VSPGX vs. SPY
Compare and contrast key facts about Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) and SPDR S&P 500 ETF (SPY).
VSPGX is managed by Vanguard. It was launched on Apr 5, 2019. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSPGX or SPY.
Correlation
The correlation between VSPGX and SPY is 0.96, 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. SPY - Performance Comparison
Key characteristics
VSPGX:
1.63
SPY:
1.75
VSPGX:
2.16
SPY:
2.36
VSPGX:
1.30
SPY:
1.32
VSPGX:
2.32
SPY:
2.66
VSPGX:
8.93
SPY:
11.01
VSPGX:
3.33%
SPY:
2.03%
VSPGX:
18.27%
SPY:
12.77%
VSPGX:
-32.73%
SPY:
-55.19%
VSPGX:
-3.06%
SPY:
-2.12%
Returns By Period
In the year-to-date period, VSPGX achieves a 1.92% return, which is significantly lower than SPY's 2.36% return. Over the past 10 years, VSPGX has outperformed SPY with an annualized return of 14.97%, while SPY has yielded a comparatively lower 12.96% annualized return.
VSPGX
1.92%
-2.57%
10.53%
25.77%
16.03%
14.97%
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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VSPGX vs. SPY - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
VSPGX vs. SPY — Risk-Adjusted Performance Rank
VSPGX
SPY
VSPGX vs. SPY - 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 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.
Dividends
VSPGX vs. SPY - Dividend Comparison
VSPGX's dividend yield for the trailing twelve months is around 0.49%, less than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSPGX Vanguard S&P 500 Growth Index Fund Institutional Shares | 0.49% | 0.50% | 1.14% | 0.95% | 0.55% | 0.89% | 0.68% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
VSPGX vs. SPY - Drawdown Comparison
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.
Volatility
VSPGX vs. SPY - Volatility Comparison
Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) has a higher volatility of 5.79% compared to SPDR S&P 500 ETF (SPY) at 3.38%. 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.