VONG vs IVE
Comparison between VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES (VONG, ETF) and ISHARES S&P 500 VALUE ETF (IVE, ETF).
5-Year PerformanceVONG has outperformed IVE, delivering a return of +14.8% compared to +10.4%
VONG vs IVE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VONG
$45B
Winner
IVE
$47B
Expense Ratio
Winner
VONG
0.06%
IVE
0.18%
Max Drawdown
Winner
VONG
33.16%
IVE
62.98%
Sharpe Ratio
VONG
1.65
Winner
IVE
1.74
5Y Beta
VONG
1.20
Winner
IVE
0.70
P/E Ratio
VONG
35.73
Winner
IVE
24.91
Forward P/E
VONG
26.98
Winner
IVE
19.56
5Y Dividends CAGR
Winner
VONG
7.86%
IVE
6.75%
5Y EPS CAGR
Winner
VONG
33.17%
IVE
13.15%
Debt to Equity
Winner
VONG
25.76%
IVE
73.44%
P/S Ratio
VONG
5.69
Winner
IVE
1.92
P/B Ratio
VONG
13.16
Winner
IVE
3.49
VONG vs IVE - Holdings Comparison
VONG and IVE have 124 common holdings. Overlap is 26.02%
VONG's top 25 holdings weight is 74.85%. IVE's top 25 holdings weight is 34.69%.
| Rank | VONG | IVE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.91% | APPLE INC (AAPL) - 7.00% |
| #2 | APPLE INC (AAPL) - 11.63% | AMAZON.COM INC (AMZN) - 4.27% |
| #3 | MICROSOFT CORP (MSFT) - 8.81% | EXXON MOBIL CORP (XOM) - 2.21% |
| #4 | BROADCOM INC (AVGO) - 4.79% | WALMART INC (WMT) - 1.99% |
| #5 | AMAZON.COM INC (AMZN) - 4.65% | COSTCO WHOLESALE CORP (COST) - 1.58% |
| #6 | TESLA INC (TSLA) - 3.55% | TESLA INC (TSLA) - 1.44% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 3.53% | INTEL CORP (INTC) - 1.42% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.45% | BANK OF AMERICA CORP (BAC) - 1.24% |
| #9 | ALPHABET INC CLASS C (GOOG) - 2.87% | CHEVRON CORP (CVX) - 1.23% |
| #10 | ELI LILLY AND CO (LLY) - 2.66% | PROCTER & GAMBLE CO (PG) - 1.23% |
| #11 | VISA INC CLASS A (V) - 1.74% | THE HOME DEPOT INC (HD) - 1.18% |
| #12 | COSTCO WHOLESALE CORP (COST) - 1.59% | UNITEDHEALTH GROUP INC (UNH) - 1.14% |
| #13 | NETFLIX INC (NFLX) - 1.47% | MERCK & CO INC (MRK) - 0.97% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.45% | JPMORGAN CHASE & CO (JPM) - 0.96% |
| #15 | ABBVIE INC (ABBV) - 1.39% | WELLS FARGO & CO (WFC) - 0.89% |
| #16 | n/a (PLTR) - 1.15% | TEXAS INSTRUMENTS INC (TXN) - 0.87% |
| #17 | GE AEROSPACE (GE) - 1.06% | LINDE PLC (LIN) - 0.85% |
| #18 | LAM RESEARCH CORP (LRCX) - 0.97% | VISA INC CLASS A (V) - 0.83% |
| #19 | THE HOME DEPOT INC (HD) - 0.90% | CITIGROUP INC (C) - 0.80% |
| #20 | ORACLE CORP (ORCL) - 0.89% | JOHNSON & JOHNSON (JNJ) - 0.79% |
| #21 | GE VERNOVA INC (GEV) - 0.85% | LOCKHEED MARTIN CORP (LMT) - 0.37% |
| #22 | KLA CORP (KLAC) - 0.70% | MCKESSON CORP (MCK) - 0.36% |
| #23 | ADVANCED MICRO DEVICES INC (AMD) - 0.69% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.36% |
| #24 | INTUITIVE SURGICAL INC (ISRG) - 0.59% | BOEING CO (BA) - 0.36% |
| #25 | AMPHENOL CORP CLASS A (APH) - 0.56% | COMCAST CORP CLASS A (CMCSA) - 0.35% |
| Total Holdings | 393 | 402 |
VONG vs IVE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VONG
+11.53%
IVE
+3.70%
3M
Winner
VONG
+7.34%
IVE
+1.58%
6M
VONG
+5.08%
Winner
IVE
+8.78%
1Y
Winner
VONG
+32.38%
IVE
+22.98%
5Y(CAGR)
Winner
VONG
+14.78%
IVE
+10.36%
10Y(CAGR)
Winner
VONG
+18.55%
IVE
+11.88%
Max(CAGR)
Winner
VONG
+17.01%
IVE
+7.57%
VONG vs IVE - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | VONG | IVE |
|---|---|---|
| 2026 | +4.86% | +5.79% |
| 2025 | +18.63% | +13.56% |
| 2024 | +35.23% | +11.40% |
| 2023 | +43.77% | +21.54% |
| 2022 | -29.70% | -5.84% |
| 2021 | +29.31% | +26.39% |
| 2020 | +36.41% | +0.83% |
| 2019 | +36.29% | +31.09% |
| 2018 | -2.43% | -9.66% |
| 2017 | +29.13% | +14.31% |
| 2016 | +8.90% | +18.72% |
| 2015 | +5.56% | -3.25% |
| 2014 | +13.84% | +13.14% |
| 2013 | +30.09% | +28.54% |
| 2012 | +13.55% | +15.37% |
| 2011 | +1.35% | -1.91% |
| 2010 | +13.43% | +13.12% |
| 2009 | N/A | +18.11% |
| 2008 | N/A | -38.04% |
| 2007 | N/A | +1.44% |
| 2006 | N/A | +18.64% |
| 2005 | N/A | +6.29% |
| 2004 | N/A | +15.70% |
| 2003 | N/A | +27.52% |
| 2002 | N/A | -21.10% |
| 2001 | N/A | -10.41% |
| 2000 | N/A | +7.90% |
VONG vs IVE Drawdown Comparison
The maximum drawdown for VONG was -32.72%, occurring on Oct 14, 2022. Recovery took 503 trading sessions.
