IWV vs VMBS

Comparison between ISHARES RUSSELL 3000 ETF (IWV, ETF) and VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND ETF SHARES (VMBS, ETF).

5-Year PerformanceIWV has outperformed VMBS, delivering a return of +12.1% compared to +0.5%

IWV vs VMBS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWV(ETF)	VMBS(ETF)
Net Assets	$17B	$17B
Expense Ratio	0.20%	0.03%
Max Drawdown	56.66%	22.61%
Sharpe Ratio	2.00	0.64
5Y Beta	0.98	0.04
P/E Ratio	27.32	N/A
Forward P/E	19.63	N/A
5Y Dividends CAGR	8.98%	19.16%
5Y EPS CAGR	23.31%	N/A
P/S Ratio	3.09	N/A
P/B Ratio	4.46	N/A

Net Assets

Winner

IWV

$17B

VMBS

$17B

Expense Ratio

IWV

0.20%

Winner

VMBS

0.03%

Max Drawdown

IWV

56.66%

Winner

VMBS

22.61%

Sharpe Ratio

Winner

IWV

2.00

VMBS

0.64

5Y Beta

IWV

0.98

Winner

VMBS

0.04

P/E Ratio

IWV

27.32

VMBS

N/A

Forward P/E

IWV

19.63

VMBS

N/A

5Y Dividends CAGR

IWV

8.98%

Winner

VMBS

19.16%

5Y EPS CAGR

IWV

23.31%

VMBS

N/A

P/S Ratio

IWV

3.09

VMBS

N/A

P/B Ratio

IWV

4.46

VMBS

N/A

IWV vs VMBS - Historical Returns

Returns include dividend reinvestment.

Period	IWV	VMBS
1 month	+8.55%	+0.13%
3 months	+6.08%	+0.39%
6 months	+10.38%	+1.78%
1 year	+31.41%	+7.22%
5 years(CAGR)	+12.08%	+0.51%
10 years(CAGR)	+14.89%	+1.42%
Max(CAGR)	+8.56%	+2.13%

Winner

IWV

+8.55%

VMBS

+0.13%

Winner

IWV

+6.08%

VMBS

+0.39%

Winner

IWV

+10.38%

VMBS

+1.78%

Winner

IWV

+31.41%

VMBS

+7.22%

5Y(CAGR)

Winner

IWV

+12.08%

VMBS

+0.51%

10Y(CAGR)

Winner

IWV

+14.89%

VMBS

+1.42%

Max(CAGR)

Winner

IWV

+8.56%

VMBS

+2.13%

IWV vs VMBS - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IWV	VMBS
2026	+8.06%	+1.23%
2025	+17.14%	+8.50%
2024	+24.28%	+2.27%
2023	+26.44%	+4.56%
2022	-19.74%	-11.51%
2021	+27.22%	-1.30%
2020	+19.60%	+3.66%
2019	+30.62%	+6.04%
2018	-6.12%	+0.95%
2017	+20.12%	+2.35%
2016	+14.48%	+1.28%
2015	+0.42%	+1.42%
2014	+13.32%	+5.91%
2013	+29.90%	-1.21%
2012	+14.80%	+2.35%
2011	-0.33%	+5.83%
2010	+14.92%	+5.12%
2009	+24.80%	-1.00%
2008	-36.46%	N/A
2007	+4.73%	N/A
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 VMBS Drawdown Comparison

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

The maximum drawdown for VMBS was -17.47%, occurring on Oct 20, 2022. Recovery took 1201 trading sessions.

The current VMBS drawdown is -0.89%.

Rank	IWV	VMBS
#1	-55.60% Oct 9, 2007 - Mar 15, 2012	-17.47% Jan 5, 2021 - Oct 16, 2025
#2	-47.64% Sep 1, 2000 - Sep 26, 2006	-5.08% Mar 9, 2020 - Mar 27, 2020
#3	-35.22% Feb 19, 2020 - Aug 12, 2020	-4.00% Sep 26, 2012 - Mar 3, 2014
#4	-25.11% Dec 27, 2021 - Dec 18, 2023	-3.26% Sep 27, 2016 - Aug 3, 2017
#5	-20.13% Sep 20, 2018 - Apr 23, 2019	-2.81% Sep 7, 2017 - Dec 28, 2018
#6	-19.27% Feb 19, 2025 - Jun 27, 2025	-2.79% Nov 4, 2010 - Mar 16, 2011
#7	-15.16% Jun 23, 2015 - Jun 8, 2016	-2.51% Feb 27, 2026 - Mar 26, 2026
#8	-9.97% Mar 26, 2012 - Aug 16, 2012	-1.50% Apr 24, 2015 - Sep 17, 2015
#9	-9.87% Jan 26, 2018 - Jul 25, 2018	-1.47% Nov 30, 2009 - Feb 4, 2010
#10	-9.80% Jul 19, 2007 - Oct 5, 2007	-1.33% Mar 16, 2011 - Apr 18, 2011
#11	-9.29% Sep 2, 2020 - Nov 9, 2020	-1.30% Sep 22, 2011 - Dec 7, 2011
#12	-8.89% Jan 27, 2026 - Apr 14, 2026	-1.13% Mar 23, 2010 - May 7, 2010
#13	-8.39% Jul 16, 2024 - Sep 19, 2024	-1.01% Jun 8, 2011 - Jul 29, 2011
#14	-7.58% Sep 14, 2012 - Jan 2, 2013	-0.95% Aug 18, 2011 - Sep 22, 2011
#15	-7.55% Sep 18, 2014 - Oct 31, 2014	-0.91% Oct 19, 2015 - Jan 7, 2016

Correlation

Correlation between IWV and VMBS is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2000 - 2026)

IWV vs VMBS dividend yield comparison.

Year	IWV	VMBS
2026	0.18%	1.38%
2025	0.96%	4.20%
2024	1.08%	3.94%
2023	1.30%	3.31%
2022	1.56%	2.35%
2021	1.04%	1.02%
2020	1.30%	2.01%
2019	1.69%	2.77%
2018	1.97%	2.72%
2017	1.58%	2.16%
2016	1.79%	2.10%
2015	1.99%	2.12%
2014	1.63%	1.90%
2013	1.61%	0.99%
2012	1.95%	1.62%
2011	1.81%	2.65%
2010	1.59%	3.88%
2009	1.83%	0.20%
2008	2.52%	0.00%
2007	1.66%	0.00%
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%