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VOT vs LQD

Comparison between VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES (VOT, ETF) and ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD, ETF).

5-Year PerformanceVOT has outperformed LQD, delivering a return of +5.4% compared to -0.7%

VOT vs LQD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
VOT
$34B
LQD
$33B
Expense Ratio
Winner
VOT
0.05%
LQD
0.14%
Max Drawdown
VOT
60.26%
Winner
LQD
30.46%
Sharpe Ratio
Winner
VOT
0.24
LQD
-0.42
5Y Beta
VOT
1.08
Winner
LQD
0.14
P/E Ratio
VOT
44.42
LQD
N/A
Forward P/E
VOT
29.86
LQD
N/A
PEG Ratio
VOT
0.10
LQD
N/A
5Y Dividends CAGR
Winner
VOT
19.18%
LQD
7.07%
5Y EPS CAGR
VOT
20.09%
LQD
N/A
Debt to Equity
VOT
139.61%
LQD
N/A
P/S Ratio
VOT
5.45
LQD
N/A
P/B Ratio
VOT
8.06
LQD
N/A

VOT vs LQD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VOT
+1.85%
LQD
-0.81%
3M
Winner
VOT
+5.40%
LQD
-0.87%
6M
Winner
VOT
+12.17%
LQD
-1.38%
1Y
Winner
VOT
+7.08%
LQD
+1.57%
5Y(CAGR)
Winner
VOT
+5.44%
LQD
-0.73%
10Y(CAGR)
Winner
VOT
+11.94%
LQD
+2.16%
Max(CAGR)
Winner
VOT
+10.14%
LQD
+4.40%

VOT vs LQD - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearVOTLQD
2026+9.25%-0.66%
2025+10.27%+7.89%
2024+18.14%+1.55%
2023+24.20%+8.65%
2022-27.94%-17.05%
2021+22.29%-1.34%
2020+33.42%+10.74%
2019+34.62%+17.00%
2018-6.28%-3.14%
2017+20.88%+6.96%
2016+8.44%+6.27%
2015-1.05%-1.60%
2014+14.57%+8.00%
2013+29.27%-2.22%
2012+14.42%+10.67%
2011-5.01%+9.31%
2010+26.71%+8.75%
2009+37.80%+9.58%
2008-46.71%+1.20%
2007+17.69%+3.95%
2006+9.44%+3.65%
2005N/A+0.51%
2004N/A+6.48%
2003N/A+8.29%
2002N/A+9.86%

VOT vs LQD Drawdown Comparison

The maximum drawdown for VOT was -60.16%, occurring on Nov 20, 2008. Recovery took 839 trading sessions.

The maximum drawdown for LQD was -24.96%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current VOT drawdown is -0.29%. The current LQD drawdown is -4.83%.

RankVOTLQD
#1-60.16%
Oct 10, 2007 - Feb 8, 2011
-24.96%
Sep 22, 2021 - Oct 20, 2022
#2-37.19%
Nov 16, 2021 - Nov 8, 2024
-21.76%
Mar 6, 2020 - Jun 10, 2020
#3-36.23%
Feb 19, 2020 - Jul 8, 2020
-21.54%
May 1, 2008 - Jan 9, 2009
#4-25.98%
Jul 7, 2011 - Sep 14, 2012
-10.86%
Jan 9, 2009 - Jun 25, 2009
#5-21.84%
Aug 29, 2018 - Mar 21, 2019
-8.70%
Jun 13, 2003 - Mar 5, 2004
#6-21.83%
Apr 23, 2015 - Jan 6, 2017
-8.57%
May 1, 2013 - May 1, 2014
#7-21.77%
Feb 10, 2025 - Jun 24, 2025
-7.66%
Mar 17, 2004 - Sep 16, 2004
#8-15.96%
Oct 27, 2025 - May 29, 2026
-6.64%
Dec 31, 2020 - Aug 3, 2021
#9-12.22%
Jul 19, 2007 - Oct 5, 2007
-6.03%
Feb 2, 2015 - Apr 1, 2016
#10-11.11%
Feb 12, 2021 - Jun 21, 2021
-5.86%
Sep 6, 2016 - Jun 14, 2017
#11-10.49%
Sep 5, 2014 - Nov 6, 2014
-5.63%
Dec 29, 2017 - Mar 12, 2019
#12-9.54%
Jan 26, 2018 - Jun 5, 2018
-5.23%
Nov 4, 2010 - May 5, 2011
#13-8.36%
Sep 2, 2020 - Oct 9, 2020
-4.85%
Aug 31, 2005 - Sep 19, 2006
#14-7.96%
Sep 14, 2012 - Jan 2, 2013
-4.66%
Nov 4, 2011 - Jan 17, 2012
#15-7.92%
May 10, 2011 - Jul 7, 2011
-4.34%
Sep 27, 2002 - Nov 7, 2002

Correlation

Correlation between VOT and LQD is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2002 - 2026)

VOT vs LQD dividend yield comparison.

YearVOTLQD
20260.30%2.73%
20250.64%4.48%
20240.67%4.45%
20230.71%3.99%
20220.78%3.30%
20210.34%2.30%
20200.56%2.66%
20190.78%3.29%
20180.84%3.67%
20170.72%3.10%
20160.81%3.34%
20150.81%3.47%
20140.79%3.39%
20130.61%3.83%
20120.69%3.83%
20110.54%4.39%
20100.52%4.87%
20090.60%5.50%
20080.68%5.37%
20070.24%5.45%
20060.38%5.04%
20050.00%4.76%
20040.00%4.66%
20030.00%4.96%
20020.00%2.26%

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