VQNPX vs. SPY
Compare and contrast key facts about Vanguard Growth and Income Fund Investor Shares (VQNPX) and SPDR S&P 500 ETF (SPY).
VQNPX is managed by Vanguard. It was launched on Dec 10, 1986. 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: VQNPX or SPY.
Correlation
The correlation between VQNPX and SPY is 0.96, 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
VQNPX vs. SPY - Performance Comparison
Key characteristics
VQNPX:
0.56
SPY:
1.75
VQNPX:
0.74
SPY:
2.36
VQNPX:
1.14
SPY:
1.32
VQNPX:
0.60
SPY:
2.66
VQNPX:
2.06
SPY:
11.01
VQNPX:
4.93%
SPY:
2.03%
VQNPX:
18.33%
SPY:
12.77%
VQNPX:
-61.71%
SPY:
-55.19%
VQNPX:
-10.79%
SPY:
-2.12%
Returns By Period
In the year-to-date period, VQNPX achieves a 2.18% return, which is significantly lower than SPY's 2.36% return. Over the past 10 years, VQNPX has underperformed SPY with an annualized return of 5.52%, while SPY has yielded a comparatively higher 12.96% annualized return.
VQNPX
2.18%
-1.78%
-2.65%
7.56%
4.84%
5.52%
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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VQNPX vs. SPY - Expense Ratio Comparison
VQNPX has a 0.32% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
VQNPX vs. SPY — Risk-Adjusted Performance Rank
VQNPX
SPY
VQNPX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth and Income Fund Investor Shares (VQNPX) 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
VQNPX vs. SPY - Dividend Comparison
VQNPX's dividend yield for the trailing twelve months is around 0.94%, less than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VQNPX Vanguard Growth and Income Fund Investor Shares | 0.94% | 0.96% | 1.20% | 1.64% | 1.15% | 1.36% | 1.58% | 1.79% | 1.47% | 2.07% | 1.87% | 1.65% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
VQNPX vs. SPY - Drawdown Comparison
The maximum VQNPX drawdown since its inception was -61.71%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VQNPX and SPY. For additional features, visit the drawdowns tool.
Volatility
VQNPX vs. SPY - Volatility Comparison
Vanguard Growth and Income Fund Investor Shares (VQNPX) has a higher volatility of 3.86% compared to SPDR S&P 500 ETF (SPY) at 3.38%. This indicates that VQNPX'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.