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SVSPX vs. VIGIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

SVSPX vs. VIGIX

Last updated Apr 1, 2026

Compare and contrast key facts about State Street S&P 500 Index Fund Class N (SVSPX) and Vanguard Growth Index Fund Institutional Shares (VIGIX).

SVSPX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Dec 30, 1992. VIGIX is managed by Vanguard. It was launched on May 14, 1998.

Performance

SVSPX vs. VIGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street S&P 500 Index Fund Class N (SVSPX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). The values are adjusted to include any dividend payments, if applicable.

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SVSPX vs. VIGIX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
SVSPX
State Street S&P 500 Index Fund Class N		-7.09%17.83%25.07%26.21%-18.31%28.38%18.48%31.27%-4.87%21.71%
VIGIX
Vanguard Growth Index Fund Institutional Shares		-13.83%19.44%32.68%46.77%-33.13%27.27%40.19%37.26%-3.34%27.81%

Returns By Period

In the year-to-date period, SVSPX achieves a -7.09% return, which is significantly higher than VIGIX's -13.83% return. Over the past 10 years, SVSPX has underperformed VIGIX with an annualized return of 13.59%, while VIGIX has yielded a comparatively higher 15.58% annualized return.

SVSPX

1D
-2.06%
1M
-8.10%
YTD
-7.09%
6M
-4.55%
1Y
14.41%
3Y*
17.15%
5Y*
11.29%
10Y*
13.59%

VIGIX

1D
-0.57%
1M
-8.83%
YTD
-13.83%
6M
-12.31%
1Y
13.73%
3Y*
19.57%
5Y*
10.94%
10Y*
15.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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State Street S&P 500 Index Fund Class N

Vanguard Growth Index Fund Institutional Shares

Often compared with SVSPX:
SVSPX vs. FXAIXSVSPX vs. VTSAXSVSPX vs. VOOSVSPX vs. SPYSVSPX vs. VIIIXSVSPX vs. VFIAXSVSPX vs. SSEYX
Often compared with VIGIX:
VIGIX vs. VOOVIGIX vs. VIIIXVIGIX vs. VUGVIGIX vs. SWPPXVIGIX vs. VINIXVIGIX vs. SPYVIGIX vs. VIVIX

SVSPX vs. VIGIX - Expense Ratio Comparison

SVSPX has a 0.16% expense ratio, which is higher than VIGIX'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%.

SVSPX
State Street S&P 500 Index Fund Class N
VIGIX
Vanguard Growth Index Fund Institutional Shares

Return for Risk

SVSPX vs. VIGIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SVSPX
SVSPX Risk / Return Rank: 3030
Overall Rank
SVSPX Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
SVSPX Sortino Ratio Rank: 4444
Sortino Ratio Rank
SVSPX Omega Ratio Rank: 4444
Omega Ratio Rank
SVSPX Calmar Ratio Rank: 1212
Calmar Ratio Rank
SVSPX Martin Ratio Rank: 1313
Martin Ratio Rank
VIGIX
VIGIX Risk / Return Rank: 2626
Overall Rank
VIGIX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
VIGIX Sortino Ratio Rank: 3030
Sortino Ratio Rank
VIGIX Omega Ratio Rank: 2929
Omega Ratio Rank
VIGIX Calmar Ratio Rank: 2323
Calmar Ratio Rank
VIGIX Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SVSPX vs. VIGIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street S&P 500 Index Fund Class N (SVSPX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.

SVSPXVIGIXDifference

Sharpe ratio

Return per unit of total volatility

0.77

0.61

+0.15

Sortino ratio

Return per unit of downside risk

1.29

1.04

+0.25

Omega ratio

Gain probability vs. loss probability

1.18

1.15

+0.04

Calmar ratio

Return relative to maximum drawdown

0.30

0.66

-0.36

Martin ratio

Return relative to average drawdown

1.15

2.38

-1.23

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SVSPX vs. VIGIX - Sharpe Ratio Comparison

The current SVSPX Sharpe Ratio is 0.77, which is comparable to the VIGIX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of SVSPX and VIGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

SVSPXVIGIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.77

0.61

+0.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.68

0.49

+0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.76

0.73

+0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

0.43

+0.12

Correlation

The correlation between SVSPX and VIGIX is 0.94, 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

SVSPX vs. VIGIX - Dividend Comparison

SVSPX's dividend yield for the trailing twelve months is around 8.93%, more than VIGIX's 0.47% yield.

TTM20252024202320222021202020192018201720162015
SVSPX
State Street S&P 500 Index Fund Class N		8.93%8.28%9.39%12.38%10.53%11.65%15.98%6.40%13.29%4.94%8.63%4.05%
VIGIX
Vanguard Growth Index Fund Institutional Shares		0.47%0.41%0.47%0.58%0.70%0.48%0.66%0.95%1.32%1.15%1.40%1.31%

Drawdowns

SVSPX vs. VIGIX - Drawdown Comparison

The maximum SVSPX drawdown since its inception was -55.76%, roughly equal to the maximum VIGIX drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for SVSPX and VIGIX.

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Drawdown Indicators

SVSPXVIGIXDifference

Max Drawdown

Largest peak-to-trough decline

-55.76%

-56.95%

+1.19%

Max Drawdown (1Y)

Largest decline over 1 year

-12.15%

-16.51%

+4.36%

Max Drawdown (5Y)

Largest decline over 5 years

-24.59%

-35.62%

+11.03%

Max Drawdown (10Y)

Largest decline over 10 years

-33.69%

-35.62%

+1.93%

Current Drawdown

Current decline from peak

-8.93%

-16.51%

+7.58%

Average Drawdown

Average peak-to-trough decline

-9.28%

-16.36%

+7.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.99%

4.56%

+0.43%

Volatility

SVSPX vs. VIGIX - Volatility Comparison

The current volatility for State Street S&P 500 Index Fund Class N (SVSPX) is 3.96%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 5.52%. This indicates that SVSPX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

SVSPXVIGIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.96%

5.52%

-1.56%

Volatility (6M)

Calculated over the trailing 6-month period

9.32%

12.10%

-2.78%

Volatility (1Y)

Calculated over the trailing 1-year period

20.53%

22.69%

-2.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.36%

22.30%

-4.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.28%

21.49%

-3.21%