Correlation
The correlation between WMGAX and VOOG is 0.89, 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.
WMGAX vs. VOOG
Compare and contrast key facts about Delaware Ivy Mid Cap Growth Fund (WMGAX) and Vanguard S&P 500 Growth ETF (VOOG).
WMGAX is managed by Delaware Funds. It was launched on Jun 30, 2000. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WMGAX or VOOG.
Performance
WMGAX vs. VOOG - Performance Comparison
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Key characteristics
WMGAX:
-0.13
VOOG:
0.75
WMGAX:
-0.14
VOOG:
1.19
WMGAX:
0.98
VOOG:
1.17
WMGAX:
-0.14
VOOG:
0.86
WMGAX:
-0.57
VOOG:
2.88
WMGAX:
8.84%
VOOG:
6.65%
WMGAX:
23.99%
VOOG:
25.20%
WMGAX:
-53.74%
VOOG:
-32.73%
WMGAX:
-20.83%
VOOG:
-2.65%
Returns By Period
In the year-to-date period, WMGAX achieves a -2.43% return, which is significantly lower than VOOG's 2.39% return. Over the past 10 years, WMGAX has underperformed VOOG with an annualized return of 9.11%, while VOOG has yielded a comparatively higher 14.86% annualized return.
WMGAX
-2.43%
8.16%
-9.35%
-3.12%
3.45%
5.88%
9.11%
VOOG
2.39%
9.61%
4.11%
18.82%
17.22%
16.73%
14.86%
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WMGAX vs. VOOG - Expense Ratio Comparison
WMGAX has a 1.12% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
WMGAX vs. VOOG — Risk-Adjusted Performance Rank
WMGAX
VOOG
WMGAX vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Mid Cap Growth Fund (WMGAX) and Vanguard S&P 500 Growth ETF (VOOG). 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.
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Dividends
WMGAX vs. VOOG - Dividend Comparison
WMGAX's dividend yield for the trailing twelve months is around 7.84%, more than VOOG's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMGAX Delaware Ivy Mid Cap Growth Fund | 7.84% | 7.65% | 6.66% | 11.94% | 13.08% | 9.97% | 5.23% | 10.28% | 7.92% | 3.98% | 10.88% | 10.61% |
VOOG Vanguard S&P 500 Growth ETF | 0.54% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
WMGAX vs. VOOG - Drawdown Comparison
The maximum WMGAX drawdown since its inception was -53.74%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for WMGAX and VOOG.
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Volatility
WMGAX vs. VOOG - Volatility Comparison
Delaware Ivy Mid Cap Growth Fund (WMGAX) has a higher volatility of 6.42% compared to Vanguard S&P 500 Growth ETF (VOOG) at 5.54%. This indicates that WMGAX's price experiences larger fluctuations and is considered to be riskier than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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