VIOV vs IYE
Comparison between VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND ETF SHARES (VIOV, ETF) and ISHARES U.S. ENERGY ETF (IYE, ETF).
5-Year PerformanceIYE has outperformed VIOV, delivering a return of +19.1% compared to +5.9%
VIOV vs IYE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VIOV
$1.70B
IYE
$1.70B
Expense Ratio
Winner
VIOV
0.10%
IYE
0.38%
Max Drawdown
Winner
VIOV
48.88%
IYE
78.21%
Sharpe Ratio
Winner
VIOV
1.77
IYE
1.70
5Y Beta
VIOV
0.99
Winner
IYE
0.59
P/E Ratio
VIOV
82.03
Winner
IYE
20.91
Forward P/E
Winner
VIOV
12.89
IYE
14.94
PEG Ratio
VIOV
N/A
IYE
0.82
5Y Dividends CAGR
Winner
VIOV
19.62%
IYE
11.55%
5Y EPS CAGR
VIOV
5.91%
Winner
IYE
22.38%
Debt to Equity
VIOV
53.72%
Winner
IYE
40.52%
P/S Ratio
Winner
VIOV
0.85
IYE
1.73
P/B Ratio
Winner
VIOV
1.50
IYE
2.57
VIOV vs IYE - Holdings Comparison
VIOV and IYE have 1 common holdings. Overlap is 0.00%
VIOV's top 25 holdings weight is 17.79%. IYE's top 25 holdings weight is 94.36%.
| Rank | VIOV | IYE |
|---|---|---|
| #1 | EASTMAN CHEMICAL CO (EMN) - 1.12% | EXXON MOBIL CORP (XOM) - 22.44% |
| #2 | LKQ CORP (LKQ) - 0.97% | CHEVRON CORP (CVX) - 15.70% |
| #3 | JACKSON FINANCIAL INC (JXN) - 0.96% | CONOCOPHILLIPS (COP) - 6.63% |
| #4 | CELANESE CORP CLASS A (CE) - 0.93% | WILLIAMS COMPANIES INC (WMB) - 4.36% |
| #5 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.93% | SLB LTD (SLB) - 3.76% |
| #6 | SM ENERGY CO (SM) - 0.91% | EOG RESOURCES INC (EOG) - 3.60% |
| #7 | MOLINA HEALTHCARE INC (MOH) - 0.88% | VALERO ENERGY CORP (VLO) - 3.50% |
| #8 | LINCOLN NATIONAL CORP (LNC) - 0.77% | MARATHON PETROLEUM CORP (MPC) - 3.22% |
| #9 | CARMAX INC (KMX) - 0.76% | PHILLIPS 66 (PSX) - 3.08% |
| #10 | PAYCOM SOFTWARE INC (PAYC) - 0.76% | KINDER MORGAN INC CLASS P (KMI) - 3.04% |
| #11 | LAMB WESTON HOLDINGS INC (LW) - 0.75% | BAKER HUGHES CO CLASS A (BKR) - 2.95% |
| #12 | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 0.73% | CHENIERE ENERGY INC (LNG) - 2.64% |
| #13 | n/a (CRC) - 0.70% | ONEOK INC (OKE) - 2.52% |
| #14 | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.69% | TARGA RESOURCES CORP (TRGP) - 2.41% |
| #15 | CAESARS ENTERTAINMENT INC (CZR) - 0.69% | OCCIDENTAL PETROLEUM CORP (OXY) - 1.90% |
| #16 | n/a (CNR) - 0.69% | DIAMONDBACK ENERGY INC (FANG) - 1.73% |
| #17 | TELEFLEX INC (TFX) - 0.68% | EQT CORP (EQT) - 1.65% |
| #18 | RITHM CAPITAL CORP (RITM) - 0.68% | HALLIBURTON CO (HAL) - 1.47% |
| #19 | MOHAWK INDUSTRIES INC (MHK) - 0.66% | TECHNIPFMC PLC (FTI) - 1.38% |
| #20 | MATSON INC (MATX) - 0.66% | DEVON ENERGY CORP (DVN) - 1.35% |
| #21 | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.38% | COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 1.17% |
| #22 | LCI INDUSTRIES INC (LCII) - 0.38% | TEXAS PACIFIC LAND CORP (TPL) - 1.10% |
| #23 | CUSHMAN & WAKEFIELD LTD (CWK) - 0.37% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.05% |
| #24 | FIRST FINANCIAL BANCORP (FFBC) - 0.37% | FIRST SOLAR INC (FSLR) - 0.96% |
| #25 | POWER INTEGRATIONS INC (POWI) - 0.37% | OVINTIV INC (OVV) - 0.75% |
| Total Holdings | 421 | 41 |
VIOV vs IYE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VIOV
+6.09%
IYE
-4.01%
3M
VIOV
+3.11%
Winner
IYE
+4.75%
6M
VIOV
+18.37%
Winner
IYE
+25.73%
1Y
VIOV
+39.49%
Winner
IYE
+39.95%
5Y(CAGR)
VIOV
+5.93%
Winner
IYE
+19.13%
10Y(CAGR)
Winner
VIOV
+10.43%
IYE
+8.79%
Max(CAGR)
Winner
VIOV
+11.77%
IYE
+7.27%
VIOV vs IYE - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | VIOV | IYE |
|---|---|---|
| 2026 | +13.61% | +22.32% |
| 2025 | +7.23% | +6.06% |
| 2024 | +7.72% | +5.01% |
| 2023 | +15.11% | +1.78% |
| 2022 | -12.67% | +55.61% |
| 2021 | +32.30% | +53.06% |
| 2020 | +2.90% | -34.05% |
| 2019 | +23.35% | +7.69% |
| 2018 | -13.65% | -20.69% |
| 2017 | +10.58% | -3.06% |
| 2016 | +33.52% | +25.79% |
| 2015 | -5.30% | -22.56% |
| 2014 | +8.67% | -8.39% |
| 2013 | +36.44% | +22.67% |
| 2012 | +15.46% | +1.63% |
| 2011 | -3.29% | +2.91% |
| 2010 | +24.60% | +15.56% |
| 2009 | N/A | +13.70% |
| 2008 | N/A | -37.78% |
| 2007 | N/A | +41.04% |
| 2006 | N/A | +15.31% |
| 2005 | N/A | +39.26% |
| 2004 | N/A | +32.27% |
| 2003 | N/A | +24.20% |
| 2002 | N/A | -15.27% |
| 2001 | N/A | -11.91% |
| 2000 | N/A | +6.75% |
VIOV vs IYE Drawdown Comparison
The maximum drawdown for VIOV was -47.36%, occurring on Mar 23, 2020. Recovery took 597 trading sessions.
The maximum drawdown for IYE was -73.74%, occurring on Mar 18, 2020. Recovery took 1983 trading sessions.
The current VIOV drawdown is -0.25%. The current IYE drawdown is -10.74%.
| Rank | VIOV | IYE |
|---|---|---|
| #1 | -47.36% Aug 22, 2018 - Jan 6, 2021 | -73.74% Jun 23, 2014 - May 6, 2022 |
| #2 | -28.44% Nov 25, 2024 - Dec 10, 2025 | -55.81% May 20, 2008 - Sep 18, 2013 |
| #3 | -25.80% Jul 7, 2011 - Feb 1, 2012 | -39.58% May 18, 2001 - Jun 23, 2004 |
| #4 | -24.20% Nov 5, 2021 - Jul 16, 2024 | -25.60% Jun 7, 2022 - Oct 28, 2022 |
| #5 | -20.52% Jun 23, 2015 - Jul 11, 2016 | -20.37% Nov 22, 2024 - Jan 5, 2026 |
| #6 | -13.85% Mar 27, 2012 - Sep 7, 2012 | -18.82% Nov 15, 2022 - Mar 21, 2024 |
| #7 | -12.69% Jun 8, 2021 - Nov 5, 2021 | -16.18% Jan 3, 2008 - Apr 16, 2008 |
| #8 | -11.15% Jul 3, 2014 - Dec 22, 2014 | -15.79% Sep 29, 2005 - Jan 17, 2006 |
| #9 | -10.18% Mar 12, 2021 - Jun 1, 2021 | -15.40% May 10, 2006 - Nov 9, 2006 |
| #10 | -9.67% Apr 7, 2011 - Jul 7, 2011 | -14.87% Mar 4, 2005 - Jun 17, 2005 |
| #11 | -9.57% Sep 14, 2012 - Jan 2, 2013 | -14.10% Mar 9, 2001 - Apr 26, 2001 |
| #12 | -9.33% Feb 6, 2026 - Apr 17, 2026 | -12.60% Apr 5, 2024 - Nov 20, 2024 |
| #13 | -9.10% Jul 31, 2024 - Sep 19, 2024 | -12.57% Jul 19, 2007 - Sep 18, 2007 |
| #14 | -8.69% Jan 22, 2018 - May 11, 2018 | -12.38% Oct 12, 2000 - Mar 7, 2001 |
| #15 | -7.15% Jul 25, 2017 - Sep 22, 2017 | -12.31% Dec 14, 2006 - Apr 4, 2007 |
Correlation
Correlation between VIOV and IYE is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.67
-101
Dividend Comparison (2000 - 2026)
VIOV vs IYE dividend yield comparison.
| Year | VIOV | IYE |
|---|---|---|
| 2026 | 0.37% | 0.52% |
| 2025 | 1.69% | 2.85% |
| 2024 | 1.78% | 2.75% |
| 2023 | 2.18% | 2.99% |
| 2022 | 1.81% | 3.37% |
| 2021 | 1.59% | 2.98% |
| 2020 | 1.42% | 4.75% |
| 2019 | 1.60% | 6.60% |
| 2018 | 1.76% | 3.16% |
| 2017 | 1.43% | 2.66% |
| 2016 | 1.17% | 2.11% |
| 2015 | 1.32% | 3.39% |
| 2014 | 1.27% | 2.05% |
| 2013 | 0.91% | 1.54% |
| 2012 | 1.31% | 1.67% |
| 2011 | 1.09% | 1.40% |
| 2010 | 1.20% | 1.28% |
| 2009 | 0.00% | 1.47% |
| 2008 | 0.00% | 1.54% |
| 2007 | 0.00% | 0.82% |
| 2006 | 0.00% | 1.05% |
| 2005 | 0.00% | 0.93% |
| 2004 | 0.00% | 1.18% |
| 2003 | 0.00% | 1.48% |
| 2002 | 0.00% | 1.75% |
| 2001 | 0.00% | 1.30% |
| 2000 | 0.00% | 0.48% |
Select Stocks to Compare
Popular: VIOV vs SPYIYE vs SPY
More Comparisons
Compare with similar stocks