VONV vs IWP
Comparison between VANGUARD RUSSELL 1000 VALUE INDEX FUND ETF SHARES (VONV, ETF) and ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF).
5-Year PerformanceVONV has outperformed IWP, delivering a return of +11.5% compared to +4.8%
VONV vs IWP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VONV
$22B
Winner
IWP
$22B
Expense Ratio
Winner
VONV
0.06%
IWP
0.23%
Max Drawdown
Winner
VONV
38.21%
IWP
57.34%
Sharpe Ratio
Winner
VONV
1.94
IWP
-0.15
5Y Beta
Winner
VONV
0.72
IWP
1.16
P/E Ratio
Winner
VONV
23.89
IWP
57.36
Forward P/E
Winner
VONV
18.63
IWP
27.11
5Y Dividends CAGR
Winner
VONV
11.20%
IWP
9.93%
5Y EPS CAGR
VONV
12.05%
IWP
N/A
Debt to Equity
Winner
VONV
16.28%
IWP
90.70%
P/S Ratio
Winner
VONV
2.44
IWP
2.52
P/B Ratio
Winner
VONV
3.44
IWP
11.95
VONV vs IWP - Holdings Comparison
VONV and IWP have 136 common holdings. Overlap is 3.69%
VONV's top 25 holdings weight is 40.20%. IWP's top 25 holdings weight is 36.04%.
| Rank | VONV | IWP |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 5.96% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.62% |
| #2 | APPLE INC (AAPL) - 5.39% | DATADOG INC CLASS A (DDOG) - 2.52% |
| #3 | MICROSOFT CORP (MSFT) - 3.90% | CLOUDFLARE INC (NET) - 2.52% |
| #4 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.62% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 2.04% |
| #5 | JPMORGAN CHASE & CO (JPM) - 2.28% | SIMON PROPERTY GROUP INC (SPG) - 2.00% |
| #6 | INTEL CORP (INTC) - 1.72% | COMFORT SYSTEMS USA INC (FIX) - 1.75% |
| #7 | JOHNSON & JOHNSON (JNJ) - 1.72% | TARGA RESOURCES CORP (TRGP) - 1.69% |
| #8 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.60% | LUMENTUM HOLDINGS INC (LITE) - 1.64% |
| #9 | CISCO SYSTEMS INC (CSCO) - 1.30% | CENCORA INC (COR) - 1.60% |
| #10 | WALMART INC (WMT) - 1.28% | TERADYNE INC (TER) - 1.57% |
| #11 | ABBVIE INC (ABBV) - 1.15% | ASTERA LABS INC (ALAB) - 1.57% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 1.06% | VISTRA CORP (VST) - 1.51% |
| #13 | BANK OF AMERICA CORP (BAC) - 0.99% | W.W. GRAINGER INC (GWW) - 1.45% |
| #14 | PROCTER & GAMBLE CO (PG) - 0.96% | CHIPOTLE MEXICAN GRILL INC (CMG) - 1.32% |
| #15 | MERCK & CO INC (MRK) - 0.89% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.31% |
| #16 | CHEVRON CORP (CVX) - 0.86% | MARATHON PETROLEUM CORP (MPC) - 1.29% |
| #17 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.79% | AUTODESK INC (ADSK) - 1.23% |
| #18 | COCA-COLA CO (KO) - 0.79% | ROCKWELL AUTOMATION INC (ROK) - 1.23% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 0.78% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.23% |
| #20 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.74% | FASTENAL CO (FAST) - 1.22% |
| #21 | RTX CORP (RTX) - 0.72% | STERLING INFRASTRUCTURE INC (STRL) - 0.58% |
| #22 | WELLS FARGO & CO (WFC) - 0.71% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.57% |
| #23 | LINDE PLC (LIN) - 0.67% | HEICO CORP CLASS A (HEI-A) - 0.53% |
| #24 | COSTCO WHOLESALE CORP (COST) - 0.66% | SYSCO CORP (SYY) - 0.53% |
| #25 | MORGAN STANLEY (MS) - 0.66% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.52% |
| Total Holdings | 814 | 230 |
VONV vs IWP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VONV
+1.59%
IWP
-1.50%
3M
Winner
VONV
+9.88%
IWP
+1.92%
6M
Winner
VONV
+13.74%
IWP
+0.15%
1Y
Winner
VONV
+28.53%
IWP
+0.21%
5Y(CAGR)
Winner
VONV
+11.54%
IWP
+4.82%
10Y(CAGR)
VONV
+11.37%
Winner
IWP
+11.88%
Max(CAGR)
Winner
VONV
+11.98%
IWP
+9.19%
VONV vs IWP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | VONV | IWP |
|---|---|---|
| 2026 | +17.47% | +1.19% |
| 2025 | +15.97% | +7.84% |
| 2024 | +13.92% | +23.83% |
| 2023 | +11.46% | +26.60% |
| 2022 | -7.91% | -26.14% |
| 2021 | +26.80% | +14.23% |
| 2020 | +2.23% | +33.86% |
| 2019 | +26.23% | +35.72% |
| 2018 | -8.90% | -5.68% |
| 2017 | +12.75% | +24.12% |
| 2016 | +18.67% | +8.86% |
| 2015 | -4.06% | -0.33% |
| 2014 | +14.11% | +12.77% |
| 2013 | +29.86% | +32.21% |
| 2012 | +15.25% | +14.17% |
| 2011 | -0.69% | -2.97% |
| 2010 | +10.91% | +24.30% |
| 2009 | N/A | +40.22% |
| 2008 | N/A | -43.79% |
| 2007 | N/A | +11.28% |
| 2006 | N/A | +8.69% |
| 2005 | N/A | +13.54% |
| 2004 | N/A | +15.71% |
| 2003 | N/A | +37.61% |
| 2002 | N/A | -27.76% |
| 2001 | N/A | -2.79% |
VONV vs IWP Drawdown Comparison
The maximum drawdown for VONV was -38.21%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.
