Correlation
The correlation between VIITX and SPYG is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
VIITX vs. SPYG
Compare and contrast key facts about Vanguard Institutional Intermediate-Term Bond Fund (VIITX) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
VIITX is managed by Vanguard. It was launched on Jun 19, 2015. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIITX or SPYG.
Performance
VIITX vs. SPYG - Performance Comparison
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Key characteristics
VIITX:
1.88
SPYG:
0.82
VIITX:
2.92
SPYG:
1.15
VIITX:
1.35
SPYG:
1.16
VIITX:
0.97
SPYG:
0.82
VIITX:
5.76
SPYG:
2.75
VIITX:
1.09%
SPYG:
6.63%
VIITX:
3.32%
SPYG:
25.18%
VIITX:
-13.20%
SPYG:
-67.79%
VIITX:
-0.70%
SPYG:
-2.78%
Returns By Period
In the year-to-date period, VIITX achieves a 2.33% return, which is significantly higher than SPYG's 2.18% return.
VIITX
2.33%
-0.42%
1.71%
5.94%
2.66%
0.21%
N/A
SPYG
2.18%
8.10%
3.01%
20.35%
17.35%
16.74%
14.90%
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VIITX vs. SPYG - Expense Ratio Comparison
VIITX has a 0.02% expense ratio, which is lower than SPYG's 0.04% 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
VIITX vs. SPYG — Risk-Adjusted Performance Rank
VIITX
SPYG
VIITX vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Institutional Intermediate-Term Bond Fund (VIITX) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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
VIITX vs. SPYG - Dividend Comparison
VIITX's dividend yield for the trailing twelve months is around 4.08%, more than SPYG's 0.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIITX Vanguard Institutional Intermediate-Term Bond Fund | 4.08% | 4.36% | 3.62% | 2.15% | 1.93% | 2.87% | 2.69% | 2.62% | 2.04% | 2.95% | 0.74% | 0.00% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.60% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% |
Drawdowns
VIITX vs. SPYG - Drawdown Comparison
The maximum VIITX drawdown since its inception was -13.20%, smaller than the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for VIITX and SPYG.
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Volatility
VIITX vs. SPYG - Volatility Comparison
The current volatility for Vanguard Institutional Intermediate-Term Bond Fund (VIITX) is 0.91%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 5.58%. This indicates that VIITX experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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