IUSB vs VOE

Comparison between ISHARES CORE TOTAL USD BOND MARKET ETF (IUSB, ETF) and VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES (VOE, ETF).

5-Year PerformanceVOE has outperformed IUSB, delivering a return of +8.1% compared to +0.5%

IUSB vs VOE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IUSB(ETF)	VOE(ETF)
Net Assets	$36B	$35B
Expense Ratio	0.06%	0.05%
Max Drawdown	22.73%	63.37%
Sharpe Ratio	0.48	1.57
5Y Beta	0.05	0.69
P/E Ratio	N/A	19.33
Forward P/E	N/A	13.53
PEG Ratio	N/A	0.47
5Y Dividends CAGR	9.63%	12.81%
5Y EPS CAGR	N/A	10.56%
Debt to Equity	N/A	44.26%
P/S Ratio	N/A	1.20
P/B Ratio	N/A	2.35

Net Assets

Winner

IUSB

$36B

VOE

$35B

Expense Ratio

IUSB

0.06%

Winner

VOE

0.05%

Max Drawdown

Winner

IUSB

22.73%

VOE

63.37%

Sharpe Ratio

IUSB

0.48

Winner

VOE

1.57

5Y Beta

Winner

IUSB

0.05

VOE

0.69

P/E Ratio

IUSB

N/A

VOE

19.33

Forward P/E

IUSB

N/A

VOE

13.53

PEG Ratio

IUSB

N/A

VOE

0.47

5Y Dividends CAGR

IUSB

9.63%

Winner

VOE

12.81%

5Y EPS CAGR

IUSB

N/A

VOE

10.56%

Debt to Equity

IUSB

N/A

VOE

44.26%

P/S Ratio

IUSB

N/A

VOE

1.20

P/B Ratio

IUSB

N/A

VOE

2.35

IUSB vs VOE - Holdings Comparison

IUSB and VOE have 0 common holdings. Overlap is 0.00%

IUSB's top 25 holdings weight is 3.11%. VOE's top 25 holdings weight is 28.81%.

Rank	IUSB	VOE
#1	BLACKROCK LIQUIDITY TEMPCASH INSTL (TMCXX) - 3.11%	SLB LTD (SLB) - 1.44%
#2	N/A	CUMMINS INC (CMI) - 1.39%
#3	N/A	VALERO ENERGY CORP (VLO) - 1.38%
#4	N/A	PHILLIPS 66 (PSX) - 1.37%
#5	N/A	MARATHON PETROLEUM CORP (MPC) - 1.35%
#6	N/A	CRH PLC (CRH) - 1.32%
#7	N/A	GENERAL MOTORS CO (GM) - 1.26%
#8	N/A	n/a (WBD) - 1.21%
#9	N/A	L3HARRIS TECHNOLOGIES INC (LHX) - 1.21%
#10	N/A	DIGITAL REALTY TRUST INC (DLR) - 1.16%
#11	N/A	TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 1.15%
#12	N/A	PACCAR INC (PCAR) - 1.14%
#13	N/A	BAKER HUGHES CO CLASS A (BKR) - 1.13%
#14	N/A	NEWMONT CORP (NEM) - 1.10%
#15	N/A	CENCORA INC (COR) - 1.09%
#16	N/A	CORTEVA INC (CTVA) - 1.07%
#17	N/A	ONEOK INC (OKE) - 1.07%
#18	N/A	CHENIERE ENERGY INC (LNG) - 1.06%
#19	N/A	ARTHUR J. GALLAGHER & CO (AJG) - 1.04%
#20	N/A	TARGET CORP (TGT) - 1.03%
#21	N/A	DOMINION ENERGY INC (D) - 1.02%
#22	N/A	ALLSTATE CORP (ALL) - 1.01%
#23	N/A	ENTERGY CORP (ETR) - 0.95%
#24	N/A	EXELON CORP (EXC) - 0.93%
#25	N/A	XCEL ENERGY INC (XEL) - 0.93%
Total Holdings	1	180

IUSB vs VOE - Historical Returns

Returns include dividend reinvestment.

