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IWL vs USTB

Comparison between ISHARES RUSSELL TOP 200 ETF (IWL, ETF) and VICTORYSHARES SHORT-TERM BOND ETF FORMERLY VICTORYSHARES USAA CORE SHORT-TERM BOND ETF VICTORYSHARES SHORT-TERM BOND ETF (USTB, ETF).

5-Year PerformanceIWL has outperformed USTB, delivering a return of +13.9% compared to +3.6%

IWL vs USTB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IWL
$2.20B
Winner
USTB
$2.30B
Expense Ratio
Winner
IWL
0.15%
USTB
0.34%
Max Drawdown
IWL
32.71%
Winner
USTB
7.56%
Sharpe Ratio
Winner
IWL
1.35
USTB
0.10
5Y Beta
IWL
0.99
Winner
USTB
0.01
P/E Ratio
IWL
26.98
USTB
N/A
Forward P/E
IWL
21.21
USTB
N/A
PEG Ratio
IWL
0.30
USTB
N/A
5Y Dividends CAGR
IWL
5.56%
Winner
USTB
16.23%
5Y EPS CAGR
IWL
28.34%
USTB
N/A
Debt to Equity
IWL
7.71%
USTB
N/A
P/S Ratio
IWL
4.49
USTB
N/A
P/B Ratio
IWL
6.25
USTB
N/A

IWL vs USTB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IWL
+3.48%
USTB
+0.35%
3M
Winner
IWL
+5.74%
USTB
+0.86%
6M
Winner
IWL
+12.48%
USTB
+1.36%
1Y
Winner
IWL
+23.11%
USTB
+4.00%
5Y(CAGR)
Winner
IWL
+13.85%
USTB
+3.58%
10Y(CAGR)
Winner
IWL
+16.22%
USTB
+3.47%
Max(CAGR)
Winner
IWL
+14.86%
USTB
+3.47%

IWL vs USTB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearIWLUSTB
2026+12.76%+1.87%
2025+19.23%+6.13%
2024+27.94%+6.81%
2023+30.35%+6.57%
2022-20.56%-2.72%
2021+29.44%+0.89%
2020+20.82%+5.00%
2019+31.47%+4.99%
2018-3.75%+1.12%
2017+22.10%+0.35%
2016+12.98%N/A
2015+2.73%N/A
2014+15.28%N/A
2013+28.75%N/A
2012+15.54%N/A
2011+1.51%N/A
2010+10.16%N/A
2009+6.19%N/A

IWL vs USTB Drawdown Comparison

The maximum drawdown for IWL was -32.71%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The maximum drawdown for USTB was -5.32%, occurring on Mar 24, 2020. Recovery took 65 trading sessions.

RankIWLUSTB
#1-32.71%
Feb 19, 2020 - Aug 3, 2020
-5.32%
Mar 4, 2020 - Jun 5, 2020
#2-25.64%
Jan 3, 2022 - Dec 11, 2023
-4.96%
Sep 9, 2021 - Jul 13, 2023
#3-19.31%
Oct 2, 2018 - Apr 22, 2019
-1.02%
Aug 30, 2023 - Nov 3, 2023
#4-19.15%
Feb 19, 2025 - Jun 26, 2025
-0.84%
Feb 27, 2026 - May 1, 2026
#5-17.77%
May 2, 2011 - Feb 3, 2012
-0.81%
Dec 29, 2017 - Aug 6, 2018
#6-15.37%
Apr 15, 2010 - Nov 5, 2010
-0.68%
Sep 27, 2024 - Dec 3, 2024
#7-12.41%
Jul 20, 2015 - Apr 20, 2016
-0.67%
Jul 13, 2023 - Aug 4, 2023
#8-10.06%
Jan 26, 2018 - Jul 25, 2018
-0.65%
Apr 3, 2025 - Apr 28, 2025
#9-10.01%
Sep 2, 2020 - Nov 16, 2020
-0.62%
Sep 4, 2019 - Oct 2, 2019
#10-9.83%
Jan 12, 2026 - Apr 15, 2026
-0.48%
Apr 4, 2024 - May 2, 2024
#11-9.42%
Apr 2, 2012 - Aug 15, 2012
-0.46%
Jan 31, 2024 - Mar 1, 2024
#12-9.04%
Jul 10, 2024 - Sep 19, 2024
-0.43%
Aug 8, 2023 - Aug 25, 2023
#13-7.73%
Jan 19, 2010 - Mar 17, 2010
-0.40%
Sep 21, 2018 - Nov 16, 2018
#14-7.69%
Oct 4, 2012 - Jan 4, 2013
-0.40%
Oct 4, 2019 - Nov 22, 2019
#15-7.39%
Sep 19, 2014 - Oct 31, 2014
-0.38%
Aug 2, 2024 - Aug 21, 2024

Correlation

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

0.98
-101

Dividend Comparison (2009 - 2026)

IWL vs USTB dividend yield comparison.

YearIWLUSTB
20260.39%2.68%
20250.90%4.63%
20241.04%5.05%
20231.30%4.49%
20221.54%2.54%
20211.12%1.84%
20201.30%2.59%
20191.96%2.69%
20181.93%2.32%
20171.69%0.43%
20161.96%0.00%
20152.14%0.00%
20141.68%0.00%
20131.82%0.00%
20123.65%0.00%
20111.91%0.00%
20101.64%0.00%
20090.59%0.00%

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