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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VPMCX or IVW.
Correlation
The correlation between VPMCX and IVW is 0.94, 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
VPMCX vs. IVW - Performance Comparison
Key characteristics
VPMCX:
0.20
IVW:
0.65
VPMCX:
0.41
IVW:
1.04
VPMCX:
1.06
IVW:
1.15
VPMCX:
0.20
IVW:
0.73
VPMCX:
0.75
IVW:
2.57
VPMCX:
5.40%
IVW:
6.28%
VPMCX:
20.68%
IVW:
24.83%
VPMCX:
-83.41%
IVW:
-57.33%
VPMCX:
-10.63%
IVW:
-11.69%
Returns By Period
In the year-to-date period, VPMCX achieves a -3.69% return, which is significantly higher than IVW's -7.20% return. Over the past 10 years, VPMCX has underperformed IVW with an annualized return of 11.71%, while IVW has yielded a comparatively higher 13.72% annualized return.
VPMCX
-3.69%
-4.70%
-5.63%
4.14%
14.71%
11.71%
IVW
-7.20%
-1.46%
-3.30%
16.78%
16.37%
13.72%
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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.
Risk-Adjusted Performance
VPMCX vs. IVW — Risk-Adjusted Performance Rank
VPMCX
IVW
VPMCX vs. IVW - Risk-Adjusted Performance 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.
Dividends
VPMCX vs. IVW - Dividend Comparison
VPMCX's dividend yield for the trailing twelve months is around 6.88%, more than IVW's 0.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPMCX Vanguard PRIMECAP Fund Investor Shares | 6.88% | 6.62% | 7.16% | 9.85% | 10.08% | 9.74% | 7.15% | 8.32% | 5.61% | 5.05% | 5.91% | 6.68% |
IVW iShares S&P 500 Growth ETF | 0.49% | 0.43% | 1.03% | 0.89% | 0.46% | 0.82% | 1.63% | 1.28% | 1.30% | 1.51% | 1.51% | 1.37% |
Drawdowns
VPMCX vs. IVW - Drawdown Comparison
The maximum VPMCX drawdown since its inception was -83.41%, which is greater than IVW's maximum drawdown of -57.33%. Use the drawdown chart below to compare losses from any high point for VPMCX and IVW. For additional features, visit the drawdowns tool.
Volatility
VPMCX vs. IVW - Volatility Comparison
The current volatility for Vanguard PRIMECAP Fund Investor Shares (VPMCX) is 14.79%, while iShares S&P 500 Growth ETF (IVW) has a volatility of 16.36%. 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.