IBDY vs. VUSV

Last updated Jun 6, 2026

IBDY (iShares iBonds Dec 2033 Term Corporate ETF) and VUSV (Vanguard Wellington U.S. Value Active ETF) are both exchange-traded funds - IBDY is a Corporate Bonds fund tracking the Bloomberg December 2033 Maturity Corporate Index, while VUSV is a Large Cap Value Equities fund actively managed by Vanguard. IBDY is passively managed, while VUSV is actively managed. A 0.50 correlation means they provide meaningful diversification when combined. IBDY charges 0.10%/yr vs 0.30%/yr for VUSV.

Performance

IBDY vs. VUSV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) and Vanguard Wellington U.S. Value Active ETF (VUSV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IBDY achieves a -0.23% return, which is significantly lower than VUSV's 7.78% return.

IBDY

• 1D: -0.49%
• 1M: -0.73%
• YTD: -0.23%
• 6M: 0.14%
• 1Y: 5.45%
• 3Y*: —
• 5Y*: —
• 10Y*: —

VUSV

• 1D: -1.10%
• 1M: 0.87%
• YTD: 7.78%
• 6M: 8.52%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

IBDY vs. VUSV - Yearly Performance Comparison

	2026 (YTD)	2025
IBDY iShares iBonds Dec 2033 Term Corporate ETF	-0.23%	1.04%
VUSV Vanguard Wellington U.S. Value Active ETF	7.78%	5.48%

Correlation

The correlation between IBDY and VUSV is 0.50, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 19, 2025	0.50

Return for Risk

IBDY vs. VUSV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IBDY

IBDY Risk / Return Rank: 41
IBDY Sharpe Ratio Rank: 40
IBDY Sortino Ratio Rank: 42
IBDY Omega Ratio Rank: 38
IBDY Calmar Ratio Rank: 42
IBDY Martin Ratio Rank: 41

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IBDY vs. VUSV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2033 Term Corporate ETF (IBDY) and Vanguard Wellington U.S. Value Active ETF (VUSV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	IBDY	VUSV	Difference
Sharpe ratio: Return per unit of total volatility	1.31	—	—
Sortino ratio: Return per unit of downside risk	1.96	—	—
Omega ratio: Gain probability vs. loss probability	1.23	—	—
Calmar ratio: Return relative to maximum drawdown	1.93	—	—
Martin ratio: Return relative to average drawdown	6.14	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	IBDY	VUSV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.31	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.90	2.22	-1.32

Drawdowns

IBDY vs. VUSV - Drawdown Comparison

The maximum IBDY drawdown since its inception was -7.53%, which is greater than VUSV's maximum drawdown of -7.06%. Use the drawdown chart below to compare losses from any high point for IBDY and VUSV.

Drawdown Indicators

	IBDY	VUSV	Difference
Max Drawdown Largest peak-to-trough decline	-7.53%	-7.06%	-0.47%
Max Drawdown (1Y) Largest decline over 1 year	-2.84%	—	—
Current Drawdown Current decline from peak	-1.76%	-1.10%	-0.66%
Average Drawdown Average peak-to-trough decline	-1.57%	-1.30%	-0.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.89%	—	—

Volatility

Volatility by Period

	IBDY	VUSV	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.33%	—	—
Volatility (6M) Calculated over the trailing 6-month period	3.04%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	4.18%	12.10%	-7.92%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.35%	12.10%	-5.75%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	6.35%	12.10%	-5.75%

IBDY vs. VUSV - Expense Ratio Comparison

IBDY has a 0.10% expense ratio, which is lower than VUSV's 0.30% expense ratio.

Dividends

IBDY vs. VUSV - Dividend Comparison

IBDY's dividend yield for the trailing twelve months is around 4.91%, more than VUSV's 0.18% yield.

Position	TTM	2025	2024	2023
IBDY iShares iBonds Dec 2033 Term Corporate ETF	4.91%	4.87%	5.02%	2.20%
VUSV Vanguard Wellington U.S. Value Active ETF	0.18%	0.20%	0.00%	0.00%

Frequently Asked Questions

Can I hold both IBDY and VUSV in my portfolio?

IBDY and VUSV have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, IBDY or VUSV?

On fees, IBDY is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, IBDY or VUSV?

IBDY is cheaper with a 0.10% expense ratio, compared with 0.30% for VUSV.

Which ETF pays a higher dividend yield, IBDY or VUSV?

IBDY has the higher dividend yield at 4.91%, compared with 0.18% for VUSV.

What is the main difference between IBDY and VUSV?

IBDY is categorized as Corporate Bonds, while VUSV is Large Cap Value Equities. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.10% for IBDY and 0.30% for VUSV.