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IWD vs VTIP

Comparison between ISHARES RUSSELL 1000 VALUE ETF (IWD, ETF) and VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ETF SHARES (VTIP, ETF).

5-Year PerformanceIWD has outperformed VTIP, delivering a return of +11.0% compared to +3.3%

IWD vs VTIP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IWD
$76B
VTIP
$71B
Expense Ratio
IWD
0.18%
Winner
VTIP
0.03%
Max Drawdown
IWD
61.91%
Winner
VTIP
11.70%
Sharpe Ratio
Winner
IWD
2.01
VTIP
-0.09
5Y Beta
IWD
0.73
Winner
VTIP
-0.00
P/E Ratio
IWD
23.55
VTIP
N/A
Forward P/E
IWD
17.35
VTIP
N/A
5Y Dividends CAGR
IWD
6.22%
Winner
VTIP
21.95%
5Y EPS CAGR
IWD
13.91%
VTIP
N/A
Debt to Equity
IWD
13.67%
VTIP
N/A
P/S Ratio
IWD
2.30
VTIP
N/A
P/B Ratio
IWD
3.23
VTIP
N/A

IWD vs VTIP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IWD
+2.28%
VTIP
-0.22%
3M
Winner
IWD
+13.41%
VTIP
+0.63%
6M
Winner
IWD
+14.65%
VTIP
+1.50%
1Y
Winner
IWD
+28.22%
VTIP
+3.57%
5Y(CAGR)
Winner
IWD
+11.03%
VTIP
+3.26%
10Y(CAGR)
Winner
IWD
+11.18%
VTIP
+3.05%
Max(CAGR)
Winner
IWD
+8.14%
VTIP
+2.20%

IWD vs VTIP - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIWDVTIP
2026+14.33%+1.38%
2025+15.91%+6.00%
2024+13.78%+4.85%
2023+11.40%+4.64%
2022-8.06%-2.90%
2021+26.65%+5.34%
2020+2.31%+4.88%
2019+26.15%+4.88%
2018-8.84%+0.64%
2017+12.65%+0.82%
2016+18.65%+2.64%
2015-3.99%+0.04%
2014+14.25%-1.47%
2013+28.94%-1.47%
2012+15.55%+0.57%
2011-1.00%N/A
2010+13.28%N/A
2009+16.61%N/A
2008-35.73%N/A
2007-0.33%N/A
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 VTIP Drawdown Comparison

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

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

The current IWD drawdown is -1.16%. The current VTIP drawdown is -0.69%.

RankIWDVTIP
#1-60.09%
Jun 4, 2007 - Jan 29, 2013
-6.27%
Mar 5, 2020 - Jun 8, 2020
#2-38.51%
Feb 13, 2020 - Dec 4, 2020
-5.51%
Mar 11, 2022 - Dec 14, 2023
#3-34.08%
May 21, 2001 - Dec 29, 2003
-3.68%
Mar 15, 2013 - Apr 3, 2017
#4-19.03%
Jan 12, 2022 - Dec 14, 2023
-2.02%
Nov 17, 2021 - Mar 1, 2022
#5-18.31%
Jan 26, 2018 - Apr 30, 2019
-0.98%
Apr 3, 2025 - Apr 28, 2025
#6-16.16%
May 21, 2015 - Jun 8, 2016
-0.96%
Apr 30, 2025 - Jun 26, 2025
#7-15.71%
Nov 29, 2024 - Jul 3, 2025
-0.91%
Apr 13, 2017 - Sep 7, 2017
#8-12.19%
Feb 12, 2001 - May 16, 2001
-0.89%
Aug 24, 2018 - Jan 30, 2019
#9-7.85%
Sep 18, 2014 - Nov 5, 2014
-0.79%
Sep 8, 2017 - Apr 11, 2018
#10-7.59%
Mar 5, 2004 - Sep 7, 2004
-0.75%
Oct 2, 2024 - Jan 15, 2025
#11-7.25%
May 10, 2006 - Aug 16, 2006
-0.71%
May 12, 2026 - Jun 17, 2026
#12-6.79%
Feb 27, 2026 - Apr 14, 2026
-0.70%
Mar 17, 2026 - Apr 13, 2026
#13-6.77%
Mar 4, 2005 - Jun 17, 2005
-0.69%
Jan 31, 2024 - Mar 1, 2024
#14-6.74%
Jul 26, 2019 - Sep 12, 2019
-0.65%
Jul 30, 2021 - Aug 27, 2021
#15-6.50%
Sep 16, 2005 - Nov 21, 2005
-0.63%
May 17, 2021 - Jul 2, 2021

Correlation

Correlation between IWD and VTIP is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2000 - 2026)

IWD vs VTIP dividend yield comparison.

YearIWDVTIP
20260.66%0.05%
20251.69%3.81%
20241.87%2.70%
20232.02%2.86%
20222.15%6.84%
20211.62%4.68%
20202.05%1.20%
20192.45%1.95%
20182.71%2.45%
20172.09%1.52%
20162.25%0.76%
20152.47%0.00%
20142.00%0.82%
20131.95%0.05%
20122.30%0.10%
20112.30%0.00%
20101.98%0.00%
20092.36%0.00%
20083.70%0.00%
20072.40%0.00%
20062.05%0.00%
20052.46%0.00%
20041.96%0.00%
20031.91%0.00%
20022.14%0.00%
20011.56%0.00%
20000.74%0.00%

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