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:
-0.57
IVV:
0.69
VASVX:
-0.58
IVV:
0.99
VASVX:
0.90
IVV:
1.13
VASVX:
-0.52
IVV:
0.95
VASVX:
-1.18
IVV:
3.14
VASVX:
9.65%
IVV:
3.03%
VASVX:
20.16%
IVV:
13.86%
VASVX:
-59.04%
IVV:
-55.25%
VASVX:
-18.25%
IVV:
-7.61%
Returns By Period
In the year-to-date period, VASVX achieves a -0.41% return, which is significantly higher than IVV's -3.35% return. Over the past 10 years, VASVX has underperformed IVV with an annualized return of 0.85%, while IVV has yielded a comparatively higher 12.60% annualized return.
VASVX
-0.41%
0.15%
-13.31%
-10.18%
13.16%
0.85%
IVV
-3.35%
-3.04%
-0.11%
10.25%
19.76%
12.60%
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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 Rank
VASVX
IVV
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's dividend yield for the trailing twelve months is around 1.99%, more than IVV's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASVX Vanguard Selected Value Fund | 1.99% | 1.98% | 1.71% | 1.76% | 1.28% | 1.39% | 1.66% | 2.25% | 1.35% | 1.74% | 1.71% | 1.42% |
IVV iShares Core S&P 500 ETF | 1.37% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
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
The current volatility for Vanguard Selected Value Fund (VASVX) is 5.16%, while iShares Core S&P 500 ETF (IVV) has a volatility of 5.71%. This indicates that VASVX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.