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IWO vs VGLT

Comparison between ISHARES RUSSELL 2000 GROWTH ETF (IWO, ETF) and VANGUARD LONG-TERM TREASURY INDEX FUND ETF SHARES (VGLT, ETF).

5-Year PerformanceIWO has outperformed VGLT, delivering a return of +5.9% compared to -5.6%

IWO vs VGLT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IWO
$15B
Winner
VGLT
$15B
Expense Ratio
IWO
0.24%
Winner
VGLT
0.03%
Max Drawdown
IWO
60.31%
Winner
VGLT
50.44%
Sharpe Ratio
Winner
IWO
1.56
VGLT
0.09
5Y Beta
IWO
1.22
Winner
VGLT
0.05
P/E Ratio
IWO
98.46
VGLT
N/A
Forward P/E
IWO
20.05
VGLT
N/A
5Y Dividends CAGR
Winner
IWO
8.50%
VGLT
5.47%
Debt to Equity
IWO
35.48%
VGLT
N/A
P/S Ratio
IWO
2.33
VGLT
N/A
P/B Ratio
IWO
4.62
VGLT
N/A

IWO vs VGLT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IWO
+5.90%
VGLT
+1.89%
3M
Winner
IWO
+24.59%
VGLT
+0.86%
6M
Winner
IWO
+17.90%
VGLT
+0.36%
1Y
Winner
IWO
+41.90%
VGLT
+3.94%
5Y(CAGR)
Winner
IWO
+5.88%
VGLT
-5.62%
10Y(CAGR)
Winner
IWO
+11.96%
VGLT
-1.09%
Max(CAGR)
Winner
IWO
+7.28%
VGLT
+2.52%

IWO vs VGLT - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIWOVGLT
2026+20.58%+0.54%
2025+12.52%+5.23%
2024+16.13%-5.80%
2023+19.56%+1.50%
2022-27.17%-27.68%
2021+4.06%-4.91%
2020+34.46%+16.54%
2019+28.07%+13.62%
2018-10.30%-0.48%
2017+21.71%+8.37%
2016+14.71%-0.08%
2015-0.66%-1.81%
2014+6.99%+24.41%
2013+39.28%-11.50%
2012+13.33%+4.55%
2011-4.60%+29.34%
2010+26.19%+8.97%
2009+31.85%-4.16%
2008-37.46%N/A
2007+6.76%N/A
2006+10.89%N/A
2005+5.59%N/A
2004+13.00%N/A
2003+44.40%N/A
2002-30.51%N/A
2001-4.63%N/A
2000-14.94%N/A

IWO vs VGLT Drawdown Comparison

The maximum drawdown for IWO was -60.11%, occurring on Oct 9, 2002. Recovery took 1624 trading sessions.

The maximum drawdown for VGLT was -46.17%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current VGLT drawdown is -36.36%.

RankIWOVGLT
#1-60.11%
Sep 1, 2000 - Feb 22, 2007
-46.17%
Aug 4, 2020 - Oct 19, 2023
#2-57.62%
Oct 10, 2007 - Dec 21, 2010
-17.79%
Jul 25, 2012 - Oct 15, 2014
#3-42.02%
Feb 9, 2021 - Oct 6, 2025
-16.92%
Jul 8, 2016 - Jun 3, 2019
#4-39.81%
Feb 19, 2020 - Aug 7, 2020
-14.21%
Mar 9, 2020 - Aug 4, 2020
#5-29.23%
Apr 29, 2011 - Sep 14, 2012
-13.98%
Aug 31, 2010 - Aug 4, 2011
#6-28.80%
Aug 31, 2018 - Jan 14, 2020
-13.80%
Jan 30, 2015 - Feb 11, 2016
#7-28.69%
Jun 23, 2015 - Dec 8, 2016
-9.07%
Oct 3, 2011 - Dec 19, 2011
#8-14.87%
Jan 22, 2026 - Apr 17, 2026
-8.89%
Dec 19, 2011 - May 16, 2012
#9-14.44%
Mar 4, 2014 - Dec 22, 2014
-7.97%
Aug 28, 2019 - Feb 20, 2020
#10-10.85%
Sep 14, 2012 - Jan 2, 2013
-5.69%
Nov 27, 2009 - May 6, 2010
#11-10.26%
Jul 19, 2007 - Oct 5, 2007
-4.57%
Feb 11, 2016 - Jun 3, 2016
#12-10.24%
Oct 15, 2025 - Dec 11, 2025
-4.32%
Sep 22, 2011 - Oct 3, 2011
#13-9.04%
Jan 26, 2018 - Mar 9, 2018
-4.16%
Aug 10, 2011 - Aug 18, 2011
#14-8.73%
Feb 22, 2007 - Apr 16, 2007
-3.59%
Aug 19, 2011 - Sep 2, 2011
#15-7.76%
Sep 2, 2020 - Oct 5, 2020
-3.55%
Jun 1, 2012 - Jul 20, 2012

Correlation

Correlation between IWO and VGLT is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53
-101

Dividend Comparison (2000 - 2026)

IWO vs VGLT dividend yield comparison.

YearIWOVGLT
20260.14%1.91%
20250.56%4.44%
20240.80%4.33%
20230.73%3.33%
20220.73%2.84%
20210.32%1.82%
20200.44%2.15%
20190.71%2.46%
20180.76%2.71%
20170.73%2.55%
20160.97%2.69%
20150.89%3.21%
20140.73%2.75%
20130.72%3.19%
20121.46%3.02%
20110.68%3.10%
20100.66%3.72%
20090.50%0.46%
20081.10%0.00%
20070.59%0.00%
20060.32%0.00%
20050.47%0.00%
20040.24%0.00%
20030.34%0.00%
20020.43%0.00%
20010.19%0.00%
20000.09%0.00%

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