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:
1.74
RSP:
1.38
VSPGX:
2.30
RSP:
1.96
VSPGX:
1.31
RSP:
1.24
VSPGX:
2.46
RSP:
2.12
VSPGX:
9.48
RSP:
5.67
VSPGX:
3.33%
RSP:
2.74%
VSPGX:
18.12%
RSP:
11.28%
VSPGX:
-32.73%
RSP:
-59.92%
VSPGX:
0.00%
RSP:
-2.20%
Returns By Period
In the year-to-date period, VSPGX achieves a 5.14% return, which is significantly higher than RSP's 4.34% return. Over the past 10 years, VSPGX has outperformed RSP with an annualized return of 15.36%, while RSP has yielded a comparatively lower 10.14% annualized return.
VSPGX
5.14%
2.80%
13.75%
33.83%
16.78%
15.36%
RSP
4.34%
1.56%
6.72%
16.32%
11.20%
10.14%
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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 0.48%, less than RSP's 1.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSPGX Vanguard S&P 500 Growth Index Fund Institutional Shares | 0.48% | 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 | 1.45% | 1.52% | 1.63% | 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 5.46% compared to Invesco S&P 500® Equal Weight ETF (RSP) at 2.58%. 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.