VSPGX vs. RSP
Compare and contrast key facts about Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) and Invesco S&P 500® Equal Weight ETF (RSP).
VSPGX is managed by Vanguard. It was launched on Apr 5, 2019. RSP is a passively managed fund by Invesco that tracks the performance of the S&P Equal Weight Index. It was launched on Apr 30, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSPGX or RSP.
Correlation
The correlation between VSPGX and RSP is 0.83, 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. RSP - Performance Comparison
Key characteristics
VSPGX:
0.32
RSP:
0.21
VSPGX:
0.61
RSP:
0.42
VSPGX:
1.09
RSP:
1.06
VSPGX:
0.36
RSP:
0.20
VSPGX:
1.35
RSP:
0.83
VSPGX:
5.90%
RSP:
4.23%
VSPGX:
24.62%
RSP:
16.69%
VSPGX:
-32.73%
RSP:
-59.92%
VSPGX:
-17.01%
RSP:
-12.58%
Returns By Period
In the year-to-date period, VSPGX achieves a -12.74% return, which is significantly lower than RSP's -6.73% return. Over the past 10 years, VSPGX has outperformed RSP with an annualized return of 13.25%, while RSP has yielded a comparatively lower 8.93% annualized return.
VSPGX
-12.74%
-6.71%
-9.07%
9.62%
14.84%
13.25%
RSP
-6.73%
-6.80%
-9.82%
3.84%
13.73%
8.93%
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VSPGX vs. RSP - Expense Ratio Comparison
VSPGX has a 0.08% expense ratio, which is lower than RSP's 0.20% 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
VSPGX vs. RSP — Risk-Adjusted Performance Rank
VSPGX
RSP
VSPGX vs. RSP - 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 Invesco S&P 500® Equal Weight ETF (RSP). 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. RSP - Dividend Comparison
VSPGX's dividend yield for the trailing twelve months is around 0.66%, less than RSP's 1.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSPGX Vanguard S&P 500 Growth Index Fund Institutional Shares | 0.66% | 0.50% | 1.14% | 0.95% | 0.55% | 0.89% | 0.68% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% |
RSP Invesco S&P 500® Equal Weight ETF | 1.73% | 1.52% | 1.64% | 1.82% | 1.28% | 1.64% | 1.69% | 2.02% | 1.52% | 1.20% | 1.70% | 1.46% |
Drawdowns
VSPGX vs. RSP - Drawdown Comparison
The maximum VSPGX drawdown since its inception was -32.73%, smaller than the maximum RSP drawdown of -59.92%. Use the drawdown chart below to compare losses from any high point for VSPGX and RSP. For additional features, visit the drawdowns tool.
Volatility
VSPGX vs. RSP - Volatility Comparison
Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) has a higher volatility of 15.79% compared to Invesco S&P 500® Equal Weight ETF (RSP) at 12.25%. This indicates that VSPGX's price experiences larger fluctuations and is considered to be riskier than RSP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.