IUSV vs IUSG
Comparison between ISHARES CORE S&P U.S. VALUE ETF (IUSV, ETF) and ISHARES CORE S&P U.S. GROWTH ETF (IUSG, ETF).
5-Year PerformanceIUSG has outperformed IUSV, delivering a return of +13.4% compared to +11.4%
IUSV vs IUSG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IUSV
$27B
Winner
IUSG
$32B
Expense Ratio
IUSV
0.04%
IUSG
0.04%
Max Drawdown
Winner
IUSV
61.95%
IUSG
65.79%
Sharpe Ratio
Winner
IUSV
1.41
IUSG
1.02
5Y Beta
Winner
IUSV
0.70
IUSG
1.20
P/E Ratio
Winner
IUSV
25.04
IUSG
32.00
Forward P/E
Winner
IUSV
19.18
IUSG
21.95
PEG Ratio
IUSV
N/A
IUSG
0.26
5Y Dividends CAGR
Winner
IUSV
6.15%
IUSG
3.88%
5Y EPS CAGR
IUSV
11.90%
Winner
IUSG
38.36%
Debt to Equity
IUSV
44.10%
Winner
IUSG
26.44%
P/S Ratio
Winner
IUSV
2.16
IUSG
7.70
P/B Ratio
Winner
IUSV
3.68
IUSG
8.57
IUSV vs IUSG - Holdings Comparison
IUSV and IUSG have 204 common holdings. Overlap is 19.21%
IUSV's top 25 holdings weight is 34.76%. IUSG's top 25 holdings weight is 70.87%.
| Rank | IUSV | IUSG |
|---|---|---|
| #1 | APPLE INC (AAPL) - 7.01% | NVIDIA CORP (NVDA) - 13.72% |
| #2 | AMAZON.COM INC (AMZN) - 3.60% | MICROSOFT CORP (MSFT) - 7.65% |
| #3 | INTEL CORP (INTC) - 1.94% | APPLE INC (AAPL) - 6.18% |
| #4 | EXXON MOBIL CORP (XOM) - 1.83% | ALPHABET INC CLASS A (GOOGL) - 5.64% |
| #5 | WALMART INC (WMT) - 1.55% | BROADCOM INC (AVGO) - 4.93% |
| #6 | TESLA INC (TSLA) - 1.47% | ALPHABET INC CLASS C (GOOG) - 4.52% |
| #7 | COSTCO WHOLESALE CORP (COST) - 1.33% | META PLATFORMS INC CLASS A (META) - 3.88% |
| #8 | UNITEDHEALTH GROUP INC (UNH) - 1.26% | AMAZON.COM INC (AMZN) - 3.43% |
| #9 | BANK OF AMERICA CORP (BAC) - 1.23% | MICRON TECHNOLOGY INC (MU) - 2.96% |
| #10 | THE HOME DEPOT INC (HD) - 1.13% | ELI LILLY AND CO (LLY) - 2.44% |
| #11 | PROCTER & GAMBLE CO (PG) - 1.11% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.41% |
| #12 | CHEVRON CORP (CVX) - 1.01% | ADVANCED MICRO DEVICES INC (AMD) - 2.39% |
| #13 | MERCK & CO INC (MRK) - 1.00% | TESLA INC (TSLA) - 1.85% |
| #14 | JPMORGAN CHASE & CO (JPM) - 0.93% | JPMORGAN CHASE & CO (JPM) - 1.67% |
| #15 | TEXAS INSTRUMENTS INC (TXN) - 0.88% | APPLIED MATERIALS INC (AMAT) - 1.26% |
| #16 | VISA INC CLASS A (V) - 0.85% | LAM RESEARCH CORP (LRCX) - 1.16% |
| #17 | WELLS FARGO & CO (WFC) - 0.85% | CATERPILLAR INC (CAT) - 1.15% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.81% | JOHNSON & JOHNSON (JNJ) - 0.96% |
| #19 | LINDE PLC (LIN) - 0.80% | VISA INC CLASS A (V) - 0.87% |
| #20 | ABBVIE INC (ABBV) - 0.78% | NETFLIX INC (NFLX) - 0.83% |
| #21 | CITIGROUP INC (C) - 0.77% | BOEING CO (BA) - 0.20% |
| #22 | CISCO SYSTEMS INC (CSCO) - 0.70% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.20% |
| #23 | WESTERN DIGITAL CORP (WDC) - 0.67% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.19% |
| #24 | PEPSICO INC (PEP) - 0.63% | ROYAL CARIBBEAN GROUP (RCL) - 0.19% |
| #25 | ANALOG DEVICES INC (ADI) - 0.62% | O'REILLY AUTOMOTIVE INC (ORLY) - 0.19% |
| Total Holdings | 742 | 357 |
IUSV vs IUSG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IUSV
+1.63%
IUSG
-0.48%
3M
IUSV
+5.35%
Winner
IUSG
+7.42%
6M
IUSV
+7.28%
Winner
IUSG
+11.84%
1Y
IUSV
+18.99%
Winner
IUSG
+21.86%
5Y(CAGR)
IUSV
+11.43%
Winner
IUSG
+13.40%
10Y(CAGR)
IUSV
+11.74%
Winner
IUSG
+17.22%
Max(CAGR)
Winner
IUSV
+11.44%
IUSG
+8.15%
IUSV vs IUSG - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IUSV | IUSG |
|---|---|---|
| 2026 | +9.42% | +11.09% |
| 2025 | +13.34% | +21.33% |
| 2024 | +11.50% | +36.86% |
| 2023 | +21.28% | +30.83% |
| 2022 | -5.82% | -29.33% |
| 2021 | +27.06% | +33.12% |
| 2020 | +1.23% | +31.02% |
| 2019 | +30.87% | +30.94% |
| 2018 | -9.66% | -1.58% |
| 2017 | +14.27% | +25.94% |
| 2016 | +23.15% | +9.35% |
| 2015 | +0.85% | +5.40% |
| 2014 | +18.09% | +13.35% |
| 2013 | +34.59% | +30.64% |
| 2012 | +20.94% | +13.49% |
| 2011 | +2.85% | +0.87% |
| 2010 | +18.76% | +15.79% |
| 2009 | +23.56% | +32.45% |
| 2008 | -31.56% | -37.63% |
| 2007 | +3.44% | +11.12% |
| 2006 | +25.10% | +7.90% |
| 2005 | +12.83% | +5.85% |
| 2004 | +21.73% | +6.64% |
| 2003 | +32.31% | +26.11% |
| 2002 | -12.09% | -28.32% |
| 2001 | +0.72% | -14.40% |
| 2000 | +9.53% | -19.48% |
IUSV vs IUSG Drawdown Comparison
The maximum drawdown for IUSV was -56.91%, occurring on Mar 9, 2009. Recovery took 840 trading sessions.
