IVOG vs. RFG
Compare and contrast key facts about Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) and Invesco S&P MidCap 400® Pure Growth ETF (RFG).
IVOG and RFG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IVOG is a passively managed fund by Vanguard that tracks the performance of the S&P MidCap 400 Growth Index. It was launched on Sep 7, 2010. RFG is a passively managed fund by Invesco that tracks the performance of the S&P Mid Cap 400 Pure Growth. It was launched on Mar 1, 2006. Both IVOG and RFG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVOG or RFG.
Correlation
The correlation between IVOG and RFG is 0.84, 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
IVOG vs. RFG - Performance Comparison
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Key characteristics
IVOG:
-0.17
RFG:
-0.30
IVOG:
-0.06
RFG:
-0.27
IVOG:
0.99
RFG:
0.97
IVOG:
-0.14
RFG:
-0.27
IVOG:
-0.41
RFG:
-0.77
IVOG:
8.42%
RFG:
9.52%
IVOG:
22.89%
RFG:
24.40%
IVOG:
-39.32%
RFG:
-51.93%
IVOG:
-13.30%
RFG:
-13.62%
Returns By Period
In the year-to-date period, IVOG achieves a -5.36% return, which is significantly lower than RFG's -4.80% return. Over the past 10 years, IVOG has outperformed RFG with an annualized return of 8.46%, while RFG has yielded a comparatively lower 6.43% annualized return.
IVOG
-5.36%
10.01%
-10.95%
-3.77%
11.36%
8.46%
RFG
-4.80%
11.63%
-10.76%
-6.61%
11.42%
6.43%
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IVOG vs. RFG - Expense Ratio Comparison
IVOG has a 0.15% expense ratio, which is lower than RFG's 0.35% expense ratio.
Risk-Adjusted Performance
IVOG vs. RFG — Risk-Adjusted Performance Rank
IVOG
RFG
IVOG vs. RFG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) and Invesco S&P MidCap 400® Pure Growth ETF (RFG). 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.
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Dividends
IVOG vs. RFG - Dividend Comparison
IVOG's dividend yield for the trailing twelve months is around 0.83%, more than RFG's 0.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 0.83% | 0.79% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.03% | 1.04% | 0.81% |
RFG Invesco S&P MidCap 400® Pure Growth ETF | 0.32% | 0.38% | 0.99% | 0.78% | 0.26% | 0.27% | 0.64% | 0.76% | 0.66% | 0.35% | 0.61% | 0.60% |
Drawdowns
IVOG vs. RFG - Drawdown Comparison
The maximum IVOG drawdown since its inception was -39.32%, smaller than the maximum RFG drawdown of -51.93%. Use the drawdown chart below to compare losses from any high point for IVOG and RFG. For additional features, visit the drawdowns tool.
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Volatility
IVOG vs. RFG - Volatility Comparison
The current volatility for Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) is 7.25%, while Invesco S&P MidCap 400® Pure Growth ETF (RFG) has a volatility of 7.86%. This indicates that IVOG experiences smaller price fluctuations and is considered to be less risky than RFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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