VSPGX vs. VUG
Compare and contrast key facts about Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) and Vanguard Growth ETF (VUG).
VSPGX is managed by Vanguard. It was launched on Apr 5, 2019. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Growth Index. It was launched on Nov 13, 2000.
Performance
VSPGX vs. VUG - Performance Comparison
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VSPGX vs. VUG - 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% |
VUG Vanguard Growth ETF | -10.37% | 19.40% | 32.69% | 46.83% | -33.16% | 27.35% | 40.25% | 37.03% | -3.32% | 22.92% |
Returns By Period
In the year-to-date period, VSPGX achieves a -11.70% return, which is significantly lower than VUG's -10.37% return.
VSPGX
- 1D
- -0.81%
- 1M
- -9.04%
- YTD
- -11.70%
- 6M
- -9.76%
- 1Y
- 17.82%
- 3Y*
- 20.16%
- 5Y*
- 11.62%
- 10Y*
- —
VUG
- 1D
- 4.00%
- 1M
- -5.12%
- YTD
- -10.37%
- 6M
- -8.73%
- 1Y
- 18.30%
- 3Y*
- 21.15%
- 5Y*
- 11.43%
- 10Y*
- 16.03%
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VSPGX vs. VUG - Expense Ratio Comparison
VSPGX has a 0.08% expense ratio, which is higher than VUG's 0.03% 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. VUG — Risk / Return Rank
VSPGX
VUG
VSPGX vs. VUG - 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 Growth ETF (VUG). 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 | VUG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.81 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.31 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.18 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 1.11 | -0.01 |
Martin ratioReturn relative to average drawdown | 4.44 | 3.96 | +0.48 |
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 | VUG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.81 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.52 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.57 | +0.17 |
Correlation
The correlation between VSPGX and VUG 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. VUG - Dividend Comparison
VSPGX's dividend yield for the trailing twelve months is around 0.58%, more than VUG'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% |
VUG Vanguard Growth ETF | 0.46% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
Drawdowns
VSPGX vs. VUG - Drawdown Comparison
The maximum VSPGX drawdown since its inception was -32.73%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for VSPGX and VUG.
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Drawdown Indicators
| VSPGX | VUG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.73% | -50.68% | +17.95% |
Max Drawdown (1Y)Largest decline over 1 year | -13.68% | -16.53% | +2.85% |
Max Drawdown (5Y)Largest decline over 5 years | -32.73% | -35.61% | +2.88% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.61% | — |
Current DrawdownCurrent decline from peak | -13.68% | -13.20% | -0.48% |
Average DrawdownAverage peak-to-trough decline | -6.87% | -7.13% | +0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.42% | 4.66% | -1.24% |
Volatility
VSPGX vs. VUG - Volatility Comparison
The current volatility for Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) is 5.68%, while Vanguard Growth ETF (VUG) has a volatility of 7.00%. This indicates that VSPGX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSPGX | VUG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.68% | 7.00% | -1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 12.04% | 12.65% | -0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.09% | 22.68% | -0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.17% | 22.23% | -1.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.39% | 21.38% | +0.01% |