ISCV vs VUSE
Comparison between ISHARES MORNINGSTAR SMALL-CAP VALUE ETF (ISCV, ETF) and VIDENT U.S. EQUITY STRATEGY ETF (VUSE, ETF).
5-Year PerformanceVUSE has outperformed ISCV, delivering a return of +10.4% compared to +6.5%
ISCV vs VUSE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ISCV
$651M
VUSE
$648M
Expense Ratio
Winner
ISCV
0.06%
VUSE
0.50%
Max Drawdown
ISCV
64.85%
Winner
VUSE
45.51%
Sharpe Ratio
Winner
ISCV
1.39
VUSE
0.89
5Y Beta
ISCV
0.95
Winner
VUSE
0.93
P/E Ratio
ISCV
31.53
Winner
VUSE
27.10
Forward P/E
Winner
ISCV
12.81
VUSE
21.63
5Y Dividends CAGR
Winner
ISCV
12.09%
VUSE
-6.58%
5Y EPS CAGR
ISCV
6.76%
Winner
VUSE
28.51%
Debt to Equity
Winner
ISCV
31.28%
VUSE
82.98%
P/S Ratio
Winner
ISCV
1.09
VUSE
4.46
P/B Ratio
Winner
ISCV
1.78
VUSE
7.83
ISCV vs VUSE - Holdings Comparison
ISCV and VUSE have 17 common holdings. Overlap is 2.04%
ISCV's top 25 holdings weight is 12.15%. VUSE's top 25 holdings weight is 48.58%.
| Rank | ISCV | VUSE |
|---|---|---|
| #1 | AKAMAI TECHNOLOGIES INC (AKAM) - 0.67% | BROADCOM INC (AVGO) - 2.96% |
| #2 | CF INDUSTRIES HOLDINGS INC (CF) - 0.62% | ALPHABET INC CLASS A (GOOGL) - 2.85% |
| #3 | VIATRIS INC (VTRS) - 0.62% | NVIDIA CORP (NVDA) - 2.54% |
| #4 | ALCOA CORP (AA) - 0.61% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.44% |
| #5 | TD SYNNEX CORP (SNX) - 0.60% | MICRON TECHNOLOGY INC (MU) - 2.44% |
| #6 | OVINTIV INC (OVV) - 0.55% | ORACLE CORP (ORCL) - 2.41% |
| #7 | MODERNA INC (MRNA) - 0.53% | ELI LILLY AND CO (LLY) - 2.33% |
| #8 | HOST HOTELS & RESORTS INC (HST) - 0.51% | AMAZON.COM INC (AMZN) - 2.32% |
| #9 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.50% | WESTERN DIGITAL CORP (WDC) - 2.21% |
| #10 | EVEREST GROUP LTD (EG) - 0.49% | ABBVIE INC (ABBV) - 2.13% |
| #11 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.47% | APPLE INC (AAPL) - 2.07% |
| #12 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.46% | MICROSOFT CORP (MSFT) - 1.95% |
| #13 | APA CORP (APA) - 0.46% | VISA INC CLASS A (V) - 1.94% |
| #14 | BORGWARNER INC (BWA) - 0.45% | COSTCO WHOLESALE CORP (COST) - 1.83% |
| #15 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.44% | MASTERCARD INC CLASS A (MA) - 1.81% |
| #16 | ARAMARK (ARMK) - 0.44% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.78% |
| #17 | REGAL REXNORD CORP (RRX) - 0.43% | META PLATFORMS INC CLASS A (META) - 1.75% |
| #18 | UNUM GROUP (UNM) - 0.42% | WALMART INC (WMT) - 1.71% |
| #19 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.42% | JOHNSON & JOHNSON (JNJ) - 1.70% |
| #20 | ASSURANT INC (AIZ) - 0.42% | LAM RESEARCH CORP (LRCX) - 1.51% |
| #21 | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 0.42% | THE HOME DEPOT INC (HD) - 1.47% |
| #22 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 0.41% | HOWMET AEROSPACE INC (HWM) - 1.15% |
| #23 | GLOBE LIFE INC (GL) - 0.41% | TJX COMPANIES INC (TJX) - 1.15% |
| #24 | SKYWORKS SOLUTIONS INC (SWKS) - 0.40% | CONSTELLATION ENERGY CORP (CEG) - 1.07% |
| #25 | PINNACLE WEST CAPITAL CORP (PNW) - 0.40% | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.06% |
| Total Holdings | 1045 | 129 |
ISCV vs VUSE - Historical Returns
Returns include dividend reinvestment.
