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VOT vs IUSG

Comparison between VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES (VOT, ETF) and ISHARES CORE S&P U.S. GROWTH ETF (IUSG, ETF).

5-Year PerformanceIUSG has outperformed VOT, delivering a return of +14.4% compared to +6.3%

VOT vs IUSG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
VOT
$34B
IUSG
$33B
Expense Ratio
VOT
0.05%
Winner
IUSG
0.04%
Max Drawdown
Winner
VOT
60.26%
IUSG
65.79%
Sharpe Ratio
VOT
0.48
Winner
IUSG
1.36
5Y Beta
Winner
VOT
1.07
IUSG
1.20
P/E Ratio
VOT
41.27
Winner
IUSG
31.16
Forward P/E
VOT
28.91
Winner
IUSG
24.18
PEG Ratio
VOT
0.12
IUSG
N/A
5Y Dividends CAGR
Winner
VOT
16.18%
IUSG
3.88%
5Y EPS CAGR
VOT
17.70%
Winner
IUSG
37.55%
Debt to Equity
Winner
VOT
19.44%
IUSG
25.61%
P/S Ratio
Winner
VOT
5.08
IUSG
7.40
P/B Ratio
Winner
VOT
7.32
IUSG
8.45

VOT vs IUSG - Holdings Comparison

VOT and IUSG have 47 common holdings. Overlap is 3.80%

VOT's top 25 holdings weight is 41.97%. IUSG's top 25 holdings weight is 71.43%.

RankVOTIUSG
#1
SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 3.46%
NVIDIA CORP (NVDA) - 13.86%
#2
VERTIV HOLDINGS CO CLASS A (VRT) - 2.96%
MICROSOFT CORP (MSFT) - 8.36%
#3
QUANTA SERVICES INC (PWR) - 2.56%
APPLE INC (AAPL) - 6.05%
#4
HOWMET AEROSPACE INC (HWM) - 2.29%
ALPHABET INC CLASS A (GOOGL) - 5.82%
#5
CONSTELLATION ENERGY CORP (CEG) - 2.27%
BROADCOM INC (AVGO) - 5.14%
#6
MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.76%
ALPHABET INC CLASS C (GOOG) - 4.66%
#7
ROSS STORES INC (ROST) - 1.73%
META PLATFORMS INC CLASS A (META) - 3.50%
#8
WESTERN DIGITAL CORP (WDC) - 1.73%
AMAZON.COM INC (AMZN) - 3.47%
#9
MOTOROLA SOLUTIONS INC (MSI) - 1.71%
MICRON TECHNOLOGY INC (MU) - 2.92%
#10
MARVELL TECHNOLOGY INC (MRVL) - 1.70%
ELI LILLY AND CO (LLY) - 2.49%
#11
TRANSDIGM GROUP INC (TDG) - 1.54%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.44%
#12
ROYAL CARIBBEAN GROUP (RCL) - 1.51%
ADVANCED MICRO DEVICES INC (AMD) - 2.19%
#13
CLOUDFLARE INC (NET) - 1.46%
TESLA INC (TSLA) - 1.95%
#14
REALTY INCOME CORP (O) - 1.41%
JPMORGAN CHASE & CO (JPM) - 1.56%
#15
DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.38%
CATERPILLAR INC (CAT) - 1.16%
#16
ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.36%
LAM RESEARCH CORP (LRCX) - 1.11%
#17
TARGA RESOURCES CORP (TRGP) - 1.32%
APPLIED MATERIALS INC (AMAT) - 1.07%
#18
AMETEK INC (AME) - 1.27%
NETFLIX INC (NFLX) - 0.95%
#19
TERADYNE INC (TER) - 1.27%
JOHNSON & JOHNSON (JNJ) - 0.90%
#20
VISTRA CORP (VST) - 1.26%
n/a (PLTR) - 0.85%
#21
CARVANA CO CLASS A (CVNA) - 1.26%
O'REILLY AUTOMOTIVE INC (ORLY) - 0.20%
#22
W.W. GRAINGER INC (GWW) - 1.23%
BOEING CO (BA) - 0.20%
#23
FASTENAL CO (FAST) - 1.21%
SERVICENOW INC (NOW) - 0.20%
#24
MICROCHIP TECHNOLOGY INC (MCHP) - 1.18%
ROYAL CARIBBEAN GROUP (RCL) - 0.19%
#25
EDWARDS LIFESCIENCES CORP (EW) - 1.14%
TRANSDIGM GROUP INC (TDG) - 0.19%
Total Holdings133352

