IWV vs USIG

Comparison between ISHARES RUSSELL 3000 ETF (IWV, ETF) and ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG, ETF).

5-Year PerformanceIWV has outperformed USIG, delivering a return of +12.1% compared to +0.8%

IWV vs USIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWV(ETF)	USIG(ETF)
Net Assets	$17B	$17B
Expense Ratio	0.20%	0.04%
Max Drawdown	56.66%	24.90%
Sharpe Ratio	2.00	0.65
5Y Beta	0.98	0.10
P/E Ratio	27.32	N/A
Forward P/E	19.63	N/A
5Y Dividends CAGR	8.98%	9.69%
5Y EPS CAGR	23.31%	N/A
P/S Ratio	3.09	N/A
P/B Ratio	4.46	N/A

Net Assets

IWV

$17B

Winner

USIG

$17B

Expense Ratio

IWV

0.20%

Winner

USIG

0.04%

Max Drawdown

IWV

56.66%

Winner

USIG

24.90%

Sharpe Ratio

Winner

IWV

2.00

USIG

0.65

5Y Beta

IWV

0.98

Winner

USIG

0.10

P/E Ratio

IWV

27.32

USIG

N/A

Forward P/E

IWV

19.63

USIG

N/A

5Y Dividends CAGR

IWV

8.98%

Winner

USIG

9.69%

5Y EPS CAGR

IWV

23.31%

USIG

N/A

P/S Ratio

IWV

3.09

USIG

N/A

P/B Ratio

IWV

4.46

USIG

N/A

IWV vs USIG - Historical Returns

Returns include dividend reinvestment.

Period	IWV	USIG
1 month	+8.55%	+0.28%
3 months	+6.08%	+0.02%
6 months	+10.38%	+1.20%
1 year	+31.41%	+6.91%
5 years(CAGR)	+12.08%	+0.82%
10 years(CAGR)	+14.89%	+2.68%
Max(CAGR)	+8.56%	+3.96%

Winner

IWV

+8.55%

USIG

+0.28%

Winner

IWV

+6.08%

USIG

+0.02%

Winner

IWV

+10.38%

USIG

+1.20%

Winner

IWV

+31.41%

USIG

+6.91%

5Y(CAGR)

Winner

IWV

+12.08%

USIG

+0.82%

10Y(CAGR)

Winner

IWV

+14.89%

USIG

+2.68%

Max(CAGR)

Winner

IWV

+8.56%

USIG

+3.96%

IWV vs USIG - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IWV	USIG
2026	+8.06%	+0.70%
2025	+17.14%	+7.86%
2024	+24.28%	+3.06%
2023	+26.44%	+7.57%
2022	-19.74%	-14.62%
2021	+27.22%	-1.05%
2020	+19.60%	+9.20%
2019	+30.62%	+13.82%
2018	-6.12%	-1.91%
2017	+20.12%	+5.66%
2016	+14.48%	+5.33%
2015	+0.42%	-1.76%
2014	+13.32%	+7.98%
2013	+29.90%	-2.51%
2012	+14.80%	+7.70%
2011	-0.33%	+9.02%
2010	+14.92%	+7.81%
2009	+24.80%	+11.22%
2008	-36.46%	-0.75%
2007	+4.73%	+4.73%
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 USIG Drawdown Comparison

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

The maximum drawdown for USIG was -22.21%, occurring on Oct 10, 2008. Recovery took 334 trading sessions.

The current USIG drawdown is -0.84%.

Rank	IWV	USIG
#1	-55.60% Oct 9, 2007 - Mar 15, 2012	-22.21% Feb 5, 2008 - Jun 3, 2009
#2	-47.64% Sep 1, 2000 - Sep 26, 2006	-21.45% Sep 22, 2021 - Oct 14, 2025
#3	-35.22% Feb 19, 2020 - Aug 12, 2020	-18.88% Mar 6, 2020 - Jun 30, 2020
#4	-25.11% Dec 27, 2021 - Dec 18, 2023	-7.07% May 2, 2013 - May 1, 2014
#5	-20.13% Sep 20, 2018 - Apr 23, 2019	-5.24% Dec 31, 2020 - Jul 28, 2021
#6	-19.27% Feb 19, 2025 - Jun 27, 2025	-5.04% Aug 29, 2016 - Jun 14, 2017
#7	-15.16% Jun 23, 2015 - Jun 8, 2016	-4.96% Jan 30, 2015 - Apr 5, 2016
#8	-9.97% Mar 26, 2012 - Aug 16, 2012	-4.68% Oct 7, 2010 - May 5, 2011
#9	-9.87% Jan 26, 2018 - Jul 25, 2018	-4.06% Dec 15, 2017 - Feb 8, 2019
#10	-9.80% Jul 19, 2007 - Oct 5, 2007	-3.19% Mar 7, 2007 - Sep 5, 2007
#11	-9.29% Sep 2, 2020 - Nov 9, 2020	-2.79% Feb 23, 2026 - Mar 27, 2026
#12	-8.89% Jan 27, 2026 - Apr 14, 2026	-2.78% Nov 26, 2007 - Jan 7, 2008
#13	-8.39% Jul 16, 2024 - Sep 19, 2024	-2.50% Aug 28, 2019 - Oct 4, 2019
#14	-7.58% Sep 14, 2012 - Jan 2, 2013	-2.44% Aug 4, 2011 - Sep 2, 2011
#15	-7.55% Sep 18, 2014 - Oct 31, 2014	-2.43% Aug 6, 2020 - Nov 23, 2020

Correlation

Correlation between IWV and USIG is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2000 - 2026)

IWV vs USIG dividend yield comparison.

Year	IWV	USIG
2026	0.18%	1.56%
2025	0.96%	4.62%
2024	1.08%	4.51%
2023	1.30%	3.94%
2022	1.56%	3.14%
2021	1.04%	2.33%
2020	1.30%	2.82%
2019	1.69%	3.37%
2018	1.97%	3.44%
2017	1.58%	3.03%
2016	1.79%	2.87%
2015	1.99%	3.24%
2014	1.63%	3.32%
2013	1.61%	3.53%
2012	1.95%	3.23%
2011	1.81%	4.11%
2010	1.59%	4.56%
2009	1.83%	4.95%
2008	2.52%	5.12%
2007	1.66%	5.22%
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%