VSPGX vs. IVW
Compare and contrast key facts about Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) and iShares S&P 500 Growth ETF (IVW).
VSPGX is managed by Vanguard. It was launched on Apr 5, 2019. 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: VSPGX or IVW.
Key characteristics
| VSPGX | IVW | |
|---|---|---|
| YTD Return | 35.14% | 35.04% |
| 1Y Return | 43.91% | 43.79% |
| 3Y Return (Ann) | 8.11% | 8.03% |
| 5Y Return (Ann) | 18.05% | 17.95% |
| 10Y Return (Ann) | 15.29% | 15.15% |
| Sharpe Ratio | 2.58 | 2.60 |
| Sortino Ratio | 3.32 | 3.34 |
| Omega Ratio | 1.47 | 1.48 |
| Calmar Ratio | 2.91 | 2.88 |
| Martin Ratio | 13.68 | 13.68 |
| Ulcer Index | 3.21% | 3.20% |
| Daily Std Dev | 17.02% | 16.88% |
| Max Drawdown | -32.73% | -57.35% |
| Current Drawdown | -0.05% | -0.06% |
Correlation
The correlation between VSPGX and IVW is 1.00, 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
VSPGX vs. IVW - Performance Comparison
The year-to-date returns for both stocks are quite close, with VSPGX having a 35.14% return and IVW slightly lower at 35.04%. Both investments have delivered pretty close results over the past 10 years, with VSPGX having a 15.29% annualized return and IVW not far behind at 15.15%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VSPGX vs. IVW - Expense Ratio Comparison
VSPGX has a 0.08% expense ratio, which is lower than IVW's 0.18% 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
VSPGX vs. IVW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) 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
VSPGX vs. IVW - Dividend Comparison
VSPGX's dividend yield for the trailing twelve months is around 0.61%, more than IVW's 0.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSPGX Vanguard S&P 500 Growth Index Fund Institutional Shares | 0.61% | 1.14% | 0.95% | 0.55% | 0.89% | 0.68% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVW iShares S&P 500 Growth ETF | 0.51% | 1.03% | 0.89% | 0.46% | 0.82% | 1.63% | 1.28% | 1.30% | 1.51% | 1.51% | 1.37% | 1.45% |
Drawdowns
VSPGX vs. IVW - Drawdown Comparison
The maximum VSPGX drawdown since its inception was -32.73%, smaller than the maximum IVW drawdown of -57.35%. Use the drawdown chart below to compare losses from any high point for VSPGX and IVW. For additional features, visit the drawdowns tool.
Volatility
VSPGX vs. IVW - Volatility Comparison
Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) and iShares S&P 500 Growth ETF (IVW) have volatilities of 5.09% and 5.14%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.