IGRO vs VTWV

Comparison between ISHARES INTERNATIONAL DIVIDEND GROWTH ETF (IGRO, ETF) and VANGUARD RUSSELL 2000 VALUE INDEX FUND ETF SHARES (VTWV, ETF).

5-Year PerformanceIGRO has outperformed VTWV, delivering a return of +8.2% compared to +7.5%

IGRO vs VTWV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGRO(ETF)	VTWV(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	0.15%	0.06%
Max Drawdown	37.05%	47.32%
Sharpe Ratio	1.24	1.88
5Y Beta	0.54	0.98
P/E Ratio	N/A	205.34
Forward P/E	N/A	12.56
5Y Dividends CAGR	9.28%	15.13%
5Y EPS CAGR	N/A	9.61%
Debt to Equity	N/A	36.70%
P/S Ratio	N/A	1.22
P/B Ratio	N/A	1.51

Net Assets

IGRO

$1.20B

VTWV

$1.20B

Expense Ratio

IGRO

0.15%

Winner

VTWV

0.06%

Max Drawdown

Winner

IGRO

37.05%

VTWV

47.32%

Sharpe Ratio

IGRO

1.24

Winner

VTWV

1.88

5Y Beta

Winner

IGRO

0.54

VTWV

0.98

P/E Ratio

IGRO

N/A

VTWV

205.34

Forward P/E

IGRO

N/A

VTWV

12.56

5Y Dividends CAGR

IGRO

9.28%

Winner

VTWV

15.13%

5Y EPS CAGR

IGRO

N/A

VTWV

9.61%

Debt to Equity

IGRO

N/A

VTWV

36.70%

P/S Ratio

IGRO

N/A

VTWV

1.22

P/B Ratio

IGRO

N/A

VTWV

1.51

IGRO vs VTWV - Holdings Comparison

IGRO and VTWV have 1 common holdings. Overlap is -0.12%

IGRO's top 25 holdings weight is 48.61%. VTWV's top 25 holdings weight is 12.76%.

Rank	IGRO	VTWV
#1	n/a (n/a) - 3.67%	ECHOSTAR CORP CLASS A (SATS) - 1.04%
#2	ROYAL BANK OF CANADA (n/a) - 2.91%	HECLA MINING CO (HL) - 0.81%
#3	NESTLE SA (n/a) - 2.86%	TTM TECHNOLOGIES INC (TTMI) - 0.71%
#4	BRITISH AMERICAN TOBACCO PLC (n/a) - 2.84%	COEUR MINING INC (CDE) - 0.58%
#5	ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 2.63%	FLUOR CORP (FLR) - 0.56%
#6	NOVO NORDISK AS CLASS B (n/a) - 2.59%	CARETRUST REIT INC (CTRE) - 0.55%
#7	NOVARTIS AG REGISTERED SHARES (n/a) - 2.58%	COMMERCIAL METALS CO (CMC) - 0.54%
#8	THE TORONTO-DOMINION BANK (n/a) - 2.44%	VAXCYTE INC ORDINARY SHARES (PCVX) - 0.51%
#9	SANOFI SA (n/a) - 2.31%	n/a (PRAX) - 0.51%
#10	TOYOTA MOTOR CORP (n/a) - 2.16%	JACKSON FINANCIAL INC (JXN) - 0.51%
#11	IBERDROLA SA (n/a) - 2.14%	UMB FINANCIAL CORP (UMBF) - 0.51%
#12	AXA SA (n/a) - 1.98%	OLD NATIONAL BANCORP (ONB) - 0.48%
#13	ENEL SPA (n/a) - 1.96%	TERRENO REALTY CORP (TRNO) - 0.45%
#14	MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.92%	ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.45%
#15	WESTPAC BANKING CORP (n/a) - 1.56%	SSR MINING INC (SSRM) - 0.44%
#16	UBS GROUP AG REGISTERED SHARES (n/a) - 1.39%	CYTOKINETICS INC (CYTK) - 0.43%
#17	NATIONAL AUSTRALIA BANK LTD (n/a) - 1.39%	SLBBH1142 (n/a) - 0.43%
#18	CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 1.29%	ORMAT TECHNOLOGIES INC (ORA) - 0.42%
#19	SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.22%	TAYLOR MORRISON HOME CORP (TMHC) - 0.42%
#20	SCHNEIDER ELECTRIC SE (n/a) - 1.20%	PORTLAND GENERAL ELECTRIC CO (POR) - 0.41%
#21	VINCI SA (n/a) - 1.19%	GATX CORP (GATX) - 0.41%
#22	ENI SPA (n/a) - 1.14%	n/a (BIPC) - 0.40%
#23	AIR LIQUIDE SA (n/a) - 1.09%	TRANSOCEAN LTD (RIG) - 0.40%
#24	MANULIFE FINANCIAL CORP (MFC) - 1.09%	VALARIS LTD (VAL) - 0.40%
#25	SAP SE (n/a) - 1.06%	ENERSYS (ENS) - 0.39%
Total Holdings	623	1431

IGRO vs VTWV - Historical Returns

Returns include dividend reinvestment.

