USIG vs VMBS

Comparison between ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG, ETF) and VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND ETF SHARES (VMBS, ETF).

5-Year PerformanceUSIG has outperformed VMBS, delivering a return of +0.8% compared to +0.5%

USIG vs VMBS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USIG(ETF)	VMBS(ETF)
Net Assets	$17B	$17B
Expense Ratio	0.04%	0.03%
Max Drawdown	24.90%	22.61%
Sharpe Ratio	0.65	0.64
5Y Beta	0.10	0.04
5Y Dividends CAGR	9.69%	19.16%

Net Assets

Winner

USIG

$17B

VMBS

$17B

Expense Ratio

USIG

0.04%

Winner

VMBS

0.03%

Max Drawdown

USIG

24.90%

Winner

VMBS

22.61%

Sharpe Ratio

Winner

USIG

0.65

VMBS

0.64

5Y Beta

USIG

0.10

Winner

VMBS

0.04

5Y Dividends CAGR

USIG

9.69%

Winner

VMBS

19.16%

USIG vs VMBS - Historical Returns

Returns include dividend reinvestment.

Period	USIG	VMBS
1 month	+0.28%	+0.13%
3 months	+0.02%	+0.39%
6 months	+1.20%	+1.78%
1 year	+6.91%	+7.22%
5 years(CAGR)	+0.82%	+0.51%
10 years(CAGR)	+2.68%	+1.42%
Max(CAGR)	+3.96%	+2.13%

Winner

USIG

+0.28%

VMBS

+0.13%

USIG

+0.02%

Winner

VMBS

+0.39%

USIG

+1.20%

Winner

VMBS

+1.78%

USIG

+6.91%

Winner

VMBS

+7.22%

5Y(CAGR)

Winner

USIG

+0.82%

VMBS

+0.51%

10Y(CAGR)

Winner

USIG

+2.68%

VMBS

+1.42%

Max(CAGR)

Winner

USIG

+3.96%

VMBS

+2.13%

USIG vs VMBS - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	USIG	VMBS
2026	+0.70%	+1.23%
2025	+7.86%	+8.50%
2024	+3.06%	+2.27%
2023	+7.57%	+4.56%
2022	-14.62%	-11.51%
2021	-1.05%	-1.30%
2020	+9.20%	+3.66%
2019	+13.82%	+6.04%
2018	-1.91%	+0.95%
2017	+5.66%	+2.35%
2016	+5.33%	+1.28%
2015	-1.76%	+1.42%
2014	+7.98%	+5.91%
2013	-2.51%	-1.21%
2012	+7.70%	+2.35%
2011	+9.02%	+5.83%
2010	+7.81%	+5.12%
2009	+11.22%	-1.00%
2008	-0.75%	N/A
2007	+4.73%	N/A

USIG vs VMBS Drawdown Comparison

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

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

The current USIG drawdown is -0.84%. The current VMBS drawdown is -0.89%.

Rank	USIG	VMBS
#1	-22.21% Feb 5, 2008 - Jun 3, 2009	-17.47% Jan 5, 2021 - Oct 16, 2025
#2	-21.45% Sep 22, 2021 - Oct 14, 2025	-5.08% Mar 9, 2020 - Mar 27, 2020
#3	-18.88% Mar 6, 2020 - Jun 30, 2020	-4.00% Sep 26, 2012 - Mar 3, 2014
#4	-7.07% May 2, 2013 - May 1, 2014	-3.26% Sep 27, 2016 - Aug 3, 2017
#5	-5.24% Dec 31, 2020 - Jul 28, 2021	-2.81% Sep 7, 2017 - Dec 28, 2018
#6	-5.04% Aug 29, 2016 - Jun 14, 2017	-2.79% Nov 4, 2010 - Mar 16, 2011
#7	-4.96% Jan 30, 2015 - Apr 5, 2016	-2.51% Feb 27, 2026 - Mar 26, 2026
#8	-4.68% Oct 7, 2010 - May 5, 2011	-1.50% Apr 24, 2015 - Sep 17, 2015
#9	-4.06% Dec 15, 2017 - Feb 8, 2019	-1.47% Nov 30, 2009 - Feb 4, 2010
#10	-3.19% Mar 7, 2007 - Sep 5, 2007	-1.33% Mar 16, 2011 - Apr 18, 2011
#11	-2.79% Feb 23, 2026 - Mar 27, 2026	-1.30% Sep 22, 2011 - Dec 7, 2011
#12	-2.78% Nov 26, 2007 - Jan 7, 2008	-1.13% Mar 23, 2010 - May 7, 2010
#13	-2.50% Aug 28, 2019 - Oct 4, 2019	-1.01% Jun 8, 2011 - Jul 29, 2011
#14	-2.44% Aug 4, 2011 - Sep 2, 2011	-0.95% Aug 18, 2011 - Sep 22, 2011
#15	-2.43% Aug 6, 2020 - Nov 23, 2020	-0.91% Oct 19, 2015 - Jan 7, 2016

Correlation

Correlation between USIG and VMBS is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2007 - 2026)

USIG vs VMBS dividend yield comparison.

Year	USIG	VMBS
2026	1.56%	1.38%
2025	4.62%	4.20%
2024	4.51%	3.94%
2023	3.94%	3.31%
2022	3.14%	2.35%
2021	2.33%	1.02%
2020	2.82%	2.01%
2019	3.37%	2.77%
2018	3.44%	2.72%
2017	3.03%	2.16%
2016	2.87%	2.10%
2015	3.24%	2.12%
2014	3.32%	1.90%
2013	3.53%	0.99%
2012	3.23%	1.62%
2011	4.11%	2.65%
2010	4.56%	3.88%
2009	4.95%	0.20%
2008	5.12%	0.00%
2007	5.22%	0.00%