IEI vs IWV

Comparison between ISHARES 3-7 YEAR TREASURY BOND ETF (IEI, ETF) and ISHARES RUSSELL 3000 ETF (IWV, ETF).

5-Year PerformanceIWV has outperformed IEI, delivering a return of +13.0% compared to +0.3%

IEI vs IWV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IEI(ETF)	IWV(ETF)
Net Assets	$19B	$19B
Expense Ratio	0.15%	0.20%
Max Drawdown	16.77%	56.66%
Sharpe Ratio	-0.07	1.93
5Y Beta	-0.02	0.98
P/E Ratio	N/A	27.32
Forward P/E	N/A	19.48
5Y Dividends CAGR	30.98%	8.98%
5Y EPS CAGR	N/A	23.31%
P/S Ratio	N/A	3.12
P/B Ratio	N/A	4.54

Net Assets

IEI

$19B

Winner

IWV

$19B

Expense Ratio

Winner

IEI

0.15%

IWV

0.20%

Max Drawdown

Winner

IEI

16.77%

IWV

56.66%

Sharpe Ratio

IEI

-0.07

Winner

IWV

1.93

5Y Beta

Winner

IEI

-0.02

IWV

0.98

P/E Ratio

IEI

N/A

IWV

27.32

Forward P/E

IEI

N/A

IWV

19.48

5Y Dividends CAGR

Winner

IEI

30.98%

IWV

8.98%

5Y EPS CAGR

IEI

N/A

IWV

23.31%

P/S Ratio

IEI

N/A

IWV

3.12

P/B Ratio

IEI

N/A

IWV

4.54

IEI vs IWV - Historical Returns

Returns include dividend reinvestment.

Period	IEI	IWV
1 month	-0.57%	+6.93%
3 months	-1.04%	+8.05%
6 months	-0.03%	+8.37%
1 year	+3.92%	+27.23%
5 years(CAGR)	+0.35%	+13.01%
10 years(CAGR)	+1.30%	+14.86%
Max(CAGR)	+2.87%	+8.56%

IEI

-0.57%

Winner

IWV

+6.93%

IEI

-1.04%

Winner

IWV

+8.05%

IEI

-0.03%

Winner

IWV

+8.37%

IEI

+3.92%

Winner

IWV

+27.23%

5Y(CAGR)

IEI

+0.35%

Winner

IWV

+13.01%

10Y(CAGR)

IEI

+1.30%

Winner

IWV

+14.86%

Max(CAGR)

IEI

+2.87%

Winner

IWV

+8.56%

IEI vs IWV - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IEI	IWV
2026	-0.32%	+7.98%
2025	+6.97%	+17.14%
2024	+2.11%	+24.28%
2023	+4.11%	+26.44%
2022	-9.13%	-19.74%
2021	-2.57%	+27.22%
2020	+6.76%	+19.60%
2019	+5.56%	+30.62%
2018	+1.50%	-6.12%
2017	+1.24%	+20.12%
2016	+1.02%	+14.48%
2015	+1.41%	+0.42%
2014	+3.07%	+13.32%
2013	-1.78%	+29.90%
2012	+2.15%	+14.80%
2011	+8.25%	-0.33%
2010	+6.24%	+14.92%
2009	-1.06%	+24.80%
2008	+12.21%	-36.46%
2007	+10.13%	+4.73%
2006	N/A	+13.92%
2005	N/A	+7.10%
2004	N/A	+12.09%
2003	N/A	+26.49%
2002	N/A	-22.00%
2001	N/A	-8.37%
2000	N/A	-3.32%

IEI vs IWV Drawdown Comparison

The maximum drawdown for IEI was -14.60%, occurring on Oct 20, 2022. Recovery took 1335 trading sessions.

The maximum drawdown for IWV was -55.60%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.

The current IEI drawdown is -1.78%. The current IWV drawdown is -0.25%.

Rank	IEI	IWV
#1	-14.60% Aug 4, 2020 - Nov 25, 2025	-55.60% Oct 9, 2007 - Mar 15, 2012
#2	-5.97% Dec 16, 2008 - May 5, 2010	-47.64% Sep 1, 2000 - Sep 26, 2006
#3	-5.25% Mar 17, 2008 - Sep 15, 2008	-35.22% Feb 19, 2020 - Aug 12, 2020
#4	-4.92% Nov 4, 2010 - Jun 8, 2011	-25.11% Dec 27, 2021 - Dec 18, 2023
#5	-4.49% Jul 5, 2016 - Mar 15, 2019	-20.13% Sep 20, 2018 - Apr 23, 2019
#6	-4.16% May 2, 2013 - Oct 8, 2014	-19.27% Feb 19, 2025 - Jun 27, 2025
#7	-2.89% Oct 7, 2008 - Nov 4, 2008	-15.16% Jun 23, 2015 - Jun 8, 2016
#8	-2.21% Sep 17, 2008 - Oct 6, 2008	-9.97% Mar 26, 2012 - Aug 16, 2012
#9	-2.20% Feb 27, 2026 - Mar 26, 2026	-9.87% Jan 26, 2018 - Jul 25, 2018
#10	-2.16% Jan 30, 2015 - Aug 24, 2015	-9.80% Jul 19, 2007 - Oct 5, 2007
#11	-2.00% Jan 31, 2012 - May 4, 2012	-9.29% Sep 2, 2020 - Nov 9, 2020
#12	-1.97% May 8, 2007 - Jul 24, 2007	-8.89% Jan 27, 2026 - Apr 14, 2026
#13	-1.96% Oct 14, 2015 - Jan 28, 2016	-8.39% Jul 16, 2024 - Sep 19, 2024
#14	-1.95% Sep 4, 2019 - Jan 27, 2020	-7.58% Sep 14, 2012 - Jan 2, 2013
#15	-1.84% Mar 9, 2020 - Mar 23, 2020	-7.55% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IEI and IWV is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2000 - 2026)

IEI vs IWV dividend yield comparison.

Year	IEI	IWV
2026	1.21%	0.18%
2025	3.48%	0.96%
2024	3.18%	1.08%
2023	2.36%	1.30%
2022	1.37%	1.56%
2021	0.73%	1.04%
2020	1.12%	1.30%
2019	2.01%	1.69%
2018	1.95%	1.97%
2017	1.51%	1.58%
2016	1.33%	1.79%
2015	1.39%	1.99%
2014	1.23%	1.63%
2013	0.77%	1.61%
2012	0.87%	1.95%
2011	1.67%	1.81%
2010	2.13%	1.59%
2009	3.14%	1.83%
2008	2.80%	2.52%
2007	4.04%	1.66%
2006	0.00%	1.43%
2005	0.00%	1.78%
2004	0.00%	1.60%
2003	0.00%	1.40%
2002	0.00%	1.76%
2001	0.00%	1.00%
2000	0.00%	0.49%