USMV vs IGSB

Comparison between ISHARES MSCI USA MIN VOL FACTOR ETF (USMV, ETF) and ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB, ETF).

5-Year PerformanceUSMV has outperformed IGSB, delivering a return of +6.9% compared to +2.5%

USMV vs IGSB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USMV(ETF)	IGSB(ETF)
Net Assets	$23B	$22B
Expense Ratio	0.15%	0.04%
Max Drawdown	33.10%	13.38%
Sharpe Ratio	-0.04	0.75
5Y Beta	0.48	0.03
P/E Ratio	22.29	N/A
Forward P/E	18.90	N/A
PEG Ratio	0.15	N/A
5Y Dividends CAGR	7.83%	17.01%
5Y EPS CAGR	20.04%	N/A
Debt to Equity	41.88%	N/A
P/S Ratio	2.05	N/A
P/B Ratio	4.07	N/A

Net Assets

Winner

USMV

$23B

IGSB

$22B

Expense Ratio

USMV

0.15%

Winner

IGSB

0.04%

Max Drawdown

USMV

33.10%

Winner

IGSB

13.38%

Sharpe Ratio

USMV

-0.04

Winner

IGSB

0.75

5Y Beta

USMV

0.48

Winner

IGSB

0.03

P/E Ratio

USMV

22.29

IGSB

N/A

Forward P/E

USMV

18.90

IGSB

N/A

PEG Ratio

USMV

0.15

IGSB

N/A

5Y Dividends CAGR

USMV

7.83%

Winner

IGSB

17.01%

5Y EPS CAGR

USMV

20.04%

IGSB

N/A

Debt to Equity

USMV

41.88%

IGSB

N/A

P/S Ratio

USMV

2.05

IGSB

N/A

P/B Ratio

USMV

4.07

IGSB

N/A

USMV vs IGSB - Historical Returns

Returns include dividend reinvestment.

Period	USMV	IGSB
1 month	-0.10%	+0.28%
3 months	-1.55%	+0.19%
6 months	+1.96%	+1.57%
1 year	+3.37%	+5.41%
5 years(CAGR)	+6.95%	+2.46%
10 years(CAGR)	+9.78%	+2.75%
Max(CAGR)	+11.50%	+2.85%

USMV

-0.10%

Winner

IGSB

+0.28%

USMV

-1.55%

Winner

IGSB

+0.19%

Winner

USMV

+1.96%

IGSB

+1.57%

USMV

+3.37%

Winner

IGSB

+5.41%

5Y(CAGR)

Winner

USMV

+6.95%

IGSB

+2.46%

10Y(CAGR)

Winner

USMV

+9.78%

IGSB

+2.75%

Max(CAGR)

Winner

USMV

+11.50%

IGSB

+2.85%

USMV vs IGSB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	USMV	IGSB
2026	+0.82%	+0.76%
2025	+7.81%	+6.91%
2024	+15.30%	+5.27%
2023	+10.24%	+6.25%
2022	-8.86%	-5.49%
2021	+22.56%	-0.56%
2020	+5.60%	+5.33%
2019	+28.82%	+6.99%
2018	+1.39%	+1.32%
2017	+18.60%	+1.36%
2016	+11.96%	+1.79%
2015	+5.37%	+0.66%
2014	+17.49%	+0.72%
2013	+22.60%	+1.09%
2012	+10.87%	+2.48%
2011	+5.67%	+1.86%
2010	N/A	+2.81%
2009	N/A	+7.02%
2008	N/A	+3.42%
2007	N/A	+5.66%

USMV vs IGSB Drawdown Comparison

The maximum drawdown for USMV was -33.10%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.

The maximum drawdown for IGSB was -13.38%, occurring on Mar 19, 2020. Recovery took 59 trading sessions.

The current USMV drawdown is -3.47%. The current IGSB drawdown is -0.26%.

Rank	USMV	IGSB
#1	-33.10% Feb 14, 2020 - Jan 8, 2021	-13.38% Mar 4, 2020 - May 28, 2020
#2	-17.92% Dec 29, 2021 - Jan 2, 2024	-11.48% Sep 19, 2008 - Jan 6, 2009
#3	-12.69% Sep 21, 2018 - Feb 15, 2019	-9.46% Aug 3, 2021 - Mar 27, 2024
#4	-9.50% Aug 17, 2015 - Dec 29, 2015	-5.07% Sep 10, 2008 - Sep 19, 2008
#5	-9.36% Feb 28, 2025 - May 19, 2025	-4.10% Jan 9, 2009 - May 4, 2009
#6	-9.17% Jan 26, 2018 - Jul 25, 2018	-1.46% Feb 27, 2026 - Mar 26, 2026
#7	-7.31% Jul 22, 2016 - Feb 13, 2017	-1.34% Apr 3, 2025 - Apr 28, 2025
#8	-7.14% Dec 29, 2015 - Mar 3, 2016	-1.29% Feb 29, 2008 - Aug 26, 2008
#9	-6.86% Nov 26, 2024 - Feb 28, 2025	-1.29% Aug 2, 2011 - Nov 3, 2011
#10	-6.64% May 15, 2013 - Sep 18, 2013	-1.24% Jun 3, 2009 - Jun 22, 2009
#11	-6.46% Feb 27, 2026 - Mar 27, 2026	-1.18% Sep 24, 2024 - Jan 27, 2025
#12	-6.03% Sep 2, 2021 - Nov 3, 2021	-1.09% Nov 3, 2011 - Jan 3, 2012
#13	-5.94% Oct 5, 2012 - Jan 10, 2013	-1.02% Mar 27, 2024 - May 3, 2024
#14	-5.38% Nov 11, 2011 - Dec 6, 2011	-0.99% May 7, 2013 - Sep 18, 2013
#15	-5.13% Dec 31, 2013 - Feb 18, 2014	-0.98% Sep 8, 2017 - Aug 10, 2018

Correlation

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

0.97

-101

Dividend Comparison (2007 - 2026)

USMV vs IGSB dividend yield comparison.

Year	USMV	IGSB
2026	0.42%	1.52%
2025	1.49%	4.44%
2024	1.67%	4.02%
2023	1.82%	3.26%
2022	1.62%	2.07%
2021	1.26%	1.82%
2020	1.81%	2.36%
2019	1.88%	3.06%
2018	2.12%	2.46%
2017	1.77%	1.65%
2016	2.22%	1.45%
2015	2.02%	1.18%
2014	1.88%	0.90%
2013	2.18%	1.12%
2012	1.96%	1.56%
2011	0.29%	1.90%
2010	0.00%	2.52%
2009	0.00%	3.57%
2008	0.00%	3.93%
2007	0.00%	4.63%