GVI vs IXJ

Comparison between ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF (GVI, ETF) and ISHARES GLOBAL HEALTHCARE ETF (IXJ, ETF).

5-Year PerformanceIXJ has outperformed GVI, delivering a return of +4.5% compared to +0.9%

GVI vs IXJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GVI(ETF)	IXJ(ETF)
Net Assets	$3.80B	$3.80B
Expense Ratio	0.20%	0.40%
Max Drawdown	15.45%	42.81%
Sharpe Ratio	-0.20	0.76
5Y Beta	0.01	0.45
P/E Ratio	N/A	30.25
Forward P/E	N/A	19.05
5Y Dividends CAGR	15.21%	7.94%
5Y EPS CAGR	N/A	12.16%
Debt to Equity	N/A	53.17%
P/S Ratio	N/A	1.59
P/B Ratio	N/A	4.86

Net Assets

GVI

$3.80B

IXJ

$3.80B

Expense Ratio

Winner

GVI

0.20%

IXJ

0.40%

Max Drawdown

Winner

GVI

15.45%

IXJ

42.81%

Sharpe Ratio

GVI

-0.20

Winner

IXJ

0.76

5Y Beta

Winner

GVI

0.01

IXJ

0.45

P/E Ratio

GVI

N/A

IXJ

30.25

Forward P/E

GVI

N/A

IXJ

19.05

5Y Dividends CAGR

Winner

GVI

15.21%

IXJ

7.94%

5Y EPS CAGR

GVI

N/A

IXJ

12.16%

Debt to Equity

GVI

N/A

IXJ

53.17%

P/S Ratio

GVI

N/A

IXJ

1.59

P/B Ratio

GVI

N/A

IXJ

4.86

GVI vs IXJ - Historical Returns

Returns include dividend reinvestment.

Period	GVI	IXJ
1 month	-0.01%	+3.27%
3 months	-0.18%	+3.93%
6 months	+0.24%	-0.39%
1 year	+3.52%	+17.30%
5 years(CAGR)	+0.94%	+4.51%
10 years(CAGR)	+1.74%	+8.19%
Max(CAGR)	+2.86%	+7.28%

GVI

-0.01%

Winner

IXJ

+3.27%

GVI

-0.18%

Winner

IXJ

+3.93%

Winner

GVI

+0.24%

IXJ

-0.39%

GVI

+3.52%

Winner

IXJ

+17.30%

5Y(CAGR)

GVI

+0.94%

Winner

IXJ

+4.51%

10Y(CAGR)

GVI

+1.74%

Winner

IXJ

+8.19%

Max(CAGR)

GVI

+2.86%

Winner

IXJ

+7.28%

GVI vs IXJ - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	GVI	IXJ
2026	+0.27%	+1.10%
2025	+6.67%	+14.95%
2024	+3.20%	-0.69%
2023	+4.97%	+3.59%
2022	-8.04%	-3.93%
2021	-1.86%	+19.74%
2020	+6.17%	+12.39%
2019	+6.42%	+24.67%
2018	+0.87%	+1.74%
2017	+1.83%	+19.02%
2016	+1.83%	-4.37%
2015	+0.52%	+5.69%
2014	+2.75%	+18.07%
2013	-0.81%	+33.83%
2012	+3.65%	+15.83%
2011	+6.01%	+9.85%
2010	+5.16%	+0.65%
2009	+2.78%	+16.29%
2008	+7.86%	-19.96%
2007	+7.61%	+2.96%
2006	N/A	+8.49%
2005	N/A	+7.27%
2004	N/A	+3.72%
2003	N/A	+16.34%
2002	N/A	-17.01%
2001	N/A	-2.47%

GVI vs IXJ Drawdown Comparison

The maximum drawdown for GVI was -12.93%, occurring on Oct 20, 2022. Recovery took 976 trading sessions.

The maximum drawdown for IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 1001 trading sessions.

The current GVI drawdown is -0.94%. The current IXJ drawdown is -3.62%.

Rank	GVI	IXJ
#1	-12.93% Aug 2, 2021 - Jun 23, 2025	-40.60% May 7, 2007 - Apr 26, 2011
#2	-7.54% Sep 9, 2008 - Dec 1, 2008	-31.87% Nov 26, 2001 - Apr 13, 2005
#3	-5.96% Mar 9, 2020 - May 19, 2020	-27.35% Feb 12, 2020 - Jul 14, 2020
#4	-3.57% May 1, 2013 - May 20, 2014	-18.80% Aug 5, 2015 - Jun 19, 2017
#5	-3.53% Jan 14, 2009 - Jul 31, 2009	-18.14% Aug 30, 2024 - Jan 6, 2026
#6	-3.39% Oct 11, 2010 - May 27, 2011	-17.48% Apr 8, 2022 - Jan 8, 2024
#7	-3.30% Jul 8, 2016 - Aug 29, 2017	-16.52% May 31, 2011 - Mar 13, 2012
#8	-2.99% Sep 7, 2017 - Jan 3, 2019	-14.45% Oct 1, 2018 - Jul 2, 2019
#9	-2.54% Apr 11, 2008 - Sep 3, 2008	-11.65% Jan 26, 2018 - Aug 21, 2018
#10	-2.17% Dec 31, 2020 - Aug 2, 2021	-10.78% Feb 27, 2026 - Jul 2, 2026
#11	-1.79% Feb 27, 2026 - Mar 26, 2026	-10.59% Dec 29, 2021 - Apr 7, 2022
#12	-1.78% Jan 30, 2015 - Oct 2, 2015	-8.47% Sep 24, 2014 - Oct 30, 2014
#13	-1.69% Dec 30, 2008 - Jan 14, 2009	-7.78% Sep 3, 2021 - Dec 23, 2021
#14	-1.69% Sep 21, 2011 - Nov 1, 2011	-7.77% Jan 25, 2021 - Apr 16, 2021
#15	-1.68% May 8, 2007 - Jul 26, 2007	-7.76% Sep 2, 2020 - Nov 5, 2020

Correlation

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

0.90

-101

Dividend Comparison (2001 - 2026)

GVI vs IXJ dividend yield comparison.

Year	GVI	IXJ
2026	1.84%	0.86%
2025	3.48%	1.40%
2024	3.40%	1.50%
2023	2.75%	1.38%
2022	1.86%	1.17%
2021	1.46%	1.12%
2020	1.84%	1.27%
2019	2.29%	1.42%
2018	2.16%	2.11%
2017	1.91%	1.46%
2016	1.77%	1.73%
2015	1.75%	2.85%
2014	1.72%	1.38%
2013	1.77%	1.51%
2012	2.13%	2.28%
2011	2.63%	2.17%
2010	2.86%	2.20%
2009	3.32%	1.97%
2008	4.02%	2.25%
2007	4.42%	1.72%
2006	0.00%	0.85%
2005	0.00%	0.70%
2004	0.00%	0.74%
2003	0.00%	0.63%
2002	0.00%	0.61%
2001	0.00%	0.03%