IVOG vs. VONG
Compare and contrast key facts about Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) and Vanguard Russell 1000 Growth ETF (VONG).
IVOG and VONG 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. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010. Both IVOG and VONG 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 VONG.
Performance
IVOG vs. VONG - Performance Comparison
Returns By Period
In the year-to-date period, IVOG achieves a 22.11% return, which is significantly lower than VONG's 30.48% return. Over the past 10 years, IVOG has underperformed VONG with an annualized return of 10.26%, while VONG has yielded a comparatively higher 16.39% annualized return.
IVOG
22.11%
4.26%
8.61%
31.73%
11.95%
10.26%
VONG
30.48%
2.37%
15.08%
36.13%
19.50%
16.39%
Key characteristics
| IVOG | VONG | |
|---|---|---|
| Sharpe Ratio | 1.99 | 2.19 |
| Sortino Ratio | 2.78 | 2.85 |
| Omega Ratio | 1.34 | 1.40 |
| Calmar Ratio | 2.19 | 2.79 |
| Martin Ratio | 10.40 | 10.99 |
| Ulcer Index | 3.13% | 3.33% |
| Daily Std Dev | 16.35% | 16.70% |
| Max Drawdown | -39.32% | -32.72% |
| Current Drawdown | -1.37% | -1.28% |
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IVOG vs. VONG - Expense Ratio Comparison
IVOG has a 0.15% expense ratio, which is higher than VONG's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between IVOG and VONG is 0.82, 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.
Risk-Adjusted Performance
IVOG vs. VONG - 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 Vanguard Russell 1000 Growth ETF (VONG). 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
IVOG vs. VONG - Dividend Comparison
IVOG's dividend yield for the trailing twelve months is around 0.94%, more than VONG's 0.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 0.94% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.03% | 1.04% | 0.81% | 0.66% |
VONG Vanguard Russell 1000 Growth ETF | 0.59% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
IVOG vs. VONG - Drawdown Comparison
The maximum IVOG drawdown since its inception was -39.32%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for IVOG and VONG. For additional features, visit the drawdowns tool.
Volatility
IVOG vs. VONG - Volatility Comparison
Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) and Vanguard Russell 1000 Growth ETF (VONG) have volatilities of 5.20% and 5.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.