IALAX vs. VGT
Compare and contrast key facts about Transamerica Capital Growth Fund (IALAX) and Vanguard Information Technology ETF (VGT).
IALAX is managed by Transamerica. It was launched on Mar 1, 1999. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IALAX or VGT.
Correlation
The correlation between IALAX and VGT is 0.80, 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.
Performance
IALAX vs. VGT - Performance Comparison
Key characteristics
IALAX:
1.95
VGT:
1.20
IALAX:
2.58
VGT:
1.65
IALAX:
1.33
VGT:
1.22
IALAX:
0.81
VGT:
1.76
IALAX:
9.06
VGT:
6.12
IALAX:
5.66%
VGT:
4.39%
IALAX:
26.28%
VGT:
22.30%
IALAX:
-74.70%
VGT:
-54.63%
IALAX:
-38.07%
VGT:
-0.88%
Returns By Period
In the year-to-date period, IALAX achieves a 10.86% return, which is significantly higher than VGT's 3.17% return. Over the past 10 years, IALAX has underperformed VGT with an annualized return of 4.77%, while VGT has yielded a comparatively higher 20.64% annualized return.
IALAX
10.86%
3.68%
52.52%
57.74%
6.04%
4.77%
VGT
3.17%
1.41%
12.88%
29.47%
20.41%
20.64%
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IALAX vs. VGT - Expense Ratio Comparison
IALAX has a 1.01% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
IALAX vs. VGT — Risk-Adjusted Performance Rank
IALAX
VGT
IALAX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Capital Growth Fund (IALAX) and Vanguard Information Technology ETF (VGT). 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
IALAX vs. VGT - Dividend Comparison
IALAX has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.58%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IALAX Transamerica Capital Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
IALAX vs. VGT - Drawdown Comparison
The maximum IALAX drawdown since its inception was -74.70%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for IALAX and VGT. For additional features, visit the drawdowns tool.
Volatility
IALAX vs. VGT - Volatility Comparison
The current volatility for Transamerica Capital Growth Fund (IALAX) is 7.08%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.64%. This indicates that IALAX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.