IYVAX vs. VGT
Compare and contrast key facts about Delaware Ivy Value Fund (IYVAX) and Vanguard Information Technology ETF (VGT).
IYVAX is managed by Delaware Funds. It was launched on Sep 16, 1994. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IYVAX or VGT.
Correlation
The correlation between IYVAX and VGT is 0.71, 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
IYVAX vs. VGT - Performance Comparison
Key characteristics
Returns By Period
IYVAX
N/A
N/A
N/A
N/A
N/A
N/A
VGT
3.17%
1.41%
12.88%
29.47%
20.41%
20.64%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IYVAX vs. VGT - Expense Ratio Comparison
IYVAX has a 1.08% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
IYVAX vs. VGT — Risk-Adjusted Performance Rank
IYVAX
VGT
IYVAX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Value Fund (IYVAX) and Vanguard Information Technology ETF (VGT). 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
IYVAX vs. VGT - Dividend Comparison
IYVAX has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.58%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYVAX Delaware Ivy Value Fund | 1.21% | 1.21% | 35.46% | 22.53% | 10.81% | 3.19% | 9.45% | 6.98% | 3.40% | 2.21% | 13.18% | 7.44% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
IYVAX vs. VGT - Drawdown Comparison
Volatility
IYVAX vs. VGT - Volatility Comparison
The current volatility for Delaware Ivy Value Fund (IYVAX) is 0.00%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.64%. This indicates that IYVAX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.