IVOV vs IWC
Comparison between VANGUARD S&P MID-CAP 400 VALUE INDEX FUND ETF SHARES (IVOV, ETF) and ISHARES MICRO-CAP ETF (IWC, ETF).
5-Year PerformanceIVOV has outperformed IWC, delivering a return of +8.0% compared to +7.4%
IVOV vs IWC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVOV
$1.40B
IWC
$1.40B
Expense Ratio
Winner
IVOV
0.10%
IWC
0.60%
Max Drawdown
Winner
IVOV
45.99%
IWC
65.20%
Sharpe Ratio
IVOV
1.05
Winner
IWC
2.08
5Y Beta
Winner
IVOV
0.90
IWC
1.17
P/E Ratio
IVOV
20.86
Winner
IWC
-28.13
Forward P/E
IVOV
13.79
Winner
IWC
13.65
PEG Ratio
IVOV
0.21
IWC
N/A
5Y Dividends CAGR
Winner
IVOV
17.11%
IWC
11.12%
5Y EPS CAGR
IVOV
10.49%
IWC
N/A
Debt to Equity
Winner
IVOV
16.34%
IWC
73.09%
P/S Ratio
Winner
IVOV
1.00
IWC
1.45
P/B Ratio
IVOV
2.02
Winner
IWC
1.86
IVOV vs IWC - Holdings Comparison
IVOV and IWC have 1 common holdings. Overlap is -0.01%
IVOV's top 25 holdings weight is 20.10%. IWC's top 25 holdings weight is 17.98%.
| Rank | IVOV | IWC |
|---|---|---|
| #1 | US FOODS HOLDING CORP (USFD) - 1.30% | n/a (PRAX) - 1.57% |
| #2 | ALCOA CORP (AA) - 1.10% | APPLIED DIGITAL CORP (APLD) - 1.34% |
| #3 | OVINTIV INC (OVV) - 1.05% | APPLIED OPTOELECTRONICS INC (AAOI) - 1.31% |
| #4 | RELIANCE INC (RS) - 1.01% | COGENT BIOSCIENCES INC (COGT) - 1.05% |
| #5 | PERMIAN RESOURCES CORP CLASS A (PR) - 1.01% | TERAWULF INC (WULF) - 1.04% |
| #6 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.97% | CIPHER DIGITAL INC (CIFR) - 1.00% |
| #7 | JONES LANG LASALLE INC (JLL) - 0.92% | n/a (TERN) - 0.98% |
| #8 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.86% | ENERGY FUELS INC (n/a) - 0.86% |
| #9 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.86% | VISTANCE NETWORKS INC (VISN) - 0.80% |
| #10 | WESCO INTERNATIONAL INC (WCC) - 0.85% | CELCUITY INC (CELC) - 0.77% |
| #11 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.83% | NLIGHT INC (LASR) - 0.69% |
| #12 | TOLL BROTHERS INC (TOL) - 0.83% | AXT INC (AXTI) - 0.69% |
| #13 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 0.82% | CENTRUS ENERGY CORP CLASS A (LEU) - 0.68% |
| #14 | TD SYNNEX CORP (SNX) - 0.81% | TUTOR PERINI CORP (TPC) - 0.67% |
| #15 | WATSCO INC ORDINARY SHARES (WSO) - 0.81% | GPGI INC CLASS A (GPGI) - 0.65% |
| #16 | ANTERO RESOURCES CORP (AR) - 0.79% | DIANTHUS THERAPEUTICS INC (DNTH) - 0.59% |
| #17 | REGAL REXNORD CORP (RRX) - 0.79% | ERASCA INC (ERAS) - 0.56% |
| #18 | FIDELITY NATIONAL FINANCIAL INC (FNF) - 0.75% | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 0.48% |
| #19 | ESSENTIAL UTILITIES INC (WTRG) - 0.73% | BEL FUSE INC CLASS B (BELFB) - 0.46% |
| #20 | CROWN HOLDINGS INC (CCK) - 0.72% | DAVE INC ORDINARY SHARES CLASS A (DAVE) - 0.46% |
| #21 | MATADOR RESOURCES CO (MTDR) - 0.47% | CAPRICOR THERAPEUTICS INC (CAPR) - 0.27% |
| #22 | WESTERN ALLIANCE BANCORP (WAL) - 0.46% | DIME COMMUNITY BANCSHARES INC (DCOM) - 0.27% |
| #23 | EAST WEST BANCORP INC (EWBC) - 0.46% | MAZE THERAPEUTICS INC (MAZE) - 0.27% |
| #24 | W.P. CAREY INC (WPC) - 0.45% | ORCHID ISLAND CAPITAL INC (ORC) - 0.26% |
| #25 | INGREDION INC (INGR) - 0.45% | AMYLYX PHARMACEUTICALS INC (AMLX) - 0.26% |
| Total Holdings | 266 | 1272 |
IVOV vs IWC - Historical Returns
Returns include dividend reinvestment.
