VBK vs IUSB

Comparison between VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES (VBK, ETF) and ISHARES CORE UNIVERSAL USD BOND ETF (IUSB, ETF).

5-Year PerformanceVBK has outperformed IUSB, delivering a return of +5.8% compared to +0.1%

VBK vs IUSB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VBK(ETF)	IUSB(ETF)
Net Assets	$44B	$43B
Expense Ratio	0.05%	0.06%
Max Drawdown	59.36%	22.73%
Sharpe Ratio	1.09	-0.34
5Y Beta	1.19	0.06
P/E Ratio	118.40	N/A
Forward P/E	26.05	N/A
5Y Dividends CAGR	8.54%	8.71%
Debt to Equity	238.34%	N/A
P/S Ratio	2.71	N/A
P/B Ratio	4.44	N/A

Net Assets

Winner

VBK

$44B

IUSB

$43B

Expense Ratio

Winner

VBK

0.05%

IUSB

0.06%

Max Drawdown

VBK

59.36%

Winner

IUSB

22.73%

Sharpe Ratio

Winner

VBK

1.09

IUSB

-0.34

5Y Beta

VBK

1.19

Winner

IUSB

0.06

P/E Ratio

VBK

118.40

IUSB

N/A

Forward P/E

VBK

26.05

IUSB

N/A

5Y Dividends CAGR

VBK

8.54%

Winner

IUSB

8.71%

Debt to Equity

VBK

238.34%

IUSB

N/A

P/S Ratio

VBK

2.71

IUSB

N/A

P/B Ratio

VBK

4.44

IUSB

N/A

VBK vs IUSB - Holdings Comparison

VBK and IUSB have 0 common holdings. Overlap is 0.00%

VBK's top 25 holdings weight is 19.78%. IUSB's top 25 holdings weight is 3.11%.

Rank	VBK	IUSB
#1	SLCMT1142 (n/a) - 2.60%	BLACKROCK LIQUIDITY TEMPCASH INSTL (TMCXX) - 3.11%
#2	CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.24%	N/A
#3	REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.04%	N/A
#4	ASTERA LABS INC (ALAB) - 1.02%	N/A
#5	NATERA INC (NTRA) - 1.01%	N/A
#6	TWILIO INC CLASS A (TWLO) - 0.86%	N/A
#7	CASEY'S GENERAL STORES INC (CASY) - 0.80%	N/A
#8	CARPENTER TECHNOLOGY CORP (CRS) - 0.80%	N/A
#9	CURTISS-WRIGHT CORP (CW) - 0.77%	N/A
#10	FTAI AVIATION LTD (FTAI) - 0.76%	N/A
#11	NVENT ELECTRIC PLC (NVT) - 0.75%	N/A
#12	ENTEGRIS INC (ENTG) - 0.75%	N/A
#13	ATI INC (ATI) - 0.74%	N/A
#14	MASTEC INC (MTZ) - 0.72%	N/A
#15	TECHNIPFMC PLC (FTI) - 0.72%	N/A
#16	MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.71%	N/A
#17	WOODWARD INC (WWD) - 0.69%	N/A
#18	EVERPURE INC CLASS A (P) - 0.68%	N/A
#19	STERLING INFRASTRUCTURE INC (STRL) - 0.67%	N/A
#20	SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.63%	N/A
#21	SOMNIGROUP INTERNATIONAL INC (SGI) - 0.37%	N/A
#22	TOAST INC CLASS A (TOST) - 0.37%	N/A
#23	UDR INC (UDR) - 0.36%	N/A
#24	DIGITALOCEAN HOLDINGS INC (DOCN) - 0.36%	N/A
#25	PTC INC (PTC) - 0.36%	N/A
Total Holdings	510	1

VBK vs IUSB - Historical Returns

Returns include dividend reinvestment.

Period	VBK	IUSB
1 month	+3.01%	-0.02%
3 months	+4.50%	+0.20%
6 months	+12.24%	-1.29%
1 year	+26.89%	+2.80%
5 years(CAGR)	+5.81%	+0.07%
10 years(CAGR)	+11.27%	+1.68%
Max(CAGR)	+9.93%	+2.14%

Winner

VBK

+3.01%

IUSB

-0.02%

Winner

VBK

+4.50%

IUSB

+0.20%

Winner

VBK

+12.24%

IUSB

-1.29%

Winner

VBK

+26.89%

IUSB

+2.80%

5Y(CAGR)

Winner

VBK

+5.81%

IUSB

+0.07%

10Y(CAGR)

Winner

VBK

+11.27%

IUSB

+1.68%

Max(CAGR)

