IVOG vs IYJ
Comparison between VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND ETF SHARES (IVOG, ETF) and ISHARES U.S. INDUSTRIALS ETF (IYJ, ETF).
5-Year PerformanceIYJ has outperformed IVOG, delivering a return of +8.9% compared to +8.8%
IVOG vs IYJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVOG
$1.80B
IYJ
$1.80B
Expense Ratio
Winner
IVOG
0.10%
IYJ
0.38%
Max Drawdown
Winner
IVOG
39.32%
IYJ
62.80%
Sharpe Ratio
Winner
IVOG
1.39
IYJ
0.90
5Y Beta
IVOG
1.07
Winner
IYJ
0.92
P/E Ratio
Winner
IVOG
29.89
IYJ
31.22
Forward P/E
Winner
IVOG
19.85
IYJ
23.17
5Y Dividends CAGR
Winner
IVOG
20.28%
IYJ
5.34%
5Y EPS CAGR
Winner
IVOG
17.55%
IYJ
11.95%
Debt to Equity
Winner
IVOG
52.15%
IYJ
64.79%
P/S Ratio
Winner
IVOG
2.96
IYJ
3.10
P/B Ratio
Winner
IVOG
4.32
IYJ
6.02
IVOG vs IYJ - Holdings Comparison
IVOG and IYJ have 48 common holdings. Overlap is 6.48%
IVOG's top 25 holdings weight is 30.24%. IYJ's top 25 holdings weight is 56.75%.
| Rank | IVOG | IYJ |
|---|---|---|
| #1 | FLEX LTD (FLEX) - 1.92% | VISA INC CLASS A (V) - 6.90% |
| #2 | TECHNIPFMC PLC (FTI) - 1.75% | CATERPILLAR INC (CAT) - 5.49% |
| #3 | CURTISS-WRIGHT CORP (CW) - 1.52% | MASTERCARD INC CLASS A (MA) - 4.92% |
| #4 | XPO INC (XPO) - 1.47% | GE AEROSPACE (GE) - 4.61% |
| #5 | UNITED THERAPEUTICS CORP (UTHR) - 1.41% | GE VERNOVA INC (GEV) - 3.51% |
| #6 | FABRINET (FN) - 1.40% | RTX CORP (RTX) - 3.20% |
| #7 | MASTEC INC (MTZ) - 1.38% | AMERICAN EXPRESS CO (AXP) - 2.28% |
| #8 | NVENT ELECTRIC PLC (NVT) - 1.32% | BOEING CO (BA) - 2.11% |
| #9 | TWILIO INC CLASS A (TWLO) - 1.28% | EATON CORP PLC (ETN) - 1.99% |
| #10 | EVERPURE INC CLASS A (P) - 1.28% | UNION PACIFIC CORP (UNP) - 1.91% |
| #11 | WOODWARD INC (WWD) - 1.24% | HONEYWELL INTERNATIONAL INC (HON) - 1.80% |
| #12 | ATI INC (ATI) - 1.21% | DEERE & CO (DE) - 1.78% |
| #13 | BWX TECHNOLOGIES INC (BWXT) - 1.13% | CAPITAL ONE FINANCIAL CORP (COF) - 1.53% |
| #14 | RB GLOBAL INC (RBA) - 1.11% | PARKER HANNIFIN CORP (PH) - 1.48% |
| #15 | ROYAL GOLD INC (RGLD) - 1.08% | HOWMET AEROSPACE INC (HWM) - 1.41% |
| #16 | RBC BEARINGS INC (RBC) - 1.08% | LOCKHEED MARTIN CORP (LMT) - 1.36% |
| #17 | ITT INC (ITT) - 1.05% | QUANTA SERVICES INC (PWR) - 1.31% |
| #18 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.04% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.31% |
| #19 | API GROUP CORP (APG) - 1.00% | CUMMINS INC (CMI) - 1.23% |
| #20 | CARPENTER TECHNOLOGY CORP (CRS) - 0.97% | ACCENTURE PLC CLASS A (ACN) - 1.19% |
| #21 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.97% | GENERAL DYNAMICS CORP (GD) - 1.14% |
| #22 | TTM TECHNOLOGIES INC (TTMI) - 0.93% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.09% |
| #23 | SOMNIGROUP INTERNATIONAL INC (SGI) - 0.91% | n/a (JCI) - 1.09% |
| #24 | STERLING INFRASTRUCTURE INC (STRL) - 0.90% | CSX CORP (CSX) - 1.06% |
| #25 | TENET HEALTHCARE CORP (THC) - 0.89% | 3M CO (MMM) - 1.05% |
| Total Holdings | 246 | 200 |
IVOG vs IYJ - Historical Returns
Returns include dividend reinvestment.
