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VLUE vs MINT

Comparison between ISHARES MSCI USA VALUE FACTOR ETF (VLUE, ETF) and PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND (MINT, ETF).

5-Year PerformanceVLUE has outperformed MINT, delivering a return of +16.0% compared to +3.5%

VLUE vs MINT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VLUE
$16B
Winner
MINT
$16B
Expense Ratio
Winner
VLUE
0.15%
MINT
0.36%
Max Drawdown
VLUE
39.47%
Winner
MINT
4.78%
Sharpe Ratio
VLUE
3.20
Winner
MINT
3.33
5Y Beta
VLUE
0.91
Winner
MINT
0.01
P/E Ratio
VLUE
19.62
MINT
N/A
Forward P/E
VLUE
10.87
MINT
N/A
PEG Ratio
VLUE
0.23
MINT
N/A
5Y Dividends CAGR
VLUE
10.83%
Winner
MINT
46.80%
5Y EPS CAGR
VLUE
17.94%
MINT
N/A
Debt to Equity
VLUE
10.53%
MINT
N/A
P/S Ratio
VLUE
1.37
MINT
N/A
P/B Ratio
VLUE
2.45
MINT
N/A

VLUE vs MINT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VLUE
+8.86%
MINT
+0.39%
3M
Winner
VLUE
+38.56%
MINT
+1.12%
6M
Winner
VLUE
+46.53%
MINT
+2.19%
1Y
Winner
VLUE
+83.14%
MINT
+4.72%
5Y(CAGR)
Winner
VLUE
+16.01%
MINT
+3.49%
10Y(CAGR)
Winner
VLUE
+15.32%
MINT
+2.72%
Max(CAGR)
Winner
VLUE
+13.91%
MINT
+2.08%

VLUE vs MINT - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearVLUEMINT
2026+42.97%+1.91%
2025+32.85%+4.76%
2024+7.11%+5.92%
2023+14.27%+6.17%
2022-15.42%-0.99%
2021+30.09%-0.02%
2020-0.88%+1.61%
2019+25.91%+3.33%
2018-12.27%+1.72%
2017+20.70%+1.88%
2016+17.35%+1.98%
2015-2.57%+0.42%
2014+13.40%+0.58%
2013+22.41%+0.74%
2012N/A+2.52%
2011N/A+0.52%
2010N/A+1.67%
2009N/A+0.13%

VLUE vs MINT Drawdown Comparison

The maximum drawdown for VLUE was -39.47%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.

The maximum drawdown for MINT was -4.62%, occurring on Mar 20, 2020. Recovery took 72 trading sessions.

The current VLUE drawdown is -2.61%.

RankVLUEMINT
#1-39.47%
Feb 12, 2020 - Jan 6, 2021
-4.62%
Feb 26, 2020 - Jun 9, 2020
#2-27.11%
Jan 14, 2022 - Mar 27, 2024
-2.42%
Sep 3, 2021 - Mar 13, 2023
#3-22.15%
Sep 20, 2018 - Nov 4, 2019
-1.09%
Aug 3, 2011 - Feb 3, 2012
#4-19.66%
May 22, 2015 - Oct 5, 2016
-0.36%
May 1, 2013 - Jul 17, 2013
#5-17.88%
Nov 25, 2024 - Jun 30, 2025
-0.30%
Nov 5, 2010 - Jan 10, 2011
#6-10.21%
Jan 26, 2018 - Aug 27, 2018
-0.27%
Aug 24, 2015 - Dec 1, 2015
#7-9.17%
Jul 16, 2024 - Sep 26, 2024
-0.27%
Jul 17, 2013 - Sep 23, 2013
#8-9.04%
Feb 11, 2026 - Apr 9, 2026
-0.25%
Mar 13, 2023 - Apr 4, 2023
#9-8.18%
Sep 18, 2014 - Nov 7, 2014
-0.23%
Jan 28, 2011 - Feb 17, 2011
#10-7.52%
Mar 28, 2024 - Jul 16, 2024
-0.23%
May 7, 2010 - Jun 28, 2010
#11-7.09%
Jun 4, 2021 - Nov 12, 2021
-0.22%
Oct 7, 2014 - Feb 19, 2015
#12-6.43%
Jun 2, 2026 - Jun 10, 2026
-0.20%
Feb 18, 2021 - Jun 2, 2021
#13-6.03%
Nov 12, 2025 - Nov 28, 2025
-0.16%
Apr 2, 2025 - Apr 17, 2025
#14-5.78%
Jan 15, 2014 - Feb 28, 2014
-0.16%
Dec 1, 2015 - Jan 11, 2016
#15-5.63%
May 21, 2013 - Jul 12, 2013
-0.15%
Feb 3, 2016 - Mar 15, 2016

Correlation

Correlation between VLUE and MINT is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2009 - 2026)

VLUE vs MINT dividend yield comparison.

YearVLUEMINT
20260.32%1.67%
20252.11%4.63%
20242.73%5.22%
20232.66%4.91%
20223.18%1.90%
20212.22%0.44%
20202.42%1.15%
20192.61%2.65%
20182.70%2.32%
20172.14%1.61%
20162.07%1.35%
20152.39%0.88%
20141.64%0.80%
20131.33%0.88%
20120.00%1.07%
20110.00%1.01%
20100.00%1.01%
20090.00%0.04%

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