IVOO vs. VIOG
Compare and contrast key facts about Vanguard S&P Mid-Cap 400 ETF (IVOO) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG).
IVOO and VIOG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IVOO is a passively managed fund by Vanguard that tracks the performance of the S&P MidCap 400 Index. It was launched on Sep 7, 2010. VIOG is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Growth Index. It was launched on Sep 7, 2010. Both IVOO and VIOG 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: IVOO or VIOG.
Performance
IVOO vs. VIOG - Performance Comparison
Returns By Period
In the year-to-date period, IVOO achieves a 16.69% return, which is significantly higher than VIOG's 14.51% return. Both investments have delivered pretty close results over the past 10 years, with IVOO having a 10.01% annualized return and VIOG not far ahead at 10.22%.
IVOO
16.69%
0.50%
6.99%
29.34%
11.56%
10.01%
VIOG
14.51%
0.69%
8.98%
29.64%
10.21%
10.22%
Key characteristics
| IVOO | VIOG | |
|---|---|---|
| Sharpe Ratio | 1.75 | 1.40 |
| Sortino Ratio | 2.50 | 2.09 |
| Omega Ratio | 1.30 | 1.25 |
| Calmar Ratio | 2.59 | 1.31 |
| Martin Ratio | 10.10 | 8.54 |
| Ulcer Index | 2.77% | 3.24% |
| Daily Std Dev | 15.98% | 19.76% |
| Max Drawdown | -42.33% | -41.73% |
| Current Drawdown | -3.54% | -4.71% |
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IVOO vs. VIOG - Expense Ratio Comparison
IVOO has a 0.10% expense ratio, which is lower than VIOG's 0.15% expense ratio. Despite the difference, 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 IVOO and VIOG is 0.91, 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
IVOO vs. VIOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Mid-Cap 400 ETF (IVOO) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG). 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
IVOO vs. VIOG - Dividend Comparison
IVOO's dividend yield for the trailing twelve months is around 1.29%, more than VIOG's 1.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVOO Vanguard S&P Mid-Cap 400 ETF | 1.29% | 1.25% | 1.58% | 1.14% | 1.23% | 1.49% | 1.56% | 1.22% | 1.37% | 1.45% | 1.26% | 0.92% |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | 1.07% | 1.15% | 1.17% | 0.69% | 0.68% | 1.09% | 0.76% | 0.87% | 0.92% | 1.04% | 0.72% | 0.52% |
Drawdowns
IVOO vs. VIOG - Drawdown Comparison
The maximum IVOO drawdown since its inception was -42.33%, roughly equal to the maximum VIOG drawdown of -41.73%. Use the drawdown chart below to compare losses from any high point for IVOO and VIOG. For additional features, visit the drawdowns tool.
Volatility
IVOO vs. VIOG - Volatility Comparison
The current volatility for Vanguard S&P Mid-Cap 400 ETF (IVOO) is 5.46%, while Vanguard S&P Small-Cap 600 Growth ETF (VIOG) has a volatility of 7.76%. This indicates that IVOO experiences smaller price fluctuations and is considered to be less risky than VIOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.