VBR vs IVW
Comparison between VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES (VBR, ETF) and ISHARES S&P 500 GROWTH ETF (IVW, ETF).
5-Year PerformanceIVW has outperformed VBR, delivering a return of +15.2% compared to +7.9%
VBR vs IVW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VBR
$61B
Winner
IVW
$61B
Expense Ratio
Winner
VBR
0.05%
IVW
0.18%
Max Drawdown
VBR
64.05%
Winner
IVW
61.38%
Sharpe Ratio
VBR
1.53
Winner
IVW
1.99
5Y Beta
Winner
VBR
0.92
IVW
1.21
P/E Ratio
Winner
VBR
28.26
IVW
32.10
Forward P/E
Winner
VBR
13.76
IVW
25.89
PEG Ratio
VBR
N/A
IVW
0.62
5Y Dividends CAGR
Winner
VBR
15.44%
IVW
2.69%
5Y EPS CAGR
VBR
7.87%
Winner
IVW
34.63%
Debt to Equity
VBR
47.28%
Winner
IVW
29.35%
P/S Ratio
Winner
VBR
1.12
IVW
6.44
P/B Ratio
Winner
VBR
1.93
IVW
8.96
VBR vs IVW - Holdings Comparison
VBR and IVW have 18 common holdings. Overlap is 0.40%
VBR's top 25 holdings weight is 12.13%. IVW's top 25 holdings weight is 73.33%.
| Rank | VBR | IVW |
|---|---|---|
| #1 | NRG ENERGY INC (NRG) - 0.75% | NVIDIA CORP (NVDA) - 14.12% |
| #2 | ATMOS ENERGY CORP (ATO) - 0.74% | APPLE INC (AAPL) - 5.92% |
| #3 | TAPESTRY INC (TPR) - 0.69% | MICROSOFT CORP (MSFT) - 5.92% |
| #4 | JABIL INC (JBL) - 0.64% | BROADCOM INC (AVGO) - 5.88% |
| #5 | UNITED THERAPEUTICS CORP (UTHR) - 0.63% | ALPHABET INC CLASS A (GOOGL) - 5.69% |
| #6 | FLEX LTD (FLEX) - 0.58% | ALPHABET INC CLASS C (GOOG) - 4.58% |
| #7 | OMNICOM GROUP INC (OMC) - 0.57% | META PLATFORMS INC CLASS A (META) - 4.51% |
| #8 | WILLIAMS-SONOMA INC (WSM) - 0.53% | AMAZON.COM INC (AMZN) - 3.98% |
| #9 | SMURFIT WESTROCK PLC (SW) - 0.50% | TESLA INC (TSLA) - 3.85% |
| #10 | US FOODS HOLDING CORP (USFD) - 0.49% | ELI LILLY AND CO (LLY) - 2.47% |
| #11 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.48% | VISA INC CLASS A (V) - 1.73% |
| #12 | CF INDUSTRIES HOLDINGS INC (CF) - 0.48% | JPMORGAN CHASE & CO (JPM) - 1.54% |
| #13 | BUNGE GLOBAL SA (BG) - 0.48% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | SLCMT1142 (n/a) - 0.46% | MASTERCARD INC CLASS A (MA) - 1.39% |
| #15 | DUPONT DE NEMOURS INC (DD) - 0.45% | n/a (PLTR) - 1.29% |
| #16 | MODERNA INC (MRNA) - 0.44% | NETFLIX INC (NFLX) - 1.28% |
| #17 | ILLUMINA INC (ILMN) - 0.43% | COSTCO WHOLESALE CORP (COST) - 1.23% |
| #18 | ALCOA CORP (AA) - 0.42% | ORACLE CORP (ORCL) - 1.14% |
| #19 | OVINTIV INC (OVV) - 0.41% | WALMART INC (WMT) - 1.04% |
| #20 | HOLOGIC INC (n/a) - 0.41% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90% |
| #21 | NEW YORK TIMES CO CLASS A (NYT) - 0.31% | CATERPILLAR INC (CAT) - 0.87% |
| #22 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.31% | SALESFORCE INC (CRM) - 0.77% |
| #23 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 0.31% | INTUITIVE SURGICAL INC (ISRG) - 0.63% |
| #24 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.31% | AMERICAN EXPRESS CO (AXP) - 0.61% |
| #25 | BEST BUY CO INC (BBY) - 0.31% | UBER TECHNOLOGIES INC (UBER) - 0.60% |
| Total Holdings | 799 | 220 |
VBR vs IVW - Historical Returns
Returns include dividend reinvestment.
