VSPGX vs. FSPGX
Compare and contrast key facts about Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) and Fidelity Large Cap Growth Index Fund (FSPGX).
VSPGX is managed by Vanguard. It was launched on Apr 5, 2019. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSPGX or FSPGX.
Correlation
The correlation between VSPGX and FSPGX is 0.99, 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
VSPGX vs. FSPGX - Performance Comparison
Key characteristics
VSPGX:
2.22
FSPGX:
2.10
VSPGX:
2.87
FSPGX:
2.71
VSPGX:
1.40
FSPGX:
1.38
VSPGX:
3.05
FSPGX:
2.76
VSPGX:
12.01
FSPGX:
10.73
VSPGX:
3.25%
FSPGX:
3.38%
VSPGX:
17.60%
FSPGX:
17.28%
VSPGX:
-32.73%
FSPGX:
-32.66%
VSPGX:
-1.54%
FSPGX:
-2.05%
Returns By Period
In the year-to-date period, VSPGX achieves a 38.90% return, which is significantly higher than FSPGX's 36.03% return.
VSPGX
38.90%
4.21%
13.91%
39.03%
17.62%
15.33%
FSPGX
36.03%
4.07%
14.07%
36.19%
19.53%
N/A
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VSPGX vs. FSPGX - Expense Ratio Comparison
VSPGX has a 0.08% expense ratio, which is higher than FSPGX's 0.04% 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
VSPGX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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
VSPGX vs. FSPGX - Dividend Comparison
VSPGX's dividend yield for the trailing twelve months is around 0.35%, more than FSPGX's 0.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
VSPGX Vanguard S&P 500 Growth Index Fund Institutional Shares | 0.35% | 1.14% | 0.95% | 0.55% | 0.89% | 0.68% | 0.31% | 0.00% | 0.00% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.03% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% |
Drawdowns
VSPGX vs. FSPGX - Drawdown Comparison
The maximum VSPGX drawdown since its inception was -32.73%, roughly equal to the maximum FSPGX drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for VSPGX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
VSPGX vs. FSPGX - Volatility Comparison
Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) and Fidelity Large Cap Growth Index Fund (FSPGX) have volatilities of 4.88% and 5.02%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.