IWR vs VCSH

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

5-Year PerformanceIWR has outperformed VCSH, delivering a return of +7.6% compared to +2.4%

IWR vs VCSH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWR(ETF)	VCSH(ETF)
Net Assets	$48B	$49B
Expense Ratio	0.18%	0.03%
Max Drawdown	59.73%	12.86%
Sharpe Ratio	1.39	0.67
5Y Beta	0.91	0.03
P/E Ratio	28.28	N/A
Forward P/E	17.63	N/A
5Y Dividends CAGR	11.39%	17.59%
5Y EPS CAGR	12.91%	N/A
Debt to Equity	6.50%	N/A
P/S Ratio	1.83	N/A
P/B Ratio	3.08	N/A

Net Assets

IWR

$48B

Winner

VCSH

$49B

Expense Ratio

IWR

0.18%

Winner

VCSH

0.03%

Max Drawdown

IWR

59.73%

Winner

VCSH

12.86%

Sharpe Ratio

Winner

IWR

1.39

VCSH

0.67

5Y Beta

IWR

0.91

Winner

VCSH

0.03

P/E Ratio

IWR

28.28

VCSH

N/A

Forward P/E

IWR

17.63

VCSH

N/A

5Y Dividends CAGR

IWR

11.39%

Winner

VCSH

17.59%

5Y EPS CAGR

IWR

12.91%

VCSH

N/A

Debt to Equity

IWR

6.50%

VCSH

N/A

P/S Ratio

IWR

1.83

VCSH

N/A

P/B Ratio

IWR

3.08

VCSH

N/A

IWR vs VCSH - Historical Returns

Returns include dividend reinvestment.

Period	IWR	VCSH
1 month	+3.90%	+0.23%
3 months	+3.30%	+0.14%
6 months	+11.00%	+1.49%
1 year	+22.95%	+5.24%
5 years(CAGR)	+7.57%	+2.37%
10 years(CAGR)	+11.57%	+2.72%
Max(CAGR)	+9.85%	+2.92%

Winner

IWR

+3.90%

VCSH

+0.23%

Winner

IWR

+3.30%

VCSH

+0.14%

Winner

IWR

+11.00%

VCSH

+1.49%

Winner

IWR

+22.95%

VCSH

+5.24%

5Y(CAGR)

Winner

IWR

+7.57%

VCSH

+2.37%

10Y(CAGR)

Winner

IWR

+11.57%

VCSH

+2.72%

Max(CAGR)

Winner

IWR

+9.85%

VCSH

+2.92%

IWR vs VCSH - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IWR	VCSH
2026	+8.38%	+0.66%
2025	+10.50%	+6.74%
2024	+15.85%	+5.17%
2023	+17.57%	+6.08%
2022	-17.15%	-5.48%
2021	+24.43%	-0.62%
2020	+16.54%	+5.13%
2019	+30.71%	+6.95%
2018	-9.72%	+0.96%
2017	+17.37%	+2.30%
2016	+15.08%	+2.67%
2015	-2.62%	+1.36%
2014	+14.16%	+1.93%
2013	+31.20%	+1.56%
2012	+15.74%	+5.67%
2011	-2.81%	+3.05%
2010	+23.51%	+4.98%
2009	+35.99%	+0.32%
2008	-40.68%	N/A
2007	+4.90%	N/A
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 VCSH Drawdown Comparison

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

The maximum drawdown for VCSH was -12.86%, occurring on Mar 19, 2020. Recovery took 58 trading sessions.

The current IWR drawdown is -0.86%. The current VCSH drawdown is -0.26%.

Rank	IWR	VCSH
#1	-58.78% Jul 13, 2007 - Feb 7, 2011	-12.86% Mar 5, 2020 - May 28, 2020
#2	-40.59% Feb 20, 2020 - Oct 12, 2020	-9.48% Aug 3, 2021 - May 15, 2024
#3	-32.26% Mar 19, 2002 - Sep 2, 2003	-2.53% May 2, 2013 - Oct 25, 2013
#4	-26.17% Nov 16, 2021 - Mar 20, 2024	-2.00% Nov 4, 2010 - Apr 18, 2011
#5	-24.17% Jul 7, 2011 - Mar 15, 2012	-1.99% Aug 4, 2011 - Jan 18, 2012
#6	-21.21% Aug 29, 2018 - Apr 8, 2019	-1.66% Jul 6, 2016 - Apr 5, 2017
#7	-21.09% Nov 25, 2024 - Jul 23, 2025	-1.51% Sep 7, 2017 - Dec 18, 2018
#8	-20.33% Aug 2, 2001 - Jan 4, 2002	-1.40% Feb 27, 2026 - Mar 26, 2026
#9	-19.42% Apr 23, 2015 - Jul 12, 2016	-1.29% Apr 3, 2025 - Apr 28, 2025
#10	-10.82% Apr 2, 2012 - Sep 6, 2012	-1.21% Sep 24, 2024 - Jan 28, 2025
#11	-10.11% May 5, 2006 - Oct 16, 2006	-1.03% Oct 27, 2015 - Mar 16, 2016
#12	-9.68% Jan 26, 2018 - Jul 26, 2018	-1.02% Feb 11, 2021 - May 24, 2021
#13	-9.33% Sep 5, 2014 - Nov 7, 2014	-0.93% Apr 16, 2015 - Oct 2, 2015
#14	-8.91% Apr 5, 2004 - Oct 1, 2004	-0.90% May 18, 2010 - Jun 23, 2010
#15	-8.17% Feb 26, 2026 - Apr 17, 2026	-0.84% Sep 4, 2019 - Oct 2, 2019

Correlation

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

0.97

-101

Dividend Comparison (2001 - 2026)

IWR vs VCSH dividend yield comparison.

Year	IWR	VCSH
2026	0.25%	1.46%
2025	1.29%	4.35%
2024	1.27%	3.96%
2023	1.43%	3.09%
2022	1.59%	2.01%
2021	1.05%	1.81%
2020	1.28%	2.27%
2019	1.43%	2.87%
2018	1.98%	2.65%
2017	1.52%	2.26%
2016	1.72%	2.10%
2015	1.59%	2.08%
2014	1.45%	2.01%
2013	1.31%	2.05%
2012	1.81%	2.29%
2011	1.58%	2.43%
2010	1.45%	2.40%
2009	1.50%	0.22%
2008	2.09%	0.00%
2007	1.37%	0.00%
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%