IVOV vs DRSK
Comparison between VANGUARD S&P MID-CAP 400 VALUE INDEX FUND ETF SHARES (IVOV, ETF) and APTUS DEFINED RISK ETF (DRSK, ETF).
5-Year PerformanceIVOV has outperformed DRSK, delivering a return of +9.5% compared to +2.0%
IVOV vs DRSK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVOV
$1.50B
DRSK
$1.50B
Expense Ratio
Winner
IVOV
0.10%
DRSK
0.78%
Max Drawdown
IVOV
45.99%
Winner
DRSK
28.44%
Sharpe Ratio
Winner
IVOV
0.97
DRSK
-0.23
5Y Beta
IVOV
0.89
Winner
DRSK
0.22
P/E Ratio
IVOV
21.74
DRSK
N/A
Forward P/E
IVOV
14.28
DRSK
N/A
PEG Ratio
IVOV
0.06
DRSK
N/A
5Y Dividends CAGR
Winner
IVOV
17.11%
DRSK
-8.14%
5Y EPS CAGR
IVOV
10.39%
DRSK
N/A
Debt to Equity
IVOV
45.59%
DRSK
N/A
P/S Ratio
IVOV
1.08
DRSK
N/A
P/B Ratio
IVOV
2.09
DRSK
N/A
IVOV vs DRSK - Holdings Comparison
IVOV and DRSK have 1 common holdings. Overlap is -5.59%
IVOV's top 25 holdings weight is 20.42%. DRSK's top 25 holdings weight is 106.48%.
| Rank | IVOV | DRSK |
|---|---|---|
| #1 | US FOODS HOLDING CORP (USFD) - 1.29% | INVESCO BULLETSHARES 2032 CORP BD ETF (BSCW) - 12.07% |
| #2 | TD SYNNEX CORP (SNX) - 1.15% | INVESCO BULLETSHARES 2031 CORP BD ETF (BSCV) - 11.74% |
| #3 | RELIANCE INC (RS) - 1.09% | ISHARES IBONDS DEC 2029 TERM CORP ETF (IBDU) - 10.50% |
| #4 | PERFORMANCE FOOD GROUP CO (PFGC) - 1.01% | ISHARES IBONDS DEC 2031 TERM CORP ETF (IBDW) - 10.35% |
| #5 | WESCO INTERNATIONAL INC (WCC) - 0.97% | INVESCO BULLETSHARES 2030 CORP BD ETF (BSCU) - 10.28% |
| #6 | ENTEGRIS INC (ENTG) - 0.94% | INVESCO BULLETSHARES 2033 CORP BD ETF (BSCX) - 9.96% |
| #7 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.94% | ISHARES IBONDS DEC 2030 TERM CORP ETF (IBDV) - 8.83% |
| #8 | REGAL REXNORD CORP (RRX) - 0.91% | ISHARES IBONDS DEC 2032 TERM CORP ETF (IBDX) - 8.37% |
| #9 | TOLL BROTHERS INC (TOL) - 0.90% | ISHARES IBONDS DEC 2027 TERM CORP ETF (IBDS) - 4.81% |
| #10 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.87% | INVESCO BULLETSHARES 2029 CORP BD ETF (BSCT) - 4.41% |
| #11 | ARAMARK (ARMK) - 0.86% | CALL ON S&P 500 DEC25 (n/a) - 2.17% |
| #12 | WATSCO INC ORDINARY SHARES (WSO) - 0.84% | LLY US 01/16/26 C1000 (n/a) - 1.70% |
| #13 | JONES LANG LASALLE INC (JLL) - 0.83% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.47% |
| #14 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.83% | INTC US 06/18/26 C50 (n/a) - 1.30% |
| #15 | OVINTIV INC (OVV) - 0.83% | NVDA US 12/26/25 C220 (n/a) - 1.27% |
| #16 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.80% | SNAP US 06/18/26 C13 (n/a) - 1.00% |
| #17 | ALCOA CORP (AA) - 0.79% | OPTION ON S&P 500 PR (n/a) - 0.93% |
| #18 | BORGWARNER INC (BWA) - 0.78% | GTLB US 06/18/26 C75 (n/a) - 0.88% |
| #19 | UNUM GROUP (UNM) - 0.75% | TSLA US 12/19/25 C500 (n/a) - 0.80% |
| #20 | ALLY FINANCIAL INC (ALLY) - 0.74% | AMZN US 12/19/25 C260 (n/a) - 0.78% |
| #21 | n/a (VNOM) - 0.47% | MARA US 03/20/26 C25 (n/a) - 0.74% |
| #22 | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.47% | CRM US 12/19/25 C280 (n/a) - 0.71% |
| #23 | APTARGROUP INC (ATR) - 0.46% | TMO US 11/21/25 C570 (n/a) - 0.65% |
| #24 | MAPLEBEAR INC (CART) - 0.45% | DASH US 11/21/25 C290 (n/a) - 0.46% |
