IVOO vs. VSPMX
Compare and contrast key facts about Vanguard S&P Mid-Cap 400 ETF (IVOO) and Vanguard S&P Mid-Cap 400 Index Fund Institutional Shares (VSPMX).
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. VSPMX is managed by Vanguard. It was launched on Mar 28, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVOO or VSPMX.
Correlation
The correlation between IVOO and VSPMX is 0.86, 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
IVOO vs. VSPMX - Performance Comparison
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Key characteristics
IVOO:
-0.01
VSPMX:
-0.01
IVOO:
0.19
VSPMX:
0.19
IVOO:
1.02
VSPMX:
1.03
IVOO:
0.02
VSPMX:
0.02
IVOO:
0.07
VSPMX:
0.07
IVOO:
7.61%
VSPMX:
7.58%
IVOO:
21.71%
VSPMX:
21.57%
IVOO:
-42.33%
VSPMX:
-42.04%
IVOO:
-12.54%
VSPMX:
-12.45%
Returns By Period
The year-to-date returns for both investments are quite close, with IVOO having a -5.14% return and VSPMX slightly higher at -5.08%. Both investments have delivered pretty close results over the past 10 years, with IVOO having a 8.52% annualized return and VSPMX not far ahead at 8.54%.
IVOO
-5.14%
9.75%
-9.82%
-0.02%
13.80%
8.52%
VSPMX
-5.08%
9.90%
-9.91%
-0.08%
13.83%
8.54%
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IVOO vs. VSPMX - Expense Ratio Comparison
IVOO has a 0.10% expense ratio, which is higher than VSPMX'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%.
Risk-Adjusted Performance
IVOO vs. VSPMX — Risk-Adjusted Performance Rank
IVOO
VSPMX
IVOO vs. VSPMX - 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 Mid-Cap 400 Index Fund Institutional Shares (VSPMX). 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
IVOO vs. VSPMX - Dividend Comparison
IVOO's dividend yield for the trailing twelve months is around 1.68%, more than VSPMX's 1.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVOO Vanguard S&P Mid-Cap 400 ETF | 1.68% | 1.48% | 1.25% | 1.58% | 1.14% | 1.23% | 1.49% | 1.56% | 1.22% | 1.37% | 1.45% | 1.26% |
VSPMX Vanguard S&P Mid-Cap 400 Index Fund Institutional Shares | 1.51% | 1.32% | 1.27% | 1.60% | 1.15% | 1.24% | 1.49% | 1.64% | 1.27% | 1.54% | 1.52% | 1.32% |
Drawdowns
IVOO vs. VSPMX - Drawdown Comparison
The maximum IVOO drawdown since its inception was -42.33%, roughly equal to the maximum VSPMX drawdown of -42.04%. Use the drawdown chart below to compare losses from any high point for IVOO and VSPMX. For additional features, visit the drawdowns tool.
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Volatility
IVOO vs. VSPMX - Volatility Comparison
Vanguard S&P Mid-Cap 400 ETF (IVOO) and Vanguard S&P Mid-Cap 400 Index Fund Institutional Shares (VSPMX) have volatilities of 7.11% and 7.11%, 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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