VSGNX vs. IWY
Compare and contrast key facts about Vanguard S&P Small-Cap 600 Growth Index Fund Institutional Shares (VSGNX) and iShares Russell Top 200 Growth ETF (IWY).
VSGNX is managed by Vanguard. It was launched on Sep 9, 2010. IWY is a passively managed fund by iShares that tracks the performance of the Russell Top 200 Growth Index. It was launched on Sep 22, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSGNX or IWY.
Correlation
The correlation between VSGNX and IWY is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VSGNX vs. IWY - Performance Comparison
Key characteristics
Returns By Period
VSGNX
N/A
N/A
N/A
N/A
N/A
N/A
IWY
2.65%
1.12%
13.48%
30.10%
19.31%
17.65%
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VSGNX vs. IWY - Expense Ratio Comparison
VSGNX has a 0.08% expense ratio, which is lower than IWY's 0.20% 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%.
Risk-Adjusted Performance
VSGNX vs. IWY — Risk-Adjusted Performance Rank
VSGNX
IWY
VSGNX vs. IWY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Small-Cap 600 Growth Index Fund Institutional Shares (VSGNX) and iShares Russell Top 200 Growth ETF (IWY). 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
VSGNX vs. IWY - Dividend Comparison
VSGNX has not paid dividends to shareholders, while IWY's dividend yield for the trailing twelve months is around 0.41%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSGNX Vanguard S&P Small-Cap 600 Growth Index Fund Institutional Shares | 0.04% | 0.04% | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWY iShares Russell Top 200 Growth ETF | 0.41% | 0.42% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% | 1.44% |
Drawdowns
VSGNX vs. IWY - Drawdown Comparison
Volatility
VSGNX vs. IWY - Volatility Comparison
The current volatility for Vanguard S&P Small-Cap 600 Growth Index Fund Institutional Shares (VSGNX) is 0.00%, while iShares Russell Top 200 Growth ETF (IWY) has a volatility of 5.15%. This indicates that VSGNX experiences smaller price fluctuations and is considered to be less risky than IWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.