Period	IUSB	VOE
1 month	+0.18%	+1.13%
3 months	+0.08%	+0.84%
6 months	+1.00%	+11.67%
1 year	+5.96%	+23.11%
5 years(CAGR)	+0.53%	+8.13%
10 years(CAGR)	+2.03%	+10.73%
Max(CAGR)	+2.25%	+9.27%

IUSB

+0.18%

Winner

VOE

+1.13%

IUSB

+0.08%

Winner

VOE

+0.84%

IUSB

+1.00%

Winner

VOE

+11.67%

IUSB

+5.96%

Winner

VOE

+23.11%

5Y(CAGR)

IUSB

+0.53%

Winner

VOE

+8.13%

10Y(CAGR)

IUSB

+2.03%

Winner

VOE

+10.73%

Max(CAGR)

IUSB

+2.25%

Winner

VOE

+9.27%

IUSB vs VOE - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IUSB	VOE
2026	+0.73%	+7.69%
2025	+7.38%	+12.46%
2024	+2.60%	+13.71%
2023	+5.66%	+10.01%
2022	-12.47%	-7.96%
2021	-1.17%	+31.13%
2020	+7.38%	+2.62%
2019	+8.95%	+27.88%
2018	-0.27%	-12.88%
2017	+3.93%	+16.14%
2016	+3.83%	+16.61%
2015	+0.06%	-1.89%
2014	+1.90%	+15.31%
2013	N/A	+34.58%
2012	N/A	+14.82%
2011	N/A	-1.60%
2010	N/A	+20.01%
2009	N/A	+34.45%
2008	N/A	-35.63%
2007	N/A	-4.15%
2006	N/A	+12.70%

IUSB vs VOE Drawdown Comparison

The maximum drawdown for IUSB was -17.90%, occurring on Oct 20, 2022. Recovery took 1205 trading sessions.

The maximum drawdown for VOE was -61.51%, occurring on Mar 9, 2009. Recovery took 983 trading sessions.

The current IUSB drawdown is -1.05%. The current VOE drawdown is -1.53%.

Rank	IUSB	VOE
#1	-17.90% Dec 31, 2020 - Oct 20, 2025	-61.51% Jun 4, 2007 - Apr 27, 2011
#2	-9.90% Mar 6, 2020 - Jun 10, 2020	-43.20% Feb 12, 2020 - Dec 4, 2020
#3	-4.01% Sep 7, 2016 - Jul 21, 2017	-24.10% Apr 29, 2011 - Mar 13, 2012
#4	-3.26% Sep 7, 2017 - Jan 30, 2019	-21.49% Jan 26, 2018 - Jul 24, 2019
#5	-2.58% Apr 24, 2015 - Mar 16, 2016	-19.69% Apr 20, 2022 - Feb 22, 2024
#6	-2.49% Feb 27, 2026 - Mar 27, 2026	-18.45% Nov 29, 2024 - Aug 22, 2025
#7	-1.78% Sep 4, 2019 - Oct 4, 2019	-18.04% May 21, 2015 - Jul 12, 2016
#8	-1.69% Jan 30, 2015 - Mar 24, 2015	-11.49% Mar 26, 2012 - Sep 6, 2012
#9	-1.54% Aug 4, 2020 - Dec 30, 2020	-8.46% Sep 5, 2014 - Nov 5, 2014
#10	-1.31% Oct 4, 2019 - Jan 3, 2020	-7.79% Jan 13, 2022 - Mar 29, 2022
#11	-0.99% Oct 28, 2025 - Nov 26, 2025	-7.06% Jul 24, 2019 - Sep 11, 2019
#12	-0.85% Aug 15, 2014 - Oct 7, 2014	-6.93% Feb 26, 2026 - Apr 30, 2026
#13	-0.76% Jul 8, 2016 - Jul 29, 2016	-6.80% May 17, 2013 - Jul 11, 2013
#14	-0.75% Nov 26, 2025 - Jan 14, 2026	-6.78% Nov 15, 2021 - Dec 29, 2021
#15	-0.72% Oct 20, 2014 - Nov 26, 2014	-6.78% Jun 8, 2021 - Aug 11, 2021

Correlation

Correlation between IUSB and VOE is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2006 - 2026)

IUSB vs VOE dividend yield comparison.

Year	IUSB	VOE
2026	1.41%	0.52%
2025	4.17%	2.10%
2024	4.04%	2.11%
2023	3.46%	2.27%
2022	2.53%	2.27%
2021	1.74%	1.78%
2020	2.68%	2.36%
2019	3.04%	2.05%
2018	2.98%	2.75%
2017	2.56%	1.86%
2016	2.60%	1.92%
2015	1.95%	2.05%
2014	1.39%	1.67%
2013	0.00%	1.53%
2012	0.00%	1.93%
2011	0.00%	2.20%
2010	0.00%	1.91%
2009	0.00%	1.95%
2008	0.00%	2.91%
2007	0.00%	2.05%
2006	0.00%	0.64%