IUSV vs VOOG
Comparison between ISHARES CORE S&P U.S. VALUE ETF (IUSV, ETF) and VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES (VOOG, ETF).
5-Year PerformanceVOOG has outperformed IUSV, delivering a return of +18.5% compared to +11.2%
IUSV vs VOOG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IUSV
$26B
Winner
VOOG
$27B
Expense Ratio
Winner
IUSV
0.04%
VOOG
0.07%
Max Drawdown
IUSV
61.95%
Winner
VOOG
33.14%
Sharpe Ratio
Winner
IUSV
1.57
VOOG
1.34
5Y Beta
Winner
IUSV
0.70
VOOG
1.22
P/E Ratio
Winner
IUSV
23.86
VOOG
29.86
Forward P/E
Winner
IUSV
18.22
VOOG
24.32
PEG Ratio
IUSV
N/A
VOOG
0.49
5Y Dividends CAGR
IUSV
6.15%
Winner
VOOG
11.71%
5Y EPS CAGR
IUSV
12.51%
Winner
VOOG
34.68%
Debt to Equity
IUSV
65.48%
Winner
VOOG
10.98%
P/S Ratio
Winner
IUSV
1.87
VOOG
5.84
P/B Ratio
Winner
IUSV
3.35
VOOG
8.54
IUSV vs VOOG - Holdings Comparison
IUSV and VOOG have 150 common holdings. Overlap is 26.79%
IUSV's top 25 holdings weight is 33.11%. VOOG's top 25 holdings weight is 73.29%.
| Rank | IUSV | VOOG |
|---|---|---|
| #1 | APPLE INC (AAPL) - 7.09% | NVIDIA CORP (NVDA) - 13.53% |
| #2 | AMAZON.COM INC (AMZN) - 3.64% | APPLE INC (AAPL) - 5.96% |
| #3 | EXXON MOBIL CORP (XOM) - 1.91% | MICROSOFT CORP (MSFT) - 5.96% |
| #4 | INTEL CORP (INTC) - 1.77% | BROADCOM INC (AVGO) - 5.94% |
| #5 | WALMART INC (WMT) - 1.71% | ALPHABET INC CLASS A (GOOGL) - 5.83% |
| #6 | COSTCO WHOLESALE CORP (COST) - 1.41% | ALPHABET INC CLASS C (GOOG) - 4.68% |
| #7 | TESLA INC (TSLA) - 1.39% | META PLATFORMS INC CLASS A (META) - 4.40% |
| #8 | BANK OF AMERICA CORP (BAC) - 1.22% | AMAZON.COM INC (AMZN) - 4.11% |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 1.19% | TESLA INC (TSLA) - 3.78% |
| #10 | PROCTER & GAMBLE CO (PG) - 1.14% | ELI LILLY AND CO (LLY) - 2.68% |
| #11 | CHEVRON CORP (CVX) - 1.09% | VISA INC CLASS A (V) - 1.78% |
| #12 | THE HOME DEPOT INC (HD) - 1.08% | JPMORGAN CHASE & CO (JPM) - 1.54% |
| #13 | MERCK & CO INC (MRK) - 0.92% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.45% |
| #14 | JPMORGAN CHASE & CO (JPM) - 0.92% | NETFLIX INC (NFLX) - 1.43% |
| #15 | TEXAS INSTRUMENTS INC (TXN) - 0.89% | MASTERCARD INC CLASS A (MA) - 1.42% |
| #16 | WELLS FARGO & CO (WFC) - 0.85% | COSTCO WHOLESALE CORP (COST) - 1.27% |
| #17 | CITIGROUP INC (C) - 0.81% | n/a (PLTR) - 1.20% |
| #18 | VISA INC CLASS A (V) - 0.81% | ORACLE CORP (ORCL) - 1.05% |
| #19 | LINDE PLC (LIN) - 0.78% | WALMART INC (WMT) - 1.02% |
| #20 | JOHNSON & JOHNSON (JNJ) - 0.75% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90% |
| #21 | STARBUCKS CORP (SBUX) - 0.37% | CATERPILLAR INC (CAT) - 0.84% |
| #22 | EQUINIX INC (EQIX) - 0.35% | SALESFORCE INC (CRM) - 0.69% |
| #23 | LOCKHEED MARTIN CORP (LMT) - 0.35% | INTUITIVE SURGICAL INC (ISRG) - 0.64% |
| #24 | MEDTRONIC PLC (MDT) - 0.34% | AMERICAN EXPRESS CO (AXP) - 0.62% |
| #25 | FREEPORT-MCMORAN INC (FCX) - 0.33% | UBER TECHNOLOGIES INC (UBER) - 0.57% |
| Total Holdings | 706 | 220 |
IUSV vs VOOG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IUSV
-0.29%
VOOG
-2.03%
3M
IUSV
+8.42%
Winner
VOOG
+16.61%
6M
IUSV
+7.04%
Winner
VOOG
+8.20%
1Y
IUSV
+20.11%
Winner
VOOG
+30.22%
5Y(CAGR)
IUSV
+11.19%
Winner
VOOG
+18.51%
10Y(CAGR)
IUSV
+12.29%
Winner
VOOG
+23.45%
Max(CAGR)
IUSV
+20.58%
Winner
VOOG
+23.76%
IUSV vs VOOG - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IUSV | VOOG |
|---|---|---|
| 2026 | +7.28% | +9.41% |
| 2025 | +13.34% | +25.39% |
| 2024 | +11.50% | +41.68% |
| 2023 | +21.28% | +39.84% |
| 2022 | -5.82% | -26.93% |
| 2021 | +27.06% | +37.93% |
| 2020 | +1.23% | +38.45% |
| 2019 | +30.87% | +40.18% |
| 2018 | -9.66% | +4.97% |
| 2017 | +14.27% | +35.44% |
| 2016 | +32.59% | +17.18% |
| 2015 | +16.46% | +13.94% |
| 2014 | +32.09% | +23.63% |
| 2013 | +52.25% | +40.51% |
| 2012 | +38.29% | +23.23% |
| 2011 | +16.98% | +12.27% |
| 2010 | +34.77% | +17.86% |
| 2009 | +44.50% | N/A |
| 2008 | -19.34% | N/A |
| 2007 | +18.00% | N/A |
| 2006 | +41.17% | N/A |
| 2005 | +28.83% | N/A |
| 2004 | +36.86% | N/A |
| 2003 | +49.89% | N/A |
| 2002 | -1.82% | N/A |
| 2001 | +11.31% | N/A |
| 2000 | +15.18% | N/A |
IUSV vs VOOG Drawdown Comparison
The maximum drawdown for IUSV was -47.32%, occurring on Mar 9, 2009. Recovery took 488 trading sessions.
