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VB vs IVOO

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

VB

Vanguard Small-Cap Index Fund ETF Shares

Vanguard

Annual cost

0.03%

Fund size

$177.4B

IVOO

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

Vanguard

Annual cost

0.07%

Fund size

$5.4B

Key differences

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

Side-by-side comparison

VBIVOO
Annual cost (TER)0.03%0.07%
Fund size (AUM)$177.4B$5.4B
Since20042010
Dividend yield1.23%1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.2%+24.7%
CAGR 3Y+17.5%+16.1%
CAGR 5Y+7.2%+7.8%
Sharpe 3Y0.760.72
Volatility 1Y16.41%15.69%
Max drawdown-42.05%-42.33%

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

Similar to VB and IVOO