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IVOG vs SPY

Comparison between VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND ETF SHARES (IVOG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IVOG, delivering a return of +13.0% compared to +8.4%

IVOG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IVOG
$1.90B
Winner
SPY
$781B
Expense Ratio
IVOG
0.10%
Winner
SPY
0.09%
Max Drawdown
Winner
IVOG
39.32%
SPY
56.47%
Sharpe Ratio
IVOG
1.09
Winner
SPY
1.34
5Y Beta
IVOG
1.07
Winner
SPY
1.00
P/E Ratio
IVOG
31.45
Winner
SPY
28.84
Forward P/E
Winner
IVOG
20.60
SPY
21.59
PEG Ratio
IVOG
0.07
SPY
N/A
5Y Dividends CAGR
Winner
IVOG
20.28%
SPY
6.00%
5Y EPS CAGR
IVOG
17.68%
Winner
SPY
25.26%
Debt to Equity
IVOG
49.54%
Winner
SPY
31.47%
P/S Ratio
Winner
IVOG
3.04
SPY
3.85
P/B Ratio
Winner
IVOG
4.52
SPY
5.70

IVOG vs SPY - Holdings Comparison

IVOG and SPY have 2 common holdings. Overlap is 0.09%

IVOG's top 25 holdings weight is 31.61%. SPY's top 25 holdings weight is 51.08%.

RankIVOGSPY
#1
FLEX LTD (FLEX) - 3.02%
NVIDIA CORP (NVDA) - 7.50%
#2
TWILIO INC CLASS A (TWLO) - 1.58%
APPLE INC (AAPL) - 6.58%
#3
TECHNIPFMC PLC (FTI) - 1.51%
MICROSOFT CORP (MSFT) - 4.29%
#4
CURTISS-WRIGHT CORP (CW) - 1.50%
AMAZON.COM INC (AMZN) - 3.61%
#5
NVENT ELECTRIC PLC (NVT) - 1.47%
ALPHABET INC CLASS A (GOOGL) - 3.24%
#6
STERLING INFRASTRUCTURE INC (STRL) - 1.44%
BROADCOM INC (AVGO) - 2.77%
#7
XPO INC (XPO) - 1.37%
ALPHABET INC CLASS C (GOOG) - 2.58%
#8
EVERPURE INC CLASS A (P) - 1.36%
MICRON TECHNOLOGY INC (MU) - 2.01%
#9
UNITED THERAPEUTICS CORP (UTHR) - 1.31%
META PLATFORMS INC CLASS A (META) - 1.91%
#10
ATI INC (ATI) - 1.30%
TESLA INC (TSLA) - 1.83%
#11
FABRINET (FN) - 1.28%
ADVANCED MICRO DEVICES INC (AMD) - 1.47%
#12
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.28%
ELI LILLY AND CO (LLY) - 1.47%
#13
MASTEC INC (MTZ) - 1.27%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42%
#14
WOODWARD INC (WWD) - 1.14%
JPMORGAN CHASE & CO (JPM) - 1.36%
#15
OKTA INC CLASS A (OKTA) - 1.14%
INTEL CORP (INTC) - 1.02%
#16
RB GLOBAL INC (RBA) - 1.08%
JOHNSON & JOHNSON (JNJ) - 0.95%
#17
CARPENTER TECHNOLOGY CORP (CRS) - 1.02%
APPLIED MATERIALS INC (AMAT) - 0.89%
#18
RBC BEARINGS INC (RBC) - 0.99%
VISA INC CLASS A (V) - 0.88%
#19
ROYAL GOLD INC (RGLD) - 0.99%
EXXON MOBIL CORP (XOM) - 0.88%
#20
BWX TECHNOLOGIES INC (BWXT) - 0.98%
LAM RESEARCH CORP (LRCX) - 0.84%
#21
TTM TECHNOLOGIES INC (TTMI) - 0.98%
WALMART INC (WMT) - 0.77%
#22
TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.96%
CATERPILLAR INC (CAT) - 0.76%
#23
ITT INC (ITT) - 0.91%
CISCO SYSTEMS INC (CSCO) - 0.72%
#24
NEUROCRINE BIOSCIENCES INC (NBIX) - 0.87%
ABBVIE INC (ABBV) - 0.69%
#25
SITIME CORP ORDINARY SHARES (SITM) - 0.86%
COSTCO WHOLESALE CORP (COST) - 0.64%
Total Holdings246502

IVOG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IVOG
-1.65%
Winner
SPY
-0.14%
3M
IVOG
+5.95%
Winner
SPY
+8.54%
6M
Winner
IVOG
+11.51%
SPY
+9.48%
1Y
Winner
IVOG
+23.65%
SPY
+21.66%
5Y(CAGR)
IVOG
+8.35%
Winner
SPY
+13.03%
10Y(CAGR)
IVOG
+11.12%
Winner
SPY
+15.12%
Max(CAGR)
Winner
IVOG
+12.43%
SPY
+8.52%

IVOG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIVOGSPY
2026+16.09%+10.64%
2025+7.11%+18.00%
2024+16.46%+25.59%
2023+18.27%+26.72%
2022-18.88%-18.64%
2021+20.53%+30.52%
2020+22.12%+17.28%
2019+27.38%+31.09%
2018-11.40%-5.24%
2017+19.41%+20.78%
2016+16.53%+13.59%
2015+1.88%+1.31%
2014+8.55%+14.56%
2013+29.01%+29.00%
2012+16.10%+14.17%
2011-2.34%+0.85%
2010+21.95%+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

IVOG vs SPY Drawdown Comparison

The maximum drawdown for IVOG was -39.32%, occurring on Mar 23, 2020. Recovery took 121 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IVOG drawdown is -3.25%. The current SPY drawdown is -0.77%.

RankIVOGSPY
#1-39.32%
Feb 20, 2020 - Aug 12, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-29.32%
Nov 16, 2021 - Feb 29, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-25.89%
Jul 7, 2011 - Sep 13, 2012		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-25.61%
Nov 25, 2024 - Dec 10, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-23.78%
Sep 14, 2018 - Nov 27, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.22%
Aug 17, 2015 - Jul 8, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-11.00%
Jul 1, 2014 - Nov 12, 2014		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.73%
Jan 26, 2018 - Jun 6, 2018		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.69%
Mar 2, 2026 - Apr 17, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.31%
Jul 16, 2024 - Oct 14, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.40%
Apr 29, 2011 - Jul 7, 2011		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.23%
Sep 2, 2020 - Oct 7, 2020		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.17%
May 21, 2013 - Jul 18, 2013		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.02%
Feb 12, 2021 - Mar 15, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.86%
Sep 7, 2016 - Nov 22, 2016		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IVOG and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

IVOG vs SPY dividend yield comparison.

YearIVOGSPY
20260.00%0.49%
20250.64%1.07%
20240.79%1.21%
20231.15%1.40%
20221.05%1.65%
20210.47%1.20%
20200.74%1.52%
20191.17%1.75%
20181.01%2.04%
20170.93%1.80%
20161.11%2.03%
20151.04%2.06%
20140.81%1.87%
20130.66%1.81%
20120.70%2.18%
20110.55%2.05%
20100.33%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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