IVOV vs EPS
Comparison between VANGUARD S&P MID-CAP 400 VALUE INDEX FUND ETF SHARES (IVOV, ETF) and WISDOMTREE U.S. LARGECAP FUND (EPS, ETF).
5-Year PerformanceEPS has outperformed IVOV, delivering a return of +12.5% compared to +7.2%
IVOV vs EPS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVOV
$1.30B
EPS
$1.30B
Expense Ratio
IVOV
0.10%
Winner
EPS
0.08%
Max Drawdown
Winner
IVOV
45.99%
EPS
55.60%
Sharpe Ratio
IVOV
1.22
Winner
EPS
2.14
5Y Beta
IVOV
0.91
Winner
EPS
0.90
P/E Ratio
Winner
IVOV
20.86
EPS
23.71
Forward P/E
Winner
IVOV
13.69
EPS
19.12
PEG Ratio
IVOV
0.21
EPS
N/A
5Y Dividends CAGR
Winner
IVOV
17.11%
EPS
8.33%
5Y EPS CAGR
IVOV
10.49%
Winner
EPS
25.30%
Debt to Equity
Winner
IVOV
16.34%
EPS
26.36%
P/S Ratio
Winner
IVOV
1.00
EPS
3.01
P/B Ratio
Winner
IVOV
2.01
EPS
4.22
IVOV vs EPS - Holdings Comparison
IVOV and EPS have 18 common holdings. Overlap is 0.43%
IVOV's top 25 holdings weight is 20.10%. EPS's top 25 holdings weight is 52.10%.
| Rank | IVOV | EPS |
|---|---|---|
| #1 | US FOODS HOLDING CORP (USFD) - 1.30% | NVIDIA CORP (NVDA) - 7.90% |
| #2 | ALCOA CORP (AA) - 1.10% | AMAZON.COM INC (AMZN) - 6.48% |
| #3 | OVINTIV INC (OVV) - 1.05% | ALPHABET INC CLASS A (GOOGL) - 6.37% |
| #4 | RELIANCE INC (RS) - 1.01% | APPLE INC (AAPL) - 5.01% |
| #5 | PERMIAN RESOURCES CORP CLASS A (PR) - 1.01% | MICROSOFT CORP (MSFT) - 4.10% |
| #6 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.97% | META PLATFORMS INC CLASS A (META) - 3.59% |
| #7 | JONES LANG LASALLE INC (JLL) - 0.92% | JPMORGAN CHASE & CO (JPM) - 2.08% |
| #8 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.86% | BROADCOM INC (AVGO) - 1.72% |
| #9 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.86% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.69% |
| #10 | WESCO INTERNATIONAL INC (WCC) - 0.85% | EXXON MOBIL CORP (XOM) - 1.40% |
| #11 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.83% | JOHNSON & JOHNSON (JNJ) - 1.18% |
| #12 | TOLL BROTHERS INC (TOL) - 0.83% | BANK OF AMERICA CORP (BAC) - 1.00% |
| #13 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 0.82% | MERCK & CO INC (MRK) - 0.85% |
| #14 | TD SYNNEX CORP (SNX) - 0.81% | MICRON TECHNOLOGY INC (MU) - 0.84% |
| #15 | WATSCO INC ORDINARY SHARES (WSO) - 0.81% | VERIZON COMMUNICATIONS INC (VZ) - 0.84% |
| #16 | ANTERO RESOURCES CORP (AR) - 0.79% | WALMART INC (WMT) - 0.83% |
| #17 | REGAL REXNORD CORP (RRX) - 0.79% | ELI LILLY AND CO (LLY) - 0.78% |
| #18 | FIDELITY NATIONAL FINANCIAL INC (FNF) - 0.75% | VISA INC CLASS A (V) - 0.76% |
| #19 | ESSENTIAL UTILITIES INC (WTRG) - 0.73% | UNITEDHEALTH GROUP INC (UNH) - 0.74% |
| #20 | CROWN HOLDINGS INC (CCK) - 0.72% | CISCO SYSTEMS INC (CSCO) - 0.70% |
| #21 | MATADOR RESOURCES CO (MTDR) - 0.47% | PFIZER INC (PFE) - 0.68% |
| #22 | WESTERN ALLIANCE BANCORP (WAL) - 0.46% | WELLS FARGO & CO (WFC) - 0.66% |
| #23 | EAST WEST BANCORP INC (EWBC) - 0.46% | TESLA INC (TSLA) - 0.64% |
| #24 | W.P. CAREY INC (WPC) - 0.45% | THE GOLDMAN SACHS GROUP INC (GS) - 0.63% |
| #25 | INGREDION INC (INGR) - 0.45% | CHEVRON CORP (CVX) - 0.63% |
| Total Holdings | 266 | 477 |
IVOV vs EPS - Historical Returns
Returns include dividend reinvestment.
