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VIOG vs IVW

Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares vs iShares S&P 500 Growth ETF

VIOG

Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares

Annual cost

0.10%

Fund size

$993M

IVW

iShares S&P 500 Growth ETF

Annual cost

0.18%

Fund size

$76.1B

Key differences

Both VIOG and IVW are equity ETFs. VIOG charges 0.10% a year and IVW 0.18%. The main difference: VIOG costs 0.08% less per year.

  • VIOG costs 0.08% less per year.
  • IVW is much larger than VIOG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IVW has delivered higher annualized returns.
  • IVW has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VIOGIVW
Annual cost (TER)0.10%0.18%
Fund size (AUM)$993M$76.1B
Since20102000
Dividend yield0.83%0.35%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.3%+25.1%
CAGR 3Y+14.8%+25.4%
CAGR 5Y+5.6%+14.8%
Sharpe 3Y0.611.10
Volatility 1Y17.62%16.48%
Max drawdown-41.73%-32.72%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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