IOT vs. VGT

Last updated Aug 1, 2026

IOT (Samsara Inc.) is a stock, while VGT (Vanguard Information Technology ETF) is Technology Equities fund tracking the MSCI USA IMI Information Technology 25/50 Index. Over the past 3 years, IOT returned 10.72%/yr vs 26.48%/yr for VGT. Their 0.51 correlation means they have sometimes moved together and sometimes differently.

Performance

IOT vs. VGT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Samsara Inc. (IOT) and Vanguard Information Technology ETF (VGT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IOT achieves a 5.13% return, which is significantly lower than VGT's 20.36% return.

IOT

• 1D: 4.11%
• 1M: 3.73%
• 6M: 32.87%
• YTD: 5.13%
• 1Y: 3.50%
• 3Y*: 10.72%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 9.11%

VGT

• 1D: -0.38%
• 1M: -1.30%
• 6M: 21.30%
• YTD: 20.36%
• 1Y: 34.81%
• 3Y*: 26.48%
• 5Y*: 17.81%
• 10Y*: 24.06%
• ALL TIME*: 14.84%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
IOT Samsara Inc.	$214.55M	$203.92M	$206.16M
VGT Vanguard Information Technology ETF	$440.89M	$515.41M	$573.34M

IOT vs. VGT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
IOT Samsara Inc.	5.13%	-18.86%	30.89%	168.54%	-55.78%	12.89%
VGT Vanguard Information Technology ETF	20.36%	21.77%	29.30%	52.66%	-29.70%	2.94%

Correlation

The correlation between IOT and VGT is 0.30, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.30
Correlation (3Y) Balances recent behavior with more history.	0.45
Correlation (All Time) Calculated using the full available price history since Dec 15, 2021	0.51

Over the past year, the correlation between IOT and VGT has dropped to 0.30 - well below their long-term average of 0.51, suggesting their price drivers have been diverging.

Return for Risk

IOT vs. VGT — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

IOT

IOT Risk / Return Rank: 43
IOT Sharpe Ratio Rank: 43
IOT Sortino Ratio Rank: 44
IOT Omega Ratio Rank: 43
IOT Calmar Ratio Rank: 43
IOT Martin Ratio Rank: 43

VGT

VGT Risk / Return Rank: 52
VGT Sharpe Ratio Rank: 55
VGT Sortino Ratio Rank: 52
VGT Omega Ratio Rank: 50
VGT Calmar Ratio Rank: 55
VGT Martin Ratio Rank: 46

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

IOT vs. VGT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Samsara Inc. (IOT) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	IOT	VGT	Difference
Sharpe ratio: Return per unit of total volatility	-0.03	1.31	-1.34
Sortino ratio: Return per unit of downside risk	0.42	1.82	-1.40
Omega ratio: Gain probability vs. loss probability	1.05	1.23	-0.18
Calmar ratio: Return relative to maximum drawdown	-0.04	1.94	-1.98
Martin ratio: Return relative to average drawdown	-0.08	5.23	-5.31

IOT vs. VGT - Sharpe Ratio Comparison

The current IOT Sharpe Ratio is -0.03, which is lower than the VGT Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of IOT and VGT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

IOT vs. VGT - Drawdown Comparison

The maximum IOT drawdown since its inception was -70.38%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for IOT and VGT.

Drawdown Indicators

	IOT	VGT	Difference
Max Drawdown Largest peak-to-trough decline	-70.38%	-54.63%	-15.75%
Max Drawdown (1Y) Largest decline over 1 year	-46.37%	-16.40%	-29.97%
Max Drawdown (3Y) Largest decline over 3 years	-60.22%	-27.23%	-32.99%
Max Drawdown (5Y) Largest decline over 5 years	—	-35.07%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.07%	—
Current Drawdown Current decline from peak	-38.86%	-9.93%	-28.93%
Average Drawdown Average peak-to-trough decline	-31.73%	-7.95%	-23.78%
Ulcer Index Depth and duration of drawdowns from previous peaks	24.49%	6.07%	+18.42%

Volatility

IOT vs. VGT - Volatility Comparison

Samsara Inc. (IOT) has a higher volatility of 20.47% compared to Vanguard Information Technology ETF (VGT) at 8.42%. This indicates that IOT's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IOT	VGT	Difference
Volatility (1M) Calculated over the trailing 1-month period	20.47%	8.42%	+12.05%
Volatility (6M) Calculated over the trailing 6-month period	47.52%	20.14%	+27.38%
Volatility (1Y) Calculated over the trailing 1-year period	61.39%	24.28%	+37.11%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	65.86%	25.83%	+40.03%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	65.86%	24.89%	+40.97%

Dividends

IOT vs. VGT - Dividend Comparison

IOT has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.38%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IOT Samsara Inc.	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	0.38%	0.40%	0.60%	0.65%	0.91%	0.64%	0.82%	1.11%	1.29%	0.99%	1.31%	1.28%

Frequently Asked Questions

Can I hold both IOT and VGT in my portfolio?

IOT and VGT have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IOT or VGT?

IOT has higher volatility (20.47%) compared to VGT (8.42%). In terms of maximum drawdown, IOT dropped -70.38% vs VGT's -54.63%.

Which has better risk-adjusted returns?

VGT currently has the higher Sharpe Ratio (1.31 vs -0.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.