IUSV vs USHY

Comparison between ISHARES CORE S&P U.S. VALUE ETF (IUSV, ETF) and ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF (USHY, ETF).

5-Year PerformanceIUSV has outperformed USHY, delivering a return of +10.3% compared to +4.3%

IUSV vs USHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IUSV(ETF)	USHY(ETF)
Net Assets	$24B	$24B
Expense Ratio	0.04%	0.08%
Max Drawdown	61.95%	23.61%
Sharpe Ratio	1.73	1.25
5Y Beta	0.71	0.23
P/E Ratio	24.53	N/A
Forward P/E	19.09	N/A
5Y Dividends CAGR	8.20%	4.95%
5Y EPS CAGR	12.92%	N/A
Debt to Equity	70.67%	N/A
P/S Ratio	1.82	N/A
P/B Ratio	3.32	N/A

Net Assets

Winner

IUSV

$24B

USHY

$24B

Expense Ratio

Winner

IUSV

0.04%

USHY

0.08%

Max Drawdown

IUSV

61.95%

Winner

USHY

23.61%

Sharpe Ratio

Winner

IUSV

1.73

USHY

1.25

5Y Beta

IUSV

0.71

Winner

USHY

0.23

P/E Ratio

IUSV

24.53

USHY

N/A

Forward P/E

IUSV

19.09

USHY

N/A

5Y Dividends CAGR

Winner

IUSV

8.20%

USHY

4.95%

5Y EPS CAGR

IUSV

12.92%

USHY

N/A

Debt to Equity

IUSV

70.67%

USHY

N/A

P/S Ratio

IUSV

1.82

USHY

N/A

P/B Ratio

IUSV

3.32

USHY

N/A

IUSV vs USHY - Historical Returns

Returns include dividend reinvestment.

Period	IUSV	USHY
1 month	+3.72%	+0.44%
3 months	+1.54%	+0.53%
6 months	+9.03%	+2.77%
1 year	+23.09%	+8.72%
5 years(CAGR)	+10.30%	+4.31%
10 years(CAGR)	+12.21%	+4.80%
Max(CAGR)	+11.40%	+4.80%

Winner

IUSV

+3.72%

USHY

+0.44%

Winner

IUSV

+1.54%

USHY

+0.53%

Winner

IUSV

+9.03%

USHY

+2.77%

Winner

IUSV

+23.09%

USHY

+8.72%

5Y(CAGR)

Winner

IUSV

+10.30%

USHY

+4.31%

10Y(CAGR)

Winner

IUSV

+12.21%

USHY

+4.80%

Max(CAGR)

Winner

IUSV

+11.40%

USHY

+4.80%

IUSV vs USHY - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IUSV	USHY
2026	+5.94%	+1.36%
2025	+13.34%	+8.61%
2024	+11.50%	+8.79%
2023	+21.28%	+12.52%
2022	-5.82%	-11.13%
2021	+27.06%	+5.27%
2020	+1.23%	+5.77%
2019	+30.87%	+14.58%
2018	-9.66%	-2.55%
2017	+14.27%	+0.16%
2016	+23.15%	N/A
2015	+0.85%	N/A
2014	+18.09%	N/A
2013	+34.59%	N/A
2012	+20.94%	N/A
2011	+2.85%	N/A
2010	+18.76%	N/A
2009	+23.56%	N/A
2008	-31.56%	N/A
2007	+3.44%	N/A
2006	+25.10%	N/A
2005	+12.83%	N/A
2004	+21.73%	N/A
2003	+32.31%	N/A
2002	-12.09%	N/A
2001	+0.72%	N/A
2000	+9.53%	N/A

IUSV vs USHY Drawdown Comparison

The maximum drawdown for IUSV was -56.91%, occurring on Mar 9, 2009. Recovery took 840 trading sessions.

The maximum drawdown for USHY was -22.44%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.

The current IUSV drawdown is -0.29%. The current USHY drawdown is -0.08%.

Rank	IUSV	USHY
#1	-56.91% Oct 9, 2007 - Feb 8, 2011	-22.44% Feb 14, 2020 - Oct 12, 2020
#2	-37.54% Jan 17, 2020 - Dec 31, 2020	-15.57% Dec 27, 2021 - Dec 21, 2023
#3	-30.83% Mar 19, 2002 - Sep 18, 2003	-6.11% Oct 1, 2018 - Jan 31, 2019
#4	-20.41% Jul 7, 2011 - Feb 3, 2012	-4.66% Feb 28, 2025 - May 12, 2025
#5	-19.50% May 22, 2001 - Mar 11, 2002	-2.66% Jan 8, 2018 - Aug 1, 2018
#6	-18.96% Jan 26, 2018 - Apr 23, 2019	-2.43% Feb 20, 2026 - Apr 9, 2026
#7	-17.94% Apr 20, 2022 - Feb 1, 2023	-2.31% Nov 5, 2021 - Dec 22, 2021
#8	-17.76% Nov 29, 2024 - Aug 22, 2025	-2.31% Mar 27, 2024 - May 6, 2024
#9	-13.64% Jul 16, 2015 - Apr 1, 2016	-2.06% Feb 12, 2021 - Apr 6, 2021
#10	-12.99% Feb 12, 2001 - May 16, 2001	-1.92% Oct 12, 2020 - Nov 4, 2020
#11	-11.27% Jul 31, 2023 - Dec 1, 2023	-1.82% May 3, 2019 - Jun 11, 2019
#12	-10.44% Jul 13, 2007 - Oct 5, 2007	-1.70% Dec 6, 2024 - Jan 17, 2025
#13	-10.11% Mar 26, 2012 - Aug 6, 2012	-1.61% Dec 27, 2023 - Feb 1, 2024
#14	-9.83% Feb 2, 2023 - Jun 15, 2023	-1.48% Sep 16, 2021 - Nov 5, 2021
#15	-7.87% May 3, 2019 - Jul 1, 2019	-1.36% Nov 3, 2017 - Dec 1, 2017

Correlation

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

0.95

-101

Dividend Comparison (2000 - 2026)

IUSV vs USHY dividend yield comparison.

Year	IUSV	USHY
2026	0.36%	2.29%
2025	1.78%	6.79%
2024	2.15%	6.89%
2023	1.75%	6.63%
2022	2.22%	6.08%
2021	1.87%	5.07%
2020	2.40%	5.30%
2019	2.19%	5.92%
2018	2.66%	6.30%
2017	1.93%	0.72%
2016	4.44%	0.00%
2015	7.63%	0.00%
2014	5.58%	0.00%
2013	5.85%	0.00%
2012	6.73%	0.00%
2011	6.69%	0.00%
2010	5.94%	0.00%
2009	6.89%	0.00%
2008	10.74%	0.00%
2007	7.17%	0.00%
2006	5.76%	0.00%
2005	6.74%	0.00%
2004	5.61%	0.00%
2003	5.64%	0.00%
2002	6.14%	0.00%
2001	5.05%	0.00%
2000	2.49%	0.00%