1M
VBR
+3.64%
Winner
IVW
+13.97%
3M
VBR
+1.29%
Winner
IVW
+10.89%
6M
Winner
VBR
+14.12%
IVW
+11.93%
1Y
VBR
+28.39%
Winner
IVW
+40.31%
5Y(CAGR)
VBR
+7.90%
Winner
IVW
+15.16%
10Y(CAGR)
VBR
+10.81%
Winner
IVW
+17.96%
Max(CAGR)
Winner
VBR
+9.50%
IVW
+8.93%
VBR vs IVW - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | VBR | IVW |
|---|---|---|
| 2026 | +9.57% | +10.18% |
| 2025 | +9.44% | +21.97% |
| 2024 | +12.56% | +38.04% |
| 2023 | +16.36% | +31.48% |
| 2022 | -10.07% | -30.04% |
| 2021 | +30.18% | +33.79% |
| 2020 | +6.01% | +31.40% |
| 2019 | +22.50% | +31.01% |
| 2018 | -12.95% | -1.09% |
| 2017 | +10.98% | +26.35% |
| 2016 | +26.76% | +8.74% |
| 2015 | -4.44% | +5.47% |
| 2014 | +11.77% | +15.61% |
| 2013 | +32.77% | +29.06% |
| 2012 | +17.01% | +13.09% |
| 2011 | -5.79% | +3.57% |
| 2010 | +22.76% | +13.24% |
| 2009 | +29.07% | +27.20% |
| 2008 | -31.00% | -34.13% |
| 2007 | -7.16% | +9.09% |
| 2006 | +17.31% | +8.90% |
| 2005 | +7.83% | +4.62% |
| 2004 | +20.49% | +5.96% |
| 2003 | N/A | +21.29% |
| 2002 | N/A | -24.26% |
| 2001 | N/A | -8.59% |
| 2000 | N/A | -15.42% |
VBR vs IVW Drawdown Comparison
The maximum drawdown for VBR was -61.99%, occurring on Mar 9, 2009. Recovery took 933 trading sessions.
The maximum drawdown for IVW was -57.33%, occurring on Mar 9, 2009. Recovery took 3160 trading sessions.
The current VBR drawdown is -0.68%.
| Rank | VBR | IVW |
|---|---|---|
| #1 | -61.99% Jun 4, 2007 - Feb 14, 2011 | -57.33% Jul 17, 2000 - Feb 8, 2013 |
| #2 | -45.28% Jan 16, 2020 - Nov 24, 2020 | -32.72% Dec 27, 2021 - Mar 1, 2024 |
| #3 | -27.93% Apr 29, 2011 - Sep 6, 2012 | -31.35% Feb 19, 2020 - Jun 10, 2020 |
| #4 | -24.19% Nov 25, 2024 - Dec 5, 2025 | -22.15% Feb 19, 2025 - Jun 24, 2025 |
| #5 | -23.49% Aug 29, 2018 - Jan 16, 2020 | -20.64% Oct 1, 2018 - Apr 23, 2019 |
| #6 | -21.21% Nov 8, 2021 - Dec 14, 2023 | -13.75% Oct 29, 2025 - Apr 15, 2026 |
| #7 | -20.53% Jun 23, 2015 - Jul 12, 2016 | -13.30% Nov 3, 2015 - Jul 8, 2016 |
| #8 | -11.04% Jul 3, 2014 - Nov 24, 2014 | -12.73% Jul 10, 2024 - Oct 14, 2024 |
| #9 | -10.81% Apr 2, 2004 - Sep 16, 2004 | -11.46% Jul 20, 2015 - Oct 29, 2015 |
| #10 | -10.01% May 5, 2006 - Oct 12, 2006 | -11.09% Sep 2, 2020 - Dec 4, 2020 |
| #11 | -9.68% Jun 8, 2021 - Oct 25, 2021 | -9.87% Jan 26, 2018 - Jun 4, 2018 |
| #12 | -9.39% Aug 2, 2005 - Jan 5, 2006 | -8.65% Feb 12, 2021 - Apr 5, 2021 |
| #13 | -9.27% Jan 23, 2018 - Jun 5, 2018 | -7.35% Sep 18, 2014 - Oct 30, 2014 |
| #14 | -9.24% Sep 14, 2012 - Dec 20, 2012 | -7.23% Sep 7, 2021 - Oct 26, 2021 |
| #15 | -8.95% Mar 4, 2005 - Jun 14, 2005 | -6.85% Mar 22, 2024 - May 14, 2024 |
Correlation
Correlation between VBR and IVW is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
VBR vs IVW dividend yield comparison.
| Year | VBR | IVW |
|---|---|---|
| 2026 | 0.53% | 0.07% |
| 2025 | 1.95% | 0.40% |
| 2024 | 1.98% | 0.43% |
| 2023 | 2.12% | 1.03% |
| 2022 | 2.03% | 0.92% |
| 2021 | 1.75% | 0.46% |
| 2020 | 1.68% | 0.82% |
| 2019 | 2.06% | 1.63% |
| 2018 | 2.35% | 1.28% |
| 2017 | 1.79% | 1.30% |
| 2016 | 1.77% | 1.51% |
| 2015 | 1.99% | 1.51% |
| 2014 | 1.77% | 1.37% |
| 2013 | 1.87% | 1.45% |
| 2012 | 2.62% | 1.82% |
| 2011 | 2.20% | 1.62% |
| 2010 | 1.94% | 1.38% |
| 2009 | 1.99% | 1.38% |
| 2008 | 3.20% | 1.67% |
| 2007 | 2.42% | 1.16% |
| 2006 | 1.93% | 1.18% |
| 2005 | 1.92% | 1.27% |
| 2004 | 1.66% | 1.69% |
| 2003 | 0.00% | 1.09% |
| 2002 | 0.00% | 1.07% |
| 2001 | 0.00% | 0.68% |
| 2000 | 0.00% | 0.39% |
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