SPINX vs. VUG

In the year-to-date period, SPINX achieves a 1.02% return, which is significantly higher than VUG's 0.79% return. Over the past 10 years, SPINX has underperformed VUG with an annualized return of 12.69%, while VUG has yielded a comparatively higher 15.26% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

SPINX has a 0.12% expense ratio, which is higher than VUG's 0.04% 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%.

This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) and Vanguard Growth ETF (VUG). 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.

The current SPINX Sharpe Ratio is 0.69, which is comparable to the VUG Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of SPINX and VUG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SPINX's dividend yield for the trailing twelve months is around 25.75%, more than VUG's 0.47% yield.

The maximum SPINX drawdown since its inception was -33.82%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for SPINX and VUG.

The current volatility for SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) is 4.73%, while Vanguard Growth ETF (VUG) has a volatility of 5.79%. This indicates that SPINX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.