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:
0.89
SPY:
2.21
VQNPX:
1.09
SPY:
2.93
VQNPX:
1.23
SPY:
1.41
VQNPX:
0.71
SPY:
3.26
VQNPX:
6.40
SPY:
14.43
VQNPX:
2.55%
SPY:
1.90%
VQNPX:
18.30%
SPY:
12.41%
VQNPX:
-61.71%
SPY:
-55.19%
VQNPX:
-12.34%
SPY:
-2.74%
Returns By Period
In the year-to-date period, VQNPX achieves a 14.48% return, which is significantly lower than SPY's 25.54% return. Over the past 10 years, VQNPX has underperformed SPY with an annualized return of 5.59%, while SPY has yielded a comparatively higher 12.97% annualized return.
VQNPX
14.48%
-9.92%
-2.17%
14.87%
5.17%
5.59%
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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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 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 0.45%, less than SPY's 0.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VQNPX Vanguard Growth and Income Fund Investor Shares | 0.45% | 1.20% | 1.64% | 1.15% | 1.36% | 1.58% | 1.79% | 1.47% | 2.07% | 1.87% | 1.65% | 1.50% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
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 14.12% compared to SPDR S&P 500 ETF (SPY) at 3.72%. 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.