IWR vs BIV

Comparison between ISHARES RUSSELL MID-CAP ETF (IWR, ETF) and VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES (BIV, ETF).

5-Year PerformanceIWR has outperformed BIV, delivering a return of +8.5% compared to +0.5%

IWR vs BIV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWR(ETF)	BIV(ETF)
Net Assets	$53B	$52B
Expense Ratio	0.18%	N/A
Max Drawdown	59.73%	25.30%
Sharpe Ratio	1.29	0.35
5Y Beta	0.91	0.03
P/E Ratio	28.20	N/A
Forward P/E	18.38	N/A
5Y Dividends CAGR	11.39%	3.55%
5Y EPS CAGR	13.68%	N/A
Debt to Equity	22.47%	N/A
P/S Ratio	1.76	N/A
P/B Ratio	3.27	N/A

Net Assets

Winner

IWR

$53B

BIV

$52B

Expense Ratio

IWR

0.18%

BIV

N/A

Max Drawdown

IWR

59.73%

Winner

BIV

25.30%

Sharpe Ratio

Winner

IWR

1.29

BIV

0.35

5Y Beta

IWR

0.91

Winner

BIV

0.03

P/E Ratio

IWR

28.20

BIV

N/A

Forward P/E

IWR

18.38

BIV

N/A

5Y Dividends CAGR

Winner

IWR

11.39%

BIV

3.55%

5Y EPS CAGR

IWR

13.68%

BIV

N/A

Debt to Equity

IWR

22.47%

BIV

N/A

P/S Ratio

IWR

1.76

BIV

N/A

P/B Ratio

IWR

3.27

BIV

N/A

IWR vs BIV - Historical Returns

Returns include dividend reinvestment.

Period	IWR	BIV
1 month	+2.97%	-0.63%
3 months	+4.66%	-1.21%
6 months	+9.42%	-0.02%
1 year	+19.37%	+5.54%
5 years(CAGR)	+8.49%	+0.45%
10 years(CAGR)	+11.52%	+1.95%
Max(CAGR)	+9.84%	+3.84%

Winner

IWR

+2.97%

BIV

-0.63%

Winner

IWR

+4.66%

BIV

-1.21%

Winner

IWR

+9.42%

BIV

-0.02%

Winner

IWR

+19.37%

BIV

+5.54%

5Y(CAGR)

Winner

IWR

+8.49%

BIV

+0.45%

10Y(CAGR)

Winner

IWR

+11.52%

BIV

+1.95%

Max(CAGR)

Winner

IWR

+9.84%

BIV

+3.84%

IWR vs BIV - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IWR	BIV
2026	+8.15%	-0.24%
2025	+10.50%	+8.48%
2024	+15.85%	+2.01%
2023	+17.57%	+5.52%
2022	-17.15%	-12.65%
2021	+24.43%	-2.39%
2020	+16.54%	+9.43%
2019	+30.71%	+10.08%
2018	-9.72%	+0.14%
2017	+17.37%	+3.73%
2016	+15.08%	+2.78%
2015	-2.62%	+0.81%
2014	+14.16%	+7.02%
2013	+31.20%	-3.49%
2012	+15.74%	+6.89%
2011	-2.81%	+11.22%
2010	+23.51%	+8.70%
2009	+35.99%	+5.49%
2008	-40.68%	+6.85%
2007	+4.90%	+6.32%
2006	+13.43%	N/A
2005	+14.09%	N/A
2004	+20.21%	N/A
2003	+35.79%	N/A
2002	-15.46%	N/A
2001	+0.35%	N/A

IWR vs BIV Drawdown Comparison

The maximum drawdown for IWR was -58.78%, occurring on Mar 9, 2009. Recovery took 900 trading sessions.

The maximum drawdown for BIV was -18.95%, occurring on Oct 20, 2022. Recovery took 1387 trading sessions.

The current IWR drawdown is -1.07%. The current BIV drawdown is -2.07%.

Rank	IWR	BIV
#1	-58.78% Jul 13, 2007 - Feb 7, 2011	-18.95% Aug 6, 2020 - Feb 13, 2026
#2	-40.59% Feb 20, 2020 - Oct 12, 2020	-13.63% Sep 15, 2008 - Dec 16, 2008
#3	-32.26% Mar 19, 2002 - Sep 2, 2003	-9.16% Mar 6, 2020 - May 22, 2020
#4	-26.17% Nov 16, 2021 - Mar 20, 2024	-7.66% May 1, 2013 - Aug 13, 2014
#5	-24.17% Jul 7, 2011 - Mar 15, 2012	-6.02% Nov 4, 2010 - Jun 1, 2011
#6	-21.21% Aug 29, 2018 - Apr 8, 2019	-5.93% Jul 8, 2016 - Sep 5, 2017
#7	-21.09% Nov 25, 2024 - Jul 23, 2025	-5.76% Dec 30, 2008 - Jul 8, 2009
#8	-20.33% Aug 2, 2001 - Jan 4, 2002	-5.05% Sep 7, 2017 - Jan 31, 2019
#9	-19.42% Apr 23, 2015 - Jul 12, 2016	-3.93% Mar 19, 2008 - Sep 15, 2008
#10	-10.82% Apr 2, 2012 - Sep 6, 2012	-3.59% Jan 30, 2015 - Feb 2, 2016
#11	-10.11% May 5, 2006 - Oct 16, 2006	-3.14% May 8, 2007 - Aug 17, 2007
#12	-9.68% Jan 26, 2018 - Jul 26, 2018	-2.87% Feb 27, 2026 - Mar 26, 2026
#13	-9.33% Sep 5, 2014 - Nov 7, 2014	-2.77% Sep 22, 2011 - Dec 16, 2011
#14	-8.91% Apr 5, 2004 - Oct 1, 2004	-2.74% Nov 30, 2009 - Mar 2, 2010
#15	-8.17% Feb 26, 2026 - Apr 17, 2026	-2.46% Sep 4, 2019 - Oct 4, 2019

Correlation

Correlation between IWR and BIV is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2001 - 2026)

IWR vs BIV dividend yield comparison.

Year	IWR	BIV
2026	0.25%	1.41%
2025	1.29%	4.01%
2024	1.27%	3.79%
2023	1.43%	3.09%
2022	1.59%	2.41%
2021	1.05%	3.42%
2020	1.28%	2.95%
2019	1.43%	2.75%
2018	1.98%	2.88%
2017	1.52%	2.69%
2016	1.72%	3.01%
2015	1.59%	3.02%
2014	1.45%	3.42%
2013	1.31%	4.22%
2012	1.81%	5.15%
2011	1.58%	5.17%
2010	1.45%	4.54%
2009	1.50%	4.39%
2008	2.09%	4.45%
2007	1.37%	3.09%
2006	1.31%	0.00%
2005	1.40%	0.00%
2004	1.11%	0.00%
2003	1.08%	0.00%
2002	1.08%	0.00%
2001	0.59%	0.00%