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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTSMX or IVW.
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.
Performance
VTSMX vs. IVW - Performance Comparison
Key characteristics
VTSMX:
1.64
IVW:
1.59
VTSMX:
2.23
IVW:
2.12
VTSMX:
1.30
IVW:
1.29
VTSMX:
2.51
IVW:
2.24
VTSMX:
9.88
IVW:
8.58
VTSMX:
2.18%
IVW:
3.32%
VTSMX:
13.13%
IVW:
18.00%
VTSMX:
-55.38%
IVW:
-57.33%
VTSMX:
-1.13%
IVW:
-1.50%
Returns By Period
In the year-to-date period, VTSMX achieves a 3.11% return, which is significantly lower than IVW's 3.47% return. Over the past 10 years, VTSMX has underperformed IVW with an annualized return of 12.49%, while IVW has yielded a comparatively higher 15.17% annualized return.
VTSMX
3.11%
3.80%
12.12%
23.37%
13.35%
12.49%
IVW
3.47%
4.26%
16.20%
31.08%
15.91%
15.17%
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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%.
Risk-Adjusted Performance
VTSMX vs. IVW — Risk-Adjusted Performance Rank
VTSMX
IVW
VTSMX vs. IVW - Risk-Adjusted Performance 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.
Dividends
VTSMX vs. IVW - Dividend Comparison
VTSMX's dividend yield for the trailing twelve months is around 1.13%, more than IVW's 0.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTSMX Vanguard Total Stock Market Index Fund Investor Shares | 1.13% | 1.17% | 1.34% | 1.54% | 1.11% | 1.33% | 1.67% | 1.92% | 1.61% | 1.83% | 1.86% | 1.65% |
IVW iShares S&P 500 Growth ETF | 0.42% | 0.43% | 1.03% | 0.89% | 0.46% | 0.82% | 1.63% | 1.28% | 1.30% | 1.51% | 1.51% | 1.37% |
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. For additional features, visit the drawdowns tool.
Volatility
VTSMX vs. IVW - Volatility Comparison
The current volatility for Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) is 3.49%, while iShares S&P 500 Growth ETF (IVW) has a volatility of 5.82%. 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.