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 500 Equal Weight Index. It was launched on Apr 24, 2003.
Performance
VSPGX vs. RSP - Performance Comparison
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VSPGX vs. RSP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSPGX Vanguard S&P 500 Growth Index Fund Institutional Shares | -11.70% | 21.91% | 35.48% | 30.38% | -29.46% | 31.88% | 33.34% | 31.06% | -0.05% | 23.40% |
RSP Invesco S&P 500 Equal Weight ETF | 0.62% | 11.21% | 12.79% | 13.70% | -11.62% | 29.41% | 12.66% | 28.91% | -7.84% | 16.47% |
Returns By Period
In the year-to-date period, VSPGX achieves a -11.70% return, which is significantly lower than RSP's 0.62% return.
VSPGX
- 1D
- -0.81%
- 1M
- -9.04%
- YTD
- -11.70%
- 6M
- -9.76%
- 1Y
- 17.82%
- 3Y*
- 20.16%
- 5Y*
- 11.62%
- 10Y*
- —
RSP
- 1D
- 2.05%
- 1M
- -5.97%
- YTD
- 0.62%
- 6M
- 2.01%
- 1Y
- 12.65%
- 3Y*
- 11.72%
- 5Y*
- 7.81%
- 10Y*
- 11.17%
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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%.
Return for Risk
VSPGX vs. RSP — Risk / Return Rank
VSPGX
RSP
VSPGX vs. RSP - Risk-Adjusted Trends 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.
| VSPGX | RSP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.74 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.15 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.16 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 1.08 | +0.03 |
Martin ratioReturn relative to average drawdown | 4.44 | 4.89 | -0.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VSPGX | RSP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.74 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.48 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.61 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.55 | +0.19 |
Correlation
The correlation between VSPGX and RSP is 0.75, 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.
Dividends
VSPGX vs. RSP - Dividend Comparison
VSPGX's dividend yield for the trailing twelve months is around 0.58%, less than RSP's 1.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSPGX Vanguard S&P 500 Growth Index Fund Institutional Shares | 0.58% | 0.38% | 0.50% | 1.14% | 0.95% | 0.55% | 0.89% | 0.68% | 0.31% | 0.00% | 0.00% | 0.00% |
RSP Invesco S&P 500 Equal Weight ETF | 1.62% | 1.64% | 1.52% | 1.64% | 1.82% | 1.28% | 1.64% | 1.69% | 2.02% | 1.52% | 1.20% | 1.70% |
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.
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Drawdown Indicators
| VSPGX | RSP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.73% | -59.92% | +27.19% |
Max Drawdown (1Y)Largest decline over 1 year | -13.68% | -12.54% | -1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -32.73% | -21.38% | -11.35% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.04% | — |
Current DrawdownCurrent decline from peak | -13.68% | -5.97% | -7.71% |
Average DrawdownAverage peak-to-trough decline | -6.87% | -6.69% | -0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.42% | 2.78% | +0.64% |
Volatility
VSPGX vs. RSP - Volatility Comparison
Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) has a higher volatility of 5.68% compared to Invesco S&P 500 Equal Weight ETF (RSP) at 4.47%. 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.
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Volatility by Period
| VSPGX | RSP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.68% | 4.47% | +1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 12.04% | 8.83% | +3.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.09% | 17.17% | +4.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.17% | 16.20% | +4.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.39% | 18.36% | +3.03% |