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 +14.1% compared to +11.6%
IUSV vs VOOG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IUSV
$27B
VOOG
$26B
Expense Ratio
Winner
IUSV
0.04%
VOOG
0.07%
Max Drawdown
IUSV
61.95%
Winner
VOOG
33.14%
Sharpe Ratio
Winner
IUSV
1.68
VOOG
1.12
5Y Beta
Winner
IUSV
0.69
VOOG
1.22
P/E Ratio
Winner
IUSV
23.57
VOOG
27.48
Forward P/E
Winner
IUSV
19.08
VOOG
23.65
PEG Ratio
Winner
IUSV
0.34
VOOG
0.35
5Y Dividends CAGR
Winner
IUSV
6.15%
VOOG
3.65%
5Y EPS CAGR
IUSV
12.91%
Winner
VOOG
35.18%
Debt to Equity
Winner
IUSV
67.33%
VOOG
80.04%
P/S Ratio
Winner
IUSV
2.14
VOOG
6.13
P/B Ratio
Winner
IUSV
3.65
VOOG
8.54
IUSV vs VOOG - Holdings Comparison
IUSV and VOOG have 163 common holdings. Overlap is 31.47%
IUSV's top 25 holdings weight is 35.08%. VOOG's top 25 holdings weight is 73.29%.
| Rank | IUSV | VOOG |
|---|---|---|
| #1 | APPLE INC (AAPL) - 7.71% | NVIDIA CORP (NVDA) - 13.53% |
| #2 | AMAZON.COM INC (AMZN) - 3.65% | APPLE INC (AAPL) - 5.96% |
| #3 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.02% | MICROSOFT CORP (MSFT) - 5.96% |
| #4 | INTEL CORP (INTC) - 1.60% | BROADCOM INC (AVGO) - 5.94% |
| #5 | WALMART INC (WMT) - 1.55% | ALPHABET INC CLASS A (GOOGL) - 5.83% |
| #6 | COSTCO WHOLESALE CORP (COST) - 1.32% | ALPHABET INC CLASS C (GOOG) - 4.68% |
| #7 | TESLA INC (TSLA) - 1.30% | META PLATFORMS INC CLASS A (META) - 4.40% |
| #8 | BANK OF AMERICA CORP (BAC) - 1.28% | AMAZON.COM INC (AMZN) - 4.11% |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 1.27% | TESLA INC (TSLA) - 3.78% |
| #10 | CHEVRON CORP (CVX) - 1.15% | ELI LILLY AND CO (LLY) - 2.68% |
| #11 | PROCTER & GAMBLE CO (PG) - 1.11% | VISA INC CLASS A (V) - 1.78% |
| #12 | THE HOME DEPOT INC (HD) - 1.06% | JPMORGAN CHASE & CO (JPM) - 1.54% |
| #13 | MERCK & CO INC (MRK) - 1.00% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.45% |
| #14 | JPMORGAN CHASE & CO (JPM) - 0.95% | NETFLIX INC (NFLX) - 1.43% |
| #15 | WELLS FARGO & CO (WFC) - 0.86% | MASTERCARD INC CLASS A (MA) - 1.42% |
| #16 | TEXAS INSTRUMENTS INC (TXN) - 0.85% | COSTCO WHOLESALE CORP (COST) - 1.27% |
| #17 | VISA INC CLASS A (V) - 0.85% | n/a (PLTR) - 1.20% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.79% | ORACLE CORP (ORCL) - 1.05% |
| #19 | ABBVIE INC (ABBV) - 0.78% | WALMART INC (WMT) - 1.02% |
| #20 | LINDE PLC (LIN) - 0.75% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90% |
| #21 | CITIGROUP INC (C) - 0.73% | CATERPILLAR INC (CAT) - 0.84% |
| #22 | CISCO SYSTEMS INC (CSCO) - 0.67% | SALESFORCE INC (CRM) - 0.69% |
| #23 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.62% | INTUITIVE SURGICAL INC (ISRG) - 0.64% |
| #24 | WESTERN DIGITAL CORP (WDC) - 0.61% | AMERICAN EXPRESS CO (AXP) - 0.62% |
| #25 | ANALOG DEVICES INC (ADI) - 0.60% | UBER TECHNOLOGIES INC (UBER) - 0.57% |
| Total Holdings | 742 | 220 |
IUSV vs VOOG - Historical Returns
Returns include dividend reinvestment.
