Correlation
The correlation between VSPVX and SPINX is 0.89, 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.
VSPVX vs. SPINX
Compare and contrast key facts about Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) and SEI Institutional Investments Trust S&P 500 Index Fund (SPINX).
VSPVX is managed by Vanguard. It was launched on Mar 3, 2015. SPINX is managed by SEI. It was launched on Dec 18, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSPVX or SPINX.
Performance
VSPVX vs. SPINX - Performance Comparison
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Key characteristics
VSPVX:
0.41
SPINX:
0.69
VSPVX:
0.65
SPINX:
0.97
VSPVX:
1.09
SPINX:
1.14
VSPVX:
0.35
SPINX:
0.64
VSPVX:
1.16
SPINX:
2.42
VSPVX:
5.30%
SPINX:
4.97%
VSPVX:
16.21%
SPINX:
19.88%
VSPVX:
-37.05%
SPINX:
-33.82%
VSPVX:
-7.18%
SPINX:
-3.44%
Returns By Period
In the year-to-date period, VSPVX achieves a -0.41% return, which is significantly lower than SPINX's 1.02% return. Over the past 10 years, VSPVX has underperformed SPINX with an annualized return of 9.69%, while SPINX has yielded a comparatively higher 12.69% annualized return.
VSPVX
-0.41%
2.84%
-7.18%
4.98%
10.23%
13.88%
9.69%
SPINX
1.02%
5.65%
-2.10%
12.61%
14.02%
15.67%
12.69%
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VSPVX vs. SPINX - Expense Ratio Comparison
VSPVX has a 0.08% expense ratio, which is lower than SPINX's 0.12% 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%.
Risk-Adjusted Performance
VSPVX vs. SPINX — Risk-Adjusted Performance Rank
VSPVX
SPINX
VSPVX vs. SPINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) and SEI Institutional Investments Trust S&P 500 Index Fund (SPINX). 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.
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Dividends
VSPVX vs. SPINX - Dividend Comparison
VSPVX's dividend yield for the trailing twelve months is around 2.18%, less than SPINX's 25.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSPVX Vanguard S&P 500 Value Index Fund Institutional Shares | 2.18% | 2.12% | 1.71% | 2.21% | 1.88% | 2.46% | 2.11% | 2.73% | 2.18% | 2.30% | 2.47% | 0.00% |
SPINX SEI Institutional Investments Trust S&P 500 Index Fund | 25.75% | 26.03% | 9.78% | 9.59% | 6.58% | 3.57% | 3.01% | 4.94% | 2.33% | 1.98% | 2.30% | 1.87% |
Drawdowns
VSPVX vs. SPINX - Drawdown Comparison
The maximum VSPVX drawdown since its inception was -37.05%, which is greater than SPINX's maximum drawdown of -33.82%. Use the drawdown chart below to compare losses from any high point for VSPVX and SPINX.
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Volatility
VSPVX vs. SPINX - Volatility Comparison
The current volatility for Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) is 4.44%, while SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) has a volatility of 4.73%. This indicates that VSPVX experiences smaller price fluctuations and is considered to be less risky than SPINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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