IQV vs. VUG
Compare and contrast key facts about IQVIA Holdings Inc. (IQV) and Vanguard Growth ETF (VUG).
VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth 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: IQV or VUG.
Correlation
The correlation between IQV and VUG is 0.58, 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.
Performance
IQV vs. VUG - Performance Comparison
Key characteristics
IQV:
-0.41
VUG:
2.11
IQV:
-0.44
VUG:
2.74
IQV:
0.95
VUG:
1.39
IQV:
-0.38
VUG:
2.81
IQV:
-0.99
VUG:
11.02
IQV:
12.49%
VUG:
3.31%
IQV:
29.98%
VUG:
17.27%
IQV:
-49.43%
VUG:
-50.68%
IQV:
-30.20%
VUG:
-2.41%
Returns By Period
In the year-to-date period, IQV achieves a -14.74% return, which is significantly lower than VUG's 34.89% return. Over the past 10 years, IQV has underperformed VUG with an annualized return of 12.77%, while VUG has yielded a comparatively higher 15.88% annualized return.
IQV
-14.74%
1.49%
-8.78%
-13.98%
4.82%
12.77%
VUG
34.89%
3.42%
12.16%
35.02%
18.91%
15.88%
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Risk-Adjusted Performance
IQV vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for IQVIA Holdings Inc. (IQV) and Vanguard Growth ETF (VUG). 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
IQV vs. VUG - Dividend Comparison
IQV has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.33%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQV IQVIA Holdings 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% |
VUG Vanguard Growth ETF | 0.33% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
IQV vs. VUG - Drawdown Comparison
The maximum IQV drawdown since its inception was -49.43%, roughly equal to the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for IQV and VUG. For additional features, visit the drawdowns tool.
Volatility
IQV vs. VUG - Volatility Comparison
IQVIA Holdings Inc. (IQV) has a higher volatility of 6.71% compared to Vanguard Growth ETF (VUG) at 4.86%. This indicates that IQV's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.