The current VONV drawdown is -0.81%. The current IWP drawdown is -4.62%.
| Rank | VONV | IWP |
|---|---|---|
| #1 | -38.21% Feb 12, 2020 - Dec 4, 2020 | -56.92% Oct 9, 2007 - Jan 14, 2011 |
| #2 | -20.97% Apr 29, 2011 - Mar 13, 2012 | -39.72% Aug 1, 2001 - Dec 1, 2003 |
| #3 | -18.88% Jan 12, 2022 - Dec 14, 2023 | -38.62% Nov 16, 2021 - Oct 11, 2024 |
| #4 | -18.27% Jan 26, 2018 - Apr 30, 2019 | -35.87% Feb 19, 2020 - Jul 8, 2020 |
| #5 | -16.12% May 21, 2015 - Jun 8, 2016 | -25.20% Feb 18, 2025 - Jul 3, 2025 |
| #6 | -15.70% Nov 29, 2024 - Jul 3, 2025 | -25.03% Jul 7, 2011 - Mar 26, 2012 |
| #7 | -10.39% Apr 2, 2012 - Aug 9, 2012 | -22.49% Sep 14, 2018 - Mar 21, 2019 |
| #8 | -7.69% Sep 19, 2014 - Nov 5, 2014 | -20.26% Apr 23, 2015 - Aug 23, 2016 |
| #9 | -7.23% Oct 18, 2012 - Dec 18, 2012 | -14.79% Oct 27, 2025 - Jun 30, 2026 |
| #10 | -6.82% Feb 27, 2026 - Apr 14, 2026 | -14.14% Apr 5, 2004 - Nov 11, 2004 |
| #11 | -6.80% Jul 26, 2019 - Sep 12, 2019 | -13.73% May 8, 2006 - Nov 15, 2006 |
| #12 | -6.41% Apr 30, 2019 - Jun 20, 2019 | -13.49% Feb 12, 2021 - Jun 24, 2021 |
| #13 | -5.99% Jan 15, 2014 - Feb 28, 2014 | -11.47% Jul 19, 2007 - Oct 5, 2007 |
| #14 | -5.96% Nov 8, 2021 - Dec 27, 2021 | -11.32% Apr 2, 2012 - Sep 13, 2012 |
| #15 | -5.59% Jun 8, 2016 - Jul 8, 2016 | -10.16% Sep 5, 2014 - Nov 6, 2014 |
Correlation
Correlation between VONV and IWP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2001 - 2026)
VONV vs IWP dividend yield comparison.
| Year | VONV | IWP |
|---|---|---|
| 2026 | 0.76% | 0.16% |
| 2025 | 1.82% | 0.37% |
| 2024 | 1.97% | 0.40% |
| 2023 | 2.10% | 0.54% |
| 2022 | 2.22% | 0.77% |
| 2021 | 1.67% | 0.30% |
| 2020 | 2.25% | 0.38% |
| 2019 | 2.30% | 0.60% |
| 2018 | 2.56% | 1.02% |
| 2017 | 2.18% | 0.78% |
| 2016 | 2.39% | 1.16% |
| 2015 | 2.38% | 0.98% |
| 2014 | 2.10% | 1.03% |
| 2013 | 1.92% | 0.80% |
| 2012 | 2.26% | 1.32% |
| 2011 | 2.07% | 0.93% |
| 2010 | 0.15% | 0.85% |
| 2009 | 0.00% | 0.87% |
| 2008 | 0.00% | 1.26% |
| 2007 | 0.00% | 0.63% |
| 2006 | 0.00% | 0.70% |
| 2005 | 0.00% | 0.47% |
| 2004 | 0.00% | 0.28% |
| 2003 | 0.00% | 0.18% |
| 2002 | 0.00% | 0.13% |
| 2001 | 0.00% | 0.03% |
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