IVOV vs UYLD
Comparison between VANGUARD S&P MID-CAP 400 VALUE INDEX FUND ETF SHARES (IVOV, ETF) and ANGEL OAK ULTRASHORT INCOME ETF (UYLD, ETF).
IVOV vs UYLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVOV
$1.50B
Winner
UYLD
$1.60B
Expense Ratio
Winner
IVOV
0.10%
UYLD
0.35%
Max Drawdown
IVOV
45.99%
Winner
UYLD
0.99%
Sharpe Ratio
IVOV
1.03
Winner
UYLD
1.39
5Y Beta
IVOV
0.88
Winner
UYLD
0.01
P/E Ratio
IVOV
21.97
UYLD
N/A
Forward P/E
IVOV
14.22
UYLD
N/A
PEG Ratio
IVOV
0.08
UYLD
N/A
5Y Dividends CAGR
IVOV
17.11%
UYLD
N/A
5Y EPS CAGR
IVOV
10.72%
UYLD
N/A
Debt to Equity
IVOV
34.77%
UYLD
N/A
P/S Ratio
IVOV
1.09
UYLD
N/A
P/B Ratio
IVOV
2.10
UYLD
N/A
IVOV vs UYLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVOV
+0.93%
UYLD
+0.43%
3M
Winner
IVOV
+6.83%
UYLD
+1.43%
6M
Winner
IVOV
+4.95%
UYLD
+2.23%
1Y
Winner
IVOV
+19.66%
UYLD
+4.81%
5Y(CAGR)
IVOV
+9.35%
UYLD
N/A
10Y(CAGR)
IVOV
+10.44%
UYLD
N/A
Max(CAGR)
Winner
IVOV
+11.75%
UYLD
+5.86%
IVOV vs UYLD - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | IVOV | UYLD |
|---|---|---|
| 2026 | +12.79% | +2.91% |
| 2025 | +8.18% | +5.39% |
| 2024 | +11.61% | +6.02% |
| 2023 | +15.41% | +6.76% |
| 2022 | -7.77% | +1.12% |
| 2021 | +32.83% | N/A |
| 2020 | +3.84% | N/A |
| 2019 | +25.70% | N/A |
| 2018 | -12.80% | N/A |
| 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 UYLD Drawdown Comparison
The maximum drawdown for IVOV was -45.99%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for UYLD was -0.54%, occurring on Jan 2, 2025. Recovery took 25 trading sessions.
The current IVOV drawdown is -1.82%.
| Rank | IVOV | UYLD |
|---|---|---|
| #1 | -45.99% Jan 16, 2020 - Dec 4, 2020 | -0.54% Dec 30, 2024 - Feb 6, 2025 |
| #2 | -27.43% Apr 29, 2011 - Mar 19, 2012 | -0.41% Nov 10, 2022 - Dec 5, 2022 |
| #3 | -22.74% Aug 29, 2018 - Nov 5, 2019 | -0.35% Apr 6, 2023 - May 3, 2023 |
| #4 | -22.61% Nov 25, 2024 - Dec 10, 2025 | -0.27% May 4, 2023 - May 31, 2023 |
| #5 | -21.21% Jun 23, 2015 - Jun 8, 2016 | -0.27% Jan 27, 2023 - Feb 22, 2023 |
| #6 | -19.29% Jan 4, 2022 - Jan 27, 2023 | -0.24% Mar 27, 2023 - Apr 4, 2023 |
| #7 | -18.83% Feb 2, 2023 - Dec 19, 2023 | -0.19% Apr 3, 2025 - Apr 22, 2025 |
| #8 | -11.71% Mar 19, 2012 - Sep 7, 2012 | -0.18% Dec 21, 2022 - Jan 3, 2023 |
| #9 | -10.58% Feb 6, 2026 - May 6, 2026 | -0.17% Mar 15, 2023 - Mar 24, 2023 |
| #10 | -10.52% Sep 2, 2014 - Nov 24, 2014 | -0.15% Dec 14, 2022 - Dec 21, 2022 |
| #11 | -9.82% Jan 23, 2018 - Jun 7, 2018 | -0.14% Oct 30, 2023 - Nov 3, 2023 |
| #12 | -9.21% May 7, 2021 - Oct 25, 2021 | -0.14% Jan 3, 2023 - Jan 6, 2023 |
| #13 | -9.10% Sep 14, 2012 - Dec 18, 2012 | -0.14% Jun 14, 2024 - Jun 21, 2024 |
| #14 | -8.57% Nov 15, 2021 - Jan 4, 2022 | -0.14% Aug 2, 2024 - Aug 12, 2024 |
| #15 | -7.55% Mar 28, 2024 - May 15, 2024 | -0.14% Mar 9, 2026 - Mar 31, 2026 |
Correlation
Correlation between IVOV and UYLD 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 UYLD dividend yield comparison.
| Year | IVOV | UYLD |
|---|---|---|
| 2026 | 0.00% | 2.87% |
| 2025 | 1.82% | 5.07% |
| 2024 | 1.74% | 4.97% |
| 2023 | 1.52% | 5.92% |
| 2022 | 1.97% | 0.75% |
| 2021 | 1.78% | 0.00% |
| 2020 | 2.42% | 0.00% |
| 2019 | 1.75% | 0.00% |
| 2018 | 1.87% | 0.00% |
| 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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