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VPX vs IVOO

Variant Perception Cycle Aware US Equity ETF vs Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

VPX

Variant Perception Cycle Aware US Equity ETF

Annual cost

Fund size

IVOO

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

Vanguard

Annual cost

0.07%

Fund size

$5.4B

Key differences

  • VPX follows a active selection strategy; IVOO uses index tracking.

Side-by-side comparison

VPXIVOO
Annual cost (TER)0.07%
Fund size (AUM)$5.4B
Since2010
Dividend yield1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+24.7%
CAGR 3YN/A+16.1%
CAGR 5YN/A+7.8%
Sharpe 3YN/A0.72
Volatility 1Y15.69%
Max drawdown-5.91%-42.33%

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

Similar to VPX and IVOO