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IVOG vs XHLF

Comparison between VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND ETF SHARES (IVOG, ETF) and BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF (XHLF, ETF).

IVOG vs XHLF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IVOG
$1.80B
Winner
XHLF
$1.90B
Expense Ratio
IVOG
0.10%
Winner
XHLF
0.03%
Max Drawdown
IVOG
39.32%
Winner
XHLF
0.62%
Sharpe Ratio
Winner
IVOG
1.36
XHLF
0.04
5Y Beta
IVOG
1.07
Winner
XHLF
-0.00
P/E Ratio
IVOG
29.89
XHLF
N/A
Forward P/E
IVOG
19.80
XHLF
N/A
5Y Dividends CAGR
IVOG
20.28%
XHLF
N/A
5Y EPS CAGR
IVOG
17.55%
XHLF
N/A
Debt to Equity
IVOG
52.15%
XHLF
N/A
P/S Ratio
IVOG
2.96
XHLF
N/A
P/B Ratio
IVOG
4.32
XHLF
N/A

IVOG vs XHLF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IVOG
+2.65%
XHLF
+0.24%
3M
Winner
IVOG
+13.39%
XHLF
+0.86%
6M
Winner
IVOG
+15.91%
XHLF
+1.61%
1Y
Winner
IVOG
+28.67%
XHLF
+3.81%
5Y(CAGR)
IVOG
+8.32%
XHLF
N/A
10Y(CAGR)
IVOG
+11.92%
XHLF
N/A
Max(CAGR)
Winner
IVOG
+12.55%
XHLF
+4.42%

IVOG vs XHLF - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearIVOGXHLF
2026+17.20%+1.49%
2025+7.11%+4.21%
2024+16.46%+5.06%
2023+18.27%+4.90%
2022-18.88%+0.96%
2021+20.53%N/A
2020+22.12%N/A
2019+27.38%N/A
2018-11.40%N/A
2017+19.41%N/A
2016+16.53%N/A
2015+1.88%N/A
2014+8.55%N/A
2013+29.01%N/A
2012+16.10%N/A
2011-2.34%N/A
2010+21.95%N/A

IVOG vs XHLF Drawdown Comparison

The maximum drawdown for IVOG was -39.32%, occurring on Mar 23, 2020. Recovery took 121 trading sessions.

The maximum drawdown for XHLF was -0.11%, occurring on Oct 19, 2022. Recovery took 13 trading sessions.

The current IVOG drawdown is -1.48%.

RankIVOGXHLF
#1-39.32%
Feb 20, 2020 - Aug 12, 2020
-0.11%
Oct 10, 2022 - Oct 27, 2022
#2-29.32%
Nov 16, 2021 - Feb 29, 2024
-0.09%
Mar 13, 2023 - Mar 15, 2023
#3-25.89%
Jul 7, 2011 - Sep 13, 2012
-0.07%
Mar 17, 2023 - Mar 23, 2023
#4-25.61%
Nov 25, 2024 - Dec 10, 2025
-0.07%
Mar 24, 2023 - Apr 4, 2023
#5-23.78%
Sep 14, 2018 - Nov 27, 2019
-0.07%
Dec 23, 2022 - Dec 29, 2022
#6-18.22%
Aug 17, 2015 - Jul 8, 2016
-0.07%
Oct 28, 2022 - Nov 8, 2022
#7-11.00%
Jul 1, 2014 - Nov 12, 2014
-0.06%
Apr 5, 2023 - Apr 20, 2023
#8-9.73%
Jan 26, 2018 - Jun 6, 2018
-0.06%
Mar 3, 2023 - Mar 10, 2023
#9-9.69%
Mar 2, 2026 - Apr 17, 2026
-0.06%
Feb 2, 2023 - Feb 10, 2023
#10-9.31%
Jul 16, 2024 - Oct 14, 2024
-0.06%
Feb 1, 2024 - Feb 8, 2024
#11-8.40%
Apr 29, 2011 - Jul 7, 2011
-0.06%
Aug 5, 2024 - Aug 12, 2024
#12-8.23%
Sep 2, 2020 - Oct 7, 2020
-0.06%
Oct 2, 2024 - Oct 11, 2024
#13-8.17%
May 21, 2013 - Jul 18, 2013
-0.06%
Mar 15, 2023 - Mar 17, 2023
#14-8.02%
Feb 12, 2021 - Mar 15, 2021
-0.04%
Mar 1, 2024 - Mar 7, 2024
#15-7.86%
Sep 7, 2016 - Nov 22, 2016
-0.04%
May 9, 2025 - May 16, 2025

Correlation

Correlation between IVOG and XHLF is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2010 - 2026)

IVOG vs XHLF dividend yield comparison.

YearIVOGXHLF
20260.00%1.52%
20250.64%3.99%
20240.79%4.96%
20231.15%4.50%
20221.05%0.86%
20210.47%0.00%
20200.74%0.00%
20191.17%0.00%
20181.01%0.00%
20170.93%0.00%
20161.11%0.00%
20151.04%0.00%
20140.81%0.00%
20130.66%0.00%
20120.70%0.00%
20110.55%0.00%
20100.33%0.00%

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