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VUSG vs IVOG

Vanguard Wellington U.S. Growth Active ETF vs Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares

VUSG

Vanguard Wellington U.S. Growth Active ETF

Annual cost

0.35%

Fund size

$28M

IVOG

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

Annual cost

0.10%

Fund size

$1.8B

Key differences

Both VUSG and IVOG are equity ETFs. VUSG charges 0.35% a year and IVOG 0.10%. The main difference: VUSG follows a active selection strategy; IVOG uses index tracking.

  • VUSG follows a active selection strategy; IVOG uses index tracking.
  • IVOG costs 0.25% less per year.
  • IVOG is much larger than VUSG. Larger funds are usually more liquid and less likely to close.
  • IVOG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VUSGIVOG
Annual cost (TER)0.35%0.10%
Fund size (AUM)$28M$1.8B
Since20252010
Dividend yield0.55%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+27.0%
CAGR 3YN/A+18.8%
CAGR 5YN/A+8.0%
Sharpe 3YN/A0.82
Volatility 1Y17.33%
Max drawdown-15.14%-39.32%

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

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