IWD vs BSV

Comparison between ISHARES RUSSELL 1000 VALUE ETF (IWD, ETF) and VANGUARD SHORT-TERM BOND INDEX FUND ETF SHARES (BSV, ETF).

5-Year PerformanceIWD has outperformed BSV, delivering a return of +9.8% compared to +1.7%

IWD vs BSV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWD(ETF)	BSV(ETF)
Net Assets	$70B	$70B
Expense Ratio	0.18%	0.03%
Max Drawdown	61.91%	11.08%
Sharpe Ratio	2.04	0.10
5Y Beta	0.73	-0.00
P/E Ratio	23.06	N/A
Forward P/E	17.35	N/A
5Y Dividends CAGR	9.32%	20.43%
5Y EPS CAGR	13.73%	N/A
Debt to Equity	15.73%	N/A
P/S Ratio	2.26	N/A
P/B Ratio	3.08	N/A

Net Assets

IWD

$70B

BSV

$70B

Expense Ratio

IWD

0.18%

Winner

BSV

0.03%

Max Drawdown

IWD

61.91%

Winner

BSV

11.08%

Sharpe Ratio

Winner

IWD

2.04

BSV

0.10

5Y Beta

IWD

0.73

Winner

BSV

-0.00

P/E Ratio

IWD

23.06

BSV

N/A

Forward P/E

IWD

17.35

BSV

N/A

5Y Dividends CAGR

IWD

9.32%

Winner

BSV

20.43%

5Y EPS CAGR

IWD

13.73%

BSV

N/A

Debt to Equity

IWD

15.73%

BSV

N/A

P/S Ratio

IWD

2.26

BSV

N/A

P/B Ratio

IWD

3.08

BSV

N/A

IWD vs BSV - Historical Returns

Returns include dividend reinvestment.

Period	IWD	BSV
1 month	+5.38%	+0.17%
3 months	+4.53%	+0.09%
6 months	+15.41%	+1.12%
1 year	+28.60%	+4.12%
5 years(CAGR)	+9.75%	+1.67%
10 years(CAGR)	+11.28%	+1.97%
Max(CAGR)	+8.05%	+2.55%

Winner

IWD

+5.38%

BSV

+0.17%

Winner

IWD

+4.53%

BSV

+0.09%

Winner

IWD

+15.41%

BSV

+1.12%

Winner

IWD

+28.60%

BSV

+4.12%

5Y(CAGR)

Winner

IWD

+9.75%

BSV

+1.67%

10Y(CAGR)

Winner

IWD

+11.28%

BSV

+1.97%

Max(CAGR)

Winner

IWD

+8.05%

BSV

+2.55%

IWD vs BSV - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IWD	BSV
2026	+10.64%	+0.49%
2025	+15.91%	+6.01%
2024	+13.78%	+4.02%
2023	+11.40%	+4.77%
2022	-8.06%	-5.31%
2021	+26.65%	-1.08%
2020	+2.31%	+4.62%
2019	+26.15%	+4.89%
2018	-8.84%	+1.40%
2017	+12.65%	+1.19%
2016	+18.65%	+1.29%
2015	-3.99%	+0.92%
2014	+14.25%	+1.25%
2013	+28.94%	+0.17%
2012	+15.55%	+2.03%
2011	-1.00%	+3.00%
2010	+13.28%	+3.80%
2009	+16.61%	+3.41%
2008	-35.73%	+8.02%
2007	-0.33%	+5.84%
2006	+20.13%	N/A
2005	+7.79%	N/A
2004	+16.44%	N/A
2003	+25.72%	N/A
2002	-16.22%	N/A
2001	-4.66%	N/A
2000	+8.98%	N/A

IWD vs BSV Drawdown Comparison

The maximum drawdown for IWD was -60.09%, occurring on Mar 9, 2009. Recovery took 1424 trading sessions.

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

The current IWD drawdown is -0.25%. The current BSV drawdown is -0.44%.

Rank	IWD	BSV
#1	-60.09% Jun 4, 2007 - Jan 29, 2013	-8.54% Aug 3, 2021 - Jul 29, 2024
#2	-38.51% Feb 13, 2020 - Dec 4, 2020	-7.01% Sep 15, 2008 - Nov 20, 2008
#3	-34.08% May 21, 2001 - Dec 29, 2003	-4.65% Mar 6, 2020 - Apr 9, 2020
#4	-19.03% Jan 12, 2022 - Dec 14, 2023	-2.74% Jan 14, 2009 - Jul 9, 2009
#5	-18.31% Jan 26, 2018 - Apr 30, 2019	-2.27% Mar 19, 2008 - Sep 4, 2008
#6	-16.16% May 21, 2015 - Jun 8, 2016	-1.79% Sep 7, 2017 - Dec 17, 2018
#7	-15.71% Nov 29, 2024 - Jul 3, 2025	-1.71% Jul 29, 2016 - Jun 6, 2017
#8	-12.19% Feb 12, 2001 - May 16, 2001	-1.68% Dec 31, 2008 - Jan 14, 2009
#9	-7.85% Sep 18, 2014 - Nov 5, 2014	-1.67% Nov 4, 2010 - May 9, 2011
#10	-7.59% Mar 5, 2004 - Sep 7, 2004	-1.53% Sep 24, 2024 - Feb 24, 2025
#11	-7.25% May 10, 2006 - Aug 16, 2006	-1.47% May 2, 2013 - Nov 29, 2013
#12	-6.79% Feb 27, 2026 - Apr 14, 2026	-1.29% Feb 27, 2026 - Mar 26, 2026
#13	-6.77% Mar 4, 2005 - Jun 17, 2005	-1.02% Oct 14, 2015 - Feb 2, 2016
#14	-6.74% Jul 26, 2019 - Sep 12, 2019	-0.97% Apr 30, 2025 - Jun 23, 2025
#15	-6.50% Sep 16, 2005 - Nov 21, 2005	-0.96% Dec 10, 2008 - Dec 16, 2008

Correlation

Correlation between IWD and BSV is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2000 - 2026)

IWD vs BSV dividend yield comparison.

Year	IWD	BSV
2026	0.35%	1.32%
2025	1.69%	3.83%
2024	1.87%	3.38%
2023	2.02%	2.46%
2022	2.15%	1.50%
2021	1.62%	1.45%
2020	2.05%	1.79%
2019	2.45%	2.29%
2018	2.71%	1.99%
2017	2.09%	1.65%
2016	2.25%	1.48%
2015	2.47%	1.40%
2014	2.00%	1.24%
2013	1.95%	1.48%
2012	2.30%	1.83%
2011	2.30%	2.44%
2010	1.98%	2.68%
2009	2.36%	2.98%
2008	3.70%	3.58%
2007	2.40%	2.92%
2006	2.05%	0.00%
2005	2.46%	0.00%
2004	1.96%	0.00%
2003	1.91%	0.00%
2002	2.14%	0.00%
2001	1.56%	0.00%
2000	0.74%	0.00%