VOE vs IUSB

Comparison between VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES (VOE, ETF) and ISHARES CORE TOTAL USD BOND MARKET ETF (IUSB, ETF).

5-Year PerformanceVOE has outperformed IUSB, delivering a return of +8.7% compared to +0.5%

VOE vs IUSB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VOE(ETF)	IUSB(ETF)
Net Assets	$37B	$37B
Expense Ratio	0.05%	0.06%
Max Drawdown	63.37%	22.73%
Sharpe Ratio	1.36	0.53
5Y Beta	0.69	0.05
P/E Ratio	20.30	N/A
Forward P/E	13.03	N/A
PEG Ratio	0.45	N/A
5Y Dividends CAGR	12.81%	9.63%
5Y EPS CAGR	9.56%	N/A
Debt to Equity	46.79%	N/A
P/S Ratio	1.23	N/A
P/B Ratio	2.37	N/A

Net Assets

Winner

VOE

$37B

IUSB

$37B

Expense Ratio

Winner

VOE

0.05%

IUSB

0.06%

Max Drawdown

VOE

63.37%

Winner

IUSB

22.73%

Sharpe Ratio

Winner

VOE

1.36

IUSB

0.53

5Y Beta

VOE

0.69

Winner

IUSB

0.05

P/E Ratio

VOE

20.30

IUSB

N/A

Forward P/E

VOE

13.03

IUSB

N/A

PEG Ratio

VOE

0.45

IUSB

N/A

5Y Dividends CAGR

Winner

VOE

12.81%

IUSB

9.63%

5Y EPS CAGR

VOE

9.56%

IUSB

N/A

Debt to Equity

VOE

46.79%

IUSB

N/A

P/S Ratio

VOE

1.23

IUSB

N/A

P/B Ratio

VOE

2.37

IUSB

N/A

VOE vs IUSB - Holdings Comparison

VOE and IUSB have 0 common holdings. Overlap is 0.00%

VOE's top 25 holdings weight is 28.81%. IUSB's top 25 holdings weight is 3.11%.

Rank	VOE	IUSB
#1	SLB LTD (SLB) - 1.44%	BLACKROCK LIQUIDITY TEMPCASH INSTL (TMCXX) - 3.11%
#2	CUMMINS INC (CMI) - 1.39%	N/A
#3	VALERO ENERGY CORP (VLO) - 1.38%	N/A
#4	PHILLIPS 66 (PSX) - 1.37%	N/A
#5	MARATHON PETROLEUM CORP (MPC) - 1.35%	N/A
#6	CRH PLC (CRH) - 1.32%	N/A
#7	GENERAL MOTORS CO (GM) - 1.26%	N/A
#8	n/a (WBD) - 1.21%	N/A
#9	L3HARRIS TECHNOLOGIES INC (LHX) - 1.21%	N/A
#10	DIGITAL REALTY TRUST INC (DLR) - 1.16%	N/A
#11	TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 1.15%	N/A
#12	PACCAR INC (PCAR) - 1.14%	N/A
#13	BAKER HUGHES CO CLASS A (BKR) - 1.13%	N/A
#14	NEWMONT CORP (NEM) - 1.10%	N/A
#15	CENCORA INC (COR) - 1.09%	N/A
#16	CORTEVA INC (CTVA) - 1.07%	N/A
#17	ONEOK INC (OKE) - 1.07%	N/A
#18	CHENIERE ENERGY INC (LNG) - 1.06%	N/A
#19	ARTHUR J. GALLAGHER & CO (AJG) - 1.04%	N/A
#20	TARGET CORP (TGT) - 1.03%	N/A
#21	DOMINION ENERGY INC (D) - 1.02%	N/A
#22	ALLSTATE CORP (ALL) - 1.01%	N/A
#23	ENTERGY CORP (ETR) - 0.95%	N/A
#24	EXELON CORP (EXC) - 0.93%	N/A
#25	XCEL ENERGY INC (XEL) - 0.93%	N/A
Total Holdings	180	1

VOE vs IUSB - Historical Returns

Returns include dividend reinvestment.

