VPMCX vs. IVW
Compare and contrast key facts about Vanguard PRIMECAP Fund Investor Shares (VPMCX) and iShares S&P 500 Growth ETF (IVW).
VPMCX is managed by Vanguard. It was launched on Nov 1, 1984. IVW is a passively managed fund by iShares that tracks the performance of the S&P 500/Citigroup Growth Index. It was launched on May 22, 2000.
Performance
VPMCX vs. IVW - Performance Comparison
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VPMCX vs. IVW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VPMCX Vanguard PRIMECAP Fund Investor Shares | -2.77% | 29.60% | 13.23% | 28.16% | -15.22% | 21.64% | 17.16% | 27.78% | -1.99% | 28.17% |
IVW iShares S&P 500 Growth ETF | -6.94% | 21.95% | 35.82% | 29.83% | -29.50% | 31.80% | 33.19% | 30.77% | -0.21% | 27.21% |
Returns By Period
In the year-to-date period, VPMCX achieves a -2.77% return, which is significantly higher than IVW's -6.94% return. Over the past 10 years, VPMCX has underperformed IVW with an annualized return of 14.83%, while IVW has yielded a comparatively higher 15.78% annualized return.
VPMCX
- 1D
- 3.30%
- 1M
- -6.81%
- YTD
- -2.77%
- 6M
- 4.59%
- 1Y
- 27.81%
- 3Y*
- 19.58%
- 5Y*
- 11.12%
- 10Y*
- 14.83%
IVW
- 1D
- 1.33%
- 1M
- -4.23%
- YTD
- -6.94%
- 6M
- -5.28%
- 1Y
- 23.09%
- 3Y*
- 22.24%
- 5Y*
- 12.40%
- 10Y*
- 15.78%
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VPMCX vs. IVW - Expense Ratio Comparison
VPMCX has a 0.38% expense ratio, which is higher than IVW's 0.18% expense ratio.
Return for Risk
VPMCX vs. IVW — Risk / Return Rank
VPMCX
IVW
VPMCX vs. IVW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard PRIMECAP Fund Investor Shares (VPMCX) and iShares S&P 500 Growth ETF (IVW). 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.
| VPMCX | IVW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 1.04 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.91 | 1.61 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.01 | 1.74 | +0.26 |
Martin ratioReturn relative to average drawdown | 8.61 | 6.75 | +1.86 |
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
| VPMCX | IVW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.04 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.59 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.77 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.41 | +0.36 |
Correlation
The correlation between VPMCX and IVW 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.
Dividends
VPMCX vs. IVW - Dividend Comparison
VPMCX's dividend yield for the trailing twelve months is around 16.82%, more than IVW's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPMCX Vanguard PRIMECAP Fund Investor Shares | 16.82% | 16.36% | 6.62% | 7.16% | 9.85% | 10.08% | 9.74% | 7.15% | 8.32% | 4.53% | 5.05% | 5.91% |
IVW iShares S&P 500 Growth ETF | 0.43% | 0.40% | 0.43% | 1.03% | 0.92% | 0.46% | 0.82% | 1.63% | 1.28% | 1.30% | 1.51% | 1.51% |
Drawdowns
VPMCX vs. IVW - Drawdown Comparison
The maximum VPMCX drawdown since its inception was -50.45%, smaller than the maximum IVW drawdown of -57.33%. Use the drawdown chart below to compare losses from any high point for VPMCX and IVW.
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Drawdown Indicators
| VPMCX | IVW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.45% | -57.33% | +6.88% |
Max Drawdown (1Y)Largest decline over 1 year | -13.75% | -13.75% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -25.25% | -32.72% | +7.47% |
Max Drawdown (10Y)Largest decline over 10 years | -32.65% | -32.72% | +0.07% |
Current DrawdownCurrent decline from peak | -8.82% | -9.07% | +0.25% |
Average DrawdownAverage peak-to-trough decline | -7.43% | -17.72% | +10.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 3.55% | -0.34% |
Volatility
VPMCX vs. IVW - Volatility Comparison
The current volatility for Vanguard PRIMECAP Fund Investor Shares (VPMCX) is 6.72%, while iShares S&P 500 Growth ETF (IVW) has a volatility of 7.27%. This indicates that VPMCX experiences smaller price fluctuations and is considered to be less risky than IVW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VPMCX | IVW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.72% | 7.27% | -0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 12.16% | 12.67% | -0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.76% | 22.28% | -1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.01% | 21.12% | -3.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.06% | 20.54% | -1.48% |