IVOO vs. VOOG
Compare and contrast key facts about Vanguard S&P Mid-Cap 400 ETF (IVOO) and Vanguard S&P 500 Growth ETF (VOOG).
IVOO and VOOG 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. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 7, 2010. Both IVOO and VOOG 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 VOOG.
Performance
IVOO vs. VOOG - Performance Comparison
Returns By Period
In the year-to-date period, IVOO achieves a 16.69% return, which is significantly lower than VOOG's 31.46% return. Over the past 10 years, IVOO has underperformed VOOG with an annualized return of 10.01%, while VOOG has yielded a comparatively higher 14.84% annualized return.
IVOO
16.69%
0.50%
6.99%
29.34%
11.56%
10.01%
VOOG
31.46%
1.49%
14.22%
37.48%
17.18%
14.84%
Key characteristics
| IVOO | VOOG | |
|---|---|---|
| Sharpe Ratio | 1.75 | 2.21 |
| Sortino Ratio | 2.50 | 2.88 |
| Omega Ratio | 1.30 | 1.41 |
| Calmar Ratio | 2.59 | 2.78 |
| Martin Ratio | 10.10 | 11.74 |
| Ulcer Index | 2.77% | 3.21% |
| Daily Std Dev | 15.98% | 17.04% |
| Max Drawdown | -42.33% | -32.73% |
| Current Drawdown | -3.54% | -2.82% |
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IVOO vs. VOOG - Expense Ratio Comparison
Both IVOO and VOOG have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Correlation
The correlation between IVOO and VOOG is 0.78, 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. VOOG - 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 500 Growth ETF (VOOG). 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. VOOG - Dividend Comparison
IVOO's dividend yield for the trailing twelve months is around 1.29%, more than VOOG's 0.61% 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% |
VOOG Vanguard S&P 500 Growth ETF | 0.61% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
IVOO vs. VOOG - Drawdown Comparison
The maximum IVOO drawdown since its inception was -42.33%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for IVOO and VOOG. For additional features, visit the drawdowns tool.
Volatility
IVOO vs. VOOG - Volatility Comparison
Vanguard S&P Mid-Cap 400 ETF (IVOO) and Vanguard S&P 500 Growth ETF (VOOG) have volatilities of 5.46% and 5.61%, 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.