IWV vs IEI

Comparison between ISHARES RUSSELL 3000 ETF (IWV, ETF) and ISHARES 3-7 YEAR TREASURY BOND ETF (IEI, ETF).

5-Year PerformanceIWV has outperformed IEI, delivering a return of +13.0% compared to +0.3%

IWV vs IEI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWV(ETF)	IEI(ETF)
Net Assets	$19B	$19B
Expense Ratio	0.20%	0.15%
Max Drawdown	56.66%	16.77%
Sharpe Ratio	1.93	-0.07
5Y Beta	0.98	-0.02
P/E Ratio	27.32	N/A
Forward P/E	19.48	N/A
5Y Dividends CAGR	8.98%	30.98%
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

IEI

$19B

Expense Ratio

IWV

0.20%

Winner

IEI

0.15%

Max Drawdown

IWV

56.66%

Winner

IEI

16.77%

Sharpe Ratio

Winner

IWV

1.93

IEI

-0.07

5Y Beta

IWV

0.98

Winner

IEI

-0.02

P/E Ratio

IWV

27.32

IEI

N/A

Forward P/E

IWV

19.48

IEI

N/A

5Y Dividends CAGR

IWV

8.98%

Winner

IEI

30.98%

5Y EPS CAGR

IWV

23.31%

IEI

N/A

P/S Ratio

IWV

3.12

IEI

N/A

P/B Ratio

IWV

4.54

IEI

N/A

IWV vs IEI - Historical Returns

Returns include dividend reinvestment.

Period	IWV	IEI
1 month	+6.93%	-0.57%
3 months	+8.05%	-1.04%
6 months	+8.37%	-0.03%
1 year	+27.23%	+3.92%
5 years(CAGR)	+13.01%	+0.35%
10 years(CAGR)	+14.86%	+1.30%
Max(CAGR)	+8.56%	+2.87%

Winner

IWV

+6.93%

IEI

-0.57%

Winner

IWV

+8.05%

IEI

-1.04%

Winner

IWV

+8.37%

IEI

-0.03%

Winner

IWV

+27.23%

IEI

+3.92%

5Y(CAGR)

Winner

IWV

+13.01%

IEI

+0.35%

10Y(CAGR)

Winner

IWV

+14.86%

IEI

+1.30%

Max(CAGR)

Winner

IWV

+8.56%

IEI

+2.87%

IWV vs IEI - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IWV	IEI
2026	+7.98%	-0.32%
2025	+17.14%	+6.97%
2024	+24.28%	+2.11%
2023	+26.44%	+4.11%
2022	-19.74%	-9.13%
2021	+27.22%	-2.57%
2020	+19.60%	+6.76%
2019	+30.62%	+5.56%
2018	-6.12%	+1.50%
2017	+20.12%	+1.24%
2016	+14.48%	+1.02%
2015	+0.42%	+1.41%
2014	+13.32%	+3.07%
2013	+29.90%	-1.78%
2012	+14.80%	+2.15%
2011	-0.33%	+8.25%
2010	+14.92%	+6.24%
2009	+24.80%	-1.06%
2008	-36.46%	+12.21%
2007	+4.73%	+10.13%
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 IEI Drawdown Comparison

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

The maximum drawdown for IEI was -14.60%, occurring on Oct 20, 2022. Recovery took 1335 trading sessions.

The current IWV drawdown is -0.25%. The current IEI drawdown is -1.78%.

Rank	IWV	IEI
#1	-55.60% Oct 9, 2007 - Mar 15, 2012	-14.60% Aug 4, 2020 - Nov 25, 2025
#2	-47.64% Sep 1, 2000 - Sep 26, 2006	-5.97% Dec 16, 2008 - May 5, 2010
#3	-35.22% Feb 19, 2020 - Aug 12, 2020	-5.25% Mar 17, 2008 - Sep 15, 2008
#4	-25.11% Dec 27, 2021 - Dec 18, 2023	-4.92% Nov 4, 2010 - Jun 8, 2011
#5	-20.13% Sep 20, 2018 - Apr 23, 2019	-4.49% Jul 5, 2016 - Mar 15, 2019
#6	-19.27% Feb 19, 2025 - Jun 27, 2025	-4.16% May 2, 2013 - Oct 8, 2014
#7	-15.16% Jun 23, 2015 - Jun 8, 2016	-2.89% Oct 7, 2008 - Nov 4, 2008
#8	-9.97% Mar 26, 2012 - Aug 16, 2012	-2.21% Sep 17, 2008 - Oct 6, 2008
#9	-9.87% Jan 26, 2018 - Jul 25, 2018	-2.20% Feb 27, 2026 - Mar 26, 2026
#10	-9.80% Jul 19, 2007 - Oct 5, 2007	-2.16% Jan 30, 2015 - Aug 24, 2015
#11	-9.29% Sep 2, 2020 - Nov 9, 2020	-2.00% Jan 31, 2012 - May 4, 2012
#12	-8.89% Jan 27, 2026 - Apr 14, 2026	-1.97% May 8, 2007 - Jul 24, 2007
#13	-8.39% Jul 16, 2024 - Sep 19, 2024	-1.96% Oct 14, 2015 - Jan 28, 2016
#14	-7.58% Sep 14, 2012 - Jan 2, 2013	-1.95% Sep 4, 2019 - Jan 27, 2020
#15	-7.55% Sep 18, 2014 - Oct 31, 2014	-1.84% Mar 9, 2020 - Mar 23, 2020

Correlation

Correlation between IWV and IEI is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2000 - 2026)

IWV vs IEI dividend yield comparison.

Year	IWV	IEI
2026	0.18%	1.21%
2025	0.96%	3.48%
2024	1.08%	3.18%
2023	1.30%	2.36%
2022	1.56%	1.37%
2021	1.04%	0.73%
2020	1.30%	1.12%
2019	1.69%	2.01%
2018	1.97%	1.95%
2017	1.58%	1.51%
2016	1.79%	1.33%
2015	1.99%	1.39%
2014	1.63%	1.23%
2013	1.61%	0.77%
2012	1.95%	0.87%
2011	1.81%	1.67%
2010	1.59%	2.13%
2009	1.83%	3.14%
2008	2.52%	2.80%
2007	1.66%	4.04%
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%