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SPYG vs IVOG

State Street SPDR Portfolio S&P 500 Growth ETF vs Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares

SPYG

State Street SPDR Portfolio S&P 500 Growth ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$49.5B

IVOG

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

Vanguard

Annual cost

0.10%

Fund size

$1.7B

Key differences

  • SPYG costs 0.06% less per year.
  • SPYG is significantly larger than IVOG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPYG has delivered higher annualized returns.
  • SPYG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPYGIVOG
Annual cost (TER)0.04%0.10%
Fund size (AUM)$49.5B$1.7B
Since20002010
Dividend yield0.50%0.57%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+34.8%+28.4%
CAGR 3Y+28.8%+17.7%
CAGR 5Y+16.1%+8.2%
Sharpe 3Y1.240.77
Volatility 1Y16.15%17.19%
Max drawdown-32.67%-39.32%

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

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