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IWV vs IGIB

Comparison between ISHARES RUSSELL 3000 ETF (IWV, ETF) and ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB, ETF).

5-Year PerformanceIWV has outperformed IGIB, delivering a return of +11.9% compared to +1.0%

IWV vs IGIB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IWV
$20B
IGIB
$19B
Expense Ratio
IWV
0.20%
Winner
IGIB
0.04%
Max Drawdown
IWV
56.66%
Winner
IGIB
23.94%
Sharpe Ratio
Winner
IWV
1.23
IGIB
0.07
5Y Beta
IWV
0.98
Winner
IGIB
0.09
P/E Ratio
IWV
25.64
IGIB
N/A
Forward P/E
IWV
19.32
IGIB
N/A
5Y Dividends CAGR
IWV
6.17%
Winner
IGIB
11.58%
5Y EPS CAGR
IWV
23.79%
IGIB
N/A
Debt to Equity
IWV
29.77%
IGIB
N/A
P/S Ratio
IWV
3.03
IGIB
N/A
P/B Ratio
IWV
4.53
IGIB
N/A

IWV vs IGIB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IWV
+0.53%
IGIB
-0.50%
3M
Winner
IWV
+6.39%
IGIB
-0.74%
6M
Winner
IWV
+9.40%
IGIB
-0.34%
1Y
Winner
IWV
+20.31%
IGIB
+3.78%
5Y(CAGR)
Winner
IWV
+11.88%
IGIB
+0.96%
10Y(CAGR)
Winner
IWV
+14.47%
IGIB
+2.86%
Max(CAGR)
Winner
IWV
+8.58%
IGIB
+3.80%

IWV vs IGIB - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIWVIGIB
2026+10.30%-0.20%
2025+17.14%+9.54%
2024+24.28%+4.03%
2023+26.44%+8.67%
2022-19.74%-13.49%
2021+27.22%-1.59%
2020+19.60%+9.38%
2019+30.62%+14.25%
2018-6.12%-0.56%
2017+20.12%+3.50%
2016+14.48%+3.41%
2015+0.42%+0.41%
2014+13.32%+3.56%
2013+29.90%-0.34%
2012+14.80%+6.98%
2011-0.33%+5.71%
2010+14.92%+6.28%
2009+24.80%+10.28%
2008-36.46%-0.99%
2007+4.73%+5.95%
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 IGIB Drawdown Comparison

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

The maximum drawdown for IGIB was -20.63%, occurring on Oct 20, 2022. Recovery took 978 trading sessions.

The current IWV drawdown is -0.94%. The current IGIB drawdown is -1.77%.

RankIWVIGIB
#1-55.60%
Oct 9, 2007 - Mar 15, 2012
-20.63%
Aug 3, 2021 - Jun 26, 2025
#2-47.64%
Sep 1, 2000 - Sep 26, 2006
-16.23%
Mar 4, 2020 - Jun 9, 2020
#3-35.22%
Feb 19, 2020 - Aug 12, 2020
-14.46%
Feb 5, 2008 - Jan 13, 2009
#4-25.11%
Dec 27, 2021 - Dec 18, 2023
-5.67%
Jan 13, 2009 - May 13, 2009
#5-20.13%
Sep 20, 2018 - Apr 23, 2019
-4.66%
May 2, 2013 - Apr 9, 2014
#6-19.27%
Feb 19, 2025 - Jun 27, 2025
-4.19%
Dec 30, 2020 - Jul 28, 2021
#7-15.16%
Jun 23, 2015 - Jun 8, 2016
-3.77%
Nov 4, 2010 - May 3, 2011
#8-9.97%
Mar 26, 2012 - Aug 16, 2012
-3.07%
Sep 7, 2016 - May 17, 2017
#9-9.87%
Jan 26, 2018 - Jul 25, 2018
-3.01%
Feb 27, 2026 - Mar 27, 2026
#10-9.80%
Jul 19, 2007 - Oct 5, 2007
-2.80%
Sep 7, 2017 - Jan 22, 2019
#11-9.29%
Sep 2, 2020 - Nov 9, 2020
-2.35%
Sep 6, 2011 - Nov 2, 2011
#12-8.89%
Jan 27, 2026 - Apr 14, 2026
-2.15%
Nov 2, 2011 - Jan 17, 2012
#13-8.39%
Jul 16, 2024 - Sep 19, 2024
-2.14%
May 8, 2007 - Aug 16, 2007
#14-7.58%
Sep 14, 2012 - Jan 2, 2013
-2.09%
Sep 4, 2019 - Oct 4, 2019
#15-7.55%
Sep 18, 2014 - Oct 31, 2014
-1.96%
Apr 24, 2015 - Mar 16, 2016

Correlation

Correlation between IWV and IGIB is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2000 - 2026)

IWV vs IGIB dividend yield comparison.

YearIWVIGIB
20260.40%2.46%
20250.96%4.59%
20241.08%4.41%
20231.30%3.78%
20221.56%3.04%
20211.04%2.52%
20201.30%2.74%
20191.69%3.44%
20181.97%3.41%
20171.58%2.51%
20161.79%2.45%
20151.99%2.51%
20141.63%2.35%
20131.61%2.61%
20121.95%3.02%
20111.81%3.76%
20101.59%4.24%
20091.83%4.53%
20082.52%4.72%
20071.66%5.02%
20061.43%0.00%
20051.78%0.00%
20041.60%0.00%
20031.40%0.00%
20021.76%0.00%
20011.00%0.00%
20000.49%0.00%

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