VOT vs IUSG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VOT
+5.98%
IUSG
+0.17%
3M
VOT
+12.48%
Winner
IUSG
+14.66%
6M
VOT
+8.57%
Winner
IUSG
+13.86%
1Y
VOT
+11.88%
Winner
IUSG
+29.45%
5Y(CAGR)
VOT
+6.28%
Winner
IUSG
+14.44%
10Y(CAGR)
VOT
+12.35%
Winner
IUSG
+17.74%
Max(CAGR)
Winner
VOT
+10.11%
IUSG
+8.16%

VOT vs IUSG - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearVOTIUSG
2026+7.30%+10.58%
2025+10.27%+21.33%
2024+18.14%+36.86%
2023+24.20%+30.83%
2022-27.94%-29.33%
2021+22.29%+33.12%
2020+33.42%+31.02%
2019+34.62%+30.94%
2018-6.28%-1.58%
2017+20.88%+25.94%
2016+8.44%+9.35%
2015-1.05%+5.40%
2014+14.57%+13.35%
2013+29.27%+30.64%
2012+14.42%+13.49%
2011-5.01%+0.87%
2010+26.71%+15.79%
2009+37.80%+32.45%
2008-46.71%-37.63%
2007+17.69%+11.12%
2006+9.44%+7.90%
2005N/A+5.85%
2004N/A+6.64%
2003N/A+26.11%
2002N/A-28.32%
2001N/A-14.40%
2000N/A-19.48%

VOT vs IUSG Drawdown Comparison

The maximum drawdown for VOT was -60.16%, occurring on Nov 20, 2008. Recovery took 839 trading sessions.

The maximum drawdown for IUSG was -63.40%, occurring on Mar 9, 2009. Recovery took 3246 trading sessions.

The current VOT drawdown is -1.40%. The current IUSG drawdown is -3.90%.

RankVOTIUSG
#1-60.16%
Oct 10, 2007 - Feb 8, 2011
-63.40%
Sep 1, 2000 - Aug 1, 2013
#2-37.19%
Nov 16, 2021 - Nov 8, 2024
-32.35%
Feb 19, 2020 - Jul 6, 2020
#3-36.23%
Feb 19, 2020 - Jul 8, 2020
-32.21%
Dec 27, 2021 - Feb 29, 2024
#4-25.98%
Jul 7, 2011 - Sep 14, 2012
-22.28%
Jan 23, 2025 - Jun 24, 2025
#5-21.84%
Aug 29, 2018 - Mar 21, 2019
-20.69%
Oct 1, 2018 - Apr 23, 2019
#6-21.83%
Apr 23, 2015 - Jan 6, 2017
-14.84%
Jul 20, 2015 - Jul 11, 2016
#7-21.77%
Feb 10, 2025 - Jun 24, 2025
-13.07%
Oct 29, 2025 - Apr 15, 2026
#8-15.96%
Oct 27, 2025 - May 29, 2026
-12.54%
Jul 10, 2024 - Oct 11, 2024
#9-12.22%
Jul 19, 2007 - Oct 5, 2007
-10.96%
Sep 2, 2020 - Dec 1, 2020
#10-11.11%
Feb 12, 2021 - Jun 21, 2021
-9.87%
Jan 26, 2018 - Jun 5, 2018
#11-10.49%
Sep 5, 2014 - Nov 6, 2014
-8.61%
Feb 12, 2021 - Apr 5, 2021
#12-9.54%
Jan 26, 2018 - Jun 5, 2018
-7.30%
Sep 2, 2014 - Oct 31, 2014
#13-8.36%
Sep 2, 2020 - Oct 9, 2020
-7.18%
Sep 3, 2021 - Oct 26, 2021
#14-7.96%
Sep 14, 2012 - Jan 2, 2013
-6.85%
Jun 1, 2026 - Jun 10, 2026
#15-7.92%
May 10, 2011 - Jul 7, 2011
-6.73%
Mar 22, 2024 - May 14, 2024

Correlation

Correlation between VOT and IUSG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2000 - 2026)

VOT vs IUSG dividend yield comparison.

YearVOTIUSG
20260.17%0.22%
20250.64%0.54%
20240.67%0.59%
20230.71%1.12%
20220.78%1.07%
20210.34%0.59%
20200.56%0.93%
20190.78%1.64%
20180.84%1.32%
20170.72%1.28%
20160.81%1.48%
20150.81%1.29%
20140.79%1.21%
20130.61%1.22%
20120.69%1.56%
20110.54%1.31%
20100.52%1.17%
20090.60%1.30%
20080.68%1.49%
20070.24%0.85%
20060.38%0.82%
20050.00%0.84%
20040.00%1.03%
20030.00%0.66%
20020.00%0.81%
20010.00%0.36%
20000.00%0.06%

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