IVW vs. VPMCX
Compare and contrast key facts about iShares S&P 500 Growth ETF (IVW) and Vanguard PRIMECAP Fund Investor Shares (VPMCX).
IVW is a passively managed fund by iShares that tracks the performance of the S&P 500/Citigroup Growth Index. It was launched on May 22, 2000. VPMCX is managed by Vanguard. It was launched on Nov 1, 1984.
Performance
IVW vs. VPMCX - Performance Comparison
Loading graphics...
IVW vs. VPMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVW iShares S&P 500 Growth ETF | -6.94% | 21.95% | 35.82% | 29.83% | -29.50% | 31.80% | 33.19% | 30.77% | -0.21% | 27.21% |
VPMCX Vanguard PRIMECAP Fund Investor Shares | -2.77% | 29.60% | 13.23% | 28.16% | -15.22% | 21.64% | 17.16% | 27.78% | -1.99% | 28.17% |
Returns By Period
In the year-to-date period, IVW achieves a -6.94% return, which is significantly lower than VPMCX's -2.77% return. Over the past 10 years, IVW has outperformed VPMCX with an annualized return of 15.78%, while VPMCX has yielded a comparatively lower 14.83% annualized return.
IVW
- 1D
- 1.33%
- 1M
- -4.23%
- YTD
- -6.94%
- 6M
- -5.28%
- 1Y
- 23.09%
- 3Y*
- 22.24%
- 5Y*
- 12.40%
- 10Y*
- 15.78%
VPMCX
- 1D
- 3.30%
- 1M
- -6.81%
- YTD
- -2.77%
- 6M
- 4.59%
- 1Y
- 27.81%
- 3Y*
- 19.58%
- 5Y*
- 11.12%
- 10Y*
- 14.83%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IVW vs. VPMCX - Expense Ratio Comparison
IVW has a 0.18% expense ratio, which is lower than VPMCX's 0.38% expense ratio.
Return for Risk
IVW vs. VPMCX — Risk / Return Rank
IVW
VPMCX
IVW vs. VPMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Growth ETF (IVW) and Vanguard PRIMECAP Fund Investor Shares (VPMCX). 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.
| IVW | VPMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.32 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.61 | 1.91 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.28 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 2.01 | -0.26 |
Martin ratioReturn relative to average drawdown | 6.75 | 8.61 | -1.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IVW | VPMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.32 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.62 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.78 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.77 | -0.36 |
Correlation
The correlation between IVW and VPMCX 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.
Dividends
IVW vs. VPMCX - Dividend Comparison
IVW's dividend yield for the trailing twelve months is around 0.43%, less than VPMCX's 16.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVW iShares S&P 500 Growth ETF | 0.43% | 0.40% | 0.43% | 1.03% | 0.92% | 0.46% | 0.82% | 1.63% | 1.28% | 1.30% | 1.51% | 1.51% |
VPMCX Vanguard PRIMECAP Fund Investor Shares | 16.82% | 16.36% | 6.62% | 7.16% | 9.85% | 10.08% | 9.74% | 7.15% | 8.32% | 4.53% | 5.05% | 5.91% |
Drawdowns
IVW vs. VPMCX - Drawdown Comparison
The maximum IVW drawdown since its inception was -57.33%, which is greater than VPMCX's maximum drawdown of -50.45%. Use the drawdown chart below to compare losses from any high point for IVW and VPMCX.
Loading graphics...
Drawdown Indicators
| IVW | VPMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.33% | -50.45% | -6.88% |
Max Drawdown (1Y)Largest decline over 1 year | -13.75% | -13.75% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -32.72% | -25.25% | -7.47% |
Max Drawdown (10Y)Largest decline over 10 years | -32.72% | -32.65% | -0.07% |
Current DrawdownCurrent decline from peak | -9.07% | -8.82% | -0.25% |
Average DrawdownAverage peak-to-trough decline | -17.72% | -7.43% | -10.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 3.21% | +0.34% |
Volatility
IVW vs. VPMCX - Volatility Comparison
iShares S&P 500 Growth ETF (IVW) has a higher volatility of 7.27% compared to Vanguard PRIMECAP Fund Investor Shares (VPMCX) at 6.72%. This indicates that IVW's price experiences larger fluctuations and is considered to be riskier than VPMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IVW | VPMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.27% | 6.72% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 12.67% | 12.16% | +0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.28% | 20.76% | +1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.12% | 18.01% | +3.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.54% | 19.06% | +1.48% |