IVOV vs BWX

Comparison between VANGUARD S&P MID-CAP 400 VALUE INDEX FUND ETF SHARES (IVOV, ETF) and SPDR Bloomberg International Treasury Bond ETF (BWX, ETF).

5-Year PerformanceIVOV has outperformed BWX, delivering a return of +8.0% compared to -4.0%

IVOV vs BWX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVOV(ETF)	BWX(ETF)
Net Assets	$1.40B	$1.50B
Expense Ratio	0.10%	0.35%
Max Drawdown	45.99%	35.95%
Sharpe Ratio	1.05	-0.49
5Y Beta	0.90	0.00
P/E Ratio	20.86	N/A
Forward P/E	13.79	N/A
PEG Ratio	0.21	N/A
5Y Dividends CAGR	17.11%	14.53%
5Y EPS CAGR	10.49%	N/A
Debt to Equity	16.34%	N/A
P/S Ratio	1.00	N/A
P/B Ratio	2.02	N/A

Net Assets

IVOV

$1.40B

Winner

BWX

$1.50B

Expense Ratio

Winner

IVOV

0.10%

BWX

0.35%

Max Drawdown

IVOV

45.99%

Winner

BWX

35.95%

Sharpe Ratio

Winner

IVOV

1.05

BWX

-0.49

5Y Beta

IVOV

0.90

Winner

BWX

0.00

P/E Ratio

IVOV

20.86

BWX

N/A

Forward P/E

IVOV

13.79

BWX

N/A

PEG Ratio

IVOV

0.21

BWX

N/A

5Y Dividends CAGR

Winner

IVOV

17.11%

BWX

14.53%

5Y EPS CAGR

IVOV

10.49%

BWX

N/A

Debt to Equity

IVOV

16.34%

BWX

N/A

P/S Ratio

IVOV

1.00

BWX

N/A

P/B Ratio

IVOV

2.02

BWX

N/A

IVOV vs BWX - Historical Returns

Returns include dividend reinvestment.

Period	IVOV	BWX
1 month	+0.89%	-0.12%
3 months	-0.57%	-3.34%
6 months	+9.04%	-1.11%
1 year	+16.90%	+1.34%
5 years(CAGR)	+7.95%	-4.01%
10 years(CAGR)	+10.57%	-1.10%
Max(CAGR)	+11.50%	+0.56%

Winner

IVOV

+0.89%

BWX

-0.12%

Winner

IVOV

-0.57%

BWX

-3.34%

Winner

IVOV

+9.04%

BWX

-1.11%

Winner

IVOV

+16.90%

BWX

+1.34%

5Y(CAGR)

Winner

IVOV

+7.95%

BWX

-4.01%

10Y(CAGR)

Winner

IVOV

+10.57%

BWX

-1.10%

Max(CAGR)

Winner

IVOV

+11.50%

BWX

+0.56%

IVOV vs BWX - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IVOV	BWX
2026	+5.60%	-0.77%
2025	+8.18%	+8.27%
2024	+11.61%	-5.03%
2023	+15.41%	+5.34%
2022	-7.77%	-18.75%
2021	+32.83%	-9.16%
2020	+3.84%	+9.62%
2019	+25.70%	+5.62%
2018	-12.80%	-2.40%
2017	+11.29%	+11.31%
2016	+27.78%	+0.66%
2015	-6.70%	-6.28%
2014	+13.43%	-1.91%
2013	+31.27%	-3.28%
2012	+16.70%	+4.56%
2011	-3.33%	+4.00%
2010	+18.19%	+3.73%
2009	N/A	+6.31%
2008	N/A	+3.55%
2007	N/A	+3.97%

IVOV vs BWX Drawdown Comparison

The maximum drawdown for IVOV was -45.99%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.

The maximum drawdown for BWX was -34.05%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current IVOV drawdown is -2.40%. The current BWX drawdown is -23.27%.

Rank	IVOV	BWX
#1	-45.99% Jan 16, 2020 - Dec 4, 2020	-34.05% Jan 5, 2021 - Oct 20, 2022
#2	-27.43% Apr 29, 2011 - Mar 19, 2012	-23.01% Mar 14, 2008 - Sep 8, 2009
#3	-22.74% Aug 29, 2018 - Nov 5, 2019	-15.41% Jul 1, 2014 - Mar 3, 2020
#4	-22.61% Nov 25, 2024 - Dec 10, 2025	-13.37% Mar 9, 2020 - Jul 27, 2020
#5	-21.21% Jun 23, 2015 - Jun 8, 2016	-12.97% Dec 1, 2009 - Oct 1, 2010
#6	-19.29% Jan 4, 2022 - Jan 27, 2023	-9.13% Oct 17, 2012 - May 6, 2014
#7	-18.83% Feb 2, 2023 - Dec 19, 2023	-8.63% Nov 4, 2010 - Apr 27, 2011
#8	-11.71% Mar 19, 2012 - Sep 7, 2012	-8.10% Aug 23, 2011 - Sep 11, 2012
#9	-10.58% Feb 6, 2026 - May 6, 2026	-4.57% Nov 26, 2007 - Jan 14, 2008
#10	-10.52% Sep 2, 2014 - Nov 24, 2014	-3.41% May 2, 2011 - Jun 3, 2011
#11	-9.82% Jan 23, 2018 - Jun 7, 2018	-3.37% Jun 7, 2011 - Aug 9, 2011
#12	-9.21% May 7, 2021 - Oct 25, 2021	-2.68% Oct 14, 2010 - Nov 4, 2010
#13	-9.10% Sep 14, 2012 - Dec 18, 2012	-1.78% Aug 6, 2020 - Oct 21, 2020
#14	-8.57% Nov 15, 2021 - Jan 4, 2022	-1.69% Oct 8, 2009 - Nov 9, 2009
#15	-7.55% Mar 28, 2024 - May 15, 2024	-1.47% Feb 1, 2008 - Feb 27, 2008

Correlation

Correlation between IVOV and BWX is -0.51 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.51

-101

Dividend Comparison (2007 - 2026)

IVOV vs BWX dividend yield comparison.

Year	IVOV	BWX
2026	0.00%	0.76%
2025	1.82%	2.19%
2024	1.74%	1.99%
2023	1.52%	1.62%
2022	1.97%	1.23%
2021	1.78%	0.93%
2020	2.42%	0.95%
2019	1.75%	1.16%
2018	1.87%	1.07%
2017	1.55%	0.46%
2016	1.51%	0.00%
2015	1.66%	0.00%
2014	1.47%	1.77%
2013	0.85%	1.88%
2012	1.64%	1.80%
2011	1.40%	3.35%
2010	0.86%	1.08%
2009	0.00%	0.87%
2008	0.00%	2.98%
2007	0.00%	0.59%