| #25 | COMMERCE BANCSHARES INC (CBSH) - 0.45% | DEPOSITS WITH BROKER FOR SHORT POSITIONS (n/a) - 0.30% |
| Total Holdings | 263 | 46 |
IVOV vs DRSK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVOV
+0.72%
DRSK
-2.31%
3M
Winner
IVOV
+4.99%
DRSK
-1.12%
6M
Winner
IVOV
+8.63%
DRSK
+0.73%
1Y
Winner
IVOV
+18.56%
DRSK
+1.17%
5Y(CAGR)
Winner
IVOV
+9.47%
DRSK
+2.05%
10Y(CAGR)
IVOV
+10.53%
DRSK
N/A
Max(CAGR)
Winner
IVOV
+11.78%
DRSK
+5.14%
IVOV vs DRSK - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | IVOV | DRSK |
|---|---|---|
| 2026 | +12.44% | +0.84% |
| 2025 | +8.18% | +7.47% |
| 2024 | +11.61% | +12.19% |
| 2023 | +15.41% | +1.72% |
| 2022 | -7.77% | -9.66% |
| 2021 | +32.83% | +1.16% |
| 2020 | +3.84% | +13.31% |
| 2019 | +25.70% | +12.59% |
| 2018 | -12.80% | +2.40% |
| 2017 | +11.29% | N/A |
| 2016 | +27.78% | N/A |
| 2015 | -6.70% | N/A |
| 2014 | +13.43% | N/A |
| 2013 | +31.27% | N/A |
| 2012 | +16.70% | N/A |
| 2011 | -3.33% | N/A |
| 2010 | +18.19% | N/A |
IVOV vs DRSK Drawdown Comparison
The maximum drawdown for IVOV was -45.99%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for DRSK was -19.86%, occurring on Oct 31, 2023. Recovery took 674 trading sessions.
The current IVOV drawdown is -0.45%. The current DRSK drawdown is -4.19%.
| Rank | IVOV | DRSK |
|---|---|---|
| #1 | -45.99% Jan 16, 2020 - Dec 4, 2020 | -19.86% Nov 5, 2021 - Jul 16, 2024 |
| #2 | -27.43% Apr 29, 2011 - Mar 19, 2012 | -8.21% Mar 5, 2020 - Apr 14, 2020 |
| #3 | -22.74% Aug 29, 2018 - Nov 5, 2019 | -7.20% Oct 28, 2025 - May 8, 2026 |
| #4 | -22.61% Nov 25, 2024 - Dec 10, 2025 | -4.57% Jul 26, 2021 - Nov 5, 2021 |
| #5 | -21.21% Jun 23, 2015 - Jun 8, 2016 | -4.55% Mar 5, 2025 - May 16, 2025 |
| #6 | -19.29% Jan 4, 2022 - Jan 27, 2023 | -4.51% Sep 2, 2020 - Jul 26, 2021 |
| #7 | -18.83% Feb 2, 2023 - Dec 19, 2023 | -4.22% Jun 1, 2026 - Jul 24, 2026 |
| #8 | -11.71% Mar 19, 2012 - Sep 7, 2012 | -3.80% Dec 16, 2024 - Feb 13, 2025 |
| #9 | -10.58% Feb 6, 2026 - May 6, 2026 | -2.86% Sep 27, 2024 - Dec 16, 2024 |
| #10 | -10.52% Sep 2, 2014 - Nov 24, 2014 | -2.66% Sep 3, 2019 - Jan 6, 2020 |
| #11 | -9.82% Jan 23, 2018 - Jun 7, 2018 | -2.28% Jul 3, 2025 - Aug 13, 2025 |
| #12 | -9.21% May 7, 2021 - Oct 25, 2021 | -1.99% Jul 16, 2024 - Aug 15, 2024 |
| #13 | -9.10% Sep 14, 2012 - Dec 18, 2012 | -1.91% Apr 16, 2020 - May 6, 2020 |
| #14 | -8.57% Nov 15, 2021 - Jan 4, 2022 | -1.90% Sep 20, 2018 - Oct 29, 2018 |
| #15 | -7.55% Mar 28, 2024 - May 15, 2024 | -1.81% Dec 13, 2018 - Jan 18, 2019 |
Correlation
Correlation between IVOV and DRSK is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2010 - 2026)
IVOV vs DRSK dividend yield comparison.
| Year | IVOV | DRSK |
|---|---|---|
| 2026 | 0.00% | 1.75% |
| 2025 | 1.82% | 3.67% |
| 2024 | 1.74% | 3.31% |
| 2023 | 1.52% | 3.57% |
| 2022 | 1.97% | 1.93% |
| 2021 | 1.78% | 2.64% |
| 2020 | 2.42% | 5.69% |
| 2019 | 1.75% | 3.04% |
| 2018 | 1.87% | 2.62% |
| 2017 | 1.55% | 0.00% |
| 2016 | 1.51% | 0.00% |
| 2015 | 1.66% | 0.00% |
| 2014 | 1.47% | 0.00% |
| 2013 | 0.85% | 0.00% |
| 2012 | 1.64% | 0.00% |
| 2011 | 1.40% | 0.00% |
| 2010 | 0.86% | 0.00% |
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