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VTEB vs IVE

Comparison between VANGUARD TAX-EXEMPT BOND INDEX FUND ETF SHARES (VTEB, ETF) and ISHARES S&P 500 VALUE ETF (IVE, ETF).

5-Year PerformanceIVE has outperformed VTEB, delivering a return of +11.1% compared to +1.0%

VTEB vs IVE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VTEB
$48B
Winner
IVE
$48B
Expense Ratio
Winner
VTEB
0.03%
IVE
0.18%
Max Drawdown
Winner
VTEB
17.00%
IVE
62.98%
Sharpe Ratio
VTEB
1.05
Winner
IVE
1.59
5Y Beta
Winner
VTEB
0.03
IVE
0.69
P/E Ratio
VTEB
N/A
IVE
24.35
Forward P/E
VTEB
N/A
IVE
18.78
5Y Dividends CAGR
Winner
VTEB
10.53%
IVE
4.91%
5Y EPS CAGR
VTEB
N/A
IVE
11.99%
Debt to Equity
VTEB
N/A
IVE
44.58%
P/S Ratio
VTEB
N/A
IVE
2.17
P/B Ratio
VTEB
N/A
IVE
3.73

VTEB vs IVE - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VTEB
+1.50%
IVE
-0.37%
3M
VTEB
+2.61%
Winner
IVE
+8.06%
6M
VTEB
+1.94%
Winner
IVE
+6.43%
1Y
VTEB
+6.78%
Winner
IVE
+19.13%
5Y(CAGR)
VTEB
+0.97%
Winner
IVE
+11.09%
10Y(CAGR)
VTEB
+1.98%
Winner
IVE
+12.05%
Max(CAGR)
VTEB
+2.44%
Winner
IVE
+7.59%

VTEB vs IVE - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearVTEBIVE
2026+1.66%+7.17%
2025+3.58%+13.56%
2024+1.63%+11.40%
2023+5.87%+21.54%
2022-7.95%-5.84%
2021+1.14%+26.39%
2020+5.08%+0.83%
2019+7.32%+31.09%
2018+1.20%-9.66%
2017+5.10%+14.31%
2016+0.06%+18.72%
2015+2.44%-3.25%
2014N/A+13.14%
2013N/A+28.54%
2012N/A+15.37%
2011N/A-1.91%
2010N/A+13.12%
2009N/A+18.11%
2008N/A-38.04%
2007N/A+1.44%
2006N/A+18.64%
2005N/A+6.29%
2004N/A+15.70%
2003N/A+27.52%
2002N/A-21.10%
2001N/A-10.41%
2000N/A+7.90%

VTEB vs IVE Drawdown Comparison

The maximum drawdown for VTEB was -17.00%, occurring on Mar 19, 2020. Recovery took 100 trading sessions.

The maximum drawdown for IVE was -61.33%, occurring on Mar 9, 2009. Recovery took 1362 trading sessions.

The current VTEB drawdown is -0.17%. The current IVE drawdown is -1.17%.

RankVTEBIVE
#1-17.00%
Mar 9, 2020 - Jul 30, 2020
-61.33%
Oct 9, 2007 - Mar 8, 2013
#2-12.64%
Jul 22, 2021 - Dec 4, 2024
-44.22%
Feb 1, 2001 - Dec 21, 2004
#3-5.82%
Jul 5, 2016 - Aug 23, 2017
-37.04%
Feb 12, 2020 - Jan 6, 2021
#4-4.76%
Dec 6, 2024 - Sep 11, 2025
-19.24%
Jan 26, 2018 - May 3, 2019
#5-2.71%
Feb 27, 2026 - Mar 24, 2026
-18.03%
Apr 20, 2022 - Feb 1, 2023
#6-2.27%
Dec 6, 2017 - Dec 7, 2018
-17.58%
Nov 29, 2024 - Aug 22, 2025
#7-2.04%
Feb 10, 2021 - Jun 4, 2021
-15.03%
May 21, 2015 - Jun 7, 2016
#8-1.57%
Aug 15, 2019 - Jan 3, 2020
-10.98%
Jul 31, 2023 - Dec 1, 2023
#9-1.40%
Aug 10, 2020 - Nov 19, 2020
-10.18%
Jul 13, 2007 - Oct 9, 2007
#10-1.14%
Sep 8, 2017 - Dec 6, 2017
-9.57%
Feb 2, 2023 - Jun 13, 2023
#11-0.95%
Feb 11, 2016 - Apr 5, 2016
-7.86%
Sep 11, 2000 - Oct 31, 2000
#12-0.82%
Aug 25, 2015 - Sep 24, 2015
-7.84%
May 9, 2006 - Sep 20, 2006
#13-0.63%
Jun 16, 2016 - Jun 24, 2016
-7.64%
May 3, 2019 - Jul 1, 2019
#14-0.54%
Oct 30, 2015 - Nov 20, 2015
-7.51%
Mar 7, 2005 - Jun 17, 2005
#15-0.52%
Jun 10, 2021 - Jul 7, 2021
-7.29%
Jan 12, 2022 - Apr 20, 2022

Correlation

Correlation between VTEB and IVE is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (2000 - 2026)

VTEB vs IVE dividend yield comparison.

YearVTEBIVE
20261.41%0.74%
20253.29%1.61%
20243.14%2.04%
20232.79%1.65%
20222.09%2.10%
20211.64%1.81%
20201.99%2.37%
20192.30%2.11%
20182.25%2.74%
20171.96%2.12%
20161.66%2.26%
20150.58%2.44%
20140.00%2.14%
20130.00%2.04%
20120.00%2.34%
20110.00%2.29%
20100.00%2.08%
20090.00%2.56%
20080.00%4.26%
20070.00%2.32%
20060.00%1.91%
20050.00%2.02%
20040.00%1.62%
20030.00%1.60%
20020.00%1.92%
20010.00%1.50%
20000.00%0.94%

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