The maximum drawdown for IVE was -61.33%, occurring on Mar 9, 2009. Recovery took 1362 trading sessions.
The current IVE drawdown is -0.23%.
| Rank | VONG | IVE |
|---|---|---|
| #1 | -32.72% Dec 27, 2021 - Dec 27, 2023 | -61.33% Oct 9, 2007 - Mar 8, 2013 |
| #2 | -31.71% Feb 19, 2020 - Jun 8, 2020 | -44.22% Feb 1, 2001 - Dec 21, 2004 |
| #3 | -23.27% Dec 16, 2024 - Jun 26, 2025 | -37.04% Feb 12, 2020 - Jan 6, 2021 |
| #4 | -22.01% Oct 1, 2018 - Apr 12, 2019 | -19.24% Jan 26, 2018 - May 3, 2019 |
| #5 | -18.00% Jul 7, 2011 - Feb 3, 2012 | -18.03% Apr 20, 2022 - Feb 1, 2023 |
| #6 | -16.23% Oct 29, 2025 - May 7, 2026 | -17.58% Nov 29, 2024 - Aug 22, 2025 |
| #7 | -13.80% Jul 20, 2015 - Jul 8, 2016 | -15.03% May 21, 2015 - Jun 7, 2016 |
| #8 | -13.12% Jul 10, 2024 - Oct 14, 2024 | -10.98% Jul 31, 2023 - Dec 1, 2023 |
| #9 | -11.34% Sep 2, 2020 - Dec 1, 2020 | -10.18% Jul 13, 2007 - Oct 9, 2007 |
| #10 | -10.21% Apr 2, 2012 - Sep 6, 2012 | -9.57% Feb 2, 2023 - Jun 13, 2023 |
| #11 | -9.80% Jan 26, 2018 - Jun 5, 2018 | -7.86% Sep 11, 2000 - Oct 31, 2000 |
| #12 | -9.74% Feb 12, 2021 - Apr 8, 2021 | -7.84% May 9, 2006 - Sep 20, 2006 |
| #13 | -7.97% Sep 19, 2012 - Jan 11, 2013 | -7.64% May 3, 2019 - Jul 1, 2019 |
| #14 | -7.93% Apr 29, 2019 - Jun 20, 2019 | -7.51% Mar 7, 2005 - Jun 17, 2005 |
| #15 | -7.36% Sep 19, 2014 - Oct 31, 2014 | -7.29% Jan 12, 2022 - Apr 20, 2022 |
Correlation
Correlation between VONG and IVE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
VONG vs IVE dividend yield comparison.
| Year | VONG | IVE |
|---|---|---|
| 2026 | 0.11% | 0.35% |
| 2025 | 0.45% | 1.61% |
| 2024 | 0.55% | 2.04% |
| 2023 | 0.71% | 1.65% |
| 2022 | 0.98% | 2.10% |
| 2021 | 0.58% | 1.81% |
| 2020 | 0.77% | 2.37% |
| 2019 | 1.03% | 2.11% |
| 2018 | 1.18% | 2.74% |
| 2017 | 1.19% | 2.12% |
| 2016 | 1.48% | 2.26% |
| 2015 | 1.47% | 2.44% |
| 2014 | 1.44% | 2.14% |
| 2013 | 1.28% | 2.04% |
| 2012 | 1.69% | 2.34% |
| 2011 | 1.27% | 2.29% |
| 2010 | 0.15% | 2.08% |
| 2009 | 0.00% | 2.56% |
| 2008 | 0.00% | 4.26% |
| 2007 | 0.00% | 2.32% |
| 2006 | 0.00% | 1.91% |
| 2005 | 0.00% | 2.02% |
| 2004 | 0.00% | 1.62% |
| 2003 | 0.00% | 1.60% |
| 2002 | 0.00% | 1.92% |
| 2001 | 0.00% | 1.50% |
| 2000 | 0.00% | 0.94% |
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