VUSV vs PBTP
Comparison between VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF ETF SHARES (VUSV, ETF) and INVESCO 0-5 YR US TIPS ETF (PBTP, ETF).
VUSV vs PBTP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VUSV
$68M
PBTP
$68M
Expense Ratio
VUSV
0.30%
Winner
PBTP
0.07%
Max Drawdown
Winner
VUSV
7.06%
PBTP
9.90%
Sharpe Ratio
Winner
VUSV
1.78
PBTP
0.51
5Y Beta
VUSV
0.74
Winner
PBTP
-0.01
P/E Ratio
VUSV
24.25
PBTP
N/A
Forward P/E
VUSV
16.47
PBTP
N/A
PEG Ratio
VUSV
0.41
PBTP
N/A
5Y Dividends CAGR
VUSV
N/A
PBTP
25.87%
5Y EPS CAGR
VUSV
11.16%
PBTP
N/A
Debt to Equity
VUSV
67.36%
PBTP
N/A
P/S Ratio
VUSV
1.74
PBTP
N/A
P/B Ratio
VUSV
3.00
PBTP
N/A
VUSV vs PBTP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VUSV
+2.44%
PBTP
-0.19%
3M
Winner
VUSV
+9.03%
PBTP
+0.90%
6M
Winner
VUSV
+8.04%
PBTP
+2.00%
1Y
VUSV
N/A
PBTP
+4.50%
5Y(CAGR)
VUSV
N/A
PBTP
+3.33%
10Y(CAGR)
VUSV
N/A
PBTP
+3.39%
Max(CAGR)
Winner
VUSV
+27.46%
PBTP
+3.39%
VUSV vs PBTP - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | VUSV | PBTP |
|---|---|---|
| 2026 | +8.03% | +1.93% |
| 2025 | +5.47% | +5.90% |
| 2024 | N/A | +4.79% |
| 2023 | N/A | +4.57% |
| 2022 | N/A | -3.02% |
| 2021 | N/A | +5.41% |
| 2020 | N/A | +4.75% |
| 2019 | N/A | +4.74% |
| 2018 | N/A | +0.59% |
| 2017 | N/A | +0.04% |
VUSV vs PBTP Drawdown Comparison
The maximum drawdown for VUSV was -7.06%, occurring on Mar 30, 2026. Recovery took 46 trading sessions.
The maximum drawdown for PBTP was -5.44%, occurring on Sep 30, 2022. Recovery took 443 trading sessions.
The current VUSV drawdown is -0.25%. The current PBTP drawdown is -0.23%.
| Rank | VUSV | PBTP |
|---|---|---|
| #1 | -7.06% Feb 11, 2026 - Apr 20, 2026 | -5.44% Mar 11, 2022 - Dec 14, 2023 |
| #2 | -2.03% Jan 15, 2026 - Feb 11, 2026 | -5.35% Mar 5, 2020 - Jun 8, 2020 |
| #3 | -1.93% Jun 4, 2026 - Jun 10, 2026 | -2.18% Nov 17, 2021 - Mar 1, 2022 |
| #4 | -1.78% Dec 11, 2025 - Dec 26, 2025 | -1.04% Nov 15, 2018 - Jan 31, 2019 |
| #5 | -1.59% May 6, 2026 - May 22, 2026 | -1.03% Apr 30, 2025 - Jun 26, 2025 |
| #6 | -1.34% Nov 18, 2025 - Nov 21, 2025 | -1.00% Apr 3, 2025 - Apr 28, 2025 |
| #7 | -1.12% Jan 6, 2026 - Jan 8, 2026 | -0.97% Aug 24, 2018 - Nov 15, 2018 |
| #8 | -0.96% Dec 26, 2025 - Jan 5, 2026 | -0.81% Sep 24, 2024 - Jan 15, 2025 |
| #9 | -0.91% Apr 30, 2026 - May 6, 2026 | -0.68% Jan 31, 2024 - Mar 1, 2024 |
| #10 | -0.80% Dec 5, 2025 - Dec 10, 2025 | -0.66% Mar 17, 2026 - Apr 7, 2026 |
| #11 | -0.62% May 26, 2026 - May 28, 2026 | -0.63% Aug 3, 2021 - Aug 27, 2021 |
| #12 | -0.60% Apr 20, 2026 - Apr 30, 2026 | -0.63% May 18, 2021 - Jul 2, 2021 |
| #13 | -0.52% Jun 2, 2026 - Jun 4, 2026 | -0.60% Feb 12, 2021 - Mar 2, 2021 |
| #14 | -0.37% Nov 28, 2025 - Dec 3, 2025 | -0.53% Oct 22, 2025 - Jan 7, 2026 |
| #15 | -0.32% Jan 9, 2026 - Jan 14, 2026 | -0.53% Sep 9, 2021 - Oct 14, 2021 |
Correlation
Correlation between VUSV and PBTP is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2017 - 2026)
VUSV vs PBTP dividend yield comparison.
| Year | VUSV | PBTP |
|---|---|---|
| 2026 | 0.00% | 0.14% |
| 2025 | 0.20% | 3.82% |
| 2024 | 0.00% | 2.59% |
| 2023 | 0.00% | 2.36% |
| 2022 | 0.00% | 5.33% |
| 2021 | 0.00% | 3.12% |
| 2020 | 0.00% | 1.25% |
| 2019 | 0.00% | 2.12% |
| 2018 | 0.00% | 2.33% |
| 2017 | 0.00% | 0.73% |
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