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IVOG vs IWP

Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares vs iShares Russell Mid-Cap Growth ETF

IVOG

Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares

Vanguard

Annual cost

0.10%

Fund size

$1.7B

IWP

iShares Russell Mid-Cap Growth ETF

iShares

Annual cost

0.23%

Fund size

$19.6B

Key differences

  • IVOG costs 0.13% less per year.
  • IWP is significantly larger than IVOG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IVOG has delivered higher annualized returns.
  • IWP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IVOGIWP
Annual cost (TER)0.10%0.23%
Fund size (AUM)$1.7B$19.6B
Since20102001
Dividend yield0.57%0.34%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.4%+7.1%
CAGR 3Y+17.7%+16.3%
CAGR 5Y+8.2%+7.0%
Sharpe 3Y0.770.70
Volatility 1Y17.19%16.54%
Max drawdown-39.32%-38.62%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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