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IVOV vs VOOV

Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares vs Vanguard S&P 500 Value Index Fund ETF Shares

IVOV

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

Vanguard

Annual cost

0.10%

Fund size

$1.4B

VOOV

Vanguard S&P 500 Value Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$6.5B

Key differences

  • VOOV is significantly larger than IVOV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VOOV has delivered higher annualized returns.

Side-by-side comparison

IVOVVOOV
Annual cost (TER)0.10%0.07%
Fund size (AUM)$1.4B$6.5B
Since20102010
Dividend yield1.68%1.70%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.8%+23.4%
CAGR 3Y+14.2%+16.6%
CAGR 5Y+7.2%+11.0%
Sharpe 3Y0.631.00
Volatility 1Y15.44%9.98%
Max drawdown-45.99%-37.31%

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

Similar to IVOV and VOOV