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 0.85, 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:
-0.50
IVV:
0.53
VASVX:
-0.50
IVV:
0.87
VASVX:
0.91
IVV:
1.13
VASVX:
-0.40
IVV:
0.55
VASVX:
-1.05
IVV:
2.27
VASVX:
11.47%
IVV:
4.56%
VASVX:
24.11%
IVV:
19.37%
VASVX:
-59.04%
IVV:
-55.25%
VASVX:
-22.71%
IVV:
-9.90%
Returns By Period
The year-to-date returns for both investments are quite close, with VASVX having a -5.84% return and IVV slightly higher at -5.74%. Over the past 10 years, VASVX has underperformed IVV with an annualized return of 0.14%, while IVV has yielded a comparatively higher 12.05% annualized return.
VASVX
-5.84%
-5.42%
-18.30%
-11.27%
8.66%
0.14%
IVV
-5.74%
-3.19%
-4.30%
10.85%
16.03%
12.05%
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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 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 2.10%, more than IVV's 1.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASVX Vanguard Selected Value Fund | 2.10% | 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 | 1.40% | 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
Vanguard Selected Value Fund (VASVX) and iShares Core S&P 500 ETF (IVV) have volatilities of 14.06% and 14.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.