1M
IVOV
+0.89%
Winner
IWC
+7.53%
3M
IVOV
-0.57%
Winner
IWC
+12.73%
6M
IVOV
+9.04%
Winner
IWC
+22.41%
1Y
IVOV
+16.90%
Winner
IWC
+58.70%
5Y(CAGR)
Winner
IVOV
+7.95%
IWC
+7.43%
10Y(CAGR)
IVOV
+10.57%
Winner
IWC
+11.81%
Max(CAGR)
Winner
IVOV
+11.50%
IWC
+7.72%
IVOV vs IWC - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IVOV | IWC |
|---|---|---|
| 2026 | +5.60% | +16.91% |
| 2025 | +8.18% | +22.31% |
| 2024 | +11.61% | +14.33% |
| 2023 | +15.41% | +9.83% |
| 2022 | -7.77% | -23.36% |
| 2021 | +32.83% | +19.37% |
| 2020 | +3.84% | +21.33% |
| 2019 | +25.70% | +20.16% |
| 2018 | -12.80% | -14.02% |
| 2017 | +11.29% | +12.24% |
| 2016 | +27.78% | +23.81% |
| 2015 | -6.70% | -4.75% |
| 2014 | +13.43% | +4.30% |
| 2013 | +31.27% | +40.53% |
| 2012 | +16.70% | +17.20% |
| 2011 | -3.33% | -11.41% |
| 2010 | +18.19% | +25.96% |
| 2009 | N/A | +23.05% |
| 2008 | N/A | -38.31% |
| 2007 | N/A | -8.99% |
| 2006 | N/A | +13.12% |
| 2005 | N/A | +2.82% |
IVOV vs IWC Drawdown Comparison
The maximum drawdown for IVOV was -45.99%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for IWC was -64.60%, occurring on Mar 9, 2009. Recovery took 1440 trading sessions.
The current IVOV drawdown is -2.40%. The current IWC drawdown is -1.72%.
| Rank | IVOV | IWC |
|---|---|---|
| #1 | -45.99% Jan 16, 2020 - Dec 4, 2020 | -64.60% Jun 19, 2007 - Mar 8, 2013 |
| #2 | -27.43% Apr 29, 2011 - Mar 19, 2012 | -47.20% Aug 31, 2018 - Nov 23, 2020 |
| #3 | -22.74% Aug 29, 2018 - Nov 5, 2019 | -41.06% Mar 12, 2021 - Sep 18, 2025 |
| #4 | -22.61% Nov 25, 2024 - Dec 10, 2025 | -28.70% Jun 23, 2015 - Nov 21, 2016 |
| #5 | -21.21% Jun 23, 2015 - Jun 8, 2016 | -16.66% Mar 5, 2014 - Mar 18, 2015 |
| #6 | -19.29% Jan 4, 2022 - Jan 27, 2023 | -15.04% May 5, 2006 - Dec 27, 2006 |
| #7 | -18.83% Feb 2, 2023 - Dec 19, 2023 | -12.43% Jan 22, 2026 - Apr 15, 2026 |
| #8 | -11.71% Mar 19, 2012 - Sep 7, 2012 | -9.98% Oct 15, 2025 - Dec 4, 2025 |
| #9 | -10.58% Feb 6, 2026 - May 6, 2026 | -8.81% Jan 23, 2018 - Mar 9, 2018 |
| #10 | -10.52% Sep 2, 2014 - Nov 24, 2014 | -8.63% Feb 22, 2007 - Jun 1, 2007 |
| #11 | -9.82% Jan 23, 2018 - Jun 7, 2018 | -8.61% Sep 12, 2005 - Dec 1, 2005 |
| #12 | -9.21% May 7, 2021 - Oct 25, 2021 | -8.24% Feb 9, 2021 - Mar 10, 2021 |
| #13 | -9.10% Sep 14, 2012 - Dec 18, 2012 | -8.08% Jan 22, 2014 - Feb 27, 2014 |
| #14 | -8.57% Nov 15, 2021 - Jan 4, 2022 | -7.28% Mar 12, 2018 - May 11, 2018 |
| #15 | -7.55% Mar 28, 2024 - May 15, 2024 | -6.89% Jul 25, 2017 - Sep 18, 2017 |
Correlation
Correlation between IVOV and IWC is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2005 - 2026)
IVOV vs IWC dividend yield comparison.
| Year | IVOV | IWC |
|---|---|---|
| 2026 | 0.00% | 0.13% |
| 2025 | 1.82% | 1.10% |
| 2024 | 1.74% | 1.06% |
| 2023 | 1.52% | 1.17% |
| 2022 | 1.97% | 1.18% |
| 2021 | 1.78% | 0.78% |
| 2020 | 2.42% | 0.98% |
| 2019 | 1.75% | 1.19% |
| 2018 | 1.87% | 1.01% |
| 2017 | 1.55% | 1.09% |
| 2016 | 1.51% | 1.16% |
| 2015 | 1.66% | 1.49% |
| 2014 | 1.47% | 1.11% |
| 2013 | 0.85% | 1.01% |
| 2012 | 1.64% | 1.95% |
| 2011 | 1.40% | 1.21% |
| 2010 | 0.86% | 0.82% |
| 2009 | 0.00% | 0.82% |
| 2008 | 0.00% | 1.31% |
| 2007 | 0.00% | 0.79% |
| 2006 | 0.00% | 0.51% |
| 2005 | 0.00% | 0.19% |
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