IVOG vs. VT
IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) and VT (Vanguard Total World Stock ETF) are both exchange-traded funds - IVOG is a Small Cap Growth Equities fund tracking the S&P MidCap 400 Growth Index, while VT is a Global Equities fund tracking the FTSE Global All Cap Index. Both are passively managed. Over the past 10 years, IVOG returned 11.91%/yr vs 12.96%/yr for VT. Their correlation of 0.86 suggests significant overlap in exposure. IVOG charges 0.15%/yr vs 0.06%/yr for VT.
Performance
IVOG vs. VT - Performance Comparison
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Returns By Period
In the year-to-date period, IVOG achieves a 18.76% return, which is significantly higher than VT's 10.06% return. Over the past 10 years, IVOG has underperformed VT with an annualized return of 11.91%, while VT has yielded a comparatively higher 12.96% annualized return.
IVOG
- 1D
- -1.58%
- 1M
- 2.55%
- YTD
- 18.76%
- 6M
- 16.00%
- 1Y
- 29.76%
- 3Y*
- 17.78%
- 5Y*
- 8.30%
- 10Y*
- 11.91%
VT
- 1D
- -2.05%
- 1M
- -0.44%
- YTD
- 10.06%
- 6M
- 9.32%
- 1Y
- 25.71%
- 3Y*
- 19.92%
- 5Y*
- 10.51%
- 10Y*
- 12.96%
IVOG vs. VT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 18.76% | 7.34% | 15.62% | 17.36% | -19.08% | 18.85% | 22.60% | 26.13% | -10.58% | 19.90% |
VT Vanguard Total World Stock ETF | 10.06% | 22.43% | 16.49% | 22.02% | -18.00% | 18.27% | 16.59% | 26.81% | -9.76% | 24.50% |
Correlation
The correlation between IVOG and VT is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.84 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.88 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Sep 9, 2010 | 0.86 |
The correlation between IVOG and VT has been stable across timeframes, ranging from 0.82 to 0.88 - a consistent structural relationship.
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Return for Risk
IVOG vs. VT — Risk / Return Rank
IVOG
VT
IVOG vs. VT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) and Vanguard Total World Stock ETF (VT). 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.
| IVOG | VT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.21 | ||
| Sortino ratioReturn per unit of downside risk | -0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.35 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.09 | 2.67 | +0.42 |
| Martin ratioReturn relative to average drawdown | 12.01 | 11.57 | +0.44 |
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Drawdowns
IVOG vs. VT - Drawdown Comparison
The maximum IVOG drawdown since its inception was -39.32%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for IVOG and VT.
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Drawdown Indicators
| IVOG | VT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.32% | -50.27% | +10.95% |
Max Drawdown (1Y)Largest decline over 1 year | -9.69% | -9.67% | -0.02% |
Max Drawdown (3Y)Largest decline over 3 years | -25.61% | -16.51% | -9.10% |
Max Drawdown (5Y)Largest decline over 5 years | -29.31% | -26.38% | -2.93% |
Max Drawdown (10Y)Largest decline over 10 years | -39.32% | -34.24% | -5.08% |
Current DrawdownCurrent decline from peak | -1.58% | -2.80% | +1.22% |
Average DrawdownAverage peak-to-trough decline | -5.86% | -7.00% | +1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 2.23% | +0.25% |
Volatility
IVOG vs. VT - Volatility Comparison
Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) and Vanguard Total World Stock ETF (VT) have volatilities of 5.83% and 5.65%, 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.
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Volatility by Period
| IVOG | VT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.83% | 5.65% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 13.89% | 11.32% | +2.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.69% | 13.58% | +4.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.70% | 16.19% | +4.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.61% | 17.20% | +3.41% |
IVOG vs. VT - Expense Ratio Comparison
IVOG has a 0.15% expense ratio, which is higher than VT's 0.06% 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%.
Dividends
IVOG vs. VT - Dividend Comparison
IVOG's dividend yield for the trailing twelve months is around 0.54%, less than VT's 1.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 0.54% | 0.64% | 0.79% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.11% | 1.04% |
VT Vanguard Total World Stock ETF | 1.61% | 1.82% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% |
Frequently Asked Questions
IVOG and VT have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IVOG has higher volatility (5.83%) compared to VT (5.65%). In terms of maximum drawdown, IVOG dropped -39.32% vs VT's -50.27%.
On 10-year performance, VT leads with 12.96% vs 11.91% for IVOG. On fees, VT is cheaper at 0.06% per year. On volatility, VT has been the lower-risk option at 5.65%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, VT has performed better with a 12.96% return vs 11.91%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VT is cheaper with a 0.06% expense ratio, compared with 0.15% for IVOG.
VT has the higher dividend yield at 1.61%, compared with 0.54% for IVOG.
IVOG is categorized as Small Cap Growth Equities, while VT is Global Equities. IVOG tracks S&P MidCap 400 Growth Index, while VT tracks FTSE Global All Cap Index. Their fees differ too: 0.15% for IVOG and 0.06% for VT.
VT currently has the higher Sharpe Ratio (1.91 vs 1.69), 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.
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