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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 +13.2% compared to +8.8%

IVOG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IVOG
$1.80B
Winner
SPY
$784B
Expense Ratio
IVOG
0.10%
Winner
SPY
0.09%
Max Drawdown
Winner
IVOG
39.32%
SPY
56.47%
Sharpe Ratio
IVOG
1.39
Winner
SPY
1.54
5Y Beta
IVOG
1.07
Winner
SPY
1.00
P/E Ratio
IVOG
29.89
Winner
SPY
27.62
Forward P/E
Winner
IVOG
19.85
SPY
21.11
5Y Dividends CAGR
Winner
IVOG
20.28%
SPY
6.00%
5Y EPS CAGR
IVOG
17.55%
Winner
SPY
25.30%
Debt to Equity
IVOG
52.15%
Winner
SPY
31.11%
P/S Ratio
Winner
IVOG
2.96
SPY
3.49
P/B Ratio
Winner
IVOG
4.32
SPY
5.30

IVOG vs SPY - Holdings Comparison

IVOG and SPY have 1 common holdings. Overlap is 0.00%

IVOG's top 25 holdings weight is 30.24%. SPY's top 25 holdings weight is 51.24%.

RankIVOGSPY
#1
FLEX LTD (FLEX) - 1.92%
NVIDIA CORP (NVDA) - 7.81%
#2
TECHNIPFMC PLC (FTI) - 1.75%
APPLE INC (AAPL) - 6.81%
#3
CURTISS-WRIGHT CORP (CW) - 1.52%
MICROSOFT CORP (MSFT) - 4.53%
#4
XPO INC (XPO) - 1.47%
AMAZON.COM INC (AMZN) - 3.72%
#5
UNITED THERAPEUTICS CORP (UTHR) - 1.41%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
FABRINET (FN) - 1.40%
BROADCOM INC (AVGO) - 2.77%
#7
MASTEC INC (MTZ) - 1.38%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
NVENT ELECTRIC PLC (NVT) - 1.32%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
TWILIO INC CLASS A (TWLO) - 1.28%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
EVERPURE INC CLASS A (P) - 1.28%
TESLA INC (TSLA) - 1.76%
#11
WOODWARD INC (WWD) - 1.24%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
ATI INC (ATI) - 1.21%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
BWX TECHNOLOGIES INC (BWXT) - 1.13%
ELI LILLY AND CO (LLY) - 1.38%
#14
RB GLOBAL INC (RBA) - 1.11%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
ROYAL GOLD INC (RGLD) - 1.08%
EXXON MOBIL CORP (XOM) - 0.92%
#16
RBC BEARINGS INC (RBC) - 1.08%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
ITT INC (ITT) - 1.05%
VISA INC CLASS A (V) - 0.87%
#18
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.04%
INTEL CORP (INTC) - 0.85%
#19
API GROUP CORP (APG) - 1.00%
WALMART INC (WMT) - 0.82%
#20
CARPENTER TECHNOLOGY CORP (CRS) - 0.97%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.97%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
TTM TECHNOLOGIES INC (TTMI) - 0.93%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
SOMNIGROUP INTERNATIONAL INC (SGI) - 0.91%
CATERPILLAR INC (CAT) - 0.68%
#24
STERLING INFRASTRUCTURE INC (STRL) - 0.90%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
TENET HEALTHCARE CORP (THC) - 0.89%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings246505

IVOG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IVOG
+2.55%
SPY
-1.37%
3M
Winner
IVOG
+13.78%
SPY
+12.22%
6M
Winner
IVOG
+16.00%
SPY
+7.20%
1Y
Winner
IVOG
+29.75%
SPY
+23.58%
5Y(CAGR)
IVOG
+8.82%
Winner
SPY
+13.19%
10Y(CAGR)
IVOG
+12.21%
Winner
SPY
+15.12%
Max(CAGR)
Winner
IVOG
+13.29%
SPY
+8.44%

IVOG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIVOGSPY
2026+17.08%+7.95%
2025+7.11%+18.00%
2024+16.46%+25.59%
2023+18.27%+26.72%
2022-18.03%-18.64%
2021+21.12%+30.52%
2020+23.01%+17.28%
2019+28.87%+31.09%
2018-10.56%-5.24%
2017+20.51%+20.78%
2016+17.81%+13.59%
2015+2.94%+1.31%
2014+9.41%+14.56%
2013+29.87%+29.00%
2012+16.90%+14.17%
2011-1.80%+0.85%
2010+22.34%+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 -1.58%. The current SPY drawdown is -3.18%.

RankIVOGSPY
#1-39.32%
Feb 20, 2020 - Aug 12, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-28.97%
Nov 16, 2021 - Feb 22, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-25.89%
Jul 7, 2011 - Sep 7, 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
#5-23.05%
Sep 14, 2018 - Nov 25, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.37%
Aug 17, 2015 - Jun 7, 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%0.50%
20250.64%1.07%
20240.79%1.21%
20231.15%1.40%
20222.10%1.65%
20210.95%1.20%
20201.48%1.52%
20192.34%1.75%
20182.03%2.04%
20171.86%1.80%
20162.22%2.03%
20152.09%2.06%
20141.61%1.87%
20131.32%1.81%
20121.40%2.18%
20111.10%2.05%
20100.65%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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