IOO vs. VTSMX
Compare and contrast key facts about iShares Global 100 ETF (IOO) and Vanguard Total Stock Market Index Fund Investor Shares (VTSMX).
IOO is a passively managed fund by iShares that tracks the performance of the S&P Global 100 Index. It was launched on Dec 5, 2000. VTSMX is managed by Vanguard.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IOO or VTSMX.
Correlation
The correlation between IOO and VTSMX is 0.90, 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
IOO vs. VTSMX - Performance Comparison
Key characteristics
IOO:
2.10
VTSMX:
2.08
IOO:
2.76
VTSMX:
2.77
IOO:
1.39
VTSMX:
1.38
IOO:
2.62
VTSMX:
3.12
IOO:
10.71
VTSMX:
13.26
IOO:
2.72%
VTSMX:
2.01%
IOO:
13.90%
VTSMX:
12.85%
IOO:
-55.85%
VTSMX:
-55.38%
IOO:
-1.57%
VTSMX:
-3.10%
Returns By Period
In the year-to-date period, IOO achieves a 27.31% return, which is significantly higher than VTSMX's 24.68% return. Both investments have delivered pretty close results over the past 10 years, with IOO having a 12.38% annualized return and VTSMX not far ahead at 12.39%.
IOO
27.31%
2.55%
5.39%
27.80%
15.42%
12.38%
VTSMX
24.68%
-0.65%
9.91%
25.03%
13.96%
12.39%
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IOO vs. VTSMX - Expense Ratio Comparison
IOO has a 0.40% expense ratio, which is higher than VTSMX's 0.14% expense ratio.
Risk-Adjusted Performance
IOO vs. VTSMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global 100 ETF (IOO) and Vanguard Total Stock Market Index Fund Investor Shares (VTSMX). 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
IOO vs. VTSMX - Dividend Comparison
IOO's dividend yield for the trailing twelve months is around 1.07%, more than VTSMX's 0.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IOO iShares Global 100 ETF | 1.07% | 1.49% | 2.00% | 1.53% | 1.49% | 2.02% | 2.54% | 2.23% | 2.75% | 2.89% | 3.52% | 2.37% |
VTSMX Vanguard Total Stock Market Index Fund Investor Shares | 0.86% | 1.34% | 1.54% | 1.11% | 1.33% | 1.67% | 1.92% | 1.61% | 1.83% | 1.86% | 1.65% | 1.64% |
Drawdowns
IOO vs. VTSMX - Drawdown Comparison
The maximum IOO drawdown since its inception was -55.85%, roughly equal to the maximum VTSMX drawdown of -55.38%. Use the drawdown chart below to compare losses from any high point for IOO and VTSMX. For additional features, visit the drawdowns tool.
Volatility
IOO vs. VTSMX - Volatility Comparison
The current volatility for iShares Global 100 ETF (IOO) is 3.75%, while Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) has a volatility of 4.06%. This indicates that IOO experiences smaller price fluctuations and is considered to be less risky than VTSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.