VSPGX vs. SPY

In the year-to-date period, VSPGX achieves a 1.20% return, which is significantly higher than SPY's 0.43% return. Over the past 10 years, VSPGX has outperformed SPY with an annualized return of 14.81%, while SPY has yielded a comparatively lower 12.66% annualized return.

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VSPGX has a 0.08% expense ratio, which is lower than SPY's 0.09% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) and SPDR S&P 500 ETF (SPY). 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.

The current VSPGX Sharpe Ratio is 0.87, which is comparable to the SPY Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of VSPGX and SPY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VSPGX's dividend yield for the trailing twelve months is around 0.57%, less than SPY's 1.22% yield.

The maximum VSPGX drawdown since its inception was -32.73%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VSPGX and SPY. For additional features, visit the drawdowns tool.

Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) has a higher volatility of 7.61% compared to SPDR S&P 500 ETF (SPY) at 6.25%. This indicates that VSPGX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.