IVW vs VTIP

Comparison between ISHARES S&P 500 GROWTH ETF (IVW, ETF) and VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ETF SHARES (VTIP, ETF).

5-Year PerformanceIVW has outperformed VTIP, delivering a return of +16.3% compared to +3.4%

IVW vs VTIP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVW(ETF)	VTIP(ETF)
Net Assets	$70B	$69B
Expense Ratio	0.18%	0.03%
Max Drawdown	61.38%	11.70%
Sharpe Ratio	1.95	0.55
5Y Beta	1.21	-0.01
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%	21.95%
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

VTIP

$69B

Expense Ratio

IVW

0.18%

Winner

VTIP

0.03%

Max Drawdown

IVW

61.38%

Winner

VTIP

11.70%

Sharpe Ratio

Winner

IVW

1.95

VTIP

0.55

5Y Beta

IVW

1.21

Winner

VTIP

-0.01

P/E Ratio

IVW

32.10

VTIP

N/A

Forward P/E

IVW

25.84

VTIP

N/A

PEG Ratio

IVW

0.62

VTIP

N/A

5Y Dividends CAGR

IVW

2.69%

Winner

VTIP

21.95%

5Y EPS CAGR

IVW

34.63%

VTIP

N/A

Debt to Equity

IVW

29.35%

VTIP

N/A

P/S Ratio

IVW

6.28

VTIP

N/A

P/B Ratio

IVW

8.88

VTIP

N/A

IVW vs VTIP - Historical Returns

Returns include dividend reinvestment.

Period	IVW	VTIP
1 month	+11.16%	+0.66%
3 months	+13.75%	+1.49%
6 months	+10.07%	+2.30%
1 year	+35.35%	+5.20%
5 years(CAGR)	+16.31%	+3.42%
10 years(CAGR)	+17.94%	+3.15%
Max(CAGR)	+8.92%	+2.27%

Winner

IVW

+11.16%

VTIP

+0.66%

Winner

IVW

+13.75%

VTIP

+1.49%

Winner

IVW

+10.07%

VTIP

+2.30%

Winner

IVW

+35.35%

VTIP

+5.20%

5Y(CAGR)

Winner

IVW

+16.31%

VTIP

+3.42%

10Y(CAGR)

Winner

IVW

+17.94%

VTIP

+3.15%

Max(CAGR)

Winner

IVW

+8.92%

VTIP

+2.27%

IVW vs VTIP - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IVW	VTIP
2026	+10.20%	+2.09%
2025	+21.97%	+6.00%
2024	+38.04%	+4.85%
2023	+31.48%	+4.64%
2022	-30.04%	-2.90%
2021	+33.79%	+5.34%
2020	+31.40%	+4.88%
2019	+31.01%	+4.88%
2018	-1.09%	+0.64%
2017	+26.35%	+0.82%
2016	+8.74%	+2.64%
2015	+5.47%	+0.04%
2014	+15.61%	-1.47%
2013	+29.06%	-1.47%
2012	+13.09%	+0.57%
2011	+3.57%	N/A
2010	+13.24%	N/A
2009	+27.20%	N/A
2008	-34.13%	N/A
2007	+9.09%	N/A
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 VTIP Drawdown Comparison

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

The maximum drawdown for VTIP was -6.27%, occurring on Mar 18, 2020. Recovery took 65 trading sessions.

The current IVW drawdown is -0.32%.

Rank	IVW	VTIP
#1	-57.33% Jul 17, 2000 - Feb 8, 2013	-6.27% Mar 5, 2020 - Jun 8, 2020
#2	-32.72% Dec 27, 2021 - Mar 1, 2024	-5.51% Mar 11, 2022 - Dec 14, 2023
#3	-31.35% Feb 19, 2020 - Jun 10, 2020	-3.68% Mar 15, 2013 - Apr 3, 2017
#4	-22.15% Feb 19, 2025 - Jun 24, 2025	-2.02% Nov 17, 2021 - Mar 1, 2022
#5	-20.64% Oct 1, 2018 - Apr 23, 2019	-0.98% Apr 3, 2025 - Apr 28, 2025
#6	-13.75% Oct 29, 2025 - Apr 15, 2026	-0.96% Apr 30, 2025 - Jun 26, 2025
#7	-13.30% Nov 3, 2015 - Jul 8, 2016	-0.91% Apr 13, 2017 - Sep 7, 2017
#8	-12.73% Jul 10, 2024 - Oct 14, 2024	-0.89% Aug 24, 2018 - Jan 30, 2019
#9	-11.46% Jul 20, 2015 - Oct 29, 2015	-0.79% Sep 8, 2017 - Apr 11, 2018
#10	-11.09% Sep 2, 2020 - Dec 4, 2020	-0.75% Oct 2, 2024 - Jan 15, 2025
#11	-9.87% Jan 26, 2018 - Jun 4, 2018	-0.70% Mar 17, 2026 - Apr 13, 2026
#12	-8.65% Feb 12, 2021 - Apr 5, 2021	-0.69% Jan 31, 2024 - Mar 1, 2024
#13	-7.35% Sep 18, 2014 - Oct 30, 2014	-0.65% Jul 30, 2021 - Aug 27, 2021
#14	-7.23% Sep 7, 2021 - Oct 26, 2021	-0.63% May 17, 2021 - Jul 2, 2021
#15	-6.85% Mar 22, 2024 - May 14, 2024	-0.60% Feb 12, 2021 - Mar 2, 2021

Correlation

Correlation between IVW and VTIP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2000 - 2026)

IVW vs VTIP dividend yield comparison.

Year	IVW	VTIP
2026	0.07%	0.04%
2025	0.40%	3.81%
2024	0.43%	2.70%
2023	1.03%	2.86%
2022	0.92%	6.84%
2021	0.46%	4.68%
2020	0.82%	1.20%
2019	1.63%	1.95%
2018	1.28%	2.45%
2017	1.30%	1.52%
2016	1.51%	0.76%
2015	1.51%	0.00%
2014	1.37%	0.82%
2013	1.45%	0.05%
2012	1.82%	0.10%
2011	1.62%	0.00%
2010	1.38%	0.00%
2009	1.38%	0.00%
2008	1.67%	0.00%
2007	1.16%	0.00%
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%