1M
ISCV
+0.62%
Winner
VUSE
+1.52%
3M
ISCV
+4.93%
Winner
VUSE
+6.69%
6M
Winner
ISCV
+9.79%
VUSE
+5.96%
1Y
Winner
ISCV
+28.56%
VUSE
+15.50%
5Y(CAGR)
ISCV
+6.49%
Winner
VUSE
+10.36%
10Y(CAGR)
ISCV
+8.39%
Winner
VUSE
+12.01%
Max(CAGR)
ISCV
+8.72%
Winner
VUSE
+10.08%
ISCV vs VUSE - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ISCV | VUSE |
|---|---|---|
| 2026 | +8.88% | +6.85% |
| 2025 | +10.92% | +13.18% |
| 2024 | +9.68% | +17.02% |
| 2023 | +16.86% | +24.78% |
| 2022 | -11.52% | -9.94% |
| 2021 | +31.66% | +37.02% |
| 2020 | +1.05% | +6.32% |
| 2019 | +18.86% | +19.64% |
| 2018 | -17.59% | -16.11% |
| 2017 | +7.48% | +15.59% |
| 2016 | +29.41% | +20.66% |
| 2015 | -8.38% | -5.69% |
| 2014 | +11.06% | +8.33% |
| 2013 | +31.87% | N/A |
| 2012 | +16.54% | N/A |
| 2011 | -3.89% | N/A |
| 2010 | +23.12% | N/A |
| 2009 | +36.70% | N/A |
| 2008 | -30.60% | N/A |
| 2007 | -8.58% | N/A |
| 2006 | +17.67% | N/A |
| 2005 | +6.37% | N/A |
| 2004 | +17.35% | N/A |
ISCV vs VUSE Drawdown Comparison
The maximum drawdown for ISCV was -63.12%, occurring on Mar 9, 2009. Recovery took 895 trading sessions.
The maximum drawdown for VUSE was -43.92%, occurring on Mar 23, 2020. Recovery took 571 trading sessions.
The current ISCV drawdown is -1.35%. The current VUSE drawdown is -3.35%.
| Rank | ISCV | VUSE |
|---|---|---|
| #1 | -63.12% Jun 4, 2007 - Dec 20, 2010 | -43.92% Aug 29, 2018 - Dec 4, 2020 |
| #2 | -51.55% Aug 21, 2018 - Jan 7, 2021 | -21.34% Jan 4, 2022 - Jun 13, 2023 |
| #3 | -26.79% Apr 29, 2011 - Mar 13, 2012 | -20.42% Jun 23, 2015 - Nov 14, 2016 |
| #4 | -25.34% Nov 25, 2024 - Nov 26, 2025 | -18.92% Feb 13, 2025 - Jun 30, 2025 |
| #5 | -23.40% Apr 15, 2015 - Aug 8, 2016 | -10.13% Jan 26, 2018 - Aug 21, 2018 |
| #6 | -22.03% Nov 5, 2021 - Dec 19, 2023 | -9.28% Jan 12, 2026 - Apr 17, 2026 |
| #7 | -12.07% Jun 8, 2021 - Nov 3, 2021 | -9.19% Jun 8, 2021 - Nov 3, 2021 |
| #8 | -11.53% Mar 19, 2012 - Sep 6, 2012 | -9.04% Jul 31, 2023 - Dec 11, 2023 |
| #9 | -11.32% Jan 23, 2018 - Jul 9, 2018 | -8.96% Sep 2, 2014 - Nov 21, 2014 |
| #10 | -10.73% Jul 1, 2014 - Nov 24, 2014 | -8.09% Jul 16, 2024 - Sep 19, 2024 |
| #11 | -10.37% May 9, 2006 - Oct 12, 2006 | -7.63% Nov 15, 2021 - Jan 4, 2022 |
| #12 | -10.33% Aug 2, 2005 - Jan 6, 2006 | -6.76% Oct 27, 2025 - Jan 12, 2026 |
| #13 | -9.91% Dec 29, 2004 - Jun 14, 2005 | -6.25% Jan 22, 2014 - Feb 27, 2014 |
| #14 | -9.26% Feb 10, 2026 - Apr 17, 2026 | -6.06% Dec 6, 2024 - Feb 6, 2025 |
| #15 | -8.89% Sep 14, 2012 - Dec 18, 2012 | -5.70% Mar 28, 2024 - Jul 2, 2024 |
Correlation
Correlation between ISCV and VUSE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2004 - 2026)
ISCV vs VUSE dividend yield comparison.
| Year | ISCV | VUSE |
|---|---|---|
| 2026 | 0.36% | 0.11% |
| 2025 | 2.04% | 0.47% |
| 2024 | 2.01% | 0.84% |
| 2023 | 2.21% | 1.15% |
| 2022 | 2.12% | 1.57% |
| 2021 | 1.95% | 1.16% |
| 2020 | 2.01% | 1.33% |
| 2019 | 2.36% | 1.61% |
| 2018 | 2.48% | 1.55% |
| 2017 | 1.74% | 1.16% |
| 2016 | 2.49% | 1.25% |
| 2015 | 2.60% | 1.73% |
| 2014 | 2.40% | 1.29% |
| 2013 | 1.81% | 0.00% |
| 2012 | 2.65% | 0.00% |
| 2011 | 2.49% | 0.00% |
| 2010 | 1.80% | 0.00% |
| 2009 | 1.95% | 0.00% |
| 2008 | 3.30% | 0.00% |
| 2007 | 2.58% | 0.00% |
| 2006 | 2.00% | 0.00% |
| 2005 | 2.12% | 0.00% |
| 2004 | 1.09% | 0.00% |
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