Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) Performance
IVOG total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +10.9% since Dec 31, 2025
- 1 year
- +11.6% total return
- 5 years
- +5.9% a year
- 10 years
- +10.6% a year
- Since first price
- +11.8% a year since 2010
IVOG trailing returns vs SPY, QQQ, AGG
| Period | IVOG total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −3.6% | −3.6% | −1.0% | −5.0% | +0.9% |
| 3 months | −5.3% | −5.3% | +3.2% | +1.9% | −0.4% |
| 6 months | −1.6% | −1.6% | +7.8% | +8.4% | −1.5% |
| YTD | +10.9% | +10.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +11.6% | +10.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +58.7%+16.6%/yr | +54.7% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +33.1%+5.9%/yr | +27.7% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +174.6%+10.6%/yr | +151.1% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +407.5%+11.4%/yr | +347.1% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionSep 9, 2010 | +501.7%+11.8%/yr | +429.2% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: IVOG vs SPY
From Sep 9, 2010: IVOG grew to $60,169, SPY to $91,223.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IVOG returns by calendar year
12 of 15 full years positive. Best 2013 (+32.6%), worst 2022 (−19.1%). 2026 is year to date.
IVOG annual returns table
| Year | IVOG | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +10.9% | −10.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +7.3% | −23.6% | +17.7% | +20.8% | +7.2% |
| 2024 | +15.6% | −9.3% | +24.9% | +25.6% | +1.3% |
| 2023 | +17.4% | −12.6% | +26.2% | +54.9% | +5.7% |
| 2022 | −19.1% | −27.1% | −18.2% | −32.6% | −13.0% |
| 2021 | +18.8% | −8.1% | +28.7% | +27.4% | −1.8% |
| 2020 | +22.6% | −39.3% | +18.3% | +48.6% | +7.5% |
| 2019 | +26.1% | −7.0% | +31.2% | +39.0% | +8.5% |
| 2018 | −10.6% | −23.8% | −4.6% | −0.1% | +0.1% |
| 2017 | +19.9% | −5.0% | +21.7% | +32.7% | +3.6% |
| 2016 | +14.3% | −10.7% | +12.0% | +7.1% | +2.4% |
| 2015 | +1.8% | −10.9% | +1.2% | +9.4% | +0.5% |
| 2014 | +7.5% | −11.0% | +13.5% | +19.2% | +6.0% |
| 2013 | +32.6% | −8.2% | +32.3% | +36.6% | −2.0% |
| 2012 | +16.8% | −10.6% | +16.0% | +18.1% | +3.8% |
| 2011 | −1.0% | −25.9% | +1.9% | +3.4% | +7.7% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
IVOG largest drawdowns
Now 10.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 20, 2020 | −39.3% | Mar 23, 2020 | Aug 12, 2020 | 32 days | 6 months |
| Nov 16, 2021 | −29.3% | Jun 16, 2022 | Feb 29, 2024 | 7 months | 2.3 years |
| Jul 7, 2011 | −25.9% | Oct 4, 2011 | Sep 13, 2012 | 3 months | 1.2 years |
| Nov 25, 2024 | −25.6% | Apr 8, 2025 | Dec 10, 2025 | 4 months | 1.0 years |
| Sep 14, 2018 | −23.8% | Dec 24, 2018 | Nov 27, 2019 | 3 months | 1.2 years |
| Aug 17, 2015 | −18.2% | Feb 11, 2016 | Jul 8, 2016 | 6 months | 11 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IVOG risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2010 |
|---|---|---|---|---|
| Annualized return | +15.8% | +7.7% | +10.7% | +11.6% |
| Volatility (annualized) | 16.4% | 19.0% | 18.3% | 16.7% |
| Sharpe ratio | 0.71 | 0.29 | 0.52 | 0.66 |
| Sortino ratio | 1.17 | 0.45 | 0.78 | 1.02 |
| Best month | +9.7% | +13.1% | +14.4% | +14.4% |
| Worst month | −7.8% | −10.5% | −16.9% | −16.9% |
| Best 12 months | +34.8% | +34.8% | +77.5% | +77.5% |
| Worst 12 months | −8.4% | −19.7% | −20.9% | −20.9% |
| Positive months | 61% | 53% | 62% | 64% |
| Beta vs S&P 500 | 1.07 | 1.07 | 1.08 | — |
| Correlation with S&P 500 | 0.81 | 0.88 | 0.91 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
IVOG rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 182 | −20.9% | +11.3% | +77.5% | 80% |
| 3-year (a year) | 158 | −1.2% | +10.8% | +22.5% | 99% |
| 5-year (a year) | 134 | +2.0% | +10.2% | +16.3% | 100% |
| 10-year (a year) | 74 | +7.8% | +10.5% | +14.6% | 100% |
Every holding period starting at a month-end since 2010. Returns for 3 years and longer are annualized.
IVOG performance overview
Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) returned +11.6% over the past year and +10.6% a year over ten years, with distributions reinvested. Since its first recorded price in 2010 it has returned +11.8% a year, turning $10,000 into about $60,169. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −39.3%, from Feb 20, 2020 to Mar 23, 2020, and it took 5 months to get back to the old high. IVOG finished 12 of its 15 full calendar years with a gain; the best year was 2013 (+32.6%) and the worst 2022 (−19.1%). Volatility has been 16.7% a year.
Related: IVOG chart, IVOG holdings, IVOG dividends, IVOG valuation. See the IVOG overview for the latest quote and fund facts.
IVOG performance FAQ
What is the IVOG return over the past year?
IVOG returned +11.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 10.9%.
What is the average annual return of IVOG?
IVOG has returned +5.9% a year over 5 years, +10.6% a year over 10 years, +11.8% a year since September 9, 2010 (total return, distributions reinvested).
How much would $10,000 invested in IVOG be worth?
$10,000 invested in IVOG at its first recorded close on September 9, 2010 would be worth about $60,169 on October 23, 2026 with distributions reinvested.
What was the worst year for IVOG?
The worst calendar year was 2022, with a total return of −19.1%. The best was 2013 at +32.6%.
What is the biggest drawdown of IVOG?
The largest peak-to-trough decline was −39.3% between February 20, 2020 and March 23, 2020. It recovered to the old high on August 12, 2020, 5 months after the bottom.
How volatile is IVOG?
Over the past 3 years IVOG had an annualized volatility of 16.4% and a Sharpe ratio of 0.71 (excess return over 1–3 month T-bills per unit of risk).