WMGAX vs. VOOG

In the year-to-date period, WMGAX achieves a 3.90% return, which is significantly lower than VOOG's 4.87% return. Over the past 10 years, WMGAX has underperformed VOOG with an annualized return of 1.23%, while VOOG has yielded a comparatively higher 15.39% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

WMGAX has a 1.12% expense ratio, which is higher than VOOG's 0.10% expense ratio.

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.

The current WMGAX Sharpe Ratio is -0.21, which is lower than the VOOG Sharpe Ratio of 1.72. The chart below compares the historical Sharpe Ratios of WMGAX and VOOG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WMGAX has not paid dividends to shareholders, while VOOG's dividend yield for the trailing twelve months is around 0.47%.

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. For additional features, visit the drawdowns tool.

The current volatility for Delaware Ivy Mid Cap Growth Fund (WMGAX) is 3.49%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.96%. This indicates that WMGAX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.