VTWO vs IWS
Comparison between VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES (VTWO, ETF) and ISHARES RUSSELL MID-CAP VALUE ETF (IWS, ETF).
5-Year PerformanceIWS has outperformed VTWO, delivering a return of +7.9% compared to +6.2%
VTWO vs IWS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VTWO
$15B
IWS
$14B
Expense Ratio
Winner
VTWO
0.06%
IWS
0.23%
Max Drawdown
Winner
VTWO
42.44%
IWS
63.92%
Sharpe Ratio
Winner
VTWO
1.86
IWS
1.66
5Y Beta
VTWO
1.10
Winner
IWS
0.82
P/E Ratio
VTWO
303.71
Winner
IWS
24.63
Forward P/E
Winner
VTWO
14.47
IWS
16.02
5Y Dividends CAGR
Winner
VTWO
15.52%
IWS
7.60%
5Y EPS CAGR
VTWO
11.41%
Winner
IWS
12.67%
Debt to Equity
VTWO
N/A
IWS
-12.08%
P/S Ratio
Winner
VTWO
1.41
IWS
1.58
P/B Ratio
Winner
VTWO
2.12
IWS
2.54
VTWO vs IWS - Holdings Comparison
VTWO and IWS have 3 common holdings. Overlap is 0.00%
VTWO's top 25 holdings weight is 11.24%. IWS's top 25 holdings weight is 16.41%.
| Rank | VTWO | IWS |
|---|---|---|
| #1 | SLBBH1142 (n/a) - 1.99% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.46% |
| #2 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.89% | WESTERN DIGITAL CORP (WDC) - 1.30% |
| #3 | BLOOM ENERGY CORP CLASS A (BE) - 0.79% | CORNING INC (GLW) - 1.25% |
| #4 | FABRINET (FN) - 0.56% | CUMMINS INC (CMI) - 0.87% |
| #5 | IONQ INC CLASS A (IONQ) - 0.46% | BANK OF NEW YORK MELLON CORP (BK) - 0.82% |
| #6 | NEXTPOWER INC CLASS A (NXT) - 0.45% | VALERO ENERGY CORP (VLO) - 0.69% |
| #7 | GUARDANT HEALTH INC (GH) - 0.44% | CIENA CORP (CIEN) - 0.68% |
| #8 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.43% | MARATHON PETROLEUM CORP (MPC) - 0.65% |
| #9 | BRIDGEBIO PHARMA INC (BBIO) - 0.38% | DIGITAL REALTY TRUST INC (DLR) - 0.65% |
| #10 | MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.38% | BAKER HUGHES CO CLASS A (BKR) - 0.65% |
| #11 | COEUR MINING INC (CDE) - 0.37% | TERADYNE INC (TER) - 0.60% |
| #12 | ENSIGN GROUP INC (ENSG) - 0.35% | n/a (WBD) - 0.60% |
| #13 | STERLING INFRASTRUCTURE INC (STRL) - 0.35% | PHILLIPS 66 (PSX) - 0.59% |
| #14 | SPX TECHNOLOGIES INC (SPXC) - 0.35% | UNITED RENTALS INC (URI) - 0.58% |
| #15 | RAMBUS INC (RMBS) - 0.35% | KINDER MORGAN INC CLASS P (KMI) - 0.58% |
| #16 | ECHOSTAR CORP CLASS A (SATS) - 0.34% | L3HARRIS TECHNOLOGIES INC (LHX) - 0.57% |
| #17 | HECLA MINING CO (HL) - 0.34% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.56% |
| #18 | DYCOM INDUSTRIES INC (DY) - 0.34% | ROSS STORES INC (ROST) - 0.55% |
| #19 | OKLO INC CLASS A SHARES (OKLO) - 0.34% | REALTY INCOME CORP (O) - 0.55% |
| #20 | CHART INDUSTRIES INC (GTLS) - 0.31% | LUMENTUM HOLDINGS INC (LITE) - 0.54% |
| #21 | FIRSTCASH HOLDINGS INC (FCFS) - 0.21% | CROWN CASTLE INC (CCI) - 0.35% |
| #22 | CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 0.21% | PG&E CORP (PCG) - 0.34% |
| #23 | AXSOME THERAPEUTICS INC (AXSM) - 0.21% | EQT CORP (EQT) - 0.34% |
| #24 | BOOT BARN HOLDINGS INC (BOOT) - 0.20% | PRUDENTIAL FINANCIAL INC (PRU) - 0.32% |
| #25 | PIPER SANDLER COS (PIPR) - 0.20% | HALLIBURTON CO (HAL) - 0.32% |
| Total Holdings | 1951 | 672 |
VTWO vs IWS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VTWO
+9.13%
IWS
+3.98%
3M
Winner
VTWO
+6.74%
IWS
+4.02%
6M
Winner
VTWO
+18.34%
IWS
+14.89%
1Y
Winner
VTWO
+43.07%
IWS
+27.30%
5Y(CAGR)
VTWO
+6.22%
Winner
IWS
+7.91%
10Y(CAGR)
Winner
VTWO
+11.40%
IWS
+10.28%
Max(CAGR)
Winner
VTWO
+11.42%
IWS
+9.80%
VTWO vs IWS - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | VTWO | IWS |
|---|---|---|
| 2026 | +14.52% | +11.05% |
| 2025 | +12.81% | +11.21% |
| 2024 | +12.23% | +13.15% |
| 2023 | +17.77% | +12.89% |
| 2022 | -21.39% | -12.25% |
| 2021 | +16.50% | +30.37% |
| 2020 | +20.23% | +5.02% |
| 2019 | +24.88% | +27.04% |
| 2018 | -11.97% | -12.90% |
| 2017 | +13.93% | +12.25% |
| 2016 | +24.32% | +20.88% |
| 2015 | -3.94% | -5.09% |
| 2014 | +6.11% | +15.69% |
| 2013 | +34.82% | +30.20% |
| 2012 | +14.49% | +17.01% |
| 2011 | -5.96% | -2.83% |
| 2010 | +20.09% | +22.53% |
| 2009 | N/A | +30.81% |
| 2008 | N/A | -37.02% |
| 2007 | N/A | -1.77% |
| 2006 | N/A | +18.55% |
| 2005 | N/A | +14.38% |
| 2004 | N/A | +23.59% |
| 2003 | N/A | +34.22% |
| 2002 | N/A | -10.03% |
| 2001 | N/A | +2.75% |
VTWO vs IWS Drawdown Comparison
The maximum drawdown for VTWO was -41.18%, occurring on Mar 23, 2020. Recovery took 551 trading sessions.
