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 0.95, 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:
0.15
IVOG:
0.99
MSCGX:
0.31
IVOG:
1.45
MSCGX:
1.05
IVOG:
1.18
MSCGX:
0.10
IVOG:
1.56
MSCGX:
0.76
IVOG:
5.04
MSCGX:
3.74%
IVOG:
3.25%
MSCGX:
18.77%
IVOG:
16.60%
MSCGX:
-41.30%
IVOG:
-39.32%
MSCGX:
-25.82%
IVOG:
-7.89%
Returns By Period
In the year-to-date period, MSCGX achieves a 2.39% return, which is significantly lower than IVOG's 16.25% return.
MSCGX
2.39%
-12.41%
-0.98%
4.40%
1.38%
N/A
IVOG
16.25%
-2.36%
4.29%
18.09%
10.00%
9.72%
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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 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
Neither MSCGX nor IVOG has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSCGX Mercer US Small/Mid Cap Equity Fund | 0.00% | 1.00% | 1.04% | 0.69% | 0.55% | 0.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 0.00% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.03% | 1.04% | 0.81% | 0.66% |
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
Mercer US Small/Mid Cap Equity Fund (MSCGX) has a higher volatility of 11.43% compared to Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) at 5.47%. This indicates that MSCGX's price experiences larger fluctuations and is considered to be riskier than IVOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.