StockComparison Logo
vs

IVOO vs SPY

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

5-Year PerformanceSPY has outperformed IVOO, delivering a return of +13.2% compared to +9.2%

IVOO vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IVOO
$5.60B
Winner
SPY
$784B
Expense Ratio
Winner
IVOO
0.07%
SPY
0.09%
Max Drawdown
Winner
IVOO
42.47%
SPY
56.47%
Sharpe Ratio
IVOO
1.31
Winner
SPY
1.54
5Y Beta
Winner
IVOO
0.99
SPY
1.00
P/E Ratio
Winner
IVOO
25.87
SPY
27.62
Forward P/E
Winner
IVOO
16.71
SPY
21.11
5Y Dividends CAGR
Winner
IVOO
17.68%
SPY
6.00%
5Y EPS CAGR
IVOO
13.13%
Winner
SPY
25.30%
Debt to Equity
IVOO
46.41%
Winner
SPY
31.11%
P/S Ratio
Winner
IVOO
1.61
SPY
3.49
P/B Ratio
Winner
IVOO
2.81
SPY
5.30

IVOO vs SPY - Holdings Comparison

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

IVOO's top 25 holdings weight is 17.53%. SPY's top 25 holdings weight is 51.24%.

RankIVOOSPY
#1
FLEX LTD (FLEX) - 1.57%
NVIDIA CORP (NVDA) - 7.81%
#2
TWILIO INC CLASS A (TWLO) - 0.82%
APPLE INC (AAPL) - 6.81%
#3
TECHNIPFMC PLC (FTI) - 0.79%
MICROSOFT CORP (MSFT) - 4.53%
#4
CURTISS-WRIGHT CORP (CW) - 0.78%
AMAZON.COM INC (AMZN) - 3.72%
#5
NVENT ELECTRIC PLC (NVT) - 0.77%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
STERLING INFRASTRUCTURE INC (STRL) - 0.75%
BROADCOM INC (AVGO) - 2.77%
#7
XPO INC (XPO) - 0.71%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
EVERPURE INC CLASS A (P) - 0.71%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
ILLUMINA INC (ILMN) - 0.71%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
ATI INC (ATI) - 0.68%
TESLA INC (TSLA) - 1.76%
#11
UNITED THERAPEUTICS CORP (UTHR) - 0.68%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.67%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
FABRINET (FN) - 0.67%
ELI LILLY AND CO (LLY) - 1.38%
#14
MASTEC INC (MTZ) - 0.66%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
NEXTPOWER INC CLASS A (NXT) - 0.66%
EXXON MOBIL CORP (XOM) - 0.92%
#16
CARPENTER TECHNOLOGY CORP (CRS) - 0.66%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
MKS INC (MKSI) - 0.62%
VISA INC CLASS A (V) - 0.87%
#18
ENTEGRIS INC (ENTG) - 0.60%
INTEL CORP (INTC) - 0.85%
#19
OKTA INC CLASS A (OKTA) - 0.59%
WALMART INC (WMT) - 0.82%
#20
WOODWARD INC (WWD) - 0.59%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
RELIANCE INC (RS) - 0.57%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
LATTICE SEMICONDUCTOR CORP (LSCC) - 0.57%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
BURLINGTON STORES INC (BURL) - 0.57%
CATERPILLAR INC (CAT) - 0.68%
#24
ALCOA CORP (AA) - 0.57%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
RB GLOBAL INC (RBA) - 0.56%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings405505

IVOO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IVOO
+2.69%
SPY
-1.37%
3M
Winner
IVOO
+12.53%
SPY
+12.22%
6M
Winner
IVOO
+12.56%
SPY
+7.20%
1Y
Winner
IVOO
+25.17%
SPY
+23.58%
5Y(CAGR)
IVOO
+9.20%
Winner
SPY
+13.19%
10Y(CAGR)
IVOO
+12.18%
Winner
SPY
+15.12%
Max(CAGR)
Winner
IVOO
+13.41%
SPY
+8.44%

IVOO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIVOOSPY
2026+13.10%+7.95%
2025+7.63%+18.00%
2024+14.16%+25.59%
2023+16.94%+26.72%
2022-12.03%-18.64%
2021+28.12%+30.52%
2020+15.06%+17.28%
2019+28.48%+31.09%
2018-10.93%-5.24%
2017+17.01%+20.78%
2016+23.87%+13.59%
2015-0.74%+1.31%
2014+11.92%+14.56%
2013+31.27%+29.00%
2012+17.77%+14.17%
2011-2.99%+0.85%
2010+21.37%+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%

IVOO vs SPY Drawdown Comparison

The maximum drawdown for IVOO was -42.20%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.

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

The current IVOO drawdown is -1.12%. The current SPY drawdown is -3.18%.

RankIVOOSPY
#1-42.20%
Feb 20, 2020 - Nov 9, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-26.27%
Apr 29, 2011 - Mar 15, 2012		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-24.22%
Nov 25, 2024 - Dec 10, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-23.34%
Nov 16, 2021 - Dec 14, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-22.58%
Aug 29, 2018 - Nov 1, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.19%
Jun 23, 2015 - Jun 2, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-11.38%
Mar 26, 2012 - Sep 6, 2012		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.54%
Jul 1, 2014 - Nov 20, 2014		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.67%
Jan 26, 2018 - Jun 6, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.81%
Mar 2, 2026 - Apr 17, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.98%
Jul 16, 2024 - Sep 19, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.62%
Sep 14, 2012 - Dec 18, 2012		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.19%
Mar 28, 2024 - Jul 15, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.11%
May 21, 2013 - Jul 11, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.89%
Jan 22, 2014 - Feb 24, 2014		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IVOO 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)

IVOO vs SPY dividend yield comparison.

YearIVOOSPY
20260.27%0.50%
20251.35%1.07%
20241.30%1.21%
20231.25%1.40%
20223.15%1.65%
20212.27%1.20%
20202.46%1.52%
20192.98%1.75%
20183.13%2.04%
20172.44%1.80%
20162.73%2.03%
20152.90%2.06%
20142.51%1.87%
20131.84%1.81%
20122.13%2.18%
20111.63%2.05%
20101.19%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%

Select Stocks to Compare

Popular: IVOO vs SPY