VSPVX vs. VSPGX
Compare and contrast key facts about Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) and Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX).
VSPVX is managed by Vanguard. It was launched on Mar 3, 2015. VSPGX is managed by Vanguard. It was launched on Apr 5, 2019.
Performance
VSPVX vs. VSPGX - Performance Comparison
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VSPVX vs. VSPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSPVX Vanguard S&P 500 Value Index Fund Institutional Shares | 0.02% | 12.62% | 11.99% | 22.39% | -5.33% | 24.80% | 1.23% | 31.84% | -9.02% | 14.72% |
VSPGX Vanguard S&P 500 Growth Index Fund Institutional Shares | -8.12% | 21.91% | 35.48% | 30.38% | -29.46% | 31.88% | 33.34% | 31.06% | -0.05% | 23.40% |
Returns By Period
In the year-to-date period, VSPVX achieves a 0.02% return, which is significantly higher than VSPGX's -8.12% return.
VSPVX
- 1D
- 1.73%
- 1M
- -4.47%
- YTD
- 0.02%
- 6M
- 2.93%
- 1Y
- 12.95%
- 3Y*
- 13.66%
- 5Y*
- 10.32%
- 10Y*
- 11.31%
VSPGX
- 1D
- 4.06%
- 1M
- -5.53%
- YTD
- -8.12%
- 6M
- -6.48%
- 1Y
- 21.59%
- 3Y*
- 21.76%
- 5Y*
- 12.17%
- 10Y*
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VSPVX vs. VSPGX - Expense Ratio Comparison
Both VSPVX and VSPGX have an expense ratio of 0.08%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
VSPVX vs. VSPGX — Risk / Return Rank
VSPVX
VSPGX
VSPVX vs. VSPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) and Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX). 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.
| VSPVX | VSPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.01 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.58 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.22 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 1.67 | -0.52 |
Martin ratioReturn relative to average drawdown | 5.43 | 6.58 | -1.15 |
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
| VSPVX | VSPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.01 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.58 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.76 | -0.16 |
Correlation
The correlation between VSPVX and VSPGX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VSPVX vs. VSPGX - Dividend Comparison
VSPVX's dividend yield for the trailing twelve months is around 1.82%, more than VSPGX's 0.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSPVX Vanguard S&P 500 Value Index Fund Institutional Shares | 1.82% | 1.35% | 2.12% | 1.70% | 2.21% | 1.88% | 2.46% | 2.12% | 2.73% | 2.18% | 2.30% | 2.47% |
VSPGX Vanguard S&P 500 Growth Index Fund Institutional Shares | 0.56% | 0.38% | 0.50% | 1.14% | 0.95% | 0.55% | 0.89% | 0.68% | 0.31% | 0.00% | 0.00% | 0.00% |
Drawdowns
VSPVX vs. VSPGX - Drawdown Comparison
The maximum VSPVX drawdown since its inception was -37.05%, which is greater than VSPGX's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for VSPVX and VSPGX.
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Drawdown Indicators
| VSPVX | VSPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.05% | -32.73% | -4.32% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -13.68% | +1.58% |
Max Drawdown (5Y)Largest decline over 5 years | -18.00% | -32.73% | +14.73% |
Max Drawdown (10Y)Largest decline over 10 years | -37.05% | — | — |
Current DrawdownCurrent decline from peak | -4.58% | -10.18% | +5.60% |
Average DrawdownAverage peak-to-trough decline | -4.11% | -6.87% | +2.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 3.48% | -0.92% |
Volatility
VSPVX vs. VSPGX - Volatility Comparison
The current volatility for Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) is 3.84%, while Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) has a volatility of 7.19%. This indicates that VSPVX experiences smaller price fluctuations and is considered to be less risky than VSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSPVX | VSPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.84% | 7.19% | -3.35% |
Volatility (6M)Calculated over the trailing 6-month period | 7.71% | 12.70% | -4.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.57% | 22.40% | -6.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.49% | 21.24% | -6.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.09% | 21.43% | -4.34% |