1M
IVOG
+2.55%
Winner
IYJ
+2.69%
3M
Winner
IVOG
+13.78%
IYJ
+8.19%
6M
Winner
IVOG
+16.00%
IYJ
+6.89%
1Y
Winner
IVOG
+29.75%
IYJ
+16.33%
5Y(CAGR)
IVOG
+8.82%
Winner
IYJ
+8.86%
10Y(CAGR)
IVOG
+12.21%
Winner
IYJ
+13.05%
Max(CAGR)
Winner
IVOG
+13.29%
IYJ
+9.09%
IVOG vs IYJ - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IVOG | IYJ |
|---|---|---|
| 2026 | +17.08% | +7.01% |
| 2025 | +7.11% | +12.53% |
| 2024 | +16.46% | +18.77% |
| 2023 | +18.27% | +19.58% |
| 2022 | -18.03% | -13.50% |
| 2021 | +21.12% | +19.46% |
| 2020 | +23.01% | +17.05% |
| 2019 | +28.87% | +33.83% |
| 2018 | -10.56% | -11.11% |
| 2017 | +20.51% | +24.79% |
| 2016 | +17.81% | +22.57% |
| 2015 | +2.94% | -0.32% |
| 2014 | +9.41% | +9.85% |
| 2013 | +29.87% | +38.45% |
| 2012 | +16.90% | +17.28% |
| 2011 | -1.80% | -0.58% |
| 2010 | +22.34% | +25.48% |
| 2009 | N/A | +24.03% |
| 2008 | N/A | -37.58% |
| 2007 | N/A | +14.10% |
| 2006 | N/A | +13.52% |
| 2005 | N/A | +6.41% |
| 2004 | N/A | +17.61% |
| 2003 | N/A | +29.55% |
| 2002 | N/A | -24.28% |
| 2001 | N/A | -4.21% |
| 2000 | N/A | -6.08% |
IVOG vs IYJ Drawdown Comparison
The maximum drawdown for IVOG was -39.32%, occurring on Mar 23, 2020. Recovery took 121 trading sessions.
The maximum drawdown for IYJ was -61.12%, occurring on Mar 9, 2009. Recovery took 835 trading sessions.
The current IVOG drawdown is -1.58%. The current IYJ drawdown is -1.60%.
| Rank | IVOG | IYJ |
|---|---|---|
| #1 | -39.32% Feb 20, 2020 - Aug 12, 2020 | -61.12% Oct 9, 2007 - Feb 1, 2011 |
| #2 | -28.97% Nov 16, 2021 - Feb 22, 2024 | -48.70% Sep 1, 2000 - Dec 1, 2005 |
| #3 | -25.89% Jul 7, 2011 - Sep 7, 2012 | -40.20% Feb 12, 2020 - Sep 2, 2020 |
| #4 | -25.61% Nov 25, 2024 - Dec 10, 2025 | -26.24% Sep 2, 2021 - Dec 14, 2023 |
| #5 | -23.05% Sep 14, 2018 - Nov 25, 2019 | -26.11% Apr 29, 2011 - Mar 13, 2012 |
| #6 | -17.37% Aug 17, 2015 - Jun 7, 2016 | -23.50% Sep 21, 2018 - Apr 5, 2019 |
| #7 | -11.00% Jul 1, 2014 - Nov 12, 2014 | -19.67% Nov 29, 2024 - Jul 1, 2025 |
| #8 | -9.73% Jan 26, 2018 - Jun 6, 2018 | -14.15% May 21, 2015 - Mar 30, 2016 |
| #9 | -9.69% Mar 2, 2026 - Apr 17, 2026 | -13.10% May 9, 2006 - Dec 18, 2006 |
| #10 | -9.31% Jul 16, 2024 - Oct 14, 2024 | -11.67% Mar 19, 2012 - Sep 13, 2012 |
| #11 | -8.40% Apr 29, 2011 - Jul 7, 2011 | -11.39% Mar 2, 2026 - Jun 16, 2026 |
| #12 | -8.23% Sep 2, 2020 - Oct 7, 2020 | -10.78% Jan 26, 2018 - Sep 12, 2018 |
| #13 | -8.17% May 21, 2013 - Jul 18, 2013 | -10.40% Jul 19, 2007 - Oct 5, 2007 |
| #14 | -8.02% Feb 12, 2021 - Mar 15, 2021 | -9.96% Jun 9, 2014 - Oct 31, 2014 |
| #15 | -7.86% Sep 7, 2016 - Nov 22, 2016 | -8.24% Jul 20, 2000 - Aug 21, 2000 |
Correlation
Correlation between IVOG and IYJ is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2000 - 2026)
IVOG vs IYJ dividend yield comparison.
| Year | IVOG | IYJ |
|---|---|---|
| 2026 | 0.00% | 0.30% |
| 2025 | 0.64% | 0.83% |
| 2024 | 0.79% | 0.88% |
| 2023 | 1.15% | 1.05% |
| 2022 | 2.10% | 1.05% |
| 2021 | 0.95% | 0.76% |
| 2020 | 1.48% | 1.74% |
| 2019 | 2.34% | 2.63% |
| 2018 | 2.03% | 2.86% |
| 2017 | 1.86% | 2.58% |
| 2016 | 2.22% | 2.77% |
| 2015 | 2.09% | 3.05% |
| 2014 | 1.61% | 2.92% |
| 2013 | 1.32% | 2.29% |
| 2012 | 1.40% | 3.32% |
| 2011 | 1.10% | 3.09% |
| 2010 | 0.65% | 3.11% |
| 2009 | 0.00% | 3.44% |
| 2008 | 0.00% | 4.63% |
| 2007 | 0.00% | 2.41% |
| 2006 | 0.00% | 2.14% |
| 2005 | 0.00% | 2.19% |
| 2004 | 0.00% | 1.64% |
| 2003 | 0.00% | 1.60% |
| 2002 | 0.00% | 1.92% |
| 2001 | 0.00% | 1.19% |
| 2000 | 0.00% | 1.00% |
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