IVOV vs QLTA

Comparison between VANGUARD S&P MID-CAP 400 VALUE INDEX FUND ETF SHARES (IVOV, ETF) and ISHARES AAA - A RATED CORPORATE BOND ETF (QLTA, ETF).

5-Year PerformanceIVOV has outperformed QLTA, delivering a return of +9.5% compared to -0.6%

IVOV vs QLTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVOV(ETF)	QLTA(ETF)
Net Assets	$1.50B	$1.60B
Expense Ratio	0.10%	0.15%
Max Drawdown	45.99%	26.32%
Sharpe Ratio	0.97	-0.26
5Y Beta	0.89	0.10
P/E Ratio	21.74	N/A
Forward P/E	14.28	N/A
PEG Ratio	0.06	N/A
5Y Dividends CAGR	17.11%	12.34%
5Y EPS CAGR	10.39%	N/A
Debt to Equity	45.59%	N/A
P/S Ratio	1.08	N/A
P/B Ratio	2.09	N/A

Net Assets

IVOV

$1.50B

Winner

QLTA

$1.60B

Expense Ratio

Winner

IVOV

0.10%

QLTA

0.15%

Max Drawdown

IVOV

45.99%

Winner

QLTA

26.32%

Sharpe Ratio

Winner

IVOV

0.97

QLTA

-0.26

5Y Beta

IVOV

0.89

Winner

QLTA

0.10

P/E Ratio

IVOV

21.74

QLTA

N/A

Forward P/E

IVOV

14.28

QLTA

N/A

PEG Ratio

IVOV

0.06

QLTA

N/A

5Y Dividends CAGR

Winner

IVOV

17.11%

QLTA

12.34%

5Y EPS CAGR

IVOV

10.39%

QLTA

N/A

Debt to Equity

IVOV

45.59%

QLTA

N/A

P/S Ratio

IVOV

1.08

QLTA

N/A

P/B Ratio

IVOV

2.09

QLTA

N/A

IVOV vs QLTA - Historical Returns

Returns include dividend reinvestment.

Period	IVOV	QLTA
1 month	+0.72%	-1.87%
3 months	+4.99%	-1.09%
6 months	+8.63%	-1.23%
1 year	+18.56%	+2.55%
5 years(CAGR)	+9.47%	-0.62%
10 years(CAGR)	+10.53%	+1.66%
Max(CAGR)	+11.78%	+2.42%

Winner

IVOV

+0.72%

QLTA

-1.87%

Winner

IVOV

+4.99%

QLTA

-1.09%

Winner

IVOV

+8.63%

QLTA

-1.23%

Winner

IVOV

+18.56%

QLTA

+2.55%

5Y(CAGR)

Winner

IVOV

+9.47%

QLTA

-0.62%

10Y(CAGR)

Winner

IVOV

+10.53%

QLTA

+1.66%

Max(CAGR)

Winner

IVOV

+11.78%

QLTA

+2.42%

IVOV vs QLTA - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	IVOV	QLTA
2026	+12.44%	-0.76%
2025	+8.18%	+7.38%
2024	+11.61%	+1.84%
2023	+15.41%	+6.96%
2022	-7.77%	-14.44%
2021	+32.83%	-1.97%
2020	+3.84%	+9.46%
2019	+25.70%	+12.41%
2018	-12.80%	-1.81%
2017	+11.29%	+5.55%
2016	+27.78%	+4.23%
2015	-6.70%	+0.13%
2014	+13.43%	+6.39%
2013	+31.27%	-2.60%
2012	+16.70%	+6.22%
2011	-3.33%	N/A
2010	+18.19%	N/A

IVOV vs QLTA Drawdown Comparison

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

The maximum drawdown for QLTA was -22.28%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current IVOV drawdown is -0.45%. The current QLTA drawdown is -4.54%.

Rank	IVOV	QLTA
#1	-45.99% Jan 16, 2020 - Dec 4, 2020	-22.28% Aug 6, 2020 - Oct 20, 2022
#2	-27.43% Apr 29, 2011 - Mar 19, 2012	-15.24% Mar 6, 2020 - May 29, 2020
#3	-22.74% Aug 29, 2018 - Nov 5, 2019	-7.06% May 2, 2013 - May 27, 2014
#4	-22.61% Nov 25, 2024 - Dec 10, 2025	-5.63% Jul 8, 2016 - Aug 23, 2017
#5	-21.21% Jun 23, 2015 - Jun 8, 2016	-4.40% Jan 30, 2015 - Mar 15, 2016
#6	-19.29% Jan 4, 2022 - Jan 27, 2023	-4.28% Dec 29, 2017 - Jan 31, 2019
#7	-18.83% Feb 2, 2023 - Dec 19, 2023	-2.71% Sep 4, 2019 - Dec 27, 2019
#8	-11.71% Mar 19, 2012 - Sep 7, 2012	-2.24% Jul 25, 2012 - Sep 24, 2012
#9	-10.58% Feb 6, 2026 - May 6, 2026	-2.20% Dec 6, 2012 - Apr 8, 2013
#10	-10.52% Sep 2, 2014 - Nov 24, 2014	-1.78% Feb 28, 2012 - May 1, 2012
#11	-9.82% Jan 23, 2018 - Jun 7, 2018	-1.70% Aug 27, 2014 - Oct 7, 2014
#12	-9.21% May 7, 2021 - Oct 25, 2021	-1.53% Oct 17, 2014 - Jan 2, 2015
#13	-9.10% Sep 14, 2012 - Dec 18, 2012	-1.43% May 5, 2016 - Jun 3, 2016
#14	-8.57% Nov 15, 2021 - Jan 4, 2022	-1.21% Jul 3, 2019 - Aug 1, 2019
#15	-7.55% Mar 28, 2024 - May 15, 2024	-1.06% Sep 7, 2017 - Dec 13, 2017

Correlation

Correlation between IVOV and QLTA is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2010 - 2026)

IVOV vs QLTA dividend yield comparison.

Year	IVOV	QLTA
2026	0.00%	2.32%
2025	1.82%	4.33%
2024	1.74%	4.11%
2023	1.52%	3.39%
2022	1.97%	2.79%
2021	1.78%	1.96%
2020	2.42%	2.31%
2019	1.75%	2.99%
2018	1.87%	3.09%
2017	1.55%	2.67%
2016	1.51%	2.59%
2015	1.66%	2.99%
2014	1.47%	2.32%
2013	0.85%	2.14%
2012	1.64%	1.94%
2011	1.40%	0.00%
2010	0.86%	0.00%