VIGRX vs. SPY
Compare and contrast key facts about Vanguard Growth Index Fund (VIGRX) and 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIGRX or SPY.
Correlation
The correlation between VIGRX and SPY is 0.95, 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.
Performance
VIGRX vs. SPY - Performance Comparison
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Key characteristics
VIGRX:
0.70
SPY:
0.66
VIGRX:
1.17
SPY:
1.08
VIGRX:
1.17
SPY:
1.16
VIGRX:
0.80
SPY:
0.72
VIGRX:
2.73
SPY:
2.78
VIGRX:
6.77%
SPY:
4.88%
VIGRX:
25.44%
SPY:
20.26%
VIGRX:
-57.48%
SPY:
-55.19%
VIGRX:
-3.20%
SPY:
-2.99%
Returns By Period
In the year-to-date period, VIGRX achieves a 0.86% return, which is significantly lower than SPY's 1.46% return. Over the past 10 years, VIGRX has outperformed SPY with an annualized return of 15.04%, while SPY has yielded a comparatively lower 12.71% annualized return.
VIGRX
0.86%
17.49%
2.61%
17.77%
22.43%
17.59%
15.04%
SPY
1.46%
12.62%
1.07%
13.27%
16.71%
16.68%
12.71%
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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%.
Risk-Adjusted Performance
VIGRX vs. SPY — Risk-Adjusted Performance Rank
VIGRX
SPY
VIGRX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund (VIGRX) and 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.
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Dividends
VIGRX vs. SPY - Dividend Comparison
VIGRX's dividend yield for the trailing twelve months is around 0.35%, less than SPY's 1.21% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGRX Vanguard Growth Index Fund | 0.35% | 0.35% | 0.47% | 0.54% | 0.36% | 0.56% | 0.83% | 1.18% | 1.03% | 1.27% | 1.16% | 1.07% |
SPY SPDR S&P 500 ETF | 1.21% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
VIGRX vs. SPY - Drawdown Comparison
The maximum VIGRX drawdown since its inception was -57.48%, 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. For additional features, visit the drawdowns tool.
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Volatility
VIGRX vs. SPY - Volatility Comparison
Vanguard Growth Index Fund (VIGRX) has a higher volatility of 5.98% compared to SPDR S&P 500 ETF (SPY) at 4.66%. 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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