CMGIX vs. VOT
Compare and contrast key facts about BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) and Vanguard Mid-Cap Growth ETF (VOT).
CMGIX is managed by BlackRock. It was launched on Dec 27, 1996. VOT is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Growth Index. It was launched on Aug 17, 2006.
Performance
CMGIX vs. VOT - Performance Comparison
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CMGIX vs. VOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CMGIX BlackRock Mid-Cap Growth Equity Portfolio | -8.46% | 0.49% | 12.44% | 28.24% | -37.36% | 14.51% | 46.13% | 36.19% | 2.88% | 34.59% |
VOT Vanguard Mid-Cap Growth ETF | -6.47% | 10.72% | 16.38% | 23.10% | -28.87% | 20.50% | 34.50% | 33.76% | -5.56% | 21.80% |
Returns By Period
In the year-to-date period, CMGIX achieves a -8.46% return, which is significantly lower than VOT's -6.47% return. Both investments have delivered pretty close results over the past 10 years, with CMGIX having a 10.94% annualized return and VOT not far behind at 10.76%.
CMGIX
- 1D
- -2.34%
- 1M
- -11.71%
- YTD
- -8.46%
- 6M
- -13.16%
- 1Y
- 6.17%
- 3Y*
- 6.01%
- 5Y*
- -0.87%
- 10Y*
- 10.94%
VOT
- 1D
- 1.24%
- 1M
- -6.14%
- YTD
- -6.47%
- 6M
- -11.02%
- 1Y
- 6.52%
- 3Y*
- 10.95%
- 5Y*
- 4.30%
- 10Y*
- 10.76%
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CMGIX vs. VOT - Expense Ratio Comparison
CMGIX has a 0.80% expense ratio, which is higher than VOT's 0.07% expense ratio.
Return for Risk
CMGIX vs. VOT — Risk / Return Rank
CMGIX
VOT
CMGIX vs. VOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) and Vanguard Mid-Cap Growth ETF (VOT). 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.
| CMGIX | VOT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.22 | 0.31 | -0.09 |
Sortino ratioReturn per unit of downside risk | 0.50 | 0.59 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.08 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 0.45 | -0.35 |
Martin ratioReturn relative to average drawdown | 0.32 | 1.40 | -1.08 |
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
| CMGIX | VOT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.22 | 0.31 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.20 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.52 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.42 | -0.04 |
Correlation
The correlation between CMGIX and VOT 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
CMGIX vs. VOT - Dividend Comparison
CMGIX's dividend yield for the trailing twelve months is around 23.16%, more than VOT's 0.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMGIX BlackRock Mid-Cap Growth Equity Portfolio | 23.16% | 21.20% | 0.00% | 0.00% | 0.00% | 4.94% | 0.00% | 0.39% | 4.72% | 3.31% | 0.00% | 2.57% |
VOT Vanguard Mid-Cap Growth ETF | 0.71% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% |
Drawdowns
CMGIX vs. VOT - Drawdown Comparison
The maximum CMGIX drawdown since its inception was -73.85%, which is greater than VOT's maximum drawdown of -60.16%. Use the drawdown chart below to compare losses from any high point for CMGIX and VOT.
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Drawdown Indicators
| CMGIX | VOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.85% | -60.16% | -13.69% |
Max Drawdown (1Y)Largest decline over 1 year | -14.90% | -15.96% | +1.06% |
Max Drawdown (5Y)Largest decline over 5 years | -45.96% | -37.19% | -8.77% |
Max Drawdown (10Y)Largest decline over 10 years | -45.96% | -37.19% | -8.77% |
Current DrawdownCurrent decline from peak | -22.37% | -12.28% | -10.09% |
Average DrawdownAverage peak-to-trough decline | -28.76% | -10.01% | -18.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.72% | 5.16% | -0.44% |
Volatility
CMGIX vs. VOT - Volatility Comparison
BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) has a higher volatility of 8.49% compared to Vanguard Mid-Cap Growth ETF (VOT) at 6.63%. This indicates that CMGIX's price experiences larger fluctuations and is considered to be riskier than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CMGIX | VOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.49% | 6.63% | +1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 16.53% | 12.39% | +4.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.80% | 21.04% | +4.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.95% | 21.33% | +3.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.29% | 20.92% | +2.37% |