IVW vs BSV

Comparison between ISHARES S&P 500 GROWTH ETF (IVW, ETF) and VANGUARD SHORT-TERM BOND INDEX FUND ETF SHARES (BSV, ETF).

5-Year PerformanceIVW has outperformed BSV, delivering a return of +16.3% compared to +1.7%

IVW vs BSV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVW(ETF)	BSV(ETF)
Net Assets	$70B	$70B
Expense Ratio	0.18%	0.03%
Max Drawdown	61.38%	11.08%
Sharpe Ratio	1.95	0.09
5Y Beta	1.21	-0.00
P/E Ratio	32.10	N/A
Forward P/E	25.84	N/A
PEG Ratio	0.62	N/A
5Y Dividends CAGR	2.69%	20.43%
5Y EPS CAGR	34.63%	N/A
Debt to Equity	29.35%	N/A
P/S Ratio	6.28	N/A
P/B Ratio	8.88	N/A

Net Assets

Winner

IVW

$70B

BSV

$70B

Expense Ratio

IVW

0.18%

Winner

BSV

0.03%

Max Drawdown

IVW

61.38%

Winner

BSV

11.08%

Sharpe Ratio

Winner

IVW

1.95

BSV

0.09

5Y Beta

IVW

1.21

Winner

BSV

-0.00

P/E Ratio

IVW

32.10

BSV

N/A

Forward P/E

IVW

25.84

BSV

N/A

PEG Ratio

IVW

0.62

BSV

N/A

5Y Dividends CAGR

IVW

2.69%

Winner

BSV

20.43%

5Y EPS CAGR

IVW

34.63%

BSV

N/A

Debt to Equity

IVW

29.35%

BSV

N/A

P/S Ratio

IVW

6.28

BSV

N/A

P/B Ratio

IVW

8.88

BSV

N/A

IVW vs BSV - Historical Returns

Returns include dividend reinvestment.

Period	IVW	BSV
1 month	+11.16%	-0.17%
3 months	+13.75%	-0.31%
6 months	+10.07%	+0.83%
1 year	+35.35%	+4.11%
5 years(CAGR)	+16.31%	+1.65%
10 years(CAGR)	+17.94%	+1.95%
Max(CAGR)	+8.92%	+2.53%

Winner

IVW

+11.16%

BSV

-0.17%

Winner

IVW

+13.75%

BSV

-0.31%

Winner

IVW

+10.07%

BSV

+0.83%

Winner

IVW

+35.35%

BSV

+4.11%

5Y(CAGR)

Winner

IVW

+16.31%

BSV

+1.65%

10Y(CAGR)

Winner

IVW

+17.94%

BSV

+1.95%

Max(CAGR)

Winner

IVW

+8.92%

BSV

+2.53%

IVW vs BSV - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IVW	BSV
2026	+10.20%	+0.26%
2025	+21.97%	+6.01%
2024	+38.04%	+4.02%
2023	+31.48%	+4.77%
2022	-30.04%	-5.31%
2021	+33.79%	-1.08%
2020	+31.40%	+4.62%
2019	+31.01%	+4.89%
2018	-1.09%	+1.40%
2017	+26.35%	+1.19%
2016	+8.74%	+1.29%
2015	+5.47%	+0.92%
2014	+15.61%	+1.25%
2013	+29.06%	+0.17%
2012	+13.09%	+2.03%
2011	+3.57%	+3.00%
2010	+13.24%	+3.80%
2009	+27.20%	+3.41%
2008	-34.13%	+8.02%
2007	+9.09%	+5.84%
2006	+8.90%	N/A
2005	+4.62%	N/A
2004	+5.96%	N/A
2003	+21.29%	N/A
2002	-24.26%	N/A
2001	-8.59%	N/A
2000	-15.42%	N/A

IVW vs BSV Drawdown Comparison

The maximum drawdown for IVW was -57.33%, occurring on Mar 9, 2009. Recovery took 3160 trading sessions.

The maximum drawdown for BSV was -8.54%, occurring on Oct 20, 2022. Recovery took 750 trading sessions.

The current IVW drawdown is -0.32%. The current BSV drawdown is -0.67%.

Rank	IVW	BSV
#1	-57.33% Jul 17, 2000 - Feb 8, 2013	-8.54% Aug 3, 2021 - Jul 29, 2024
#2	-32.72% Dec 27, 2021 - Mar 1, 2024	-7.01% Sep 15, 2008 - Nov 20, 2008
#3	-31.35% Feb 19, 2020 - Jun 10, 2020	-4.65% Mar 6, 2020 - Apr 9, 2020
#4	-22.15% Feb 19, 2025 - Jun 24, 2025	-2.74% Jan 14, 2009 - Jul 9, 2009
#5	-20.64% Oct 1, 2018 - Apr 23, 2019	-2.27% Mar 19, 2008 - Sep 4, 2008
#6	-13.75% Oct 29, 2025 - Apr 15, 2026	-1.79% Sep 7, 2017 - Dec 17, 2018
#7	-13.30% Nov 3, 2015 - Jul 8, 2016	-1.71% Jul 29, 2016 - Jun 6, 2017
#8	-12.73% Jul 10, 2024 - Oct 14, 2024	-1.68% Dec 31, 2008 - Jan 14, 2009
#9	-11.46% Jul 20, 2015 - Oct 29, 2015	-1.67% Nov 4, 2010 - May 9, 2011
#10	-11.09% Sep 2, 2020 - Dec 4, 2020	-1.53% Sep 24, 2024 - Feb 24, 2025
#11	-9.87% Jan 26, 2018 - Jun 4, 2018	-1.47% May 2, 2013 - Nov 29, 2013
#12	-8.65% Feb 12, 2021 - Apr 5, 2021	-1.29% Feb 27, 2026 - Mar 26, 2026
#13	-7.35% Sep 18, 2014 - Oct 30, 2014	-1.02% Oct 14, 2015 - Feb 2, 2016
#14	-7.23% Sep 7, 2021 - Oct 26, 2021	-0.97% Apr 30, 2025 - Jun 23, 2025
#15	-6.85% Mar 22, 2024 - May 14, 2024	-0.96% Dec 10, 2008 - Dec 16, 2008

Correlation

Correlation between IVW and BSV is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2000 - 2026)

IVW vs BSV dividend yield comparison.

Year	IVW	BSV
2026	0.07%	1.33%
2025	0.40%	3.83%
2024	0.43%	3.38%
2023	1.03%	2.46%
2022	0.92%	1.50%
2021	0.46%	1.45%
2020	0.82%	1.79%
2019	1.63%	2.29%
2018	1.28%	1.99%
2017	1.30%	1.65%
2016	1.51%	1.48%
2015	1.51%	1.40%
2014	1.37%	1.24%
2013	1.45%	1.48%
2012	1.82%	1.83%
2011	1.62%	2.44%
2010	1.38%	2.68%
2009	1.38%	2.98%
2008	1.67%	3.58%
2007	1.16%	2.92%
2006	1.18%	0.00%
2005	1.27%	0.00%
2004	1.69%	0.00%
2003	1.09%	0.00%
2002	1.07%	0.00%
2001	0.68%	0.00%
2000	0.39%	0.00%