VISGX vs. SPY
Compare and contrast key facts about Vanguard Small Cap Growth Index Fund (VISGX) and SPDR S&P 500 ETF (SPY).
VISGX is managed by Vanguard. It was launched on May 21, 1998. 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: VISGX or SPY.
Correlation
The correlation between VISGX and SPY is 0.84, 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
VISGX vs. SPY - Performance Comparison
Key characteristics
VISGX:
-0.08
SPY:
0.30
VISGX:
0.06
SPY:
0.56
VISGX:
1.01
SPY:
1.08
VISGX:
-0.07
SPY:
0.31
VISGX:
-0.24
SPY:
1.40
VISGX:
7.61%
SPY:
4.18%
VISGX:
24.17%
SPY:
19.64%
VISGX:
-58.74%
SPY:
-55.19%
VISGX:
-21.96%
SPY:
-13.86%
Returns By Period
In the year-to-date period, VISGX achieves a -15.36% return, which is significantly lower than SPY's -9.91% return. Over the past 10 years, VISGX has underperformed SPY with an annualized return of 6.40%, while SPY has yielded a comparatively higher 11.54% annualized return.
VISGX
-15.36%
-8.25%
-13.29%
0.07%
8.02%
6.40%
SPY
-9.91%
-6.63%
-9.38%
7.66%
15.04%
11.54%
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VISGX vs. SPY - Expense Ratio Comparison
VISGX has a 0.19% 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
VISGX vs. SPY — Risk-Adjusted Performance Rank
VISGX
SPY
VISGX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small Cap Growth Index Fund (VISGX) 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.
Dividends
VISGX vs. SPY - Dividend Comparison
VISGX's dividend yield for the trailing twelve months is around 0.49%, less than SPY's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VISGX Vanguard Small Cap Growth Index Fund | 0.49% | 0.42% | 0.57% | 0.46% | 0.23% | 0.35% | 0.47% | 0.65% | 0.71% | 0.97% | 0.84% | 0.85% |
SPY SPDR S&P 500 ETF | 1.36% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
VISGX vs. SPY - Drawdown Comparison
The maximum VISGX drawdown since its inception was -58.74%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VISGX and SPY. For additional features, visit the drawdowns tool.
Volatility
VISGX vs. SPY - Volatility Comparison
Vanguard Small Cap Growth Index Fund (VISGX) has a higher volatility of 15.41% compared to SPDR S&P 500 ETF (SPY) at 14.52%. This indicates that VISGX'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.