IWS vs VGLT

Comparison between ISHARES RUSSELL MID-CAP VALUE ETF (IWS, ETF) and VANGUARD LONG-TERM TREASURY INDEX FUND ETF SHARES (VGLT, ETF).

5-Year PerformanceIWS has outperformed VGLT, delivering a return of +7.9% compared to -5.1%

IWS vs VGLT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWS(ETF)	VGLT(ETF)
Net Assets	$14B	$14B
Expense Ratio	0.23%	0.03%
Max Drawdown	63.92%	50.44%
Sharpe Ratio	1.66	-0.02
5Y Beta	0.82	0.05
P/E Ratio	24.63	N/A
Forward P/E	16.02	N/A
5Y Dividends CAGR	7.60%	6.61%
5Y EPS CAGR	12.67%	N/A
Debt to Equity	-12.08%	N/A
P/S Ratio	1.58	N/A
P/B Ratio	2.54	N/A

Net Assets

IWS

$14B

Winner

VGLT

$14B

Expense Ratio

IWS

0.23%

Winner

VGLT

0.03%

Max Drawdown

IWS

63.92%

Winner

VGLT

50.44%

Sharpe Ratio

Winner

IWS

1.66

VGLT

-0.02

5Y Beta

IWS

0.82

Winner

VGLT

0.05

P/E Ratio

IWS

24.63

VGLT

N/A

Forward P/E

IWS

16.02

VGLT

N/A

5Y Dividends CAGR

Winner

IWS

7.60%

VGLT

6.61%

5Y EPS CAGR

IWS

12.67%

VGLT

N/A

Debt to Equity

IWS

-12.08%

VGLT

N/A

P/S Ratio

IWS

1.58

VGLT

N/A

P/B Ratio

IWS

2.54

VGLT

N/A

IWS vs VGLT - Historical Returns

Returns include dividend reinvestment.

Period	IWS	VGLT
1 month	+3.98%	-0.48%
3 months	+4.02%	-0.54%
6 months	+14.89%	-1.23%
1 year	+27.30%	+4.12%
5 years(CAGR)	+7.91%	-5.11%
10 years(CAGR)	+10.28%	-0.87%
Max(CAGR)	+9.80%	+2.52%

Winner

IWS

+3.98%

VGLT

-0.48%

Winner

IWS

+4.02%

VGLT

-0.54%

Winner

IWS

+14.89%

VGLT

-1.23%

Winner

IWS

+27.30%

VGLT

+4.12%

5Y(CAGR)

Winner

IWS

+7.91%

VGLT

-5.11%

10Y(CAGR)

Winner

IWS

+10.28%

VGLT

-0.87%

Max(CAGR)

Winner

IWS

+9.80%

VGLT

+2.52%

IWS vs VGLT - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IWS	VGLT
2026	+11.05%	+0.30%
2025	+11.21%	+5.23%
2024	+13.15%	-5.80%
2023	+12.89%	+1.50%
2022	-12.25%	-27.68%
2021	+30.37%	-4.91%
2020	+5.02%	+16.54%
2019	+27.04%	+13.62%
2018	-12.90%	-0.48%
2017	+12.25%	+8.37%
2016	+20.88%	-0.08%
2015	-5.09%	-1.81%
2014	+15.69%	+24.41%
2013	+30.20%	-11.50%
2012	+17.01%	+4.55%
2011	-2.83%	+29.34%
2010	+22.53%	+8.97%
2009	+30.81%	-4.16%
2008	-37.02%	N/A
2007	-1.77%	N/A
2006	+18.55%	N/A
2005	+14.38%	N/A
2004	+23.59%	N/A
2003	+34.22%	N/A
2002	-10.03%	N/A
2001	+2.75%	N/A

IWS vs VGLT Drawdown Comparison

The maximum drawdown for IWS was -62.39%, occurring on Mar 9, 2009. Recovery took 1327 trading sessions.

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

The current IWS drawdown is -0.81%. The current VGLT drawdown is -36.52%.

Rank	IWS	VGLT
#1	-62.39% Jun 4, 2007 - Sep 6, 2012	-46.17% Aug 4, 2020 - Oct 19, 2023
#2	-43.83% Feb 20, 2020 - Nov 24, 2020	-17.79% Jul 25, 2012 - Oct 15, 2014
#3	-30.36% Apr 10, 2002 - Sep 2, 2003	-16.92% Jul 8, 2016 - Jun 3, 2019
#4	-21.22% Jan 4, 2022 - Feb 29, 2024	-14.21% Mar 9, 2020 - Aug 4, 2020
#5	-20.75% Sep 21, 2018 - Jul 5, 2019	-13.98% Aug 31, 2010 - Aug 4, 2011
#6	-20.57% Nov 25, 2024 - Aug 22, 2025	-13.80% Jan 30, 2015 - Feb 11, 2016
#7	-19.03% Mar 20, 2015 - Jun 7, 2016	-9.07% Oct 3, 2011 - Dec 19, 2011
#8	-17.20% Aug 3, 2001 - Jan 4, 2002	-8.89% Dec 19, 2011 - May 16, 2012
#9	-9.60% Jan 26, 2018 - Aug 29, 2018	-7.97% Aug 28, 2019 - Feb 20, 2020
#10	-8.91% Mar 5, 2004 - Sep 7, 2004	-5.69% Nov 27, 2009 - May 6, 2010
#11	-8.62% Sep 5, 2014 - Nov 10, 2014	-4.57% Feb 11, 2016 - Jun 3, 2016
#12	-7.80% May 10, 2006 - Sep 26, 2006	-4.32% Sep 22, 2011 - Oct 3, 2011
#13	-7.54% Mar 2, 2026 - Apr 16, 2026	-4.16% Aug 10, 2011 - Aug 18, 2011
#14	-7.25% Mar 7, 2005 - Jun 13, 2005	-3.59% Aug 19, 2011 - Sep 2, 2011
#15	-7.19% May 20, 2013 - Jul 12, 2013	-3.55% Jun 1, 2012 - Jul 20, 2012

Correlation

Correlation between IWS and VGLT is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.41

-101

Dividend Comparison (2001 - 2026)

IWS vs VGLT dividend yield comparison.

Year	IWS	VGLT
2026	0.29%	1.52%
2025	1.53%	4.44%
2024	1.50%	4.33%
2023	1.76%	3.33%
2022	1.93%	2.84%
2021	1.39%	1.82%
2020	1.87%	2.15%
2019	1.97%	2.46%
2018	2.53%	2.71%
2017	1.96%	2.55%
2016	2.10%	2.69%
2015	2.14%	3.21%
2014	1.84%	2.75%
2013	1.71%	3.19%
2012	2.09%	3.02%
2011	2.12%	3.10%
2010	1.95%	3.72%
2009	2.09%	0.46%
2008	3.09%	0.00%
2007	2.29%	0.00%
2006	1.83%	0.00%
2005	1.95%	0.00%
2004	1.54%	0.00%
2003	1.70%	0.00%
2002	1.91%	0.00%
2001	0.86%	0.00%