IWN vs VPL
Comparison between ISHARES RUSSELL 2000 VALUE ETF (IWN, ETF) and VANGUARD PACIFIC STOCK INDEX FUND ETF SHARES (VPL, ETF).
5-Year PerformanceVPL has outperformed IWN, delivering a return of +11.3% compared to +7.6%
IWN vs VPL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWN
$14B
VPL
$14B
Expense Ratio
IWN
0.24%
Winner
VPL
0.07%
Max Drawdown
IWN
62.91%
Winner
VPL
57.43%
Sharpe Ratio
IWN
1.92
Winner
VPL
2.02
5Y Beta
IWN
0.97
Winner
VPL
0.89
P/E Ratio
IWN
331.26
VPL
N/A
Forward P/E
IWN
11.91
VPL
N/A
5Y Dividends CAGR
IWN
9.67%
Winner
VPL
24.52%
5Y EPS CAGR
IWN
6.19%
VPL
N/A
Debt to Equity
IWN
42.17%
VPL
N/A
P/S Ratio
IWN
1.25
VPL
N/A
P/B Ratio
IWN
1.54
VPL
N/A
IWN vs VPL - Historical Returns
Returns include dividend reinvestment.
1M
IWN
+3.53%
Winner
VPL
+7.88%
3M
IWN
+16.78%
Winner
VPL
+22.16%
6M
IWN
+18.12%
Winner
VPL
+35.00%
1Y
IWN
+42.61%
Winner
VPL
+57.03%
5Y(CAGR)
IWN
+7.55%
Winner
VPL
+11.28%
10Y(CAGR)
IWN
+10.55%
Winner
VPL
+11.12%
Max(CAGR)
Winner
IWN
+9.48%
VPL
+7.02%
IWN vs VPL - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWN | VPL |
|---|---|---|
| 2026 | +19.96% | +31.51% |
| 2025 | +12.57% | +32.70% |
| 2024 | +8.00% | +2.58% |
| 2023 | +14.92% | +15.60% |
| 2022 | -15.78% | -15.30% |
| 2021 | +29.69% | +1.57% |
| 2020 | +4.78% | +15.59% |
| 2019 | +21.05% | +18.16% |
| 2018 | -13.73% | -15.07% |
| 2017 | +7.03% | +27.61% |
| 2016 | +34.63% | +7.09% |
| 2015 | -7.27% | +2.28% |
| 2014 | +5.30% | -3.10% |
| 2013 | +30.27% | +15.34% |
| 2012 | +15.86% | +13.44% |
| 2011 | -7.51% | -14.66% |
| 2010 | +21.53% | +12.26% |
| 2009 | +20.24% | +19.36% |
| 2008 | -27.94% | -33.59% |
| 2007 | -10.53% | +4.55% |
| 2006 | +21.09% | +9.40% |
| 2005 | +5.60% | +21.13% |
| 2004 | +20.92% | N/A |
| 2003 | +41.77% | N/A |
| 2002 | -12.06% | N/A |
| 2001 | +16.04% | N/A |
| 2000 | +13.82% | N/A |
IWN vs VPL Drawdown Comparison
The maximum drawdown for IWN was -61.53%, occurring on Mar 9, 2009. Recovery took 1333 trading sessions.
The maximum drawdown for VPL was -55.51%, occurring on Mar 9, 2009. Recovery took 1501 trading sessions.
| Rank | IWN | VPL |
|---|---|---|
| #1 | -61.53% Jun 4, 2007 - Sep 14, 2012 | -55.51% Oct 31, 2007 - Oct 17, 2013 |
| #2 | -46.07% Aug 22, 2018 - Dec 15, 2020 | -33.89% Jan 26, 2018 - Nov 9, 2020 |
| #3 | -34.07% May 2, 2002 - Sep 4, 2003 | -31.09% Sep 15, 2021 - Sep 24, 2024 |
| #4 | -26.70% Nov 25, 2024 - Sep 18, 2025 | -23.23% Apr 28, 2015 - Feb 15, 2017 |
| #5 | -25.93% Nov 8, 2021 - Jul 16, 2024 | -19.85% May 9, 2006 - Feb 14, 2007 |
| #6 | -22.54% Jun 23, 2015 - Aug 5, 2016 | -16.35% Sep 26, 2024 - May 23, 2025 |
| #7 | -19.41% Jun 29, 2001 - Dec 18, 2001 | -13.33% Feb 27, 2026 - May 5, 2026 |
| #8 | -12.38% Jul 3, 2014 - Dec 29, 2014 | -11.50% Jul 30, 2014 - Mar 23, 2015 |
| #9 | -12.02% May 9, 2006 - Oct 12, 2006 | -10.13% Jul 13, 2007 - Sep 28, 2007 |
| #10 | -11.86% Jun 8, 2021 - Nov 3, 2021 | -9.95% Oct 22, 2013 - Jun 18, 2014 |
| #11 | -11.37% Apr 5, 2004 - Oct 1, 2004 | -8.53% Mar 11, 2005 - Aug 11, 2005 |
| #12 | -10.57% Sep 14, 2012 - Dec 20, 2012 | -7.74% Jun 2, 2026 - Jun 18, 2026 |
| #13 | -10.26% Dec 28, 2004 - Jun 15, 2005 | -7.60% Sep 29, 2005 - Dec 1, 2005 |
| #14 | -10.14% Aug 2, 2005 - Jan 6, 2006 | -6.68% Feb 26, 2007 - May 9, 2007 |
| #15 | -9.85% Jul 26, 2024 - Oct 16, 2024 | -5.64% Nov 12, 2025 - Dec 23, 2025 |
Correlation
Correlation between IWN and VPL is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
IWN vs VPL dividend yield comparison.
| Year | IWN | VPL |
|---|---|---|
| 2026 | 0.60% | 0.00% |
| 2025 | 1.70% | 4.01% |
| 2024 | 1.80% | 3.15% |
| 2023 | 2.04% | 3.12% |
| 2022 | 2.12% | 2.75% |
| 2021 | 1.48% | 3.19% |
| 2020 | 1.60% | 1.81% |
| 2019 | 1.92% | 2.84% |
| 2018 | 1.99% | 3.06% |
| 2017 | 1.78% | 2.57% |
| 2016 | 1.74% | 2.65% |
| 2015 | 2.15% | 2.43% |
| 2014 | 1.88% | 2.69% |
| 2013 | 1.77% | 2.49% |
| 2012 | 2.50% | 3.23% |
| 2011 | 2.03% | 3.33% |
| 2010 | 1.63% | 3.93% |
| 2009 | 1.82% | 2.77% |
| 2008 | 2.46% | 1.88% |
| 2007 | 2.03% | 2.46% |
| 2006 | 1.59% | 2.22% |
| 2005 | 1.76% | 1.53% |
| 2004 | 1.38% | 0.00% |
| 2003 | 1.24% | 0.00% |
| 2002 | 1.89% | 0.00% |
| 2001 | 1.84% | 0.00% |
| 2000 | 0.76% | 0.00% |
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