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
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%.
| Rank | VOT | IUSG |
|---|---|---|
| #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 Holdings | 133 | 352 |
VOT vs IUSG - Historical Returns
Returns include dividend reinvestment.
VOT vs IUSG - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | VOT | IUSG |
|---|---|---|
| 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% |
| 2005 | N/A | +5.85% |
| 2004 | N/A | +6.64% |
| 2003 | N/A | +26.11% |
| 2002 | N/A | -28.32% |
| 2001 | N/A | -14.40% |
| 2000 | N/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%.
| Rank | VOT | IUSG |
|---|---|---|
| #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.
Dividend Comparison (2000 - 2026)
VOT vs IUSG dividend yield comparison.
| Year | VOT | IUSG |
|---|---|---|
| 2026 | 0.17% | 0.22% |
| 2025 | 0.64% | 0.54% |
| 2024 | 0.67% | 0.59% |
| 2023 | 0.71% | 1.12% |
| 2022 | 0.78% | 1.07% |
| 2021 | 0.34% | 0.59% |
| 2020 | 0.56% | 0.93% |
| 2019 | 0.78% | 1.64% |
| 2018 | 0.84% | 1.32% |
| 2017 | 0.72% | 1.28% |
| 2016 | 0.81% | 1.48% |
| 2015 | 0.81% | 1.29% |
| 2014 | 0.79% | 1.21% |
| 2013 | 0.61% | 1.22% |
| 2012 | 0.69% | 1.56% |
| 2011 | 0.54% | 1.31% |
| 2010 | 0.52% | 1.17% |
| 2009 | 0.60% | 1.30% |
| 2008 | 0.68% | 1.49% |
| 2007 | 0.24% | 0.85% |
| 2006 | 0.38% | 0.82% |
| 2005 | 0.00% | 0.84% |
| 2004 | 0.00% | 1.03% |
| 2003 | 0.00% | 0.66% |
| 2002 | 0.00% | 0.81% |
| 2001 | 0.00% | 0.36% |
| 2000 | 0.00% | 0.06% |
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