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USIG vs VTWO

Comparison between ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG, ETF) and VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES (VTWO, ETF).

5-Year PerformanceVTWO has outperformed USIG, delivering a return of +6.5% compared to +0.6%

USIG vs VTWO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
USIG
$17B
Winner
VTWO
$18B
Expense Ratio
Winner
USIG
0.04%
VTWO
0.06%
Max Drawdown
Winner
USIG
24.90%
VTWO
42.44%
Sharpe Ratio
USIG
0.48
Winner
VTWO
1.58
5Y Beta
Winner
USIG
0.10
VTWO
1.11
P/E Ratio
USIG
N/A
VTWO
-1736.18
Forward P/E
USIG
N/A
VTWO
14.22
5Y Dividends CAGR
USIG
8.83%
Winner
VTWO
15.52%
5Y EPS CAGR
USIG
N/A
VTWO
7.48%
Debt to Equity
USIG
N/A
VTWO
26.83%
P/S Ratio
USIG
N/A
VTWO
1.40
P/B Ratio
USIG
N/A
VTWO
2.09

USIG vs VTWO - Historical Returns

Returns include dividend reinvestment.

1M
USIG
+1.18%
Winner
VTWO
+6.35%
3M
USIG
+1.32%
Winner
VTWO
+18.93%
6M
USIG
+1.20%
Winner
VTWO
+17.95%
1Y
USIG
+5.96%
Winner
VTWO
+41.58%
5Y(CAGR)
USIG
+0.65%
Winner
VTWO
+6.53%
10Y(CAGR)
USIG
+2.60%
Winner
VTWO
+11.50%
Max(CAGR)
USIG
+3.95%
Winner
VTWO
+11.61%

USIG vs VTWO - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearUSIGVTWO
2026+0.89%+19.01%
2025+7.86%+12.81%
2024+3.06%+12.23%
2023+7.57%+17.77%
2022-14.62%-21.39%
2021-1.05%+16.50%
2020+9.20%+20.23%
2019+13.82%+24.88%
2018-1.91%-11.97%
2017+5.66%+13.93%
2016+5.33%+24.32%
2015-1.76%-3.94%
2014+7.98%+6.11%
2013-2.51%+34.82%
2012+7.70%+14.49%
2011+9.02%-5.96%
2010+7.81%+20.09%
2009+11.22%N/A
2008-0.75%N/A
2007+4.73%N/A

USIG vs VTWO Drawdown Comparison

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

The maximum drawdown for VTWO was -41.18%, occurring on Mar 23, 2020. Recovery took 551 trading sessions.

The current USIG drawdown is -0.66%.

RankUSIGVTWO
#1-22.21%
Feb 5, 2008 - Jun 3, 2009
-41.18%
Aug 31, 2018 - Nov 9, 2020
#2-21.45%
Sep 22, 2021 - Oct 14, 2025
-31.87%
Nov 8, 2021 - Nov 6, 2024
#3-18.88%
Mar 6, 2020 - Jun 30, 2020
-29.01%
Apr 29, 2011 - Sep 13, 2012
#4-7.07%
May 2, 2013 - May 1, 2014
-27.56%
Nov 25, 2024 - Sep 11, 2025
#5-5.24%
Dec 31, 2020 - Jul 28, 2021
-25.71%
Jun 23, 2015 - Nov 11, 2016
#6-5.04%
Aug 29, 2016 - Jun 14, 2017
-12.72%
Jul 3, 2014 - Dec 22, 2014
#7-4.96%
Jan 30, 2015 - Apr 5, 2016
-10.99%
Jan 22, 2026 - Apr 15, 2026
#8-4.68%
Oct 7, 2010 - May 5, 2011
-10.91%
Sep 14, 2012 - Jan 2, 2013
#9-4.06%
Dec 15, 2017 - Feb 8, 2019
-9.62%
Mar 15, 2021 - Nov 1, 2021
#10-3.19%
Mar 7, 2007 - Sep 5, 2007
-9.15%
Jan 23, 2018 - May 11, 2018
#11-2.79%
Feb 23, 2026 - Mar 27, 2026
-9.00%
Mar 4, 2014 - Jul 1, 2014
#12-2.78%
Nov 26, 2007 - Jan 7, 2008
-8.47%
Oct 15, 2025 - Dec 4, 2025
#13-2.50%
Aug 28, 2019 - Oct 4, 2019
-7.39%
Jan 22, 2014 - Feb 26, 2014
#14-2.44%
Aug 4, 2011 - Sep 2, 2011
-6.52%
Feb 9, 2021 - Mar 11, 2021
#15-2.43%
Aug 6, 2020 - Nov 23, 2020
-6.29%
Jul 25, 2017 - Sep 22, 2017

Correlation

Correlation between USIG and VTWO is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2007 - 2026)

USIG vs VTWO dividend yield comparison.

YearUSIGVTWO
20261.97%0.22%
20254.62%1.25%
20244.51%1.21%
20233.94%1.45%
20223.14%1.48%
20212.33%1.13%
20202.82%0.92%
20193.37%1.36%
20183.44%1.41%
20173.03%1.18%
20162.87%1.27%
20153.24%1.23%
20143.32%1.12%
20133.53%1.04%
20123.23%1.56%
20114.11%0.92%
20104.56%0.37%
20094.95%0.00%
20085.12%0.00%
20075.22%0.00%

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