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VOT vs IWP

Vanguard Mid-Cap Growth Index Fund vs iShares Russell Mid-Cap Growth ETF

VOT

Vanguard Mid-Cap Growth Index Fund

Vanguard

Annual cost

0.05%

Fund size

$32.2B

IWP

iShares Russell Mid-Cap Growth ETF

iShares

Annual cost

0.23%

Fund size

$19.6B

Key differences

  • VOT costs 0.18% less per year.
  • IWP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VOTIWP
Annual cost (TER)0.05%0.23%
Fund size (AUM)$32.2B$19.6B
Since20062001
Dividend yield0.65%0.34%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+11.5%+7.1%
CAGR 3Y+16.0%+16.3%
CAGR 5Y+7.2%+7.0%
Sharpe 3Y0.730.70
Volatility 1Y15.79%16.54%
Max drawdown-37.19%-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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