BIV vs IVE
Comparison between VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES (BIV, ETF) and ISHARES S&P 500 VALUE ETF (IVE, ETF).
5-Year PerformanceIVE has outperformed BIV, delivering a return of +11.8% compared to -0.2%
BIV vs IVE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BIV vs IVE - Historical Returns
Returns include dividend reinvestment.
BIV vs IVE - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | BIV | IVE |
|---|---|---|
| 2026 | -0.66% | +12.35% |
| 2025 | +8.48% | +13.56% |
| 2024 | +2.01% | +11.40% |
| 2023 | +5.52% | +21.54% |
| 2022 | -12.65% | -5.84% |
| 2021 | -2.39% | +26.39% |
| 2020 | +9.43% | +0.83% |
| 2019 | +10.08% | +31.09% |
| 2018 | +0.14% | -9.66% |
| 2017 | +3.73% | +14.31% |
| 2016 | +2.78% | +18.72% |
| 2015 | +0.81% | -3.25% |
| 2014 | +7.02% | +13.14% |
| 2013 | -3.49% | +28.54% |
| 2012 | +6.89% | +15.37% |
| 2011 | +11.22% | -1.91% |
| 2010 | +8.70% | +13.12% |
| 2009 | +5.49% | +18.11% |
| 2008 | +6.85% | -38.04% |
| 2007 | +6.32% | +1.44% |
| 2006 | N/A | +18.64% |
| 2005 | N/A | +6.29% |
| 2004 | N/A | +15.70% |
| 2003 | N/A | +27.52% |
| 2002 | N/A | -21.10% |
| 2001 | N/A | -10.41% |
| 2000 | N/A | +7.90% |
BIV vs IVE Drawdown Comparison
The maximum drawdown for BIV was -18.95%, occurring on Oct 20, 2022. Recovery took 1387 trading sessions.
The maximum drawdown for IVE was -61.33%, occurring on Mar 9, 2009. Recovery took 1362 trading sessions.
The current BIV drawdown is -2.48%. The current IVE drawdown is -0.51%.
| Rank | BIV | IVE |
|---|---|---|
| #1 | -18.95% Aug 6, 2020 - Feb 13, 2026 | -61.33% Oct 9, 2007 - Mar 8, 2013 |
| #2 | -13.63% Sep 15, 2008 - Dec 16, 2008 | -44.22% Feb 1, 2001 - Dec 21, 2004 |
| #3 | -9.16% Mar 6, 2020 - May 22, 2020 | -37.04% Feb 12, 2020 - Jan 6, 2021 |
| #4 | -7.66% May 1, 2013 - Aug 13, 2014 | -19.24% Jan 26, 2018 - May 3, 2019 |
| #5 | -6.02% Nov 4, 2010 - Jun 1, 2011 | -18.03% Apr 20, 2022 - Feb 1, 2023 |
| #6 | -5.93% Jul 8, 2016 - Sep 5, 2017 | -17.58% Nov 29, 2024 - Aug 22, 2025 |
| #7 | -5.76% Dec 30, 2008 - Jul 8, 2009 | -15.03% May 21, 2015 - Jun 7, 2016 |
| #8 | -5.05% Sep 7, 2017 - Jan 31, 2019 | -10.98% Jul 31, 2023 - Dec 1, 2023 |
| #9 | -3.93% Mar 19, 2008 - Sep 15, 2008 | -10.18% Jul 13, 2007 - Oct 9, 2007 |
| #10 | -3.59% Jan 30, 2015 - Feb 2, 2016 | -9.57% Feb 2, 2023 - Jun 13, 2023 |
| #11 | -3.17% Feb 27, 2026 - May 19, 2026 | -7.86% Sep 11, 2000 - Oct 31, 2000 |
| #12 | -3.14% May 8, 2007 - Aug 17, 2007 | -7.84% May 9, 2006 - Sep 20, 2006 |
| #13 | -2.77% Sep 22, 2011 - Dec 16, 2011 | -7.64% May 3, 2019 - Jul 1, 2019 |
| #14 | -2.74% Nov 30, 2009 - Mar 2, 2010 | -7.51% Mar 7, 2005 - Jun 17, 2005 |
| #15 | -2.46% Sep 4, 2019 - Oct 4, 2019 | -7.29% Jan 12, 2022 - Apr 20, 2022 |
Correlation
Correlation between BIV and IVE is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
BIV vs IVE dividend yield comparison.
| Year | BIV | IVE |
|---|---|---|
| 2026 | 2.55% | 0.71% |
| 2025 | 4.01% | 1.61% |
| 2024 | 3.79% | 2.04% |
| 2023 | 3.09% | 1.65% |
| 2022 | 2.41% | 2.10% |
| 2021 | 3.42% | 1.81% |
| 2020 | 2.95% | 2.37% |
| 2019 | 2.75% | 2.11% |
| 2018 | 2.88% | 2.74% |
| 2017 | 2.69% | 2.12% |
| 2016 | 3.01% | 2.26% |
| 2015 | 3.02% | 2.44% |
| 2014 | 3.42% | 2.14% |
| 2013 | 4.22% | 2.04% |
| 2012 | 5.15% | 2.34% |
| 2011 | 5.17% | 2.29% |
| 2010 | 4.54% | 2.08% |
| 2009 | 4.39% | 2.56% |
| 2008 | 4.45% | 4.26% |
| 2007 | 3.09% | 2.32% |
| 2006 | 0.00% | 1.91% |
| 2005 | 0.00% | 2.02% |
| 2004 | 0.00% | 1.62% |
| 2003 | 0.00% | 1.60% |
| 2002 | 0.00% | 1.92% |
| 2001 | 0.00% | 1.50% |
| 2000 | 0.00% | 0.94% |
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