The maximum drawdown for IWS was -62.39%, occurring on Mar 9, 2009. Recovery took 1327 trading sessions.
The current VTWO drawdown is -0.91%. The current IWS drawdown is -0.81%.
| Rank | VTWO | IWS |
|---|---|---|
| #1 | -41.18% Aug 31, 2018 - Nov 9, 2020 | -62.39% Jun 4, 2007 - Sep 6, 2012 |
| #2 | -31.87% Nov 8, 2021 - Nov 6, 2024 | -43.83% Feb 20, 2020 - Nov 24, 2020 |
| #3 | -29.01% Apr 29, 2011 - Sep 13, 2012 | -30.36% Apr 10, 2002 - Sep 2, 2003 |
| #4 | -27.56% Nov 25, 2024 - Sep 11, 2025 | -21.22% Jan 4, 2022 - Feb 29, 2024 |
| #5 | -25.71% Jun 23, 2015 - Nov 11, 2016 | -20.75% Sep 21, 2018 - Jul 5, 2019 |
| #6 | -12.72% Jul 3, 2014 - Dec 22, 2014 | -20.57% Nov 25, 2024 - Aug 22, 2025 |
| #7 | -10.99% Jan 22, 2026 - Apr 15, 2026 | -19.03% Mar 20, 2015 - Jun 7, 2016 |
| #8 | -10.91% Sep 14, 2012 - Jan 2, 2013 | -17.20% Aug 3, 2001 - Jan 4, 2002 |
| #9 | -9.62% Mar 15, 2021 - Nov 1, 2021 | -9.60% Jan 26, 2018 - Aug 29, 2018 |
| #10 | -9.15% Jan 23, 2018 - May 11, 2018 | -8.91% Mar 5, 2004 - Sep 7, 2004 |
| #11 | -9.00% Mar 4, 2014 - Jul 1, 2014 | -8.62% Sep 5, 2014 - Nov 10, 2014 |
| #12 | -8.47% Oct 15, 2025 - Dec 4, 2025 | -7.80% May 10, 2006 - Sep 26, 2006 |
| #13 | -7.39% Jan 22, 2014 - Feb 26, 2014 | -7.54% Mar 2, 2026 - Apr 16, 2026 |
| #14 | -6.52% Feb 9, 2021 - Mar 11, 2021 | -7.25% Mar 7, 2005 - Jun 13, 2005 |
| #15 | -6.29% Jul 25, 2017 - Sep 22, 2017 | -7.19% May 20, 2013 - Jul 12, 2013 |
Correlation
Correlation between VTWO and IWS is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2001 - 2026)
VTWO vs IWS dividend yield comparison.
| Year | VTWO | IWS |
|---|---|---|
| 2026 | 0.23% | 0.29% |
| 2025 | 1.25% | 1.53% |
| 2024 | 1.21% | 1.50% |
| 2023 | 1.45% | 1.76% |
| 2022 | 1.48% | 1.93% |
| 2021 | 1.13% | 1.39% |
| 2020 | 0.92% | 1.87% |
| 2019 | 1.36% | 1.97% |
| 2018 | 1.41% | 2.53% |
| 2017 | 1.18% | 1.96% |
| 2016 | 1.27% | 2.10% |
| 2015 | 1.23% | 2.14% |
| 2014 | 1.12% | 1.84% |
| 2013 | 1.04% | 1.71% |
| 2012 | 1.56% | 2.09% |
| 2011 | 0.92% | 2.12% |
| 2010 | 0.37% | 1.95% |
| 2009 | 0.00% | 2.09% |
| 2008 | 0.00% | 3.09% |
| 2007 | 0.00% | 2.29% |
| 2006 | 0.00% | 1.83% |
| 2005 | 0.00% | 1.95% |
| 2004 | 0.00% | 1.54% |
| 2003 | 0.00% | 1.70% |
| 2002 | 0.00% | 1.91% |
| 2001 | 0.00% | 0.86% |
Select Stocks to Compare
Popular: VTWO vs SPYIWS vs SPY
More Comparisons
Compare with similar stocks