IYVAX vs. VUG
Compare and contrast key facts about Delaware Ivy Value Fund (IYVAX) and Vanguard Growth ETF (VUG).
IYVAX is managed by Delaware Funds. It was launched on Sep 16, 1994. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth 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 VUG.
Correlation
The correlation between IYVAX and VUG 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.
Performance
IYVAX vs. VUG - Performance Comparison
Key characteristics
Returns By Period
IYVAX
N/A
N/A
N/A
N/A
N/A
N/A
VUG
3.65%
1.68%
14.18%
29.99%
17.45%
15.66%
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IYVAX vs. VUG - Expense Ratio Comparison
IYVAX has a 1.08% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
IYVAX vs. VUG — Risk-Adjusted Performance Rank
IYVAX
VUG
IYVAX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Value Fund (IYVAX) and Vanguard Growth ETF (VUG). 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. VUG - Dividend Comparison
IYVAX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.45%.
| 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% |
VUG Vanguard Growth ETF | 0.45% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
IYVAX vs. VUG - Drawdown Comparison
Volatility
IYVAX vs. VUG - Volatility Comparison
The current volatility for Delaware Ivy Value Fund (IYVAX) is 0.00%, while Vanguard Growth ETF (VUG) has a volatility of 4.79%. This indicates that IYVAX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.