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VMBS vs IWY

Comparison between VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND ETF SHARES (VMBS, ETF) and ISHARES RUSSELL TOP 200 GROWTH ETF (IWY, ETF).

5-Year PerformanceIWY has outperformed VMBS, delivering a return of +13.5% compared to +0.4%

VMBS vs IWY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
VMBS
$17B
IWY
$17B
Expense Ratio
Winner
VMBS
0.03%
IWY
0.20%
Max Drawdown
Winner
VMBS
22.61%
IWY
33.06%
Sharpe Ratio
VMBS
0.29
Winner
IWY
0.59
5Y Beta
Winner
VMBS
0.04
IWY
1.20
P/E Ratio
VMBS
N/A
IWY
38.13
Forward P/E
VMBS
N/A
IWY
23.91
PEG Ratio
VMBS
N/A
IWY
0.32
5Y Dividends CAGR
Winner
VMBS
21.06%
IWY
2.72%
5Y EPS CAGR
VMBS
N/A
IWY
39.55%
Debt to Equity
VMBS
N/A
IWY
43.73%
P/S Ratio
VMBS
N/A
IWY
8.69
P/B Ratio
VMBS
N/A
IWY
14.32

VMBS vs IWY - Historical Returns

Returns include dividend reinvestment.

1M
VMBS
-0.46%
Winner
IWY
-0.30%
3M
VMBS
-0.48%
Winner
IWY
+3.36%
6M
VMBS
+0.17%
Winner
IWY
+5.60%
1Y
VMBS
+4.84%
Winner
IWY
+12.87%
5Y(CAGR)
VMBS
+0.42%
Winner
IWY
+13.51%
10Y(CAGR)
VMBS
+1.28%
Winner
IWY
+18.72%
Max(CAGR)
VMBS
+2.06%
Winner
IWY
+16.91%

VMBS vs IWY - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearVMBSIWY
2026+0.49%+3.22%
2025+8.50%+18.71%
2024+2.27%+36.91%
2023+4.56%+47.75%
2022-11.51%-30.61%
2021-1.30%+33.02%
2020+3.66%+37.12%
2019+6.04%+36.35%
2018+0.95%-1.70%
2017+2.35%+30.69%
2016+1.28%+8.88%
2015+1.42%+8.06%
2014+5.91%+14.33%
2013-1.21%+28.99%
2012+2.35%+13.15%
2011+5.83%+3.69%
2010+5.12%+11.40%
2009-1.00%+8.92%

VMBS vs IWY Drawdown Comparison

The maximum drawdown for VMBS was -17.47%, occurring on Oct 20, 2022. Recovery took 1201 trading sessions.

The maximum drawdown for IWY was -32.68%, occurring on Oct 14, 2022. Recovery took 494 trading sessions.

The current VMBS drawdown is -1.62%. The current IWY drawdown is -5.86%.

RankVMBSIWY
#1-17.47%
Jan 5, 2021 - Oct 16, 2025
-32.68%
Dec 27, 2021 - Dec 13, 2023
#2-5.08%
Mar 9, 2020 - Mar 27, 2020
-30.76%
Feb 19, 2020 - Jun 8, 2020
#3-4.00%
Sep 26, 2012 - Mar 3, 2014
-23.21%
Dec 16, 2024 - Jun 27, 2025
#4-3.26%
Sep 27, 2016 - Aug 3, 2017
-22.15%
Oct 1, 2018 - Apr 23, 2019
#5-2.81%
Sep 7, 2017 - Dec 28, 2018
-16.63%
Oct 29, 2025 - May 8, 2026
#6-2.79%
Nov 4, 2010 - Mar 16, 2011
-15.77%
Jul 22, 2011 - Jan 25, 2012
#7-2.68%
Feb 27, 2026 - May 19, 2026
-15.46%
Apr 23, 2010 - Oct 18, 2010
#8-1.50%
Apr 24, 2015 - Sep 17, 2015
-13.86%
Jul 10, 2024 - Oct 29, 2024
#9-1.47%
Nov 30, 2009 - Feb 4, 2010
-12.42%
Jul 20, 2015 - Nov 2, 2015
#10-1.33%
Mar 16, 2011 - Apr 18, 2011
-12.27%
Dec 1, 2015 - Apr 18, 2016
#11-1.30%
Sep 22, 2011 - Dec 7, 2011
-11.88%
Sep 2, 2020 - Dec 17, 2020
#12-1.13%
Mar 23, 2010 - May 7, 2010
-9.96%
Jan 26, 2018 - Jun 6, 2018
#13-1.01%
Jun 8, 2011 - Jul 29, 2011
-9.27%
Apr 2, 2012 - Aug 16, 2012
#14-0.95%
Aug 18, 2011 - Sep 22, 2011
-8.77%
Feb 12, 2021 - Apr 7, 2021
#15-0.91%
Oct 19, 2015 - Jan 7, 2016
-8.58%
Jun 1, 2026 - Jun 25, 2026

Correlation

Correlation between VMBS and IWY is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (2009 - 2026)

VMBS vs IWY dividend yield comparison.

YearVMBSIWY
20262.11%0.17%
20254.20%0.36%
20243.94%0.42%
20233.31%0.68%
20222.35%0.88%
20211.02%0.50%
20202.01%0.71%
20192.77%1.06%
20182.72%1.32%
20172.16%1.26%
20162.10%1.51%
20152.12%1.58%
20141.90%1.44%
20130.99%1.56%
20121.62%1.80%
20112.65%1.58%
20103.88%1.27%
20090.20%0.40%

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