IGLB vs WTV

Comparison between ISHARES 10+ YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGLB, ETF) and WISDOMTREE U.S. VALUE FUND (WTV, ETF).

5-Year PerformanceWTV has outperformed IGLB, delivering a return of +12.5% compared to -1.6%

IGLB vs WTV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGLB(ETF)	WTV(ETF)
Net Assets	$2.60B	$2.60B
Expense Ratio	0.04%	0.12%
Max Drawdown	39.97%	42.18%
Sharpe Ratio	0.52	1.65
5Y Beta	0.21	0.81
P/E Ratio	N/A	20.45
Forward P/E	N/A	13.69
PEG Ratio	N/A	0.39
5Y Dividends CAGR	4.46%	17.94%
5Y EPS CAGR	N/A	16.63%
Debt to Equity	N/A	-18.17%
P/S Ratio	N/A	1.29
P/B Ratio	N/A	2.37

Net Assets

IGLB

$2.60B

WTV

$2.60B

Expense Ratio

Winner

IGLB

0.04%

WTV

0.12%

Max Drawdown

Winner

IGLB

39.97%

WTV

42.18%

Sharpe Ratio

IGLB

0.52

Winner

WTV

1.65

5Y Beta

Winner

IGLB

0.21

WTV

0.81

P/E Ratio

IGLB

N/A

WTV

20.45

Forward P/E

IGLB

N/A

WTV

13.69

PEG Ratio

IGLB

N/A

WTV

0.39

5Y Dividends CAGR

IGLB

4.46%

Winner

WTV

17.94%

5Y EPS CAGR

IGLB

N/A

WTV

16.63%

Debt to Equity

IGLB

N/A

WTV

-18.17%

P/S Ratio

IGLB

N/A

WTV

1.29

P/B Ratio

IGLB

N/A

WTV

2.37

IGLB vs WTV - Historical Returns

Returns include dividend reinvestment.

Period	IGLB	WTV
1 month	+0.32%	+4.02%
3 months	-0.12%	+0.45%
6 months	+0.51%	+12.01%
1 year	+8.51%	+25.39%
5 years(CAGR)	-1.55%	+12.52%
10 years(CAGR)	+2.41%	+13.29%
Max(CAGR)	+4.33%	+13.29%

IGLB

+0.32%

Winner

WTV

+4.02%

IGLB

-0.12%

Winner

WTV

+0.45%

IGLB

+0.51%

Winner

WTV

+12.01%

IGLB

+8.51%

Winner

WTV

+25.39%

5Y(CAGR)

IGLB

-1.55%

Winner

WTV

+12.52%

10Y(CAGR)

IGLB

+2.41%

Winner

WTV

+13.29%

Max(CAGR)

IGLB

+4.33%

Winner

WTV

+13.29%

IGLB vs WTV - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IGLB	WTV
2026	+0.88%	+7.13%
2025	+7.47%	+14.03%
2024	-0.58%	+23.99%
2023	+9.75%	+22.85%
2022	-24.20%	-8.18%
2021	-0.96%	+31.79%
2020	+12.71%	+5.42%
2019	+22.84%	+29.11%
2018	-6.19%	-8.58%
2017	+11.45%	+1.14%
2016	+9.78%	N/A
2015	-6.13%	N/A
2014	+15.38%	N/A
2013	-7.90%	N/A
2012	+12.74%	N/A
2011	+16.81%	N/A
2010	+10.32%	N/A
2009	-0.47%	N/A

IGLB vs WTV Drawdown Comparison

The maximum drawdown for IGLB was -34.13%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.

The current IGLB drawdown is -13.79%.

Rank	IGLB	WTV
#1	-34.13% Sep 22, 2021 - Oct 24, 2022	-42.18% Jan 16, 2020 - Nov 23, 2020
#2	-27.72% Mar 6, 2020 - Jul 9, 2020	-20.53% Sep 21, 2018 - Apr 5, 2019
#3	-14.42% May 2, 2013 - May 15, 2014	-19.31% Jan 4, 2022 - Feb 1, 2023
#4	-11.20% Jan 30, 2015 - Jun 8, 2016	-18.49% Nov 29, 2024 - Jul 23, 2025
#5	-10.23% Aug 6, 2020 - Aug 4, 2021	-13.67% Feb 2, 2023 - Jul 12, 2023
#6	-9.70% Dec 15, 2017 - Mar 28, 2019	-10.43% Aug 1, 2023 - Dec 1, 2023
#7	-9.22% Jul 8, 2016 - Jun 20, 2017	-9.69% Jan 26, 2018 - Aug 27, 2018
#8	-7.48% Aug 26, 2010 - May 17, 2011	-9.24% May 3, 2019 - Jul 24, 2019
#9	-5.13% Nov 13, 2012 - May 1, 2013	-7.88% Jul 26, 2019 - Oct 24, 2019
#10	-4.94% Aug 28, 2019 - Dec 13, 2019	-7.15% Feb 10, 2026 - May 8, 2026
#11	-4.40% Nov 1, 2011 - Feb 27, 2012	-6.91% Jul 31, 2024 - Aug 23, 2024
#12	-4.33% Aug 28, 2014 - Oct 14, 2014	-6.24% Mar 28, 2024 - Jul 16, 2024
#13	-4.20% Aug 10, 2011 - Sep 21, 2011	-6.10% Nov 16, 2021 - Dec 29, 2021
#14	-3.89% Feb 28, 2012 - May 3, 2012	-4.91% Oct 27, 2025 - Dec 3, 2025
#15	-3.85% Sep 22, 2011 - Oct 25, 2011	-4.66% May 10, 2021 - Aug 3, 2021

Correlation

Correlation between IGLB and WTV is 0.07 which considered as a very weak or no correlation - the stocks move independently of each other.

0.07

-101

Dividend Comparison (2009 - 2026)

IGLB vs WTV dividend yield comparison.

Year	IGLB	WTV
2026	1.78%	0.52%
2025	5.14%	1.59%
2024	5.10%	1.54%
2023	4.59%	1.62%
2022	4.56%	2.08%
2021	3.16%	1.55%
2020	3.22%	1.63%
2019	3.73%	1.44%
2018	4.56%	1.94%
2017	3.94%	0.41%
2016	4.21%	0.00%
2015	4.57%	0.00%
2014	3.76%	0.00%
2013	4.66%	0.00%
2012	4.37%	0.00%
2011	4.45%	0.00%
2010	5.29%	0.00%
2009	0.31%	0.00%