70% | 2.21% | 1.88% | 2.46% | 2.12% | 2.73% | 2.18% | 2.30% | 2.47% |
Drawdowns
SPINX vs. VSPVX - Drawdown Comparison
The maximum SPINX drawdown since its inception was -33.82%, smaller than the maximum VSPVX drawdown of -37.05%. Use the drawdown chart below to compare losses from any high point for SPINX and VSPVX.
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Drawdown Indicators
| SPINX | VSPVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.82% | -37.05% | +3.23% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -12.10% | -0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -32.91% | -18.00% | -14.91% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | -37.05% | +3.23% |
Current DrawdownCurrent decline from peak | -13.57% | -6.20% | -7.37% |
Average DrawdownAverage peak-to-trough decline | -5.25% | -4.11% | -1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.54% | -0.04% |
Volatility
SPINX vs. VSPVX - Volatility Comparison
SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) has a higher volatility of 4.25% compared to Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) at 3.27%. This indicates that SPINX's price experiences larger fluctuations and is considered to be riskier than VSPVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPINX | VSPVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 3.27% | +0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 9.13% | 7.52% | +1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.15% | 15.51% | +2.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.47% | 14.47% | +8.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.92% | 17.08% | +3.84% |