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VGLT vs IWS

Comparison between VANGUARD LONG-TERM TREASURY INDEX FUND ETF SHARES (VGLT, ETF) and ISHARES RUSSELL MID-CAP VALUE ETF (IWS, ETF).

5-Year PerformanceIWS has outperformed VGLT, delivering a return of +7.9% compared to -5.1%

VGLT vs IWS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
VGLT
$14B
IWS
$14B
Expense Ratio
Winner
VGLT
0.03%
IWS
0.23%
Max Drawdown
Winner
VGLT
50.44%
IWS
63.92%
Sharpe Ratio
VGLT
-0.02
Winner
IWS
1.66
5Y Beta
Winner
VGLT
0.05
IWS
0.82
P/E Ratio
VGLT
N/A
IWS
24.63
Forward P/E
VGLT
N/A
IWS
16.02
5Y Dividends CAGR
VGLT
6.61%
Winner
IWS
7.60%
5Y EPS CAGR
VGLT
N/A
IWS
12.67%
Debt to Equity
VGLT
N/A
IWS
-12.08%
P/S Ratio
VGLT
N/A
IWS
1.58
P/B Ratio
VGLT
N/A
IWS
2.54

VGLT vs IWS - Historical Returns

Returns include dividend reinvestment.

1M
VGLT
-0.48%
Winner
IWS
+3.98%
3M
VGLT
-0.54%
Winner
IWS
+4.02%
6M
VGLT
-1.23%
Winner
IWS
+14.89%
1Y
VGLT
+4.12%
Winner
IWS
+27.30%
5Y(CAGR)
VGLT
-5.11%
Winner
IWS
+7.91%
10Y(CAGR)
VGLT
-0.87%
Winner
IWS
+10.28%
Max(CAGR)
VGLT
+2.52%
Winner
IWS
+9.80%

VGLT vs IWS - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearVGLTIWS
2026+0.30%+11.05%
2025+5.23%+11.21%
2024-5.80%+13.15%
2023+1.50%+12.89%
2022-27.68%-12.25%
2021-4.91%+30.37%
2020+16.54%+5.02%
2019+13.62%+27.04%
2018-0.48%-12.90%
2017+8.37%+12.25%
2016-0.08%+20.88%
2015-1.81%-5.09%
2014+24.41%+15.69%
2013-11.50%+30.20%
2012+4.55%+17.01%
2011+29.34%-2.83%
2010+8.97%+22.53%
2009-4.16%+30.81%
2008N/A-37.02%
2007N/A-1.77%
2006N/A+18.55%
2005N/A+14.38%
2004N/A+23.59%
2003N/A+34.22%
2002N/A-10.03%
2001N/A+2.75%

VGLT vs IWS Drawdown Comparison

The maximum drawdown for VGLT was -46.17%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for IWS was -62.39%, occurring on Mar 9, 2009. Recovery took 1327 trading sessions.

The current VGLT drawdown is -36.52%. The current IWS drawdown is -0.81%.

RankVGLTIWS
#1-46.17%
Aug 4, 2020 - Oct 19, 2023
-62.39%
Jun 4, 2007 - Sep 6, 2012
#2-17.79%
Jul 25, 2012 - Oct 15, 2014
-43.83%
Feb 20, 2020 - Nov 24, 2020
#3-16.92%
Jul 8, 2016 - Jun 3, 2019
-30.36%
Apr 10, 2002 - Sep 2, 2003
#4-14.21%
Mar 9, 2020 - Aug 4, 2020
-21.22%
Jan 4, 2022 - Feb 29, 2024
#5-13.98%
Aug 31, 2010 - Aug 4, 2011
-20.75%
Sep 21, 2018 - Jul 5, 2019
#6-13.80%
Jan 30, 2015 - Feb 11, 2016
-20.57%
Nov 25, 2024 - Aug 22, 2025
#7-9.07%
Oct 3, 2011 - Dec 19, 2011
-19.03%
Mar 20, 2015 - Jun 7, 2016
#8-8.89%
Dec 19, 2011 - May 16, 2012
-17.20%
Aug 3, 2001 - Jan 4, 2002
#9-7.97%
Aug 28, 2019 - Feb 20, 2020
-9.60%
Jan 26, 2018 - Aug 29, 2018
#10-5.69%
Nov 27, 2009 - May 6, 2010
-8.91%
Mar 5, 2004 - Sep 7, 2004
#11-4.57%
Feb 11, 2016 - Jun 3, 2016
-8.62%
Sep 5, 2014 - Nov 10, 2014
#12-4.32%
Sep 22, 2011 - Oct 3, 2011
-7.80%
May 10, 2006 - Sep 26, 2006
#13-4.16%
Aug 10, 2011 - Aug 18, 2011
-7.54%
Mar 2, 2026 - Apr 16, 2026
#14-3.59%
Aug 19, 2011 - Sep 2, 2011
-7.25%
Mar 7, 2005 - Jun 13, 2005
#15-3.55%
Jun 1, 2012 - Jul 20, 2012
-7.19%
May 20, 2013 - Jul 12, 2013

Correlation

Correlation between VGLT and IWS is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.41
-101

Dividend Comparison (2001 - 2026)

VGLT vs IWS dividend yield comparison.

YearVGLTIWS
20261.52%0.29%
20254.44%1.53%
20244.33%1.50%
20233.33%1.76%
20222.84%1.93%
20211.82%1.39%
20202.15%1.87%
20192.46%1.97%
20182.71%2.53%
20172.55%1.96%
20162.69%2.10%
20153.21%2.14%
20142.75%1.84%
20133.19%1.71%
20123.02%2.09%
20113.10%2.12%
20103.72%1.95%
20090.46%2.09%
20080.00%3.09%
20070.00%2.29%
20060.00%1.83%
20050.00%1.95%
20040.00%1.54%
20030.00%1.70%
20020.00%1.91%
20010.00%0.86%

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