MSCGX vs. IVOG
Compare and contrast key facts about Mercer US Small/Mid Cap Equity Fund (MSCGX) and Vanguard S&P Mid-Cap 400 Growth ETF (IVOG).
MSCGX is managed by Mercer Funds. It was launched on Aug 15, 2005. IVOG is a passively managed fund by Vanguard that tracks the performance of the S&P MidCap 400 Growth Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSCGX or IVOG.
Correlation
The correlation between MSCGX and IVOG 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
MSCGX vs. IVOG - Performance Comparison
Key characteristics
MSCGX:
-0.42
IVOG:
-0.22
MSCGX:
-0.44
IVOG:
-0.16
MSCGX:
0.94
IVOG:
0.98
MSCGX:
-0.25
IVOG:
-0.19
MSCGX:
-0.89
IVOG:
-0.63
MSCGX:
11.06%
IVOG:
7.90%
MSCGX:
23.23%
IVOG:
22.84%
MSCGX:
-41.30%
IVOG:
-39.32%
MSCGX:
-33.93%
IVOG:
-17.22%
Returns By Period
The year-to-date returns for both stocks are quite close, with MSCGX having a -9.63% return and IVOG slightly lower at -9.64%.
MSCGX
-9.63%
-5.86%
-15.98%
-9.42%
4.85%
N/A
IVOG
-9.64%
-4.31%
-9.80%
-4.68%
12.15%
7.86%
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MSCGX vs. IVOG - Expense Ratio Comparison
MSCGX has a 0.48% expense ratio, which is higher than IVOG's 0.15% expense ratio.
Risk-Adjusted Performance
MSCGX vs. IVOG — Risk-Adjusted Performance Rank
MSCGX
IVOG
MSCGX vs. IVOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mercer US Small/Mid Cap Equity Fund (MSCGX) and Vanguard S&P Mid-Cap 400 Growth ETF (IVOG). 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
MSCGX vs. IVOG - Dividend Comparison
MSCGX's dividend yield for the trailing twelve months is around 1.10%, more than IVOG's 0.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSCGX Mercer US Small/Mid Cap Equity Fund | 1.10% | 0.99% | 1.00% | 1.04% | 0.69% | 0.55% | 0.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 0.87% | 0.79% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.03% | 1.04% | 0.81% |
Drawdowns
MSCGX vs. IVOG - Drawdown Comparison
The maximum MSCGX drawdown since its inception was -41.30%, which is greater than IVOG's maximum drawdown of -39.32%. Use the drawdown chart below to compare losses from any high point for MSCGX and IVOG. For additional features, visit the drawdowns tool.
Volatility
MSCGX vs. IVOG - Volatility Comparison
The current volatility for Mercer US Small/Mid Cap Equity Fund (MSCGX) is 14.25%, while Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) has a volatility of 15.18%. This indicates that MSCGX experiences smaller price fluctuations and is considered to be less risky than IVOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.