VUSV vs MMSD

Comparison between VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF ETF SHARES (VUSV, ETF) and IQ MACKAY MUNICIPAL SHORT DURATION ETF (MMSD, ETF).

VUSV vs MMSD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VUSV(ETF)	MMSD(ETF)
Net Assets	$68M	$68M
Expense Ratio	0.30%	0.25%
Max Drawdown	7.06%	1.85%
Sharpe Ratio	1.78	0.45
5Y Beta	0.74	0.03
P/E Ratio	24.25	N/A
Forward P/E	16.47	N/A
PEG Ratio	0.41	N/A
5Y EPS CAGR	11.16%	N/A
Debt to Equity	67.36%	N/A
P/S Ratio	1.74	N/A
P/B Ratio	3.00	N/A

Net Assets

VUSV

$68M

Winner

MMSD

$68M

Expense Ratio

VUSV

0.30%

Winner

MMSD

0.25%

Max Drawdown

VUSV

7.06%

Winner

MMSD

1.85%

Sharpe Ratio

Winner

VUSV

1.78

MMSD

0.45

5Y Beta

VUSV

0.74

Winner

MMSD

0.03

P/E Ratio

VUSV

24.25

MMSD

N/A

Forward P/E

VUSV

16.47

MMSD

N/A

PEG Ratio

VUSV

0.41

MMSD

N/A

5Y EPS CAGR

VUSV

11.16%

MMSD

N/A

Debt to Equity

VUSV

67.36%

MMSD

N/A

P/S Ratio

VUSV

1.74

MMSD

N/A

P/B Ratio

VUSV

3.00

MMSD

N/A

VUSV vs MMSD - Historical Returns

Returns include dividend reinvestment.

Period	VUSV	MMSD
1 month	+2.44%	+0.52%
3 months	+9.03%	+0.54%
6 months	+8.04%	+1.65%
1 year	N/A	+4.34%
Max(CAGR)	+27.46%	+4.59%

Winner

VUSV

+2.44%

MMSD

+0.52%

Winner

VUSV

+9.03%

MMSD

+0.54%

Winner

VUSV

+8.04%

MMSD

+1.65%

VUSV

N/A

MMSD

+4.34%

Max(CAGR)

Winner

VUSV

+27.46%

MMSD

+4.59%

VUSV vs MMSD - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	VUSV	MMSD
2026	+8.03%	+1.32%
2025	+5.47%	+3.66%

VUSV vs MMSD Drawdown Comparison

The maximum drawdown for VUSV was -7.06%, occurring on Mar 30, 2026. Recovery took 46 trading sessions.

The maximum drawdown for MMSD was -1.35%, occurring on Mar 26, 2026. Recovery took 73 trading sessions.

The current VUSV drawdown is -0.25%. The current MMSD drawdown is -0.12%.

Rank	VUSV	MMSD
#1	-7.06% Feb 11, 2026 - Apr 20, 2026	-1.35% Feb 26, 2026 - Jun 11, 2026
#2	-2.03% Jan 15, 2026 - Feb 11, 2026	-0.49% Sep 15, 2025 - Dec 16, 2025
#3	-1.93% Jun 4, 2026 - Jun 10, 2026	-0.36% May 16, 2025 - May 27, 2025
#4	-1.78% Dec 11, 2025 - Dec 26, 2025	-0.22% May 6, 2025 - May 16, 2025
#5	-1.59% May 6, 2026 - May 22, 2026	-0.16% Jul 10, 2025 - Jul 21, 2025
#6	-1.34% Nov 18, 2025 - Nov 21, 2025	-0.16% Jan 14, 2026 - Jan 21, 2026
#7	-1.12% Jan 6, 2026 - Jan 8, 2026	-0.14% Jun 12, 2025 - Jun 23, 2025
#8	-0.96% Dec 26, 2025 - Jan 5, 2026	-0.13% Jun 5, 2025 - Jun 10, 2025
#9	-0.91% Apr 30, 2026 - May 6, 2026	-0.12% Jul 29, 2025 - Jul 31, 2025
#10	-0.80% Dec 5, 2025 - Dec 10, 2025	-0.12% Jun 11, 2026 - Jun 12, 2026
#11	-0.62% May 26, 2026 - May 28, 2026	-0.10% Jan 21, 2026 - Jan 28, 2026
#12	-0.60% Apr 20, 2026 - Apr 30, 2026	-0.08% May 27, 2025 - May 30, 2025
#13	-0.52% Jun 2, 2026 - Jun 4, 2026	-0.08% Sep 8, 2025 - Sep 10, 2025
#14	-0.37% Nov 28, 2025 - Dec 3, 2025	-0.08% Dec 18, 2025 - Dec 29, 2025
#15	-0.32% Jan 9, 2026 - Jan 14, 2026	-0.08% Jan 9, 2026 - Jan 14, 2026