VSPGX vs. SCHG
Compare and contrast key facts about Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
VSPGX is managed by Vanguard. It was launched on Apr 5, 2019. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It was launched on Dec 11, 2009.
Performance
VSPGX vs. SCHG - Performance Comparison
Loading graphics...
VSPGX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSPGX Vanguard S&P 500 Growth Index Fund Institutional Shares | -8.12% | 21.91% | 35.48% | 30.38% | -29.46% | 31.88% | 33.34% | 31.06% | -0.05% | 23.40% |
SCHG Schwab U.S. Large-Cap Growth ETF | -9.73% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 23.19% |
Returns By Period
In the year-to-date period, VSPGX achieves a -8.12% return, which is significantly higher than SCHG's -9.73% return.
VSPGX
- 1D
- 4.06%
- 1M
- -5.53%
- YTD
- -8.12%
- 6M
- -6.48%
- 1Y
- 21.59%
- 3Y*
- 21.76%
- 5Y*
- 12.17%
- 10Y*
- —
SCHG
- 1D
- 0.96%
- 1M
- -4.46%
- YTD
- -9.73%
- 6M
- -8.15%
- 1Y
- 17.00%
- 3Y*
- 22.30%
- 5Y*
- 12.76%
- 10Y*
- 16.95%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VSPGX vs. SCHG - Expense Ratio Comparison
VSPGX has a 0.08% expense ratio, which is higher than SCHG'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%.
Return for Risk
VSPGX vs. SCHG — Risk / Return Rank
VSPGX
SCHG
VSPGX vs. SCHG - 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 Schwab U.S. Large-Cap Growth ETF (SCHG). 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 | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.76 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.24 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.17 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 1.09 | +0.58 |
Martin ratioReturn relative to average drawdown | 6.58 | 3.71 | +2.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VSPGX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.76 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.57 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.79 | -0.03 |
Correlation
The correlation between VSPGX and SCHG is 0.98, 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. SCHG - Dividend Comparison
VSPGX's dividend yield for the trailing twelve months is around 0.56%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSPGX Vanguard S&P 500 Growth Index Fund Institutional Shares | 0.56% | 0.38% | 0.50% | 1.14% | 0.95% | 0.55% | 0.89% | 0.68% | 0.31% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
VSPGX vs. SCHG - Drawdown Comparison
The maximum VSPGX drawdown since its inception was -32.73%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for VSPGX and SCHG.
Loading graphics...
Drawdown Indicators
| VSPGX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.73% | -34.59% | +1.86% |
Max Drawdown (1Y)Largest decline over 1 year | -13.68% | -16.41% | +2.73% |
Max Drawdown (5Y)Largest decline over 5 years | -32.73% | -34.59% | +1.86% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.59% | — |
Current DrawdownCurrent decline from peak | -10.18% | -12.51% | +2.33% |
Average DrawdownAverage peak-to-trough decline | -6.87% | -5.22% | -1.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.48% | 4.84% | -1.36% |
Volatility
VSPGX vs. SCHG - Volatility Comparison
Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) has a higher volatility of 7.19% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 6.77%. This indicates that VSPGX's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VSPGX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.19% | 6.77% | +0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 12.70% | 12.54% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.40% | 22.45% | -0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.24% | 22.31% | -1.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.43% | 21.51% | -0.08% |