VGSTX vs. IVV
Compare and contrast key facts about Vanguard STAR Fund (VGSTX) and iShares Core S&P 500 ETF (IVV).
VGSTX is managed by Vanguard. It was launched on Mar 29, 1985. 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: VGSTX or IVV.
Correlation
The correlation between VGSTX and IVV is 0.93, 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
VGSTX vs. IVV - Performance Comparison
Key characteristics
VGSTX:
1.19
IVV:
1.98
VGSTX:
1.68
IVV:
2.65
VGSTX:
1.21
IVV:
1.37
VGSTX:
1.33
IVV:
2.94
VGSTX:
7.38
IVV:
13.04
VGSTX:
1.43%
IVV:
1.90%
VGSTX:
8.83%
IVV:
12.49%
VGSTX:
-38.62%
IVV:
-55.25%
VGSTX:
-3.52%
IVV:
-3.59%
Returns By Period
In the year-to-date period, VGSTX achieves a 9.25% return, which is significantly lower than IVV's 24.54% return. Over the past 10 years, VGSTX has underperformed IVV with an annualized return of 7.33%, while IVV has yielded a comparatively higher 12.94% annualized return.
VGSTX
9.25%
-0.65%
2.85%
9.84%
6.97%
7.33%
IVV
24.54%
-0.72%
7.89%
26.53%
14.53%
12.94%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VGSTX vs. IVV - Expense Ratio Comparison
VGSTX has a 0.31% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
VGSTX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard STAR Fund (VGSTX) 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
VGSTX vs. IVV - Dividend Comparison
VGSTX's dividend yield for the trailing twelve months is around 2.24%, more than IVV's 1.30% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSTX Vanguard STAR Fund | 2.24% | 2.21% | 2.08% | 1.36% | 1.42% | 2.11% | 2.52% | 1.85% | 2.08% | 2.09% | 2.18% | 1.82% |
IVV iShares Core S&P 500 ETF | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% | 1.80% |
Drawdowns
VGSTX vs. IVV - Drawdown Comparison
The maximum VGSTX drawdown since its inception was -38.62%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for VGSTX and IVV. For additional features, visit the drawdowns tool.
Volatility
VGSTX vs. IVV - Volatility Comparison
The current volatility for Vanguard STAR Fund (VGSTX) is 2.70%, while iShares Core S&P 500 ETF (IVV) has a volatility of 3.58%. This indicates that VGSTX 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.