IWV vs HYG

Comparison between ISHARES RUSSELL 3000 ETF (IWV, ETF) and ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF (HYG, ETF).

5-Year PerformanceIWV has outperformed HYG, delivering a return of +13.0% compared to +3.9%

IWV vs HYG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWV(ETF)	HYG(ETF)
Net Assets	$19B	$17B
Expense Ratio	0.20%	0.49%
Max Drawdown	56.66%	41.90%
Sharpe Ratio	1.93	1.00
5Y Beta	0.98	0.24
P/E Ratio	27.32	N/A
Forward P/E	19.48	N/A
5Y Dividends CAGR	8.98%	4.66%
5Y EPS CAGR	23.31%	N/A
P/S Ratio	3.12	N/A
P/B Ratio	4.54	N/A

Net Assets

Winner

IWV

$19B

HYG

$17B

Expense Ratio

Winner

IWV

0.20%

HYG

0.49%

Max Drawdown

IWV

56.66%

Winner

HYG

41.90%

Sharpe Ratio

Winner

IWV

1.93

HYG

1.00

5Y Beta

IWV

0.98

Winner

HYG

0.24

P/E Ratio

IWV

27.32

HYG

N/A

Forward P/E

IWV

19.48

HYG

N/A

5Y Dividends CAGR

Winner

IWV

8.98%

HYG

4.66%

5Y EPS CAGR

IWV

23.31%

HYG

N/A

P/S Ratio

IWV

3.12

HYG

N/A

P/B Ratio

IWV

4.54

HYG

N/A

IWV vs HYG - Historical Returns

Returns include dividend reinvestment.

Period	IWV	HYG
1 month	+6.93%	+0.03%
3 months	+8.05%	+0.35%
6 months	+8.37%	+2.12%
1 year	+27.23%	+6.72%
5 years(CAGR)	+13.01%	+3.93%
10 years(CAGR)	+14.86%	+5.00%
Max(CAGR)	+8.56%	+4.96%

Winner

IWV

+6.93%

HYG

+0.03%

Winner

IWV

+8.05%

HYG

+0.35%

Winner

IWV

+8.37%

HYG

+2.12%

Winner

IWV

+27.23%

HYG

+6.72%

5Y(CAGR)

Winner

IWV

+13.01%

HYG

+3.93%

10Y(CAGR)

Winner

IWV

+14.86%

HYG

+5.00%

Max(CAGR)

Winner

IWV

+8.56%

HYG

+4.96%

IWV vs HYG - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IWV	HYG
2026	+7.98%	+0.99%
2025	+17.14%	+8.34%
2024	+24.28%	+8.33%
2023	+26.44%	+11.32%
2022	-19.74%	-10.95%
2021	+27.22%	+3.96%
2020	+19.60%	+4.04%
2019	+30.62%	+14.24%
2018	-6.12%	-2.11%
2017	+20.12%	+5.63%
2016	+14.48%	+14.09%
2015	+0.42%	-5.03%
2014	+13.32%	+1.72%
2013	+29.90%	+4.77%
2012	+14.80%	+11.30%
2011	-0.33%	+6.68%
2010	+14.92%	+11.02%
2009	+24.80%	+28.98%
2008	-36.46%	-16.57%
2007	+4.73%	+1.62%
2006	+13.92%	N/A
2005	+7.10%	N/A
2004	+12.09%	N/A
2003	+26.49%	N/A
2002	-22.00%	N/A
2001	-8.37%	N/A
2000	-3.32%	N/A

IWV vs HYG Drawdown Comparison

The maximum drawdown for IWV was -55.60%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.

The maximum drawdown for HYG was -34.28%, occurring on Nov 20, 2008. Recovery took 556 trading sessions.

The current IWV drawdown is -0.25%. The current HYG drawdown is -0.45%.

Rank	IWV	HYG
#1	-55.60% Oct 9, 2007 - Mar 15, 2012	-34.28% Sep 19, 2007 - Dec 2, 2009
#2	-47.64% Sep 1, 2000 - Sep 26, 2006	-22.03% Feb 13, 2020 - Nov 4, 2020
#3	-35.22% Feb 19, 2020 - Aug 12, 2020	-15.79% Dec 27, 2021 - Mar 7, 2024
#4	-25.11% Dec 27, 2021 - Dec 18, 2023	-13.44% Apr 15, 2015 - Jul 8, 2016
#5	-20.13% Sep 20, 2018 - Apr 23, 2019	-10.05% Jul 22, 2011 - Oct 24, 2011
#6	-19.27% Feb 19, 2025 - Jun 27, 2025	-8.38% May 25, 2007 - Sep 18, 2007
#7	-15.16% Jun 23, 2015 - Jun 8, 2016	-7.90% Oct 27, 2011 - Dec 23, 2011
#8	-9.97% Mar 26, 2012 - Aug 16, 2012	-7.07% Apr 23, 2010 - Jul 20, 2010
#9	-9.87% Jan 26, 2018 - Jul 25, 2018	-7.05% May 8, 2013 - Nov 29, 2013
#10	-9.80% Jul 19, 2007 - Oct 5, 2007	-6.42% Jun 25, 2014 - Apr 15, 2015
#11	-9.29% Sep 2, 2020 - Nov 9, 2020	-6.41% Oct 1, 2018 - Jan 31, 2019
#12	-8.89% Jan 27, 2026 - Apr 14, 2026	-6.05% Jan 8, 2010 - Mar 16, 2010
#13	-8.39% Jul 16, 2024 - Sep 19, 2024	-4.56% May 18, 2011 - Jul 7, 2011
#14	-7.58% Sep 14, 2012 - Jan 2, 2013	-4.56% Feb 28, 2025 - May 12, 2025
#15	-7.55% Sep 18, 2014 - Oct 31, 2014	-4.50% May 2, 2012 - Jun 29, 2012

Correlation

Correlation between IWV and HYG is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2000 - 2026)

IWV vs HYG dividend yield comparison.

Year	IWV	HYG
2026	0.18%	2.00%
2025	0.96%	5.71%
2024	1.08%	6.01%
2023	1.30%	5.74%
2022	1.56%	5.30%
2021	1.04%	4.02%
2020	1.30%	4.88%
2019	1.69%	4.99%
2018	1.97%	5.54%
2017	1.58%	5.12%
2016	1.79%	5.27%
2015	1.99%	5.90%
2014	1.63%	5.69%
2013	1.61%	6.10%
2012	1.95%	6.60%
2011	1.81%	7.51%
2010	1.59%	8.25%
2009	1.83%	9.48%
2008	2.52%	10.08%
2007	1.66%	5.23%
2006	1.43%	0.00%
2005	1.78%	0.00%
2004	1.60%	0.00%
2003	1.40%	0.00%
2002	1.76%	0.00%
2001	1.00%	0.00%
2000	0.49%	0.00%