The maximum drawdown for IUSG was -63.40%, occurring on Mar 9, 2009. Recovery took 3246 trading sessions.
The current IUSV drawdown is -0.79%. The current IUSG drawdown is -3.46%.
| Rank | IUSV | IUSG |
|---|---|---|
| #1 | -56.91% Oct 9, 2007 - Feb 8, 2011 | -63.40% Sep 1, 2000 - Aug 1, 2013 |
| #2 | -37.54% Jan 17, 2020 - Dec 31, 2020 | -32.35% Feb 19, 2020 - Jul 6, 2020 |
| #3 | -30.83% Mar 19, 2002 - Sep 18, 2003 | -32.21% Dec 27, 2021 - Feb 29, 2024 |
| #4 | -20.41% Jul 7, 2011 - Feb 3, 2012 | -22.28% Jan 23, 2025 - Jun 24, 2025 |
| #5 | -19.50% May 22, 2001 - Mar 11, 2002 | -20.69% Oct 1, 2018 - Apr 23, 2019 |
| #6 | -18.96% Jan 26, 2018 - Apr 23, 2019 | -14.84% Jul 20, 2015 - Jul 11, 2016 |
| #7 | -17.94% Apr 20, 2022 - Feb 1, 2023 | -13.07% Oct 29, 2025 - Apr 15, 2026 |
| #8 | -17.76% Nov 29, 2024 - Aug 22, 2025 | -12.54% Jul 10, 2024 - Oct 11, 2024 |
| #9 | -13.64% Jul 16, 2015 - Apr 1, 2016 | -10.96% Sep 2, 2020 - Dec 1, 2020 |
| #10 | -12.99% Feb 12, 2001 - May 16, 2001 | -9.87% Jan 26, 2018 - Jun 5, 2018 |
| #11 | -11.27% Jul 31, 2023 - Dec 1, 2023 | -8.61% Feb 12, 2021 - Apr 5, 2021 |
| #12 | -10.44% Jul 13, 2007 - Oct 5, 2007 | -7.30% Sep 2, 2014 - Oct 31, 2014 |
| #13 | -10.11% Mar 26, 2012 - Aug 6, 2012 | -7.18% Sep 3, 2021 - Oct 26, 2021 |
| #14 | -9.83% Feb 2, 2023 - Jun 15, 2023 | -6.85% Jun 1, 2026 - Jun 10, 2026 |
| #15 | -7.87% May 3, 2019 - Jul 1, 2019 | -6.73% Mar 22, 2024 - May 14, 2024 |
Correlation
Correlation between IUSV and IUSG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IUSV vs IUSG dividend yield comparison.
| Year | IUSV | IUSG |
|---|---|---|
| 2026 | 0.75% | 0.22% |
| 2025 | 1.78% | 0.54% |
| 2024 | 2.15% | 0.59% |
| 2023 | 1.75% | 1.12% |
| 2022 | 2.22% | 1.07% |
| 2021 | 1.87% | 0.59% |
| 2020 | 2.40% | 0.93% |
| 2019 | 2.19% | 1.64% |
| 2018 | 2.66% | 1.32% |
| 2017 | 1.93% | 1.28% |
| 2016 | 4.44% | 1.48% |
| 2015 | 7.63% | 1.29% |
| 2014 | 5.58% | 1.21% |
| 2013 | 5.85% | 1.22% |
| 2012 | 6.73% | 1.56% |
| 2011 | 6.69% | 1.31% |
| 2010 | 5.94% | 1.17% |
| 2009 | 6.89% | 1.30% |
| 2008 | 10.74% | 1.49% |
| 2007 | 7.17% | 0.85% |
| 2006 | 5.76% | 0.82% |
| 2005 | 6.74% | 0.84% |
| 2004 | 5.61% | 1.03% |
| 2003 | 5.64% | 0.66% |
| 2002 | 6.14% | 0.81% |
| 2001 | 5.05% | 0.36% |
| 2000 | 2.49% | 0.06% |
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