VIGRX vs. SPY
Compare and contrast key facts about Vanguard Growth Index Fund (VIGRX) and State Street SPDR S&P 500 ETF (SPY).
VIGRX is managed by Vanguard. It was launched on Nov 2, 1992. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Performance
VIGRX vs. SPY - Performance Comparison
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VIGRX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIGRX Vanguard Growth Index Fund | -10.42% | 19.18% | 32.51% | 46.59% | -33.22% | 27.10% | 40.01% | 37.08% | -3.47% | 27.64% |
SPY State Street SPDR S&P 500 ETF | -3.65% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, VIGRX achieves a -10.42% return, which is significantly lower than SPY's -3.65% return. Over the past 10 years, VIGRX has outperformed SPY with an annualized return of 15.87%, while SPY has yielded a comparatively lower 14.06% annualized return.
VIGRX
- 1D
- 3.99%
- 1M
- -5.48%
- YTD
- -10.42%
- 6M
- -9.25%
- 1Y
- 17.04%
- 3Y*
- 20.94%
- 5Y*
- 11.26%
- 10Y*
- 15.87%
SPY
- 1D
- 0.75%
- 1M
- -4.28%
- YTD
- -3.65%
- 6M
- -1.42%
- 1Y
- 18.14%
- 3Y*
- 18.48%
- 5Y*
- 11.86%
- 10Y*
- 14.06%
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VIGRX vs. SPY - Expense Ratio Comparison
VIGRX has a 0.17% expense ratio, which is higher than SPY's 0.09% 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
VIGRX vs. SPY — Risk / Return Rank
VIGRX
SPY
VIGRX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund (VIGRX) and State Street SPDR S&P 500 ETF (SPY). 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.
| VIGRX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.96 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.49 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 1.53 | -0.43 |
Martin ratioReturn relative to average drawdown | 3.92 | 7.27 | -3.35 |
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
| VIGRX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.96 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.70 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.79 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.56 | -0.01 |
Correlation
The correlation between VIGRX and SPY 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
VIGRX vs. SPY - Dividend Comparison
VIGRX's dividend yield for the trailing twelve months is around 0.32%, less than SPY's 1.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGRX Vanguard Growth Index Fund | 0.32% | 0.22% | 0.35% | 0.47% | 0.54% | 0.36% | 0.56% | 0.83% | 1.18% | 1.03% | 1.27% | 1.16% |
SPY State Street SPDR S&P 500 ETF | 1.13% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
VIGRX vs. SPY - Drawdown Comparison
The maximum VIGRX drawdown since its inception was -57.47%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VIGRX and SPY.
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Drawdown Indicators
| VIGRX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.47% | -55.19% | -2.28% |
Max Drawdown (1Y)Largest decline over 1 year | -16.55% | -12.05% | -4.50% |
Max Drawdown (5Y)Largest decline over 5 years | -35.70% | -24.50% | -11.20% |
Max Drawdown (10Y)Largest decline over 10 years | -35.70% | -33.72% | -1.98% |
Current DrawdownCurrent decline from peak | -13.22% | -5.53% | -7.69% |
Average DrawdownAverage peak-to-trough decline | -14.26% | -9.09% | -5.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.66% | 2.54% | +2.12% |
Volatility
VIGRX vs. SPY - Volatility Comparison
Vanguard Growth Index Fund (VIGRX) has a higher volatility of 7.01% compared to State Street SPDR S&P 500 ETF (SPY) at 5.35%. This indicates that VIGRX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIGRX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 5.35% | +1.66% |
Volatility (6M)Calculated over the trailing 6-month period | 12.73% | 9.50% | +3.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.99% | 19.06% | +3.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.36% | 17.06% | +5.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.53% | 17.92% | +3.61% |