MXXIX vs. IVOG
Compare and contrast key facts about Marsico Midcap Growth Focus Fund (MXXIX) and Vanguard S&P Mid-Cap 400 Growth ETF (IVOG).
MXXIX is managed by Marsico Investment Fund. It was launched on Feb 1, 2000. 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: MXXIX or IVOG.
Correlation
The correlation between MXXIX and IVOG is 0.88, 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
MXXIX vs. IVOG - Performance Comparison
Key characteristics
MXXIX:
1.39
IVOG:
0.55
MXXIX:
1.87
IVOG:
0.87
MXXIX:
1.24
IVOG:
1.10
MXXIX:
0.98
IVOG:
0.94
MXXIX:
6.93
IVOG:
2.26
MXXIX:
4.03%
IVOG:
4.03%
MXXIX:
20.04%
IVOG:
16.66%
MXXIX:
-63.99%
IVOG:
-39.32%
MXXIX:
-8.99%
IVOG:
-9.76%
Returns By Period
In the year-to-date period, MXXIX achieves a 3.85% return, which is significantly higher than IVOG's -1.49% return. Both investments have delivered pretty close results over the past 10 years, with MXXIX having a 8.61% annualized return and IVOG not far ahead at 8.94%.
MXXIX
3.85%
-3.70%
12.46%
26.68%
7.72%
8.61%
IVOG
-1.49%
-7.24%
-1.97%
6.36%
8.91%
8.94%
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MXXIX vs. IVOG - Expense Ratio Comparison
MXXIX has a 1.33% expense ratio, which is higher than IVOG's 0.15% expense ratio.
Risk-Adjusted Performance
MXXIX vs. IVOG — Risk-Adjusted Performance Rank
MXXIX
IVOG
MXXIX vs. IVOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Marsico Midcap Growth Focus Fund (MXXIX) 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
MXXIX vs. IVOG - Dividend Comparison
MXXIX has not paid dividends to shareholders, while IVOG's dividend yield for the trailing twelve months is around 0.80%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXXIX Marsico Midcap Growth Focus Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 0.80% | 0.79% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.03% | 1.04% | 0.81% |
Drawdowns
MXXIX vs. IVOG - Drawdown Comparison
The maximum MXXIX drawdown since its inception was -63.99%, which is greater than IVOG's maximum drawdown of -39.32%. Use the drawdown chart below to compare losses from any high point for MXXIX and IVOG. For additional features, visit the drawdowns tool.
Volatility
MXXIX vs. IVOG - Volatility Comparison
Marsico Midcap Growth Focus Fund (MXXIX) has a higher volatility of 7.12% compared to Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) at 4.94%. This indicates that MXXIX'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.