VOT vs. IVOG
Compare and contrast key facts about Vanguard Mid-Cap Growth ETF (VOT) and Vanguard S&P Mid-Cap 400 Growth ETF (IVOG).
VOT and IVOG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VOT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Mid Cap Growth Index. It was launched on Aug 17, 2006. IVOG is a passively managed fund by Vanguard that tracks the performance of the S&P MidCap 400 Growth Index. It was launched on Sep 7, 2010. Both VOT and IVOG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VOT or IVOG.
Performance
VOT vs. IVOG - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with VOT having a 19.88% return and IVOG slightly higher at 20.31%. Over the past 10 years, VOT has outperformed IVOG with an annualized return of 10.74%, while IVOG has yielded a comparatively lower 10.17% annualized return.
VOT
19.88%
4.67%
11.96%
31.18%
11.99%
10.74%
IVOG
20.31%
2.01%
5.93%
30.65%
11.63%
10.17%
Key characteristics
| VOT | IVOG | |
|---|---|---|
| Sharpe Ratio | 2.11 | 1.84 |
| Sortino Ratio | 2.86 | 2.59 |
| Omega Ratio | 1.37 | 1.31 |
| Calmar Ratio | 1.33 | 2.01 |
| Martin Ratio | 12.24 | 9.60 |
| Ulcer Index | 2.52% | 3.13% |
| Daily Std Dev | 14.61% | 16.30% |
| Max Drawdown | -60.17% | -39.32% |
| Current Drawdown | -1.04% | -2.83% |
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VOT vs. IVOG - Expense Ratio Comparison
VOT has a 0.07% expense ratio, which is lower than IVOG's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between VOT and IVOG is 0.91, 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
VOT vs. IVOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Growth ETF (VOT) and Vanguard S&P Mid-Cap 400 Growth ETF (IVOG). 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
VOT vs. IVOG - Dividend Comparison
VOT's dividend yield for the trailing twelve months is around 0.67%, less than IVOG's 0.95% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOT Vanguard Mid-Cap Growth ETF | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% | 0.79% | 0.61% |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 0.95% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.03% | 1.04% | 0.81% | 0.66% |
Drawdowns
VOT vs. IVOG - Drawdown Comparison
The maximum VOT drawdown since its inception was -60.17%, which is greater than IVOG's maximum drawdown of -39.32%. Use the drawdown chart below to compare losses from any high point for VOT and IVOG. For additional features, visit the drawdowns tool.
Volatility
VOT vs. IVOG - Volatility Comparison
The current volatility for Vanguard Mid-Cap Growth ETF (VOT) is 4.85%, while Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) has a volatility of 5.13%. This indicates that VOT experiences smaller price fluctuations and is considered to be less risky than IVOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.