IYY vs. MGK
Compare and contrast key facts about iShares Dow Jones U.S. ETF (IYY) and Vanguard Mega Cap Growth ETF (MGK).
IYY and MGK are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYY is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Index. It was launched on Jun 12, 2000. MGK is a passively managed fund by Vanguard that tracks the performance of the MSCI US Large Cap Growth Index. It was launched on Dec 17, 2007. Both IYY and MGK 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: IYY or MGK.
Correlation
The correlation between IYY and MGK is 0.94, 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
IYY vs. MGK - Performance Comparison
Key characteristics
IYY:
2.16
MGK:
1.88
IYY:
2.87
MGK:
2.46
IYY:
1.40
MGK:
1.33
IYY:
3.30
MGK:
2.51
IYY:
13.33
MGK:
9.27
IYY:
2.12%
MGK:
3.68%
IYY:
13.03%
MGK:
18.16%
IYY:
-55.17%
MGK:
-48.36%
IYY:
-1.64%
MGK:
-2.93%
Returns By Period
In the year-to-date period, IYY achieves a 2.21% return, which is significantly higher than MGK's 1.02% return. Over the past 10 years, IYY has underperformed MGK with an annualized return of 12.91%, while MGK has yielded a comparatively higher 16.90% annualized return.
IYY
2.21%
2.47%
10.11%
25.54%
13.72%
12.91%
MGK
1.02%
0.65%
11.81%
32.15%
18.42%
16.90%
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IYY vs. MGK - Expense Ratio Comparison
IYY has a 0.20% expense ratio, which is higher than MGK's 0.07% 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
IYY vs. MGK — Risk-Adjusted Performance Rank
IYY
MGK
IYY vs. MGK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones U.S. ETF (IYY) and Vanguard Mega Cap Growth ETF (MGK). 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
IYY vs. MGK - Dividend Comparison
IYY's dividend yield for the trailing twelve months is around 1.03%, more than MGK's 0.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYY iShares Dow Jones U.S. ETF | 1.03% | 1.05% | 1.29% | 1.49% | 1.04% | 1.31% | 1.80% | 1.97% | 1.62% | 1.81% | 1.97% | 1.66% |
MGK Vanguard Mega Cap Growth ETF | 0.43% | 0.43% | 0.50% | 0.70% | 0.41% | 0.65% | 0.85% | 1.12% | 1.23% | 1.53% | 1.43% | 1.25% |
Drawdowns
IYY vs. MGK - Drawdown Comparison
The maximum IYY drawdown since its inception was -55.17%, which is greater than MGK's maximum drawdown of -48.36%. Use the drawdown chart below to compare losses from any high point for IYY and MGK. For additional features, visit the drawdowns tool.
Volatility
IYY vs. MGK - Volatility Comparison
The current volatility for iShares Dow Jones U.S. ETF (IYY) is 5.18%, while Vanguard Mega Cap Growth ETF (MGK) has a volatility of 6.43%. This indicates that IYY experiences smaller price fluctuations and is considered to be less risky than MGK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.