BIV vs IWR

Comparison between VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES (BIV, ETF) and ISHARES RUSSELL MID-CAP ETF (IWR, ETF).

5-Year PerformanceIWR has outperformed BIV, delivering a return of +8.5% compared to +0.5%

BIV vs IWR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BIV(ETF)	IWR(ETF)
Net Assets	$52B	$53B
Expense Ratio	N/A	0.18%
Max Drawdown	25.30%	59.73%
Sharpe Ratio	0.35	1.29
5Y Beta	0.03	0.91
P/E Ratio	N/A	28.20
Forward P/E	N/A	18.38
5Y Dividends CAGR	3.55%	11.39%
5Y EPS CAGR	N/A	13.68%
Debt to Equity	N/A	22.47%
P/S Ratio	N/A	1.76
P/B Ratio	N/A	3.27

Net Assets

BIV

$52B

Winner

IWR

$53B

Expense Ratio

BIV

N/A

IWR

0.18%

Max Drawdown

Winner

BIV

25.30%

IWR

59.73%

Sharpe Ratio

BIV

0.35

Winner

IWR

1.29

5Y Beta

Winner

BIV

0.03

IWR

0.91

P/E Ratio

BIV

N/A

IWR

28.20

Forward P/E

BIV

N/A

IWR

18.38

5Y Dividends CAGR

BIV

3.55%

Winner

IWR

11.39%

5Y EPS CAGR

BIV

N/A

IWR

13.68%

Debt to Equity

BIV

N/A

IWR

22.47%

P/S Ratio

BIV

N/A

IWR

1.76

P/B Ratio

BIV

N/A

IWR

3.27

BIV vs IWR - Historical Returns

Returns include dividend reinvestment.

Period	BIV	IWR
1 month	-0.63%	+2.97%
3 months	-1.21%	+4.66%
6 months	-0.02%	+9.42%
1 year	+5.54%	+19.37%
5 years(CAGR)	+0.45%	+8.49%
10 years(CAGR)	+1.95%	+11.52%
Max(CAGR)	+3.84%	+9.84%

BIV

-0.63%

Winner

IWR

+2.97%

BIV

-1.21%

Winner

IWR

+4.66%

BIV

-0.02%

Winner

IWR

+9.42%

BIV

+5.54%

Winner

IWR

+19.37%

5Y(CAGR)

BIV

+0.45%

Winner

IWR

+8.49%

10Y(CAGR)

BIV

+1.95%

Winner

IWR

+11.52%

Max(CAGR)

BIV

+3.84%

Winner

IWR

+9.84%

BIV vs IWR - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	BIV	IWR
2026	-0.24%	+8.15%
2025	+8.48%	+10.50%
2024	+2.01%	+15.85%
2023	+5.52%	+17.57%
2022	-12.65%	-17.15%
2021	-2.39%	+24.43%
2020	+9.43%	+16.54%
2019	+10.08%	+30.71%
2018	+0.14%	-9.72%
2017	+3.73%	+17.37%
2016	+2.78%	+15.08%
2015	+0.81%	-2.62%
2014	+7.02%	+14.16%
2013	-3.49%	+31.20%
2012	+6.89%	+15.74%
2011	+11.22%	-2.81%
2010	+8.70%	+23.51%
2009	+5.49%	+35.99%
2008	+6.85%	-40.68%
2007	+6.32%	+4.90%
2006	N/A	+13.43%
2005	N/A	+14.09%
2004	N/A	+20.21%
2003	N/A	+35.79%
2002	N/A	-15.46%
2001	N/A	+0.35%

BIV vs IWR Drawdown Comparison

The maximum drawdown for BIV was -18.95%, occurring on Oct 20, 2022. Recovery took 1387 trading sessions.

The maximum drawdown for IWR was -58.78%, occurring on Mar 9, 2009. Recovery took 900 trading sessions.

The current BIV drawdown is -2.07%. The current IWR drawdown is -1.07%.

Rank	BIV	IWR
#1	-18.95% Aug 6, 2020 - Feb 13, 2026	-58.78% Jul 13, 2007 - Feb 7, 2011
#2	-13.63% Sep 15, 2008 - Dec 16, 2008	-40.59% Feb 20, 2020 - Oct 12, 2020
#3	-9.16% Mar 6, 2020 - May 22, 2020	-32.26% Mar 19, 2002 - Sep 2, 2003
#4	-7.66% May 1, 2013 - Aug 13, 2014	-26.17% Nov 16, 2021 - Mar 20, 2024
#5	-6.02% Nov 4, 2010 - Jun 1, 2011	-24.17% Jul 7, 2011 - Mar 15, 2012
#6	-5.93% Jul 8, 2016 - Sep 5, 2017	-21.21% Aug 29, 2018 - Apr 8, 2019
#7	-5.76% Dec 30, 2008 - Jul 8, 2009	-21.09% Nov 25, 2024 - Jul 23, 2025
#8	-5.05% Sep 7, 2017 - Jan 31, 2019	-20.33% Aug 2, 2001 - Jan 4, 2002
#9	-3.93% Mar 19, 2008 - Sep 15, 2008	-19.42% Apr 23, 2015 - Jul 12, 2016
#10	-3.59% Jan 30, 2015 - Feb 2, 2016	-10.82% Apr 2, 2012 - Sep 6, 2012
#11	-3.14% May 8, 2007 - Aug 17, 2007	-10.11% May 5, 2006 - Oct 16, 2006
#12	-2.87% Feb 27, 2026 - Mar 26, 2026	-9.68% Jan 26, 2018 - Jul 26, 2018
#13	-2.77% Sep 22, 2011 - Dec 16, 2011	-9.33% Sep 5, 2014 - Nov 7, 2014
#14	-2.74% Nov 30, 2009 - Mar 2, 2010	-8.91% Apr 5, 2004 - Oct 1, 2004
#15	-2.46% Sep 4, 2019 - Oct 4, 2019	-8.17% Feb 26, 2026 - Apr 17, 2026

Correlation

Correlation between BIV and IWR is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2001 - 2026)

BIV vs IWR dividend yield comparison.

Year	BIV	IWR
2026	1.41%	0.25%
2025	4.01%	1.29%
2024	3.79%	1.27%
2023	3.09%	1.43%
2022	2.41%	1.59%
2021	3.42%	1.05%
2020	2.95%	1.28%
2019	2.75%	1.43%
2018	2.88%	1.98%
2017	2.69%	1.52%
2016	3.01%	1.72%
2015	3.02%	1.59%
2014	3.42%	1.45%
2013	4.22%	1.31%
2012	5.15%	1.81%
2011	5.17%	1.58%
2010	4.54%	1.45%
2009	4.39%	1.50%
2008	4.45%	2.09%
2007	3.09%	1.37%
2006	0.00%	1.31%
2005	0.00%	1.40%
2004	0.00%	1.11%
2003	0.00%	1.08%
2002	0.00%	1.08%
2001	0.00%	0.59%