1M
IVOV
+3.15%
Winner
EPS
+8.58%
3M
IVOV
-0.53%
Winner
EPS
+6.58%
6M
Winner
IVOV
+11.71%
EPS
+11.27%
1Y
IVOV
+22.60%
Winner
EPS
+32.07%
5Y(CAGR)
IVOV
+7.18%
Winner
EPS
+12.49%
10Y(CAGR)
IVOV
+10.74%
Winner
EPS
+14.82%
Max(CAGR)
Winner
IVOV
+11.60%
EPS
+10.35%
IVOV vs EPS - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | IVOV | EPS |
|---|---|---|
| 2026 | +7.02% | +8.53% |
| 2025 | +8.18% | +17.52% |
| 2024 | +11.61% | +24.38% |
| 2023 | +15.41% | +23.19% |
| 2022 | -7.77% | -16.52% |
| 2021 | +32.83% | +29.19% |
| 2020 | +3.84% | +11.09% |
| 2019 | +25.70% | +32.16% |
| 2018 | -12.80% | -7.91% |
| 2017 | +11.29% | +22.21% |
| 2016 | +27.78% | +15.33% |
| 2015 | -6.70% | -1.36% |
| 2014 | +13.43% | +14.27% |
| 2013 | +31.27% | +29.44% |
| 2012 | +16.70% | +12.80% |
| 2011 | -3.33% | +2.58% |
| 2010 | +18.19% | +11.74% |
| 2009 | N/A | +23.43% |
| 2008 | N/A | -35.92% |
| 2007 | N/A | +2.94% |
IVOV vs EPS Drawdown Comparison
The maximum drawdown for IVOV was -45.99%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for EPS was -54.41%, occurring on Mar 6, 2009. Recovery took 1115 trading sessions.
The current IVOV drawdown is -1.10%.
| Rank | IVOV | EPS |
|---|---|---|
| #1 | -45.99% Jan 16, 2020 - Dec 4, 2020 | -54.41% Oct 10, 2007 - Mar 14, 2012 |
| #2 | -27.43% Apr 29, 2011 - Mar 19, 2012 | -35.79% Feb 12, 2020 - Sep 2, 2020 |
| #3 | -22.74% Aug 29, 2018 - Nov 5, 2019 | -23.56% Jan 4, 2022 - Dec 13, 2023 |
| #4 | -22.61% Nov 25, 2024 - Dec 10, 2025 | -18.98% Sep 20, 2018 - Apr 8, 2019 |
| #5 | -21.21% Jun 23, 2015 - Jun 8, 2016 | -17.65% Feb 19, 2025 - Jun 27, 2025 |
| #6 | -19.29% Jan 4, 2022 - Jan 27, 2023 | -15.09% May 21, 2015 - Jul 14, 2016 |
| #7 | -18.83% Feb 2, 2023 - Dec 19, 2023 | -10.72% Apr 2, 2012 - Aug 21, 2012 |
| #8 | -11.71% Mar 19, 2012 - Sep 7, 2012 | -10.31% Jul 13, 2007 - Oct 9, 2007 |
| #9 | -10.58% Feb 6, 2026 - May 6, 2026 | -10.19% Jan 26, 2018 - Aug 29, 2018 |
| #10 | -10.52% Sep 2, 2014 - Nov 24, 2014 | -8.98% Sep 2, 2020 - Nov 9, 2020 |
| #11 | -9.82% Jan 23, 2018 - Jun 7, 2018 | -8.39% Feb 2, 2026 - Apr 14, 2026 |
| #12 | -9.21% May 7, 2021 - Oct 25, 2021 | -7.84% May 3, 2019 - Jul 1, 2019 |
| #13 | -9.10% Sep 14, 2012 - Dec 18, 2012 | -7.82% Jul 16, 2024 - Aug 30, 2024 |
| #14 | -8.57% Nov 15, 2021 - Jan 4, 2022 | -7.47% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -7.55% Mar 28, 2024 - May 15, 2024 | -7.30% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between IVOV and EPS is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2007 - 2026)
IVOV vs EPS dividend yield comparison.
| Year | IVOV | EPS |
|---|---|---|
| 2026 | 0.00% | 0.26% |
| 2025 | 1.82% | 1.26% |
| 2024 | 1.74% | 1.47% |
| 2023 | 1.52% | 1.73% |
| 2022 | 1.97% | 1.95% |
| 2021 | 1.78% | 1.51% |
| 2020 | 2.42% | 1.85% |
| 2019 | 1.75% | 1.70% |
| 2018 | 1.87% | 2.02% |
| 2017 | 1.55% | 1.59% |
| 2016 | 1.51% | 1.99% |
| 2015 | 1.66% | 2.15% |
| 2014 | 1.47% | 1.66% |
| 2013 | 0.85% | 1.63% |
| 2012 | 1.64% | 2.17% |
| 2011 | 1.40% | 1.95% |
| 2010 | 0.86% | 1.70% |
| 2009 | 0.00% | 1.93% |
| 2008 | 0.00% | 2.73% |
| 2007 | 0.00% | 1.41% |
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