VSPGX vs. VITAX
Compare and contrast key facts about Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
VSPGX is managed by Vanguard. It was launched on Apr 5, 2019. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Performance
VSPGX vs. VITAX - Performance Comparison
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VSPGX vs. VITAX - 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% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | -11.14% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 48.72% | 2.51% | 30.44% |
Returns By Period
The year-to-date returns for both investments are quite close, with VSPGX having a -11.70% return and VITAX slightly higher at -11.14%.
VSPGX
- 1D
- -0.81%
- 1M
- -9.04%
- YTD
- -11.70%
- 6M
- -9.76%
- 1Y
- 17.82%
- 3Y*
- 20.16%
- 5Y*
- 11.62%
- 10Y*
- —
VITAX
- 1D
- -1.79%
- 1M
- -7.83%
- YTD
- -11.14%
- 6M
- -10.25%
- 1Y
- 23.94%
- 3Y*
- 20.87%
- 5Y*
- 14.06%
- 10Y*
- 20.84%
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VSPGX vs. VITAX - Expense Ratio Comparison
VSPGX has a 0.08% expense ratio, which is lower than VITAX's 0.10% 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. VITAX — Risk / Return Rank
VSPGX
VITAX
VSPGX vs. VITAX - 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 Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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 | VITAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.87 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.39 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.19 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 1.26 | -0.15 |
Martin ratioReturn relative to average drawdown | 4.44 | 3.92 | +0.52 |
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 | VITAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.87 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.56 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.59 | +0.16 |
Correlation
The correlation between VSPGX and VITAX is 0.95, 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. VITAX - Dividend Comparison
VSPGX's dividend yield for the trailing twelve months is around 0.58%, more than VITAX's 0.46% 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% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.46% | 0.40% | 0.60% | 0.65% | 0.91% | 0.63% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Drawdowns
VSPGX vs. VITAX - Drawdown Comparison
The maximum VSPGX drawdown since its inception was -32.73%, smaller than the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for VSPGX and VITAX.
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Drawdown Indicators
| VSPGX | VITAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.73% | -54.81% | +22.08% |
Max Drawdown (1Y)Largest decline over 1 year | -13.68% | -16.38% | +2.70% |
Max Drawdown (5Y)Largest decline over 5 years | -32.73% | -35.10% | +2.37% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.10% | — |
Current DrawdownCurrent decline from peak | -13.68% | -16.38% | +2.70% |
Average DrawdownAverage peak-to-trough decline | -6.87% | -8.06% | +1.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.42% | 5.24% | -1.82% |
Volatility
VSPGX vs. VITAX - Volatility Comparison
The current volatility for Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) is 5.68%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 6.70%. This indicates that VSPGX experiences smaller price fluctuations and is considered to be less risky than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSPGX | VITAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.68% | 6.70% | -1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 12.04% | 15.84% | -3.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.09% | 27.38% | -5.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.17% | 25.22% | -4.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.39% | 24.69% | -3.30% |