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:
0.83
IVV:
1.89
VGSTX:
1.11
IVV:
2.55
VGSTX:
1.16
IVV:
1.35
VGSTX:
0.43
IVV:
2.84
VGSTX:
3.13
IVV:
11.79
VGSTX:
2.55%
IVV:
2.03%
VGSTX:
9.69%
IVV:
12.65%
VGSTX:
-43.45%
IVV:
-55.25%
VGSTX:
-11.02%
IVV:
-0.39%
Returns By Period
The year-to-date returns for both stocks are quite close, with VGSTX having a 4.37% return and IVV slightly lower at 4.21%. Over the past 10 years, VGSTX has underperformed IVV with an annualized return of 3.25%, while IVV has yielded a comparatively higher 13.25% annualized return.
VGSTX
4.37%
1.81%
0.45%
8.44%
2.24%
3.25%
IVV
4.21%
1.28%
10.52%
24.47%
14.68%
13.25%
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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.
Risk-Adjusted Performance
VGSTX vs. IVV — Risk-Adjusted Performance Rank
VGSTX
IVV
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 2.33%, more than IVV's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSTX Vanguard STAR Fund | 2.33% | 2.43% | 2.21% | 2.08% | 1.36% | 1.42% | 2.11% | 2.52% | 1.85% | 2.08% | 2.09% | 2.18% |
IVV iShares Core S&P 500 ETF | 1.25% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
VGSTX vs. IVV - Drawdown Comparison
The maximum VGSTX drawdown since its inception was -43.45%, 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 1.94%, while iShares Core S&P 500 ETF (IVV) has a volatility of 2.91%. 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.