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.
Performance
VGSTX vs. IVV - Performance Comparison
Returns By Period
In the year-to-date period, VGSTX achieves a 10.19% return, which is significantly lower than IVV's 25.50% return. Over the past 10 years, VGSTX has underperformed IVV with an annualized return of 7.43%, while IVV has yielded a comparatively higher 13.13% annualized return.
VGSTX
10.19%
-0.51%
4.66%
16.99%
7.72%
7.43%
IVV
25.50%
1.17%
12.21%
32.17%
15.57%
13.13%
Key characteristics
| VGSTX | IVV | |
|---|---|---|
| Sharpe Ratio | 1.93 | 2.62 |
| Sortino Ratio | 2.75 | 3.51 |
| Omega Ratio | 1.35 | 1.49 |
| Calmar Ratio | 1.45 | 3.79 |
| Martin Ratio | 11.98 | 17.04 |
| Ulcer Index | 1.40% | 1.87% |
| Daily Std Dev | 8.68% | 12.16% |
| Max Drawdown | -38.62% | -55.25% |
| Current Drawdown | -1.55% | -1.35% |
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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.
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.
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 2.22%, more than IVV's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSTX Vanguard STAR Fund | 2.22% | 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 | 1.25% | 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 2.32%, while iShares Core S&P 500 ETF (IVV) has a volatility of 4.09%. 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.