EDV vs IWX
Comparison between VANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARES (EDV, ETF) and ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF).
5-Year PerformanceIWX has outperformed EDV, delivering a return of +12.9% compared to -12.1%
EDV vs IWX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EDV vs IWX - Historical Returns
Returns include dividend reinvestment.
EDV vs IWX - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EDV | IWX |
|---|---|---|
| 2026 | -4.53% | +22.62% |
| 2025 | +0.65% | +18.35% |
| 2024 | -11.90% | +14.15% |
| 2023 | -0.67% | +10.40% |
| 2022 | -37.20% | -5.80% |
| 2021 | -6.39% | +24.62% |
| 2020 | +22.12% | +0.74% |
| 2019 | +17.73% | +25.79% |
| 2018 | -1.95% | -6.69% |
| 2017 | +13.13% | +13.11% |
| 2016 | +0.12% | +17.63% |
| 2015 | -6.57% | -3.41% |
| 2014 | +43.90% | +14.05% |
| 2013 | -17.96% | +28.53% |
| 2012 | +4.50% | +14.33% |
| 2011 | +58.84% | +0.04% |
| 2010 | +10.90% | +10.63% |
| 2009 | -31.11% | +3.66% |
| 2008 | +50.57% | N/A |
| 2007 | +3.23% | N/A |
EDV vs IWX Drawdown Comparison
The maximum drawdown for EDV was -59.94%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The current EDV drawdown is -56.29%.
| Rank | EDV | IWX |
|---|---|---|
| #1 | -59.94% Mar 9, 2020 - Oct 19, 2023 | -35.76% Feb 12, 2020 - Dec 31, 2020 |
| #2 | -41.16% Dec 26, 2008 - Sep 21, 2011 | -20.53% May 2, 2011 - Mar 1, 2012 |
| #3 | -29.70% Jul 24, 2012 - Dec 10, 2014 | -18.12% Jan 12, 2022 - Jul 24, 2023 |
| #4 | -24.19% Jul 8, 2016 - Aug 1, 2019 | -17.34% Jan 26, 2018 - Apr 29, 2019 |
| #5 | -23.47% Jan 30, 2015 - Jun 16, 2016 | -16.79% Apr 23, 2010 - Dec 21, 2010 |
| #6 | -16.61% Oct 3, 2011 - Dec 19, 2011 | -14.98% May 21, 2015 - Jul 8, 2016 |
| #7 | -15.59% Dec 19, 2011 - May 17, 2012 | -13.37% Feb 19, 2025 - Jun 30, 2025 |
| #8 | -12.90% Jan 23, 2008 - Mar 20, 2008 | -10.01% Jul 26, 2023 - Dec 13, 2023 |
| #9 | -12.32% Mar 20, 2008 - Sep 3, 2008 | -9.92% Apr 2, 2012 - Aug 6, 2012 |
| #10 | -11.41% Aug 28, 2019 - Feb 21, 2020 | -8.53% Jan 11, 2010 - Mar 18, 2010 |
| #11 | -10.57% Oct 27, 2008 - Nov 20, 2008 | -8.13% Sep 19, 2014 - Nov 6, 2014 |
| #12 | -9.87% Sep 17, 2008 - Oct 6, 2008 | -7.93% Oct 18, 2012 - Jan 2, 2013 |
| #13 | -8.45% Sep 22, 2011 - Oct 3, 2011 | -7.53% Nov 29, 2024 - Feb 19, 2025 |
| #14 | -6.88% Oct 6, 2008 - Oct 23, 2008 | -6.83% Jul 26, 2019 - Sep 13, 2019 |
| #15 | -6.24% Jun 1, 2012 - Jul 16, 2012 | -6.59% Apr 30, 2019 - Jun 20, 2019 |
Correlation
Correlation between EDV and IWX is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2007 - 2026)
EDV vs IWX dividend yield comparison.
| Year | EDV | IWX |
|---|---|---|
| 2026 | 2.70% | 0.66% |
| 2025 | 4.94% | 1.59% |
| 2024 | 4.65% | 1.97% |
| 2023 | 3.81% | 2.13% |
| 2022 | 3.28% | 2.07% |
| 2021 | 1.95% | 1.79% |
| 2020 | 5.54% | 2.12% |
| 2019 | 3.51% | 2.60% |
| 2018 | 2.90% | 2.66% |
| 2017 | 2.92% | 2.12% |
| 2016 | 5.32% | 2.22% |
| 2015 | 4.24% | 2.77% |
| 2014 | 3.12% | 2.19% |
| 2013 | 5.03% | 1.89% |
| 2012 | 7.54% | 2.71% |
| 2011 | 5.12% | 2.58% |
| 2010 | 4.67% | 1.83% |
| 2009 | 19.33% | 0.56% |
| 2008 | 2.61% | 0.00% |
| 2007 | 0.36% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks