VIOV vs ISCV
Comparison between VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND ETF SHARES (VIOV, ETF) and ISHARES MORNINGSTAR SMALL-CAP VALUE ETF (ISCV, ETF).
5-Year PerformanceISCV has outperformed VIOV, delivering a return of +6.5% compared to +5.6%
VIOV vs ISCV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VIOV
$1.80B
ISCV
$651M
Expense Ratio
VIOV
0.10%
Winner
ISCV
0.06%
Max Drawdown
Winner
VIOV
48.88%
ISCV
64.85%
Sharpe Ratio
Winner
VIOV
1.60
ISCV
1.39
5Y Beta
VIOV
0.99
Winner
ISCV
0.95
P/E Ratio
VIOV
57.26
Winner
ISCV
31.53
Forward P/E
Winner
VIOV
12.73
ISCV
12.81
5Y Dividends CAGR
Winner
VIOV
19.62%
ISCV
12.09%
5Y EPS CAGR
VIOV
3.55%
Winner
ISCV
6.76%
Debt to Equity
VIOV
61.34%
Winner
ISCV
31.28%
P/S Ratio
Winner
VIOV
0.86
ISCV
1.09
P/B Ratio
Winner
VIOV
1.53
ISCV
1.78
VIOV vs ISCV - Holdings Comparison
VIOV and ISCV have 360 common holdings. Overlap is 23.28%
VIOV's top 25 holdings weight is 18.04%. ISCV's top 25 holdings weight is 12.15%.
| Rank | VIOV | ISCV |
|---|---|---|
| #1 | MOLINA HEALTHCARE INC (MOH) - 1.17% | AKAMAI TECHNOLOGIES INC (AKAM) - 0.67% |
| #2 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 1.04% | CF INDUSTRIES HOLDINGS INC (CF) - 0.62% |
| #3 | EASTMAN CHEMICAL CO (EMN) - 0.98% | VIATRIS INC (VTRS) - 0.62% |
| #4 | JACKSON FINANCIAL INC (JXN) - 0.96% | ALCOA CORP (AA) - 0.61% |
| #5 | LKQ CORP (LKQ) - 0.95% | TD SYNNEX CORP (SNX) - 0.60% |
| #6 | SM ENERGY CO (SM) - 0.82% | OVINTIV INC (OVV) - 0.55% |
| #7 | LINCOLN NATIONAL CORP (LNC) - 0.75% | MODERNA INC (MRNA) - 0.53% |
| #8 | PAYCOM SOFTWARE INC (PAYC) - 0.73% | HOST HOTELS & RESORTS INC (HST) - 0.51% |
| #9 | LAMB WESTON HOLDINGS INC (LW) - 0.71% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.50% |
| #10 | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.68% | EVEREST GROUP LTD (EG) - 0.49% |
| #11 | CAESARS ENTERTAINMENT INC (CZR) - 0.66% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.47% |
| #12 | CARMAX INC (KMX) - 0.65% | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.46% |
| #13 | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 0.64% | APA CORP (APA) - 0.46% |
| #14 | MOHAWK INDUSTRIES INC (MHK) - 0.64% | BORGWARNER INC (BWA) - 0.45% |
| #15 | MATSON INC (MATX) - 0.64% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.44% |
| #16 | TELEFLEX INC (TFX) - 0.64% | ARAMARK (ARMK) - 0.44% |
| #17 | RITHM CAPITAL CORP (RITM) - 0.64% | REGAL REXNORD CORP (RRX) - 0.43% |
| #18 | LIBERTY ENERGY INC CLASS A (LBRT) - 0.64% | UNUM GROUP (UNM) - 0.42% |
| #19 | n/a (CRC) - 0.63% | RENAISSANCERE HOLDINGS LTD (RNR) - 0.42% |
| #20 | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.63% | ASSURANT INC (AIZ) - 0.42% |
| #21 | CELANESE CORP CLASS A (CE) - 0.61% | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 0.42% |
| #22 | DIODES INC (DIOD) - 0.58% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 0.41% |
| #23 | ELEMENT SOLUTIONS INC (ESI) - 0.57% | GLOBE LIFE INC (GL) - 0.41% |
| #24 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.54% | SKYWORKS SOLUTIONS INC (SWKS) - 0.40% |
| #25 | MDU RESOURCES GROUP INC (MDU) - 0.54% | PINNACLE WEST CAPITAL CORP (PNW) - 0.40% |
| Total Holdings | 464 | 1045 |
VIOV vs ISCV - Historical Returns
Returns include dividend reinvestment.
1M
VIOV
+0.60%
Winner
ISCV
+0.62%
3M
Winner
VIOV
+7.47%
ISCV
+4.93%
6M
Winner
VIOV
+14.54%
ISCV
+9.79%
1Y
Winner
VIOV
+37.03%
ISCV
+28.56%
5Y(CAGR)
VIOV
+5.64%
Winner
ISCV
+6.49%
10Y(CAGR)
Winner
VIOV
+10.03%
ISCV
+8.39%
Max(CAGR)
Winner
VIOV
+11.72%
ISCV
+8.72%
VIOV vs ISCV - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VIOV | ISCV |
|---|---|---|
| 2026 | +13.84% | +8.88% |
| 2025 | +7.23% | +10.92% |
| 2024 | +7.72% | +9.68% |
| 2023 | +15.11% | +16.86% |
| 2022 | -12.67% | -11.52% |
| 2021 | +32.30% | +31.66% |
| 2020 | +2.90% | +1.05% |
| 2019 | +23.35% | +18.86% |
| 2018 | -13.65% | -17.59% |
| 2017 | +10.58% | +7.48% |
| 2016 | +33.52% | +29.41% |
| 2015 | -5.30% | -8.38% |
| 2014 | +8.67% | +11.06% |
| 2013 | +36.44% | +31.87% |
| 2012 | +15.46% | +16.54% |
| 2011 | -3.29% | -3.89% |
| 2010 | +24.60% | +23.12% |
| 2009 | N/A | +36.70% |
| 2008 | N/A | -30.60% |
| 2007 | N/A | -8.58% |
| 2006 | N/A | +17.67% |
| 2005 | N/A | +6.37% |
| 2004 | N/A | +17.35% |
VIOV vs ISCV Drawdown Comparison
The maximum drawdown for VIOV was -47.36%, occurring on Mar 23, 2020. Recovery took 597 trading sessions.
The maximum drawdown for ISCV was -63.12%, occurring on Mar 9, 2009. Recovery took 895 trading sessions.
The current VIOV drawdown is -1.74%. The current ISCV drawdown is -1.35%.
| Rank | VIOV | ISCV |
|---|---|---|
| #1 | -47.36% Aug 22, 2018 - Jan 6, 2021 | -63.12% Jun 4, 2007 - Dec 20, 2010 |
| #2 | -28.44% Nov 25, 2024 - Dec 10, 2025 | -51.55% Aug 21, 2018 - Jan 7, 2021 |
| #3 | -25.80% Jul 7, 2011 - Feb 1, 2012 | -26.79% Apr 29, 2011 - Mar 13, 2012 |
| #4 | -24.20% Nov 5, 2021 - Jul 16, 2024 | -25.34% Nov 25, 2024 - Nov 26, 2025 |
| #5 | -20.52% Jun 23, 2015 - Jul 11, 2016 | -23.40% Apr 15, 2015 - Aug 8, 2016 |
| #6 | -13.85% Mar 27, 2012 - Sep 7, 2012 | -22.03% Nov 5, 2021 - Dec 19, 2023 |
| #7 | -12.69% Jun 8, 2021 - Nov 5, 2021 | -12.07% Jun 8, 2021 - Nov 3, 2021 |
| #8 | -11.15% Jul 3, 2014 - Dec 22, 2014 | -11.53% Mar 19, 2012 - Sep 6, 2012 |
| #9 | -10.18% Mar 12, 2021 - Jun 1, 2021 | -11.32% Jan 23, 2018 - Jul 9, 2018 |
| #10 | -9.67% Apr 7, 2011 - Jul 7, 2011 | -10.73% Jul 1, 2014 - Nov 24, 2014 |
| #11 | -9.57% Sep 14, 2012 - Jan 2, 2013 | -10.37% May 9, 2006 - Oct 12, 2006 |
| #12 | -9.33% Feb 6, 2026 - Apr 17, 2026 | -10.33% Aug 2, 2005 - Jan 6, 2006 |
| #13 | -9.10% Jul 31, 2024 - Sep 19, 2024 | -9.91% Dec 29, 2004 - Jun 14, 2005 |
| #14 | -8.69% Jan 22, 2018 - May 11, 2018 | -9.26% Feb 10, 2026 - Apr 17, 2026 |
| #15 | -7.15% Jul 25, 2017 - Sep 22, 2017 | -8.89% Sep 14, 2012 - Dec 18, 2012 |
Correlation
Correlation between VIOV and ISCV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2004 - 2026)
VIOV vs ISCV dividend yield comparison.
| Year | VIOV | ISCV |
|---|---|---|
| 2026 | 0.37% | 0.36% |
| 2025 | 1.69% | 2.04% |
| 2024 | 1.78% | 2.01% |
| 2023 | 2.18% | 2.21% |
| 2022 | 1.81% | 2.12% |
| 2021 | 1.59% | 1.95% |
| 2020 | 1.42% | 2.01% |
| 2019 | 1.60% | 2.36% |
| 2018 | 1.76% | 2.48% |
| 2017 | 1.43% | 1.74% |
| 2016 | 1.17% | 2.49% |
| 2015 | 1.32% | 2.60% |
| 2014 | 1.27% | 2.40% |
| 2013 | 0.91% | 1.81% |
| 2012 | 1.31% | 2.65% |
| 2011 | 1.09% | 2.49% |
| 2010 | 1.20% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.30% |
| 2007 | 0.00% | 2.58% |
| 2006 | 0.00% | 2.00% |
| 2005 | 0.00% | 2.12% |
| 2004 | 0.00% | 1.09% |
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