VUSG vs. IQM
VUSG (Vanguard Wellington U.S. Growth Active ETF) and IQM (Franklin Intelligent Machines ETF) are both Large Cap Growth Equities funds. Both are actively managed. A 0.76 correlation means they provide meaningful diversification when combined. VUSG charges 0.35%/yr vs 0.50%/yr for IQM.
Performance
VUSG vs. IQM - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VUSG achieves a 3.68% return, which is significantly lower than IQM's 19.51% return.
VUSG
- 1D
- -2.06%
- 1M
- -1.30%
- 6M
- 2.72%
- YTD
- 3.68%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IQM
- 1D
- -4.78%
- 1M
- -11.83%
- 6M
- 9.23%
- YTD
- 19.51%
- 1Y
- 36.52%
- 3Y*
- 27.00%
- 5Y*
- 17.48%
- 10Y*
- —
VUSG vs. IQM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
VUSG Vanguard Wellington U.S. Growth Active ETF | 3.68% | 2.62% |
IQM Franklin Intelligent Machines ETF | 19.51% | 2.96% |
Correlation
The correlation between VUSG and IQM is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025 | 0.76 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
VUSG vs. IQM — Risk / Return Rank
VUSG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IQM
VUSG vs. IQM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington U.S. Growth Active ETF (VUSG) and Franklin Intelligent Machines ETF (IQM). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VUSG | IQM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.20 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.15 | — |
| Martin ratioReturn relative to average drawdown | — | 6.84 | — |
Loading charts...
Drawdowns
VUSG vs. IQM - Drawdown Comparison
The maximum VUSG drawdown since its inception was -15.14%, smaller than the maximum IQM drawdown of -44.91%. Use the drawdown chart below to compare losses from any high point for VUSG and IQM.
Loading charts...
Drawdown Indicators
| VUSG | IQM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.14% | -44.91% | +29.77% |
Max Drawdown (1Y)Largest decline over 1 year | — | -17.05% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -30.42% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -44.91% | — |
Current DrawdownCurrent decline from peak | -5.74% | -17.05% | +11.31% |
Average DrawdownAverage peak-to-trough decline | -3.78% | -12.15% | +8.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.35% | — |
Volatility
VUSG vs. IQM - Volatility Comparison
Loading charts...
Volatility by Period
| VUSG | IQM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 16.17% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 29.21% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.14% | 34.12% | -13.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.14% | 30.17% | -10.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.14% | 31.42% | -11.28% |
VUSG vs. IQM - Expense Ratio Comparison
VUSG has a 0.35% expense ratio, which is lower than IQM's 0.50% expense ratio.
Dividends
VUSG vs. IQM - Dividend Comparison
VUSG's dividend yield for the trailing twelve months is around 0.02%, while IQM has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
IQM Franklin Intelligent Machines ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.17% | 0.01% |
VUSG Vanguard Wellington U.S. Growth Active ETF | 0.02% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VUSG and IQM have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VUSG is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VUSG is cheaper with a 0.35% expense ratio, compared with 0.50% for IQM.
VUSG has the higher dividend yield at 0.02%, compared with 0.00% for IQM.
They also come from different issuers: Vanguard and Franklin Templeton. Their fees differ too: 0.35% for VUSG and 0.50% for IQM.
Find the right allocation for VUSG and IQM
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer