IVW vs VBR
Comparison between ISHARES S&P 500 GROWTH ETF (IVW, ETF) and VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES (VBR, ETF).
5-Year PerformanceIVW has outperformed VBR, delivering a return of +15.2% compared to +7.9%
IVW vs VBR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IVW
$61B
VBR
$61B
Expense Ratio
IVW
0.18%
Winner
VBR
0.05%
Max Drawdown
Winner
IVW
61.38%
VBR
64.05%
Sharpe Ratio
Winner
IVW
1.99
VBR
1.53
5Y Beta
IVW
1.21
Winner
VBR
0.92
P/E Ratio
IVW
32.10
Winner
VBR
28.26
Forward P/E
IVW
25.89
Winner
VBR
13.76
PEG Ratio
IVW
0.62
VBR
N/A
5Y Dividends CAGR
IVW
2.69%
Winner
VBR
15.44%
5Y EPS CAGR
Winner
IVW
34.63%
VBR
7.87%
Debt to Equity
Winner
IVW
29.35%
VBR
47.28%
P/S Ratio
IVW
6.44
Winner
VBR
1.12
P/B Ratio
IVW
8.96
Winner
VBR
1.93
IVW vs VBR - Holdings Comparison
IVW and VBR have 18 common holdings. Overlap is 0.40%
IVW's top 25 holdings weight is 73.33%. VBR's top 25 holdings weight is 12.13%.
| Rank | IVW | VBR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.12% | NRG ENERGY INC (NRG) - 0.75% |
| #2 | APPLE INC (AAPL) - 5.92% | ATMOS ENERGY CORP (ATO) - 0.74% |
| #3 | MICROSOFT CORP (MSFT) - 5.92% | TAPESTRY INC (TPR) - 0.69% |
| #4 | BROADCOM INC (AVGO) - 5.88% | JABIL INC (JBL) - 0.64% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 5.69% | UNITED THERAPEUTICS CORP (UTHR) - 0.63% |
| #6 | ALPHABET INC CLASS C (GOOG) - 4.58% | FLEX LTD (FLEX) - 0.58% |
| #7 | META PLATFORMS INC CLASS A (META) - 4.51% | OMNICOM GROUP INC (OMC) - 0.57% |
| #8 | AMAZON.COM INC (AMZN) - 3.98% | WILLIAMS-SONOMA INC (WSM) - 0.53% |
| #9 | TESLA INC (TSLA) - 3.85% | SMURFIT WESTROCK PLC (SW) - 0.50% |
| #10 | ELI LILLY AND CO (LLY) - 2.47% | US FOODS HOLDING CORP (USFD) - 0.49% |
| #11 | VISA INC CLASS A (V) - 1.73% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.48% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.54% | CF INDUSTRIES HOLDINGS INC (CF) - 0.48% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% | BUNGE GLOBAL SA (BG) - 0.48% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.39% | SLCMT1142 (n/a) - 0.46% |
| #15 | n/a (PLTR) - 1.29% | DUPONT DE NEMOURS INC (DD) - 0.45% |
| #16 | NETFLIX INC (NFLX) - 1.28% | MODERNA INC (MRNA) - 0.44% |
| #17 | COSTCO WHOLESALE CORP (COST) - 1.23% | ILLUMINA INC (ILMN) - 0.43% |
| #18 | ORACLE CORP (ORCL) - 1.14% | ALCOA CORP (AA) - 0.42% |
| #19 | WALMART INC (WMT) - 1.04% | OVINTIV INC (OVV) - 0.41% |
| #20 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90% | HOLOGIC INC (n/a) - 0.41% |
| #21 | CATERPILLAR INC (CAT) - 0.87% | NEW YORK TIMES CO CLASS A (NYT) - 0.31% |
| #22 | SALESFORCE INC (CRM) - 0.77% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.31% |
| #23 | INTUITIVE SURGICAL INC (ISRG) - 0.63% | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 0.31% |
| #24 | AMERICAN EXPRESS CO (AXP) - 0.61% | PERFORMANCE FOOD GROUP CO (PFGC) - 0.31% |
| #25 | UBER TECHNOLOGIES INC (UBER) - 0.60% | BEST BUY CO INC (BBY) - 0.31% |
| Total Holdings | 220 | 799 |
IVW vs VBR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVW
+13.97%
VBR
+3.64%
3M
Winner
IVW
+10.89%
VBR
+1.29%
6M
IVW
+11.93%
Winner
VBR
+14.12%
1Y
Winner
IVW
+40.31%
VBR
+28.39%
5Y(CAGR)
Winner
IVW
+15.16%
VBR
+7.90%
10Y(CAGR)
Winner
IVW
+17.96%
VBR
+10.81%
Max(CAGR)
IVW
+8.93%
Winner
VBR
+9.50%
IVW vs VBR - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IVW | VBR |
|---|---|---|
| 2026 | +10.18% | +9.57% |
| 2025 | +21.97% | +9.44% |
| 2024 | +38.04% | +12.56% |
| 2023 | +31.48% | +16.36% |
| 2022 | -30.04% | -10.07% |
| 2021 | +33.79% | +30.18% |
| 2020 | +31.40% | +6.01% |
| 2019 | +31.01% | +22.50% |
| 2018 | -1.09% | -12.95% |
| 2017 | +26.35% | +10.98% |
| 2016 | +8.74% | +26.76% |
| 2015 | +5.47% | -4.44% |
| 2014 | +15.61% | +11.77% |
| 2013 | +29.06% | +32.77% |
| 2012 | +13.09% | +17.01% |
| 2011 | +3.57% | -5.79% |
| 2010 | +13.24% | +22.76% |
| 2009 | +27.20% | +29.07% |
| 2008 | -34.13% | -31.00% |
| 2007 | +9.09% | -7.16% |
| 2006 | +8.90% | +17.31% |
| 2005 | +4.62% | +7.83% |
| 2004 | +5.96% | +20.49% |
| 2003 | +21.29% | N/A |
| 2002 | -24.26% | N/A |
| 2001 | -8.59% | N/A |
| 2000 | -15.42% | N/A |
IVW vs VBR Drawdown Comparison
The maximum drawdown for IVW was -57.33%, occurring on Mar 9, 2009. Recovery took 3160 trading sessions.
The maximum drawdown for VBR was -61.99%, occurring on Mar 9, 2009. Recovery took 933 trading sessions.
The current VBR drawdown is -0.68%.
| Rank | IVW | VBR |
|---|---|---|
| #1 | -57.33% Jul 17, 2000 - Feb 8, 2013 | -61.99% Jun 4, 2007 - Feb 14, 2011 |
| #2 | -32.72% Dec 27, 2021 - Mar 1, 2024 | -45.28% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -31.35% Feb 19, 2020 - Jun 10, 2020 | -27.93% Apr 29, 2011 - Sep 6, 2012 |
| #4 | -22.15% Feb 19, 2025 - Jun 24, 2025 | -24.19% Nov 25, 2024 - Dec 5, 2025 |
| #5 | -20.64% Oct 1, 2018 - Apr 23, 2019 | -23.49% Aug 29, 2018 - Jan 16, 2020 |
| #6 | -13.75% Oct 29, 2025 - Apr 15, 2026 | -21.21% Nov 8, 2021 - Dec 14, 2023 |
| #7 | -13.30% Nov 3, 2015 - Jul 8, 2016 | -20.53% Jun 23, 2015 - Jul 12, 2016 |
| #8 | -12.73% Jul 10, 2024 - Oct 14, 2024 | -11.04% Jul 3, 2014 - Nov 24, 2014 |
| #9 | -11.46% Jul 20, 2015 - Oct 29, 2015 | -10.81% Apr 2, 2004 - Sep 16, 2004 |
| #10 | -11.09% Sep 2, 2020 - Dec 4, 2020 | -10.01% May 5, 2006 - Oct 12, 2006 |
| #11 | -9.87% Jan 26, 2018 - Jun 4, 2018 | -9.68% Jun 8, 2021 - Oct 25, 2021 |
| #12 | -8.65% Feb 12, 2021 - Apr 5, 2021 | -9.39% Aug 2, 2005 - Jan 5, 2006 |
| #13 | -7.35% Sep 18, 2014 - Oct 30, 2014 | -9.27% Jan 23, 2018 - Jun 5, 2018 |
| #14 | -7.23% Sep 7, 2021 - Oct 26, 2021 | -9.24% Sep 14, 2012 - Dec 20, 2012 |
| #15 | -6.85% Mar 22, 2024 - May 14, 2024 | -8.95% Mar 4, 2005 - Jun 14, 2005 |
Correlation
Correlation between IVW and VBR is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
IVW vs VBR dividend yield comparison.
| Year | IVW | VBR |
|---|---|---|
| 2026 | 0.07% | 0.53% |
| 2025 | 0.40% | 1.95% |
| 2024 | 0.43% | 1.98% |
| 2023 | 1.03% | 2.12% |
| 2022 | 0.92% | 2.03% |
| 2021 | 0.46% | 1.75% |
| 2020 | 0.82% | 1.68% |
| 2019 | 1.63% | 2.06% |
| 2018 | 1.28% | 2.35% |
| 2017 | 1.30% | 1.79% |
| 2016 | 1.51% | 1.77% |
| 2015 | 1.51% | 1.99% |
| 2014 | 1.37% | 1.77% |
| 2013 | 1.45% | 1.87% |
| 2012 | 1.82% | 2.62% |
| 2011 | 1.62% | 2.20% |
| 2010 | 1.38% | 1.94% |
| 2009 | 1.38% | 1.99% |
| 2008 | 1.67% | 3.20% |
| 2007 | 1.16% | 2.42% |
| 2006 | 1.18% | 1.93% |
| 2005 | 1.27% | 1.92% |
| 2004 | 1.69% | 1.66% |
| 2003 | 1.09% | 0.00% |
| 2002 | 1.07% | 0.00% |
| 2001 | 0.68% | 0.00% |
| 2000 | 0.39% | 0.00% |
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