IVAL vs IGBH
Comparison between ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF (IVAL, ETF) and ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF (IGBH, ETF).
5-Year PerformanceIVAL has outperformed IGBH, delivering a return of +11.1% compared to +5.5%
IVAL vs IGBH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVAL vs IGBH - Historical Returns
Returns include dividend reinvestment.
IVAL vs IGBH - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | IVAL | IGBH |
|---|---|---|
| 2026 | +19.06% | +2.70% |
| 2025 | +34.83% | +8.11% |
| 2024 | -0.14% | +7.57% |
| 2023 | +21.45% | +12.32% |
| 2022 | -10.65% | -3.22% |
| 2021 | -0.49% | +3.04% |
| 2020 | -5.86% | +1.46% |
| 2019 | +21.63% | +9.69% |
| 2018 | -23.13% | -4.22% |
| 2017 | +30.02% | +9.75% |
| 2016 | +10.36% | +7.57% |
| 2015 | -3.15% | -0.51% |
| 2014 | +0.36% | N/A |
IVAL vs IGBH Drawdown Comparison
The maximum drawdown for IVAL was -46.04%, occurring on Mar 23, 2020. Recovery took 1797 trading sessions.
The maximum drawdown for IGBH was -33.67%, occurring on Mar 20, 2020. Recovery took 233 trading sessions.
The current IVAL drawdown is -0.39%.
| Rank | IVAL | IGBH |
|---|---|---|
| #1 | -46.04% Jan 24, 2018 - Mar 19, 2025 | -33.67% Jan 17, 2020 - Dec 18, 2020 |
| #2 | -25.82% May 18, 2015 - Feb 21, 2017 | -10.49% Sep 27, 2021 - Jun 16, 2023 |
| #3 | -13.12% Mar 19, 2025 - Apr 28, 2025 | -8.51% Jan 23, 2018 - Dec 18, 2019 |
| #4 | -11.24% Feb 27, 2026 - Jul 29, 2026 | -8.12% Oct 22, 2015 - Apr 22, 2016 |
| #5 | -5.22% Oct 27, 2025 - Dec 4, 2025 | -6.93% Feb 14, 2025 - Jul 1, 2025 |
| #6 | -4.62% Dec 26, 2014 - Feb 3, 2015 | -4.24% Jan 22, 2026 - May 14, 2026 |
| #7 | -4.58% Nov 8, 2017 - Dec 21, 2017 | -3.03% May 31, 2024 - Sep 18, 2024 |
| #8 | -4.28% Jul 23, 2025 - Aug 8, 2025 | -2.87% Apr 29, 2016 - Jul 26, 2016 |
| #9 | -4.27% Sep 16, 2025 - Oct 27, 2025 | -2.87% Feb 17, 2021 - Mar 31, 2021 |
| #10 | -3.35% Mar 23, 2015 - Apr 15, 2015 | -2.59% Sep 18, 2015 - Oct 22, 2015 |
| #11 | -3.09% Feb 20, 2015 - Mar 23, 2015 | -2.36% Apr 6, 2021 - Sep 24, 2021 |
| #12 | -2.64% Jun 2, 2017 - Jul 12, 2017 | -2.04% Jul 6, 2017 - Sep 29, 2017 |
| #13 | -2.64% Jul 2, 2025 - Jul 23, 2025 | -1.93% Oct 20, 2016 - Dec 6, 2016 |
| #14 | -2.62% Aug 1, 2017 - Aug 25, 2017 | -1.76% Dec 31, 2019 - Jan 17, 2020 |
| #15 | -2.49% Jun 2, 2025 - Jun 27, 2025 | -1.56% Dec 29, 2020 - Jan 13, 2021 |
Correlation
Correlation between IVAL and IGBH is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2014 - 2026)
IVAL vs IGBH dividend yield comparison.
| Year | IVAL | IGBH |
|---|---|---|
| 2026 | 1.45% | 2.98% |
| 2025 | 2.75% | 6.23% |
| 2024 | 3.60% | 6.88% |
| 2023 | 5.15% | 7.32% |
| 2022 | 8.00% | 3.84% |
| 2021 | 3.95% | 2.71% |
| 2020 | 2.07% | 2.39% |
| 2019 | 2.51% | 3.40% |
| 2018 | 2.93% | 5.56% |
| 2017 | 1.73% | 2.87% |
| 2016 | 2.02% | 2.62% |
| 2015 | 1.86% | 1.12% |
| 2014 | 0.20% | 0.00% |
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