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.
Performance
VGSTX vs. IVV - Performance Comparison
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VGSTX vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGSTX Vanguard STAR Fund | -4.01% | 15.88% | 13.69% | 17.14% | -18.05% | 9.65% | 21.45% | 22.21% | -5.33% | 16.95% |
IVV iShares Core S&P 500 ETF | -4.38% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
Returns By Period
In the year-to-date period, VGSTX achieves a -4.01% return, which is significantly higher than IVV's -4.38% return. Over the past 10 years, VGSTX has underperformed IVV with an annualized return of 8.76%, while IVV has yielded a comparatively higher 14.02% annualized return.
VGSTX
- 1D
- 0.04%
- 1M
- -6.61%
- YTD
- -4.01%
- 6M
- -1.24%
- 1Y
- 11.52%
- 3Y*
- 11.57%
- 5Y*
- 5.39%
- 10Y*
- 8.76%
IVV
- 1D
- 2.88%
- 1M
- -4.99%
- YTD
- -4.38%
- 6M
- -1.80%
- 1Y
- 17.69%
- 3Y*
- 18.29%
- 5Y*
- 11.76%
- 10Y*
- 14.02%
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VGSTX vs. IVV - Expense Ratio Comparison
VGSTX has a 0.31% expense ratio, which is higher than IVV's 0.03% expense ratio.
Return for Risk
VGSTX vs. IVV — Risk / Return Rank
VGSTX
IVV
VGSTX vs. IVV - Risk-Adjusted Trends 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.
| VGSTX | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.97 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.49 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 1.53 | -0.28 |
Martin ratioReturn relative to average drawdown | 5.64 | 7.32 | -1.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VGSTX | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.97 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.70 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.78 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.42 | +0.37 |
Correlation
The correlation between VGSTX and IVV is 0.90, 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.
Dividends
VGSTX vs. IVV - Dividend Comparison
VGSTX's dividend yield for the trailing twelve months is around 9.51%, more than IVV's 1.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSTX Vanguard STAR Fund | 9.51% | 9.13% | 10.67% | 5.35% | 8.34% | 6.70% | 6.68% | 6.07% | 6.90% | 3.32% | 4.77% | 5.62% |
IVV iShares Core S&P 500 ETF | 1.23% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
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.
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Drawdown Indicators
| VGSTX | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.62% | -55.25% | +16.63% |
Max Drawdown (1Y)Largest decline over 1 year | -8.19% | -12.06% | +3.87% |
Max Drawdown (5Y)Largest decline over 5 years | -25.55% | -24.53% | -1.02% |
Max Drawdown (10Y)Largest decline over 10 years | -25.55% | -33.90% | +8.35% |
Current DrawdownCurrent decline from peak | -6.73% | -6.26% | -0.47% |
Average DrawdownAverage peak-to-trough decline | -4.04% | -10.85% | +6.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 2.53% | -0.71% |
Volatility
VGSTX vs. IVV - Volatility Comparison
The current volatility for Vanguard STAR Fund (VGSTX) is 3.49%, while iShares Core S&P 500 ETF (IVV) has a volatility of 5.30%. 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.
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Volatility by Period
| VGSTX | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.49% | 5.30% | -1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 6.36% | 9.45% | -3.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.32% | 18.31% | -6.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.79% | 16.89% | -5.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.79% | 18.04% | -6.25% |