The maximum drawdown for VOOG was -30.74%, occurring on Oct 14, 2022. Recovery took 500 trading sessions.
The current IUSV drawdown is -1.31%. The current VOOG drawdown is -5.49%.
| Rank | IUSV | VOOG |
|---|---|---|
| #1 | -47.32% Oct 9, 2007 - Sep 16, 2009 | -30.74% Dec 27, 2021 - Dec 21, 2023 |
| #2 | -37.54% Jan 17, 2020 - Dec 31, 2020 | -30.49% Feb 19, 2020 - Jun 5, 2020 |
| #3 | -26.82% Mar 19, 2002 - May 15, 2003 | -21.57% Feb 19, 2025 - Jun 10, 2025 |
| #4 | -19.17% Jul 7, 2011 - Dec 22, 2011 | -19.71% Oct 1, 2018 - Mar 29, 2019 |
| #5 | -18.96% Jan 26, 2018 - Apr 23, 2019 | -15.44% Jul 7, 2011 - Dec 27, 2011 |
| #6 | -18.25% Jun 11, 2001 - Dec 18, 2001 | -12.86% Jul 10, 2024 - Oct 9, 2024 |
| #7 | -17.94% Apr 20, 2022 - Feb 1, 2023 | -12.78% Jan 28, 2026 - Apr 14, 2026 |
| #8 | -17.76% Nov 29, 2024 - Aug 22, 2025 | -12.45% Dec 29, 2015 - Mar 29, 2016 |
| #9 | -16.31% Apr 23, 2010 - Sep 24, 2010 | -11.79% Jul 20, 2015 - Oct 23, 2015 |
| #10 | -12.72% Jul 16, 2015 - Oct 22, 2015 | -10.27% Sep 2, 2020 - Dec 1, 2020 |
| #11 | -12.19% Dec 29, 2015 - Mar 18, 2016 | -9.99% Jan 26, 2018 - Jun 1, 2018 |
| #12 | -11.44% Feb 12, 2001 - Apr 27, 2001 | -8.64% Feb 12, 2021 - Apr 5, 2021 |
| #13 | -11.27% Jul 31, 2023 - Dec 1, 2023 | -8.51% Apr 2, 2012 - Jul 3, 2012 |
| #14 | -10.44% Jul 13, 2007 - Sep 25, 2007 | -7.63% Oct 4, 2012 - Jan 2, 2013 |
| #15 | -10.11% Mar 26, 2012 - Jun 29, 2012 | -7.08% Jun 1, 2026 - Jun 10, 2026 |
Correlation
Correlation between IUSV and VOOG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2000 - 2026)
IUSV vs VOOG dividend yield comparison.
| Year | IUSV | VOOG |
|---|---|---|
| 2026 | 0.77% | 0.72% |
| 2025 | 1.78% | 2.94% |
| 2024 | 2.15% | 2.93% |
| 2023 | 1.75% | 6.75% |
| 2022 | 2.22% | 5.60% |
| 2021 | 1.87% | 3.20% |
| 2020 | 2.40% | 5.30% |
| 2019 | 2.19% | 7.55% |
| 2018 | 2.66% | 8.05% |
| 2017 | 1.93% | 7.95% |
| 2016 | 11.22% | 8.81% |
| 2015 | 22.89% | 9.37% |
| 2014 | 16.75% | 7.71% |
| 2013 | 17.54% | 8.77% |
| 2012 | 20.18% | 10.52% |
| 2011 | 20.06% | 9.57% |
| 2010 | 17.83% | 2.15% |
| 2009 | 20.67% | 0.00% |
| 2008 | 32.23% | 0.00% |
| 2007 | 21.50% | 0.00% |
| 2006 | 17.27% | 0.00% |
| 2005 | 20.22% | 0.00% |
| 2004 | 16.84% | 0.00% |
| 2003 | 16.93% | 0.00% |
| 2002 | 18.43% | 0.00% |
| 2001 | 15.16% | 0.00% |
| 2000 | 7.46% | 0.00% |
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