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VGIT vs IVE

Comparison between VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND ETF SHARES (VGIT, ETF) and ISHARES S&P 500 VALUE ETF (IVE, ETF).

5-Year PerformanceIVE has outperformed VGIT, delivering a return of +10.8% compared to +0.0%

VGIT vs IVE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
VGIT
$50B
IVE
$48B
Expense Ratio
Winner
VGIT
0.03%
IVE
0.18%
Max Drawdown
Winner
VGIT
20.75%
IVE
62.98%
Sharpe Ratio
VGIT
0.06
Winner
IVE
1.49
5Y Beta
Winner
VGIT
-0.01
IVE
0.69
P/E Ratio
VGIT
N/A
IVE
25.58
Forward P/E
VGIT
N/A
IVE
19.75
5Y Dividends CAGR
Winner
VGIT
11.28%
IVE
6.75%
5Y EPS CAGR
VGIT
N/A
IVE
12.88%
Debt to Equity
VGIT
N/A
IVE
45.01%
P/S Ratio
VGIT
N/A
IVE
2.12
P/B Ratio
VGIT
N/A
IVE
3.82

VGIT vs IVE - Historical Returns

Returns include dividend reinvestment.

1M
VGIT
+0.07%
Winner
IVE
+1.76%
3M
VGIT
-0.39%
Winner
IVE
+8.33%
6M
VGIT
+0.04%
Winner
IVE
+7.96%
1Y
VGIT
+3.19%
Winner
IVE
+20.62%
5Y(CAGR)
VGIT
+0.01%
Winner
IVE
+10.84%
10Y(CAGR)
VGIT
+1.19%
Winner
IVE
+11.93%
Max(CAGR)
VGIT
+2.17%
Winner
IVE
+7.62%

VGIT vs IVE - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearVGITIVE
2026-0.25%+7.90%
2025+7.32%+13.56%
2024+1.71%+11.40%
2023+3.87%+21.54%
2022-10.07%-5.84%
2021-2.68%+26.39%
2020+7.48%+0.83%
2019+6.16%+31.09%
2018+1.56%-9.66%
2017+1.63%+14.31%
2016+0.79%+18.72%
2015+1.33%-3.25%
2014+4.30%+13.14%
2013-2.84%+28.54%
2012+2.77%+15.37%
2011+10.10%-1.91%
2010+7.14%+13.12%
2009-1.97%+18.11%
2008N/A-38.04%
2007N/A+1.44%
2006N/A+18.64%
2005N/A+6.29%
2004N/A+15.70%
2003N/A+27.52%
2002N/A-21.10%
2001N/A-10.41%
2000N/A+7.90%

VGIT vs IVE Drawdown Comparison

The maximum drawdown for VGIT was -16.05%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for IVE was -61.33%, occurring on Mar 9, 2009. Recovery took 1362 trading sessions.

The current VGIT drawdown is -2.23%. The current IVE drawdown is -0.19%.

RankVGITIVE
#1-16.05%
Aug 4, 2020 - Oct 20, 2022
-61.33%
Oct 9, 2007 - Mar 8, 2013
#2-5.49%
Nov 4, 2010 - Jun 16, 2011
-44.22%
Feb 1, 2001 - Dec 21, 2004
#3-5.38%
Jul 5, 2016 - Mar 22, 2019
-37.04%
Feb 12, 2020 - Jan 6, 2021
#4-5.09%
May 1, 2013 - Oct 13, 2014
-19.24%
Jan 26, 2018 - May 3, 2019
#5-2.92%
Nov 27, 2009 - May 4, 2010
-18.03%
Apr 20, 2022 - Feb 1, 2023
#6-2.70%
Jan 30, 2015 - Sep 29, 2015
-17.58%
Nov 29, 2024 - Aug 22, 2025
#7-2.50%
Jan 31, 2012 - May 4, 2012
-15.03%
May 21, 2015 - Jun 7, 2016
#8-2.47%
Sep 22, 2011 - Dec 16, 2011
-10.98%
Jul 31, 2023 - Dec 1, 2023
#9-2.31%
Mar 9, 2020 - Mar 23, 2020
-10.18%
Jul 13, 2007 - Oct 9, 2007
#10-2.24%
Oct 14, 2015 - Jan 28, 2016
-9.57%
Feb 2, 2023 - Jun 13, 2023
#11-2.23%
Sep 4, 2019 - Jan 27, 2020
-7.86%
Sep 11, 2000 - Oct 31, 2000
#12-1.86%
Jun 24, 2011 - Jul 29, 2011
-7.84%
May 9, 2006 - Sep 20, 2006
#13-1.80%
Feb 11, 2016 - Apr 7, 2016
-7.64%
May 3, 2019 - Jul 1, 2019
#14-1.58%
May 6, 2010 - May 20, 2010
-7.51%
Mar 7, 2005 - Jun 17, 2005
#15-1.58%
Jul 25, 2012 - Dec 5, 2012
-7.29%
Jan 12, 2022 - Apr 20, 2022

Correlation

Correlation between VGIT and IVE is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

Dividend Comparison (2000 - 2026)

VGIT vs IVE dividend yield comparison.

YearVGITIVE
20261.60%0.34%
20253.79%1.61%
20243.67%2.04%
20232.73%1.65%
20221.74%2.10%
20211.69%1.81%
20202.23%2.37%
20192.24%2.11%
20182.05%2.74%
20171.67%2.12%
20161.69%2.26%
20151.69%2.44%
20141.54%2.14%
20131.38%2.04%
20122.57%2.34%
20112.12%2.29%
20103.03%2.08%
20090.27%2.56%
20080.00%4.26%
20070.00%2.32%
20060.00%1.91%
20050.00%2.02%
20040.00%1.62%
20030.00%1.60%
20020.00%1.92%
20010.00%1.50%
20000.00%0.94%

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