Winner

VBK

+9.93%

IUSB

+2.14%

VBK vs IUSB - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	VBK	IUSB
2026	+17.08%	+0.06%
2025	+8.29%	+7.38%
2024	+17.96%	+2.60%
2023	+22.53%	+5.66%
2022	-28.70%	-12.47%
2021	+7.63%	-1.17%
2020	+34.73%	+7.38%
2019	+33.46%	+8.95%
2018	-6.53%	-0.27%
2017	+21.21%	+3.93%
2016	+12.95%	+3.83%
2015	-2.40%	+0.06%
2014	+5.05%	+1.90%
2013	+34.65%	N/A
2012	+16.32%	N/A
2011	-3.15%	N/A
2010	+28.14%	N/A
2009	+38.51%	N/A
2008	-39.30%	N/A
2007	+10.06%	N/A
2006	+10.29%	N/A
2005	+10.57%	N/A
2004	+10.26%	N/A

VBK vs IUSB Drawdown Comparison

The maximum drawdown for VBK was -58.69%, occurring on Mar 9, 2009. Recovery took 796 trading sessions.

The maximum drawdown for IUSB was -17.90%, occurring on Oct 20, 2022. Recovery took 1205 trading sessions.

The current VBK drawdown is -2.07%. The current IUSB drawdown is -1.71%.

Rank	VBK	IUSB
#1	-58.69% Oct 10, 2007 - Dec 7, 2010	-17.90% Dec 31, 2020 - Oct 20, 2025
#2	-38.71% Feb 20, 2020 - Jul 29, 2020	-9.90% Mar 6, 2020 - Jun 10, 2020
#3	-38.39% Nov 8, 2021 - Nov 25, 2024	-4.01% Sep 7, 2016 - Jul 21, 2017
#4	-28.93% Jul 7, 2011 - Sep 7, 2012	-3.26% Sep 7, 2017 - Jan 30, 2019
#5	-27.54% Dec 4, 2024 - Sep 18, 2025	-2.58% Apr 24, 2015 - Mar 16, 2016
#6	-26.61% Jun 23, 2015 - Dec 8, 2016	-2.53% Feb 27, 2026 - May 19, 2026
#7	-25.96% Sep 4, 2018 - Jul 3, 2019	-1.78% Sep 4, 2019 - Oct 4, 2019
#8	-18.24% Apr 5, 2004 - Nov 12, 2004	-1.69% Jan 30, 2015 - Mar 24, 2015
#9	-16.98% May 8, 2006 - Feb 1, 2007	-1.54% Aug 4, 2020 - Dec 30, 2020
#10	-13.64% Feb 12, 2021 - Nov 1, 2021	-1.31% Oct 4, 2019 - Jan 3, 2020
#11	-13.23% Mar 4, 2014 - Feb 5, 2015	-0.99% Oct 28, 2025 - Nov 26, 2025
#12	-11.44% Jan 22, 2026 - Apr 15, 2026	-0.85% Aug 15, 2014 - Oct 7, 2014
#13	-10.96% Jul 19, 2007 - Oct 5, 2007	-0.76% Jul 8, 2016 - Jul 29, 2016
#14	-10.15% Apr 29, 2011 - Jul 7, 2011	-0.75% Nov 26, 2025 - Jan 14, 2026
#15	-9.88% Sep 14, 2012 - Jan 2, 2013	-0.72% Oct 20, 2014 - Nov 26, 2014

Correlation

Correlation between VBK and IUSB is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2004 - 2026)

VBK vs IUSB dividend yield comparison.

Year	VBK	IUSB
2026	0.20%	2.49%
2025	0.54%	4.17%
2024	0.54%	4.04%
2023	0.68%	3.46%
2022	0.55%	2.53%
2021	0.36%	1.74%
2020	0.44%	2.68%
2019	0.57%	3.04%
2018	0.79%	2.98%
2017	0.82%	2.56%
2016	1.08%	2.60%
2015	0.98%	1.95%
2014	1.01%	1.39%
2013	0.65%	0.00%
2012	1.04%	0.00%
2011	0.55%	0.00%
2010	0.46%	0.00%
2009	0.40%	0.00%
2008	1.04%	0.00%
2007	0.58%	0.00%
2006	0.41%	0.00%
2005	0.37%	0.00%
2004	0.16%	0.00%

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VBK vs IUSB

VBK vs IUSB - Performance Comparison

Key Characteristics

VBK vs IUSB - Holdings Comparison

VBK vs IUSB - Historical Returns

VBK vs IUSB - Annual Returns (2004 - 2026)

VBK vs IUSB Drawdown Comparison

Correlation

Dividend Comparison (2004 - 2026)

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