VSPMX vs. FSPGX
Compare and contrast key facts about Vanguard S&P Mid-Cap 400 Index Fund Institutional Shares (VSPMX) and Fidelity Large Cap Growth Index Fund (FSPGX).
VSPMX is managed by Vanguard. It was launched on Mar 28, 2011. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSPMX or FSPGX.
Performance
VSPMX vs. FSPGX - Performance Comparison
Returns By Period
In the year-to-date period, VSPMX achieves a 17.71% return, which is significantly lower than FSPGX's 30.24% return.
VSPMX
17.71%
2.42%
8.90%
29.51%
11.93%
10.07%
FSPGX
30.24%
2.24%
14.41%
36.48%
19.52%
N/A
Key characteristics
| VSPMX | FSPGX | |
|---|---|---|
| Sharpe Ratio | 1.82 | 2.14 |
| Sortino Ratio | 2.58 | 2.80 |
| Omega Ratio | 1.32 | 1.39 |
| Calmar Ratio | 2.85 | 2.74 |
| Martin Ratio | 10.37 | 10.75 |
| Ulcer Index | 2.78% | 3.35% |
| Daily Std Dev | 15.88% | 16.81% |
| Max Drawdown | -42.04% | -32.66% |
| Current Drawdown | -2.72% | -1.49% |
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VSPMX vs. FSPGX - Expense Ratio Comparison
VSPMX has a 0.08% expense ratio, which is higher than FSPGX'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%.
Correlation
The correlation between VSPMX and FSPGX is 0.73, 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.
Risk-Adjusted Performance
VSPMX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Mid-Cap 400 Index Fund Institutional Shares (VSPMX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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
VSPMX vs. FSPGX - Dividend Comparison
VSPMX's dividend yield for the trailing twelve months is around 1.30%, more than FSPGX's 0.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSPMX Vanguard S&P Mid-Cap 400 Index Fund Institutional Shares | 1.30% | 1.27% | 1.60% | 1.15% | 1.24% | 1.49% | 1.64% | 1.27% | 1.54% | 1.52% | 1.32% | 0.97% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.43% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% | 0.00% | 0.00% | 0.00% |
Drawdowns
VSPMX vs. FSPGX - Drawdown Comparison
The maximum VSPMX drawdown since its inception was -42.04%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for VSPMX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
VSPMX vs. FSPGX - Volatility Comparison
The current volatility for Vanguard S&P Mid-Cap 400 Index Fund Institutional Shares (VSPMX) is 5.25%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.58%. This indicates that VSPMX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.