IVE vs VCSH

Comparison between ISHARES S&P 500 VALUE ETF (IVE, ETF) and VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND ETF SHARES (VCSH, ETF).

5-Year PerformanceIVE has outperformed VCSH, delivering a return of +10.8% compared to +2.4%

IVE vs VCSH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVE(ETF)	VCSH(ETF)
Net Assets	$49B	$49B
Expense Ratio	0.18%	0.03%
Max Drawdown	62.98%	12.86%
Sharpe Ratio	1.71	0.66
5Y Beta	0.70	0.03
P/E Ratio	24.44	N/A
Forward P/E	18.89	N/A
5Y Dividends CAGR	6.75%	17.59%
5Y EPS CAGR	12.71%	N/A
Debt to Equity	34.26%	N/A
P/S Ratio	2.19	N/A
P/B Ratio	3.69	N/A

Net Assets

Winner

IVE

$49B

VCSH

$49B

Expense Ratio

IVE

0.18%

Winner

VCSH

0.03%

Max Drawdown

IVE

62.98%

Winner

VCSH

12.86%

Sharpe Ratio

Winner

IVE

1.71

VCSH

0.66

5Y Beta

IVE

0.70

Winner

VCSH

0.03

P/E Ratio

IVE

24.44

VCSH

N/A

Forward P/E

IVE

18.89

VCSH

N/A

5Y Dividends CAGR

IVE

6.75%

Winner

VCSH

17.59%

5Y EPS CAGR

IVE

12.71%

VCSH

N/A

Debt to Equity

IVE

34.26%

VCSH

N/A

P/S Ratio

IVE

2.19

VCSH

N/A

P/B Ratio

IVE

3.69

VCSH

N/A

IVE vs VCSH - Historical Returns

Returns include dividend reinvestment.

Period	IVE	VCSH
1 month	+3.47%	-0.01%
3 months	+2.35%	-0.28%
6 months	+7.85%	+1.41%
1 year	+20.47%	+5.05%
5 years(CAGR)	+10.80%	+2.36%
10 years(CAGR)	+11.96%	+2.71%
Max(CAGR)	+7.57%	+2.91%

Winner

IVE

+3.47%

VCSH

-0.01%

Winner

IVE

+2.35%

VCSH

-0.28%

Winner

IVE

+7.85%

VCSH

+1.41%

Winner

IVE

+20.47%

VCSH

+5.05%

5Y(CAGR)

Winner

IVE

+10.80%

VCSH

+2.36%

10Y(CAGR)

Winner

IVE

+11.96%

VCSH

+2.71%

Max(CAGR)

Winner

IVE

+7.57%

VCSH

+2.91%

IVE vs VCSH - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IVE	VCSH
2026	+5.97%	+0.52%
2025	+13.56%	+6.74%
2024	+11.40%	+5.17%
2023	+21.54%	+6.08%
2022	-5.84%	-5.48%
2021	+26.39%	-0.62%
2020	+0.83%	+5.13%
2019	+31.09%	+6.95%
2018	-9.66%	+0.96%
2017	+14.31%	+2.30%
2016	+18.72%	+2.67%
2015	-3.25%	+1.36%
2014	+13.14%	+1.93%
2013	+28.54%	+1.56%
2012	+15.37%	+5.67%
2011	-1.91%	+3.05%
2010	+13.12%	+4.98%
2009	+18.11%	+0.32%
2008	-38.04%	N/A
2007	+1.44%	N/A
2006	+18.64%	N/A
2005	+6.29%	N/A
2004	+15.70%	N/A
2003	+27.52%	N/A
2002	-21.10%	N/A
2001	-10.41%	N/A
2000	+7.90%	N/A

IVE vs VCSH Drawdown Comparison

The maximum drawdown for IVE was -61.33%, occurring on Mar 9, 2009. Recovery took 1362 trading sessions.

The maximum drawdown for VCSH was -12.86%, occurring on Mar 19, 2020. Recovery took 58 trading sessions.

The current IVE drawdown is -0.06%. The current VCSH drawdown is -0.40%.

Rank	IVE	VCSH
#1	-61.33% Oct 9, 2007 - Mar 8, 2013	-12.86% Mar 5, 2020 - May 28, 2020
#2	-44.22% Feb 1, 2001 - Dec 21, 2004	-9.48% Aug 3, 2021 - May 15, 2024
#3	-37.04% Feb 12, 2020 - Jan 6, 2021	-2.53% May 2, 2013 - Oct 25, 2013
#4	-19.24% Jan 26, 2018 - May 3, 2019	-2.00% Nov 4, 2010 - Apr 18, 2011
#5	-18.03% Apr 20, 2022 - Feb 1, 2023	-1.99% Aug 4, 2011 - Jan 18, 2012
#6	-17.58% Nov 29, 2024 - Aug 22, 2025	-1.66% Jul 6, 2016 - Apr 5, 2017
#7	-15.03% May 21, 2015 - Jun 7, 2016	-1.51% Sep 7, 2017 - Dec 18, 2018
#8	-10.98% Jul 31, 2023 - Dec 1, 2023	-1.40% Feb 27, 2026 - Mar 26, 2026
#9	-10.18% Jul 13, 2007 - Oct 9, 2007	-1.29% Apr 3, 2025 - Apr 28, 2025
#10	-9.57% Feb 2, 2023 - Jun 13, 2023	-1.21% Sep 24, 2024 - Jan 28, 2025
#11	-7.86% Sep 11, 2000 - Oct 31, 2000	-1.03% Oct 27, 2015 - Mar 16, 2016
#12	-7.84% May 9, 2006 - Sep 20, 2006	-1.02% Feb 11, 2021 - May 24, 2021
#13	-7.64% May 3, 2019 - Jul 1, 2019	-0.93% Apr 16, 2015 - Oct 2, 2015
#14	-7.51% Mar 7, 2005 - Jun 17, 2005	-0.90% May 18, 2010 - Jun 23, 2010
#15	-7.29% Jan 12, 2022 - Apr 20, 2022	-0.84% Sep 4, 2019 - Oct 2, 2019

Correlation

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

0.95

-101

Dividend Comparison (2000 - 2026)

IVE vs VCSH dividend yield comparison.

Year	IVE	VCSH
2026	0.35%	1.46%
2025	1.61%	4.35%
2024	2.04%	3.96%
2023	1.65%	3.09%
2022	2.10%	2.01%
2021	1.81%	1.81%
2020	2.37%	2.27%
2019	2.11%	2.87%
2018	2.74%	2.65%
2017	2.12%	2.26%
2016	2.26%	2.10%
2015	2.44%	2.08%
2014	2.14%	2.01%
2013	2.04%	2.05%
2012	2.34%	2.29%
2011	2.29%	2.43%
2010	2.08%	2.40%
2009	2.56%	0.22%
2008	4.26%	0.00%
2007	2.32%	0.00%
2006	1.91%	0.00%
2005	2.02%	0.00%
2004	1.62%	0.00%
2003	1.60%	0.00%
2002	1.92%	0.00%
2001	1.50%	0.00%
2000	0.94%	0.00%