Period	VOE	IUSB
1 month	+0.96%	-0.43%
3 months	+0.32%	-1.18%
6 months	+11.55%	+0.67%
1 year	+21.16%	+5.67%
5 years(CAGR)	+8.67%	+0.54%
10 years(CAGR)	+10.77%	+1.97%
Max(CAGR)	+9.27%	+2.20%

Winner

VOE

+0.96%

IUSB

-0.43%

Winner

VOE

+0.32%

IUSB

-1.18%

Winner

VOE

+11.55%

IUSB

+0.67%

Winner

VOE

+21.16%

IUSB

+5.67%

5Y(CAGR)

Winner

VOE

+8.67%

IUSB

+0.54%

10Y(CAGR)

Winner

VOE

+10.77%

IUSB

+1.97%

Max(CAGR)

Winner

VOE

+9.27%

IUSB

+2.20%

VOE vs IUSB - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	VOE	IUSB
2026	+7.82%	+0.23%
2025	+12.46%	+7.38%
2024	+13.71%	+2.60%
2023	+10.01%	+5.66%
2022	-7.96%	-12.47%
2021	+31.13%	-1.17%
2020	+2.62%	+7.38%
2019	+27.88%	+8.95%
2018	-12.88%	-0.27%
2017	+16.14%	+3.93%
2016	+16.61%	+3.83%
2015	-1.89%	+0.06%
2014	+15.31%	+1.90%
2013	+34.58%	N/A
2012	+14.82%	N/A
2011	-1.60%	N/A
2010	+20.01%	N/A
2009	+34.45%	N/A
2008	-35.63%	N/A
2007	-4.15%	N/A
2006	+12.70%	N/A

VOE vs IUSB Drawdown Comparison

The maximum drawdown for VOE was -61.51%, occurring on Mar 9, 2009. Recovery took 983 trading sessions.

The maximum drawdown for IUSB was -17.90%, occurring on Oct 20, 2022. Recovery took 1205 trading sessions.

The current VOE drawdown is -1.41%. The current IUSB drawdown is -1.54%.

Rank	VOE	IUSB
#1	-61.51% Jun 4, 2007 - Apr 27, 2011	-17.90% Dec 31, 2020 - Oct 20, 2025
#2	-43.20% Feb 12, 2020 - Dec 4, 2020	-9.90% Mar 6, 2020 - Jun 10, 2020
#3	-24.10% Apr 29, 2011 - Mar 13, 2012	-4.01% Sep 7, 2016 - Jul 21, 2017
#4	-21.49% Jan 26, 2018 - Jul 24, 2019	-3.26% Sep 7, 2017 - Jan 30, 2019
#5	-19.69% Apr 20, 2022 - Feb 22, 2024	-2.58% Apr 24, 2015 - Mar 16, 2016
#6	-18.45% Nov 29, 2024 - Aug 22, 2025	-2.49% Feb 27, 2026 - Mar 27, 2026
#7	-18.04% May 21, 2015 - Jul 12, 2016	-1.78% Sep 4, 2019 - Oct 4, 2019
#8	-11.49% Mar 26, 2012 - Sep 6, 2012	-1.69% Jan 30, 2015 - Mar 24, 2015
#9	-8.46% Sep 5, 2014 - Nov 5, 2014	-1.54% Aug 4, 2020 - Dec 30, 2020
#10	-7.79% Jan 13, 2022 - Mar 29, 2022	-1.31% Oct 4, 2019 - Jan 3, 2020
#11	-7.06% Jul 24, 2019 - Sep 11, 2019	-0.99% Oct 28, 2025 - Nov 26, 2025
#12	-6.93% Feb 26, 2026 - Apr 30, 2026	-0.85% Aug 15, 2014 - Oct 7, 2014
#13	-6.80% May 17, 2013 - Jul 11, 2013	-0.76% Jul 8, 2016 - Jul 29, 2016
#14	-6.78% Nov 15, 2021 - Dec 29, 2021	-0.75% Nov 26, 2025 - Jan 14, 2026
#15	-6.78% Jun 8, 2021 - Aug 11, 2021	-0.72% Oct 20, 2014 - Nov 26, 2014

Correlation

Correlation between VOE and IUSB is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2006 - 2026)

VOE vs IUSB dividend yield comparison.

Year	VOE	IUSB
2026	0.52%	1.41%
2025	2.10%	4.17%
2024	2.11%	4.04%
2023	2.27%	3.46%
2022	2.27%	2.53%
2021	1.78%	1.74%
2020	2.36%	2.68%
2019	2.05%	3.04%
2018	2.75%	2.98%
2017	1.86%	2.56%
2016	1.92%	2.60%
2015	2.05%	1.95%
2014	1.67%	1.39%
2013	1.53%	0.00%
2012	1.93%	0.00%
2011	2.20%	0.00%
2010	1.91%	0.00%
2009	1.95%	0.00%
2008	2.91%	0.00%
2007	2.05%	0.00%
2006	0.64%	0.00%