PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
VGSTX vs. IVV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

VGSTX vs. IVV

Last updated May 12, 2025

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 0.80, 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

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard STAR Fund (VGSTX) and iShares Core S&P 500 ETF (IVV). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Daily Std Dev

VGSTX:

4.55%

IVV:

10.15%

Max Drawdown

VGSTX:

-0.36%

IVV:

-0.82%

Current Drawdown

VGSTX:

0.00%

IVV:

-0.08%

Returns By Period

VGSTX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

IVV

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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.

VGSTX
Vanguard STAR Fund
IVV
iShares Core S&P 500 ETF

Risk-Adjusted Performance

VGSTX vs. IVV — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VGSTX
The Risk-Adjusted Performance Rank of VGSTX is 3030
Overall Rank
The Sharpe Ratio Rank of VGSTX is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of VGSTX is 2929
Sortino Ratio Rank
The Omega Ratio Rank of VGSTX is 2929
Omega Ratio Rank
The Calmar Ratio Rank of VGSTX is 3030
Calmar Ratio Rank
The Martin Ratio Rank of VGSTX is 3030
Martin Ratio Rank
IVV
The Risk-Adjusted Performance Rank of IVV is 6464
Overall Rank
The Sharpe Ratio Rank of IVV is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of IVV is 6262
Sortino Ratio Rank
The Omega Ratio Rank of IVV is 6565
Omega Ratio Rank
The Calmar Ratio Rank of IVV is 6767
Calmar Ratio Rank
The Martin Ratio Rank of IVV is 6565
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

No data
No data
No data
No data
No data

Loading data...

Dividends

VGSTX vs. IVV - Dividend Comparison

VGSTX's dividend yield for the trailing twelve months is around 2.40%, more than IVV's 1.37% yield.

TTM20242023202220212020201920182017201620152014
VGSTX
Vanguard STAR Fund		2.40%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IVV
iShares Core S&P 500 ETF		1.37%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VGSTX vs. IVV - Drawdown Comparison

The maximum VGSTX drawdown since its inception was -0.36%, smaller than the maximum IVV drawdown of -0.82%. Use the drawdown chart below to compare losses from any high point for VGSTX and IVV. For additional features, visit the drawdowns tool.

Loading data...

Volatility

VGSTX vs. IVV - Volatility Comparison

Loading data...