VASVX vs. IVV
Compare and contrast key facts about Vanguard Selected Value Fund (VASVX) and iShares Core S&P 500 ETF (IVV).
VASVX is managed by Vanguard. It was launched on Feb 15, 1996. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VASVX or IVV.
Correlation
The correlation between VASVX and IVV is 0.84, 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
VASVX vs. IVV - Performance Comparison
Key characteristics
VASVX:
-0.22
IVV:
2.25
VASVX:
-0.14
IVV:
2.98
VASVX:
0.97
IVV:
1.42
VASVX:
-0.23
IVV:
3.32
VASVX:
-1.18
IVV:
14.68
VASVX:
3.94%
IVV:
1.90%
VASVX:
20.92%
IVV:
12.43%
VASVX:
-59.04%
IVV:
-55.25%
VASVX:
-19.42%
IVV:
-2.52%
Returns By Period
In the year-to-date period, VASVX achieves a -6.51% return, which is significantly lower than IVV's 25.92% return. Over the past 10 years, VASVX has underperformed IVV with an annualized return of 0.85%, while IVV has yielded a comparatively higher 13.05% annualized return.
VASVX
-6.51%
-17.27%
-7.94%
-6.28%
1.13%
0.85%
IVV
25.92%
0.33%
9.27%
26.64%
14.77%
13.05%
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VASVX vs. IVV - Expense Ratio Comparison
VASVX has a 0.32% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
VASVX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Selected Value Fund (VASVX) and iShares Core S&P 500 ETF (IVV). 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
VASVX vs. IVV - Dividend Comparison
VASVX has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.29%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASVX Vanguard Selected Value Fund | 0.00% | 1.71% | 1.76% | 1.28% | 1.39% | 1.66% | 2.25% | 1.35% | 1.74% | 1.71% | 1.42% | 1.17% |
IVV iShares Core S&P 500 ETF | 1.29% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% | 1.80% |
Drawdowns
VASVX vs. IVV - Drawdown Comparison
The maximum VASVX drawdown since its inception was -59.04%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for VASVX and IVV. For additional features, visit the drawdowns tool.
Volatility
VASVX vs. IVV - Volatility Comparison
Vanguard Selected Value Fund (VASVX) has a higher volatility of 17.16% compared to iShares Core S&P 500 ETF (IVV) at 3.75%. This indicates that VASVX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.