Period	IGRO	VTWV
1 month	+1.20%	+5.99%
3 months	-1.35%	+5.66%
6 months	+9.64%	+19.86%
1 year	+19.65%	+39.93%
5 years(CAGR)	+8.18%	+7.51%
10 years(CAGR)	+9.04%	+10.57%
Max(CAGR)	+9.04%	+10.56%

IGRO

+1.20%

Winner

VTWV

+5.99%

IGRO

-1.35%

Winner

VTWV

+5.66%

IGRO

+9.64%

Winner

VTWV

+19.86%

IGRO

+19.65%

Winner

VTWV

+39.93%

5Y(CAGR)

Winner

IGRO

+8.18%

VTWV

+7.51%

10Y(CAGR)

IGRO

+9.04%

Winner

VTWV

+10.57%

Max(CAGR)

IGRO

+9.04%

Winner

VTWV

+10.56%

IGRO vs VTWV - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	IGRO	VTWV
2026	+5.72%	+15.96%
2025	+24.75%	+12.87%
2024	+8.96%	+8.32%
2023	+14.74%	+15.35%
2022	-12.77%	-15.53%
2021	+9.19%	+29.81%
2020	+6.63%	+5.33%
2019	+26.09%	+21.90%
2018	-13.77%	-13.64%
2017	+24.28%	+7.38%
2016	+3.36%	+34.40%
2015	N/A	-7.09%
2014	N/A	+5.36%
2013	N/A	+30.38%
2012	N/A	+14.34%
2011	N/A	-6.79%
2010	N/A	+18.62%

IGRO vs VTWV Drawdown Comparison

The maximum drawdown for IGRO was -36.25%, occurring on Mar 23, 2020. Recovery took 218 trading sessions.

The maximum drawdown for VTWV was -45.72%, occurring on Mar 23, 2020. Recovery took 584 trading sessions.

The current IGRO drawdown is -2.08%. The current VTWV drawdown is -0.72%.

Rank	IGRO	VTWV
#1	-36.25% Jan 2, 2020 - Nov 11, 2020	-45.72% Aug 21, 2018 - Dec 15, 2020
#2	-26.02% Jun 15, 2021 - Feb 1, 2024	-28.07% Apr 29, 2011 - Sep 7, 2012
#3	-19.99% Jan 24, 2018 - Nov 6, 2019	-26.72% Nov 25, 2024 - Sep 18, 2025
#4	-11.12% Sep 26, 2024 - Apr 28, 2025	-25.74% Nov 8, 2021 - Jul 16, 2024
#5	-10.00% Feb 26, 2026 - Mar 20, 2026	-22.20% Jun 23, 2015 - Aug 5, 2016
#6	-9.96% Sep 6, 2016 - Feb 23, 2017	-12.42% Jul 1, 2014 - Dec 29, 2014
#7	-9.33% Jun 8, 2016 - Aug 1, 2016	-11.92% Jun 8, 2021 - Nov 3, 2021
#8	-5.57% Jul 31, 2024 - Aug 16, 2024	-11.01% Sep 14, 2012 - Jan 2, 2013
#9	-5.10% Mar 8, 2024 - May 9, 2024	-9.88% Jul 26, 2024 - Oct 16, 2024
#10	-4.54% Jul 23, 2025 - Aug 22, 2025	-9.72% Mar 12, 2021 - Jun 1, 2021
#11	-4.34% Aug 1, 2016 - Sep 6, 2016	-9.24% Jan 23, 2018 - May 17, 2018
#12	-3.72% Jun 6, 2024 - Jul 10, 2024	-8.64% Feb 9, 2026 - Apr 13, 2026
#13	-3.64% Feb 16, 2021 - Mar 11, 2021	-7.26% Jan 22, 2014 - Feb 28, 2014
#14	-3.41% Jan 8, 2021 - Feb 16, 2021	-7.01% Oct 24, 2025 - Nov 26, 2025
#15	-3.35% Nov 12, 2025 - Nov 28, 2025	-6.84% Mar 1, 2017 - Sep 25, 2017

Correlation

Correlation between IGRO and VTWV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2010 - 2026)

IGRO vs VTWV dividend yield comparison.

Year	IGRO	VTWV
2026	0.34%	0.33%
2025	2.51%	1.79%
2024	2.44%	1.78%
2023	2.79%	2.02%
2022	2.69%	2.07%
2021	2.27%	1.60%
2020	2.41%	1.49%
2019	2.65%	1.82%
2018	2.97%	2.04%
2017	2.43%	1.63%
2016	1.18%	1.57%
2015	0.00%	2.03%
2014	0.00%	1.71%
2013	0.00%	1.42%
2012	0.00%	1.92%
2011	0.00%	1.27%
2010	0.00%	0.70%