1M
IUSV
+2.21%
Winner
VOOG
+4.48%
3M
IUSV
+5.99%
Winner
VOOG
+6.10%
6M
IUSV
+7.01%
Winner
VOOG
+17.55%
1Y
IUSV
+21.86%
Winner
VOOG
+25.35%
5Y(CAGR)
IUSV
+11.56%
Winner
VOOG
+14.11%
10Y(CAGR)
IUSV
+11.92%
Winner
VOOG
+17.81%
Max(CAGR)
IUSV
+11.51%
Winner
VOOG
+17.01%
IUSV vs VOOG - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IUSV | VOOG |
|---|---|---|
| 2026 | +11.89% | +15.50% |
| 2025 | +13.34% | +22.07% |
| 2024 | +11.50% | +38.05% |
| 2023 | +21.28% | +31.59% |
| 2022 | -5.82% | -30.01% |
| 2021 | +27.06% | +33.81% |
| 2020 | +1.23% | +31.48% |
| 2019 | +30.87% | +31.11% |
| 2018 | -9.66% | -1.19% |
| 2017 | +14.27% | +26.26% |
| 2016 | +23.15% | +8.82% |
| 2015 | +0.85% | +5.46% |
| 2014 | +18.09% | +15.66% |
| 2013 | +34.59% | +29.59% |
| 2012 | +20.94% | +12.99% |
| 2011 | +2.85% | +3.57% |
| 2010 | +18.76% | +15.80% |
| 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 VOOG Drawdown Comparison
The maximum drawdown for IUSV was -56.91%, occurring on Mar 9, 2009. Recovery took 840 trading sessions.
The maximum drawdown for VOOG was -32.74%, occurring on Oct 14, 2022. Recovery took 547 trading sessions.
| Rank | IUSV | VOOG |
|---|---|---|
| #1 | -56.91% Oct 9, 2007 - Feb 8, 2011 | -32.74% Dec 27, 2021 - Mar 1, 2024 |
| #2 | -37.54% Jan 17, 2020 - Dec 31, 2020 | -31.42% Feb 19, 2020 - Jun 10, 2020 |
| #3 | -30.83% Mar 19, 2002 - Sep 18, 2003 | -22.18% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -20.41% Jul 7, 2011 - Feb 3, 2012 | -20.78% Oct 1, 2018 - Apr 23, 2019 |
| #5 | -19.50% May 22, 2001 - Mar 11, 2002 | -16.17% Jul 7, 2011 - Feb 3, 2012 |
| #6 | -18.96% Jan 26, 2018 - Apr 23, 2019 | -13.71% Oct 29, 2025 - Apr 15, 2026 |
| #7 | -17.94% Apr 20, 2022 - Feb 1, 2023 | -13.25% Nov 3, 2015 - Jul 8, 2016 |
| #8 | -17.76% Nov 29, 2024 - Aug 22, 2025 | -12.86% Jul 10, 2024 - Oct 14, 2024 |
| #9 | -13.64% Jul 16, 2015 - Apr 1, 2016 | -11.79% Jul 20, 2015 - Oct 29, 2015 |
| #10 | -12.99% Feb 12, 2001 - May 16, 2001 | -11.09% Sep 2, 2020 - Dec 4, 2020 |
| #11 | -11.27% Jul 31, 2023 - Dec 1, 2023 | -9.99% Jan 26, 2018 - Jun 5, 2018 |
| #12 | -10.44% Jul 13, 2007 - Oct 5, 2007 | -8.69% Jun 1, 2026 - Aug 4, 2026 |
| #13 | -10.11% Mar 26, 2012 - Aug 6, 2012 | -8.64% Feb 12, 2021 - Apr 5, 2021 |
| #14 | -9.83% Feb 2, 2023 - Jun 15, 2023 | -8.51% Apr 2, 2012 - Aug 6, 2012 |
| #15 | -7.87% May 3, 2019 - Jul 1, 2019 | -7.90% Sep 21, 2012 - Jan 22, 2013 |
Correlation
Correlation between IUSV and VOOG 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 VOOG dividend yield comparison.
| Year | IUSV | VOOG |
|---|---|---|
| 2026 | 0.74% | 0.22% |
| 2025 | 1.78% | 0.49% |
| 2024 | 2.15% | 0.49% |
| 2023 | 1.75% | 1.12% |
| 2022 | 2.22% | 0.93% |
| 2021 | 1.87% | 0.53% |
| 2020 | 2.40% | 0.88% |
| 2019 | 2.19% | 1.26% |
| 2018 | 2.66% | 1.34% |
| 2017 | 1.93% | 1.32% |
| 2016 | 4.44% | 1.47% |
| 2015 | 7.63% | 1.56% |
| 2014 | 5.58% | 1.28% |
| 2013 | 5.85% | 1.46% |
| 2012 | 6.73% | 1.75% |
| 2011 | 6.69% | 1.60% |
| 2010 | 5.94% | 0.36% |
| 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% |
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