IVE vs VGIT

Comparison between ISHARES S&P 500 VALUE ETF (IVE, ETF) and VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND ETF SHARES (VGIT, ETF).

5-Year PerformanceIVE has outperformed VGIT, delivering a return of +10.8% compared to +0.2%

IVE vs VGIT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVE(ETF)	VGIT(ETF)
Net Assets	$49B	$49B
Expense Ratio	0.18%	0.03%
Max Drawdown	62.98%	20.75%
Sharpe Ratio	1.71	0.01
5Y Beta	0.70	-0.02
P/E Ratio	24.44	N/A
Forward P/E	18.89	N/A
5Y Dividends CAGR	6.75%	11.74%
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

VGIT

$49B

Expense Ratio

IVE

0.18%

Winner

VGIT

0.03%

Max Drawdown

IVE

62.98%

Winner

VGIT

20.75%

Sharpe Ratio

Winner

IVE

1.71

VGIT

0.01

5Y Beta

IVE

0.70

Winner

VGIT

-0.02

P/E Ratio

IVE

24.44

VGIT

N/A

Forward P/E

IVE

18.89

VGIT

N/A

5Y Dividends CAGR

IVE

6.75%

Winner

VGIT

11.74%

5Y EPS CAGR

IVE

12.71%

VGIT

N/A

Debt to Equity

IVE

34.26%

VGIT

N/A

P/S Ratio

IVE

2.19

VGIT

N/A

P/B Ratio

IVE

3.69

VGIT

N/A

IVE vs VGIT - Historical Returns

Returns include dividend reinvestment.

Period	IVE	VGIT
1 month	+3.47%	-0.61%
3 months	+2.35%	-1.42%
6 months	+7.85%	+0.07%
1 year	+20.47%	+4.24%
5 years(CAGR)	+10.80%	+0.16%
10 years(CAGR)	+11.96%	+1.25%
Max(CAGR)	+7.57%	+2.18%

Winner

IVE

+3.47%

VGIT

-0.61%

Winner

IVE

+2.35%

VGIT

-1.42%

Winner

IVE

+7.85%

VGIT

+0.07%

Winner

IVE

+20.47%

VGIT

+4.24%

5Y(CAGR)

Winner

IVE

+10.80%

VGIT

+0.16%

10Y(CAGR)

Winner

IVE

+11.96%

VGIT

+1.25%

Max(CAGR)

Winner

IVE

+7.57%

VGIT

+2.18%

IVE vs VGIT - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IVE	VGIT
2026	+5.97%	-0.31%
2025	+13.56%	+7.32%
2024	+11.40%	+1.71%
2023	+21.54%	+3.87%
2022	-5.84%	-10.07%
2021	+26.39%	-2.68%
2020	+0.83%	+7.48%
2019	+31.09%	+6.16%
2018	-9.66%	+1.56%
2017	+14.31%	+1.63%
2016	+18.72%	+0.79%
2015	-3.25%	+1.33%
2014	+13.14%	+4.30%
2013	+28.54%	-2.84%
2012	+15.37%	+2.77%
2011	-1.91%	+10.10%
2010	+13.12%	+7.14%
2009	+18.11%	-1.97%
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 VGIT Drawdown Comparison

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

The maximum drawdown for VGIT was -16.05%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current IVE drawdown is -0.06%. The current VGIT drawdown is -2.28%.

Rank	IVE	VGIT
#1	-61.33% Oct 9, 2007 - Mar 8, 2013	-16.05% Aug 4, 2020 - Oct 20, 2022
#2	-44.22% Feb 1, 2001 - Dec 21, 2004	-5.49% Nov 4, 2010 - Jun 16, 2011
#3	-37.04% Feb 12, 2020 - Jan 6, 2021	-5.38% Jul 5, 2016 - Mar 22, 2019
#4	-19.24% Jan 26, 2018 - May 3, 2019	-5.09% May 1, 2013 - Oct 13, 2014
#5	-18.03% Apr 20, 2022 - Feb 1, 2023	-2.92% Nov 27, 2009 - May 4, 2010
#6	-17.58% Nov 29, 2024 - Aug 22, 2025	-2.70% Jan 30, 2015 - Sep 29, 2015
#7	-15.03% May 21, 2015 - Jun 7, 2016	-2.50% Jan 31, 2012 - May 4, 2012
#8	-10.98% Jul 31, 2023 - Dec 1, 2023	-2.47% Sep 22, 2011 - Dec 16, 2011
#9	-10.18% Jul 13, 2007 - Oct 9, 2007	-2.31% Mar 9, 2020 - Mar 23, 2020
#10	-9.57% Feb 2, 2023 - Jun 13, 2023	-2.24% Oct 14, 2015 - Jan 28, 2016
#11	-7.86% Sep 11, 2000 - Oct 31, 2000	-2.23% Sep 4, 2019 - Jan 27, 2020
#12	-7.84% May 9, 2006 - Sep 20, 2006	-1.86% Jun 24, 2011 - Jul 29, 2011
#13	-7.64% May 3, 2019 - Jul 1, 2019	-1.80% Feb 11, 2016 - Apr 7, 2016
#14	-7.51% Mar 7, 2005 - Jun 17, 2005	-1.58% May 6, 2010 - May 20, 2010
#15	-7.29% Jan 12, 2022 - Apr 20, 2022	-1.58% Jul 25, 2012 - Dec 5, 2012

Correlation

Correlation between IVE and VGIT is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2000 - 2026)

IVE vs VGIT dividend yield comparison.

Year	IVE	VGIT
2026	0.35%	1.27%
2025	1.61%	3.79%
2024	2.04%	3.67%
2023	1.65%	2.73%
2022	2.10%	1.74%
2021	1.81%	1.69%
2020	2.37%	2.23%
2019	2.11%	2.24%
2018	2.74%	2.05%
2017	2.12%	1.67%
2016	2.26%	1.69%
2015	2.44%	1.69%
2014	2.14%	1.54%
2013	2.04%	1.38%
2012	2.34%	2.57%
2011	2.29%	2.12%
2010	2.08%	3.03%
2009	2.56%	0.27%
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%