VTSMX vs. IVW
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) and iShares S&P 500 Growth ETF (IVW).
VTSMX is managed by Vanguard. 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
VTSMX vs. IVW - Performance Comparison
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VTSMX vs. IVW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VTSMX Vanguard Total Stock Market Index Fund Investor Shares | -3.98% | 16.63% | 22.76% | 26.38% | -19.60% | 25.59% | 20.87% | 30.63% | -5.27% | 21.05% |
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, VTSMX achieves a -3.98% return, which is significantly higher than IVW's -6.94% return. Over the past 10 years, VTSMX has underperformed IVW with an annualized return of 13.42%, while IVW has yielded a comparatively higher 15.78% annualized return.
VTSMX
- 1D
- 2.97%
- 1M
- -5.09%
- YTD
- -3.98%
- 6M
- -2.00%
- 1Y
- 17.61%
- 3Y*
- 17.49%
- 5Y*
- 10.24%
- 10Y*
- 13.42%
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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VTSMX vs. IVW - Expense Ratio Comparison
VTSMX has a 0.14% 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%.
Return for Risk
VTSMX vs. IVW — Risk / Return Rank
VTSMX
IVW
VTSMX vs. IVW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) 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.
| VTSMX | IVW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.04 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.61 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 1.74 | -0.25 |
Martin ratioReturn relative to average drawdown | 7.19 | 6.75 | +0.44 |
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
| VTSMX | IVW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.04 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.59 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.77 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.41 | +0.15 |
Correlation
The correlation between VTSMX and IVW is 0.95, 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
VTSMX vs. IVW - Dividend Comparison
VTSMX's dividend yield for the trailing twelve months is around 1.08%, more than IVW's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTSMX Vanguard Total Stock Market Index Fund Investor Shares | 1.08% | 0.75% | 0.89% | 1.33% | 1.54% | 1.11% | 1.33% | 1.67% | 1.92% | 1.61% | 1.83% | 1.86% |
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
VTSMX vs. IVW - Drawdown Comparison
The maximum VTSMX drawdown since its inception was -55.38%, roughly equal to the maximum IVW drawdown of -57.33%. Use the drawdown chart below to compare losses from any high point for VTSMX and IVW.
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Drawdown Indicators
| VTSMX | IVW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.38% | -57.33% | +1.95% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -13.75% | +1.34% |
Max Drawdown (5Y)Largest decline over 5 years | -25.43% | -32.72% | +7.29% |
Max Drawdown (10Y)Largest decline over 10 years | -34.98% | -32.72% | -2.26% |
Current DrawdownCurrent decline from peak | -6.22% | -9.07% | +2.85% |
Average DrawdownAverage peak-to-trough decline | -8.94% | -17.72% | +8.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 3.55% | -0.96% |
Volatility
VTSMX vs. IVW - Volatility Comparison
The current volatility for Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) is 5.49%, while iShares S&P 500 Growth ETF (IVW) has a volatility of 7.27%. This indicates that VTSMX 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
| VTSMX | IVW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 7.27% | -1.78% |
Volatility (6M)Calculated over the trailing 6-month period | 9.79% | 12.67% | -2.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.61% | 22.28% | -3.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.38% | 21.12% | -3.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.40% | 20.54% | -2.14% |