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IVOV vs FALN

Comparison between VANGUARD S&P MID-CAP 400 VALUE INDEX FUND ETF SHARES (IVOV, ETF) and ISHARES FALLEN ANGELS USD BOND ETF (FALN, ETF).

5-Year PerformanceIVOV has outperformed FALN, delivering a return of +9.3% compared to +3.6%

IVOV vs FALN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IVOV
$1.50B
Winner
FALN
$1.60B
Expense Ratio
Winner
IVOV
0.10%
FALN
0.25%
Max Drawdown
IVOV
45.99%
Winner
FALN
29.96%
Sharpe Ratio
Winner
IVOV
1.26
FALN
0.57
5Y Beta
IVOV
0.88
Winner
FALN
0.27
P/E Ratio
IVOV
21.09
FALN
N/A
Forward P/E
IVOV
14.50
FALN
N/A
PEG Ratio
IVOV
0.08
FALN
N/A
5Y Dividends CAGR
Winner
IVOV
17.11%
FALN
5.09%
5Y EPS CAGR
IVOV
9.46%
FALN
N/A
Debt to Equity
IVOV
43.79%
FALN
N/A
P/S Ratio
IVOV
1.10
FALN
N/A
P/B Ratio
IVOV
2.11
FALN
N/A

IVOV vs FALN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IVOV
+2.99%
FALN
-0.04%
3M
Winner
IVOV
+6.93%
FALN
+1.44%
6M
Winner
IVOV
+5.31%
FALN
+1.58%
1Y
Winner
IVOV
+24.06%
FALN
+6.58%
5Y(CAGR)
Winner
IVOV
+9.27%
FALN
+3.60%
10Y(CAGR)
Winner
IVOV
+10.56%
FALN
+6.06%
Max(CAGR)
Winner
IVOV
+11.85%
FALN
+6.59%

IVOV vs FALN - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearIVOVFALN
2026+13.91%+2.57%
2025+8.18%+8.60%
2024+11.61%+8.18%
2023+15.41%+13.36%
2022-7.77%-13.60%
2021+32.83%+5.67%
2020+3.84%+14.54%
2019+25.70%+17.52%
2018-12.80%-5.26%
2017+11.29%+8.15%
2016+27.78%+10.41%
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 FALN Drawdown Comparison

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

The maximum drawdown for FALN was -29.22%, occurring on Mar 20, 2020. Recovery took 106 trading sessions.

The current IVOV drawdown is -0.61%. The current FALN drawdown is -0.26%.

RankIVOVFALN
#1-45.99%
Jan 16, 2020 - Dec 4, 2020
-29.22%
Feb 14, 2020 - Jul 17, 2020
#2-27.43%
Apr 29, 2011 - Mar 19, 2012
-18.79%
Nov 9, 2021 - Jun 5, 2024
#3-22.74%
Aug 29, 2018 - Nov 5, 2019
-8.18%
Jan 24, 2018 - Mar 1, 2019
#4-22.61%
Nov 25, 2024 - Dec 10, 2025
-5.92%
Feb 28, 2025 - Jun 9, 2025
#5-21.21%
Jun 23, 2015 - Jun 8, 2016
-4.10%
Oct 19, 2016 - Dec 7, 2016
#6-19.29%
Jan 4, 2022 - Jan 27, 2023
-3.96%
Feb 19, 2026 - Jun 11, 2026
#7-18.83%
Feb 2, 2023 - Dec 19, 2023
-3.23%
Sep 2, 2020 - Oct 12, 2020
#8-11.71%
Mar 19, 2012 - Sep 7, 2012
-3.17%
Jun 23, 2016 - Jun 30, 2016
#9-10.58%
Feb 6, 2026 - May 6, 2026
-2.84%
Feb 12, 2021 - May 3, 2021
#10-10.52%
Sep 2, 2014 - Nov 24, 2014
-2.61%
Sep 6, 2016 - Sep 30, 2016
#11-9.82%
Jan 23, 2018 - Jun 7, 2018
-2.51%
Mar 1, 2017 - Apr 7, 2017
#12-9.21%
May 7, 2021 - Oct 25, 2021
-2.24%
May 6, 2019 - Jun 19, 2019
#13-9.10%
Sep 14, 2012 - Dec 18, 2012
-2.23%
Sep 15, 2021 - Nov 5, 2021
#14-8.57%
Nov 15, 2021 - Jan 4, 2022
-2.03%
Dec 6, 2024 - Jan 27, 2025
#15-7.55%
Mar 28, 2024 - May 15, 2024
-1.98%
Sep 17, 2019 - Dec 5, 2019

Correlation

Correlation between IVOV and FALN is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2010 - 2026)

IVOV vs FALN dividend yield comparison.

YearIVOVFALN
20260.00%3.81%
20251.82%6.31%
20241.74%6.24%
20231.52%5.37%
20221.97%5.08%
20211.78%3.40%
20202.42%5.14%
20191.75%5.35%
20181.87%5.97%
20171.55%6.98%
20161.51%3.55%
20151.66%0.00%
20141.47%0.00%
20130.85%0.00%
20121.64%0.00%
20111.40%0.00%
20100.86%0.00%

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