BSV vs IWD

Comparison between VANGUARD SHORT-TERM BOND INDEX FUND ETF SHARES (BSV, ETF) and ISHARES RUSSELL 1000 VALUE ETF (IWD, ETF).

5-Year PerformanceIWD has outperformed BSV, delivering a return of +9.8% compared to +1.7%

BSV vs IWD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSV(ETF)	IWD(ETF)
Net Assets	$70B	$70B
Expense Ratio	0.03%	0.18%
Max Drawdown	11.08%	61.91%
Sharpe Ratio	0.10	2.04
5Y Beta	-0.00	0.73
P/E Ratio	N/A	23.06
Forward P/E	N/A	17.35
5Y Dividends CAGR	20.43%	9.32%
5Y EPS CAGR	N/A	13.73%
Debt to Equity	N/A	15.73%
P/S Ratio	N/A	2.26
P/B Ratio	N/A	3.08

Net Assets

BSV

$70B

IWD

$70B

Expense Ratio

Winner

BSV

0.03%

IWD

0.18%

Max Drawdown

Winner

BSV

11.08%

IWD

61.91%

Sharpe Ratio

BSV

0.10

Winner

IWD

2.04

5Y Beta

Winner

BSV

-0.00

IWD

0.73

P/E Ratio

BSV

N/A

IWD

23.06

Forward P/E

BSV

N/A

IWD

17.35

5Y Dividends CAGR

Winner

BSV

20.43%

IWD

9.32%

5Y EPS CAGR

BSV

N/A

IWD

13.73%

Debt to Equity

BSV

N/A

IWD

15.73%

P/S Ratio

BSV

N/A

IWD

2.26

P/B Ratio

BSV

N/A

IWD

3.08

BSV vs IWD - Historical Returns

Returns include dividend reinvestment.

Period	BSV	IWD
1 month	+0.17%	+5.38%
3 months	+0.09%	+4.53%
6 months	+1.12%	+15.41%
1 year	+4.12%	+28.60%
5 years(CAGR)	+1.67%	+9.75%
10 years(CAGR)	+1.97%	+11.28%
Max(CAGR)	+2.55%	+8.05%

BSV

+0.17%

Winner

IWD

+5.38%

BSV

+0.09%

Winner

IWD

+4.53%

BSV

+1.12%

Winner

IWD

+15.41%

BSV

+4.12%

Winner

IWD

+28.60%

5Y(CAGR)

BSV

+1.67%

Winner

IWD

+9.75%

10Y(CAGR)

BSV

+1.97%

Winner

IWD

+11.28%

Max(CAGR)

BSV

+2.55%

Winner

IWD

+8.05%

BSV vs IWD - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	BSV	IWD
2026	+0.49%	+10.64%
2025	+6.01%	+15.91%
2024	+4.02%	+13.78%
2023	+4.77%	+11.40%
2022	-5.31%	-8.06%
2021	-1.08%	+26.65%
2020	+4.62%	+2.31%
2019	+4.89%	+26.15%
2018	+1.40%	-8.84%
2017	+1.19%	+12.65%
2016	+1.29%	+18.65%
2015	+0.92%	-3.99%
2014	+1.25%	+14.25%
2013	+0.17%	+28.94%
2012	+2.03%	+15.55%
2011	+3.00%	-1.00%
2010	+3.80%	+13.28%
2009	+3.41%	+16.61%
2008	+8.02%	-35.73%
2007	+5.84%	-0.33%
2006	N/A	+20.13%
2005	N/A	+7.79%
2004	N/A	+16.44%
2003	N/A	+25.72%
2002	N/A	-16.22%
2001	N/A	-4.66%
2000	N/A	+8.98%

BSV vs IWD Drawdown Comparison

The maximum drawdown for BSV was -8.54%, occurring on Oct 20, 2022. Recovery took 750 trading sessions.

The maximum drawdown for IWD was -60.09%, occurring on Mar 9, 2009. Recovery took 1424 trading sessions.

The current BSV drawdown is -0.44%. The current IWD drawdown is -0.25%.

Rank	BSV	IWD
#1	-8.54% Aug 3, 2021 - Jul 29, 2024	-60.09% Jun 4, 2007 - Jan 29, 2013
#2	-7.01% Sep 15, 2008 - Nov 20, 2008	-38.51% Feb 13, 2020 - Dec 4, 2020
#3	-4.65% Mar 6, 2020 - Apr 9, 2020	-34.08% May 21, 2001 - Dec 29, 2003
#4	-2.74% Jan 14, 2009 - Jul 9, 2009	-19.03% Jan 12, 2022 - Dec 14, 2023
#5	-2.27% Mar 19, 2008 - Sep 4, 2008	-18.31% Jan 26, 2018 - Apr 30, 2019
#6	-1.79% Sep 7, 2017 - Dec 17, 2018	-16.16% May 21, 2015 - Jun 8, 2016
#7	-1.71% Jul 29, 2016 - Jun 6, 2017	-15.71% Nov 29, 2024 - Jul 3, 2025
#8	-1.68% Dec 31, 2008 - Jan 14, 2009	-12.19% Feb 12, 2001 - May 16, 2001
#9	-1.67% Nov 4, 2010 - May 9, 2011	-7.85% Sep 18, 2014 - Nov 5, 2014
#10	-1.53% Sep 24, 2024 - Feb 24, 2025	-7.59% Mar 5, 2004 - Sep 7, 2004
#11	-1.47% May 2, 2013 - Nov 29, 2013	-7.25% May 10, 2006 - Aug 16, 2006
#12	-1.29% Feb 27, 2026 - Mar 26, 2026	-6.79% Feb 27, 2026 - Apr 14, 2026
#13	-1.02% Oct 14, 2015 - Feb 2, 2016	-6.77% Mar 4, 2005 - Jun 17, 2005
#14	-0.97% Apr 30, 2025 - Jun 23, 2025	-6.74% Jul 26, 2019 - Sep 12, 2019
#15	-0.96% Dec 10, 2008 - Dec 16, 2008	-6.50% Sep 16, 2005 - Nov 21, 2005

Correlation

Correlation between BSV and IWD is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2000 - 2026)

BSV vs IWD dividend yield comparison.

Year	BSV	IWD
2026	1.32%	0.35%
2025	3.83%	1.69%
2024	3.38%	1.87%
2023	2.46%	2.02%
2022	1.50%	2.15%
2021	1.45%	1.62%
2020	1.79%	2.05%
2019	2.29%	2.45%
2018	1.99%	2.71%
2017	1.65%	2.09%
2016	1.48%	2.25%
2015	1.40%	2.47%
2014	1.24%	2.00%
2013	1.48%	1.95%
2012	1.83%	2.30%
2011	2.44%	2.30%
2010	2.68%	1.98%
2009	2.98%	2.36%
2008	3.58%	3.70%
2007	2.92%	2.40%
2006	0.00%	2.05%
2005	0.00%	2.46%
2004	0.00%	1.96%
2003	0.00%	1.91%
2002	0.00%	2.14%
2001	0.00%	1.56%
2000	0.00%	0.74%