IWY vs VMBS
Comparison between ISHARES RUSSELL TOP 200 GROWTH ETF (IWY, ETF) and VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND ETF SHARES (VMBS, ETF).
5-Year PerformanceIWY has outperformed VMBS, delivering a return of +13.5% compared to +0.4%
IWY vs VMBS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IWY vs VMBS - Historical Returns
Returns include dividend reinvestment.
IWY vs VMBS - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IWY | VMBS |
|---|---|---|
| 2026 | +3.22% | +0.49% |
| 2025 | +18.71% | +8.50% |
| 2024 | +36.91% | +2.27% |
| 2023 | +47.75% | +4.56% |
| 2022 | -30.61% | -11.51% |
| 2021 | +33.02% | -1.30% |
| 2020 | +37.12% | +3.66% |
| 2019 | +36.35% | +6.04% |
| 2018 | -1.70% | +0.95% |
| 2017 | +30.69% | +2.35% |
| 2016 | +8.88% | +1.28% |
| 2015 | +8.06% | +1.42% |
| 2014 | +14.33% | +5.91% |
| 2013 | +28.99% | -1.21% |
| 2012 | +13.15% | +2.35% |
| 2011 | +3.69% | +5.83% |
| 2010 | +11.40% | +5.12% |
| 2009 | +8.92% | -1.00% |
IWY vs VMBS Drawdown Comparison
The maximum drawdown for IWY was -32.68%, occurring on Oct 14, 2022. Recovery took 494 trading sessions.
The maximum drawdown for VMBS was -17.47%, occurring on Oct 20, 2022. Recovery took 1201 trading sessions.
The current IWY drawdown is -5.86%. The current VMBS drawdown is -1.62%.
| Rank | IWY | VMBS |
|---|---|---|
| #1 | -32.68% Dec 27, 2021 - Dec 13, 2023 | -17.47% Jan 5, 2021 - Oct 16, 2025 |
| #2 | -30.76% Feb 19, 2020 - Jun 8, 2020 | -5.08% Mar 9, 2020 - Mar 27, 2020 |
| #3 | -23.21% Dec 16, 2024 - Jun 27, 2025 | -4.00% Sep 26, 2012 - Mar 3, 2014 |
| #4 | -22.15% Oct 1, 2018 - Apr 23, 2019 | -3.26% Sep 27, 2016 - Aug 3, 2017 |
| #5 | -16.63% Oct 29, 2025 - May 8, 2026 | -2.81% Sep 7, 2017 - Dec 28, 2018 |
| #6 | -15.77% Jul 22, 2011 - Jan 25, 2012 | -2.79% Nov 4, 2010 - Mar 16, 2011 |
| #7 | -15.46% Apr 23, 2010 - Oct 18, 2010 | -2.68% Feb 27, 2026 - May 19, 2026 |
| #8 | -13.86% Jul 10, 2024 - Oct 29, 2024 | -1.50% Apr 24, 2015 - Sep 17, 2015 |
| #9 | -12.42% Jul 20, 2015 - Nov 2, 2015 | -1.47% Nov 30, 2009 - Feb 4, 2010 |
| #10 | -12.27% Dec 1, 2015 - Apr 18, 2016 | -1.33% Mar 16, 2011 - Apr 18, 2011 |
| #11 | -11.88% Sep 2, 2020 - Dec 17, 2020 | -1.30% Sep 22, 2011 - Dec 7, 2011 |
| #12 | -9.96% Jan 26, 2018 - Jun 6, 2018 | -1.13% Mar 23, 2010 - May 7, 2010 |
| #13 | -9.27% Apr 2, 2012 - Aug 16, 2012 | -1.01% Jun 8, 2011 - Jul 29, 2011 |
| #14 | -8.77% Feb 12, 2021 - Apr 7, 2021 | -0.95% Aug 18, 2011 - Sep 22, 2011 |
| #15 | -8.58% Jun 1, 2026 - Jun 25, 2026 | -0.91% Oct 19, 2015 - Jan 7, 2016 |
Correlation
Correlation between IWY and VMBS is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2009 - 2026)
IWY vs VMBS dividend yield comparison.
| Year | IWY | VMBS |
|---|---|---|
| 2026 | 0.17% | 2.11% |
| 2025 | 0.36% | 4.20% |
| 2024 | 0.42% | 3.94% |
| 2023 | 0.68% | 3.31% |
| 2022 | 0.88% | 2.35% |
| 2021 | 0.50% | 1.02% |
| 2020 | 0.71% | 2.01% |
| 2019 | 1.06% | 2.77% |
| 2018 | 1.32% | 2.72% |
| 2017 | 1.26% | 2.16% |
| 2016 | 1.51% | 2.10% |
| 2015 | 1.58% | 2.12% |
| 2014 | 1.44% | 1.90% |
| 2013 | 1.56% | 0.99% |
| 2012 | 1.80% | 1.62% |
| 2011 | 1.58% | 2.65% |
| 2010 | 1.27% | 3.88% |
| 2009 | 0.40% | 0.20% |
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