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VTWV vs. ISVL
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VTWV vs. ISVL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Russell 2000 Value ETF (VTWV) and iShares International Developed Small Cap Value Factor ETF (ISVL). The values are adjusted to include any dividend payments, if applicable.

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VTWV vs. ISVL - Yearly Performance Comparison


2026 (YTD)20252024202320222021
VTWV
Vanguard Russell 2000 Value ETF
5.55%12.72%7.83%14.67%-14.46%7.22%
ISVL
iShares International Developed Small Cap Value Factor ETF
2.94%42.84%4.58%17.56%-13.69%7.69%

Returns By Period

In the year-to-date period, VTWV achieves a 5.55% return, which is significantly higher than ISVL's 2.94% return.


VTWV

1D
0.57%
1M
-3.81%
YTD
5.55%
6M
8.39%
1Y
28.79%
3Y*
13.98%
5Y*
5.59%
10Y*
9.64%

ISVL

1D
1.80%
1M
-5.06%
YTD
2.94%
6M
9.67%
1Y
35.81%
3Y*
19.74%
5Y*
10.61%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VTWV vs. ISVL - Expense Ratio Comparison

VTWV has a 0.10% expense ratio, which is lower than ISVL's 0.30% expense ratio.


Return for Risk

VTWV vs. ISVL — Risk / Return Rank

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

VTWV
VTWV Risk / Return Rank: 7272
Overall Rank
VTWV Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
VTWV Sortino Ratio Rank: 7272
Sortino Ratio Rank
VTWV Omega Ratio Rank: 6565
Omega Ratio Rank
VTWV Calmar Ratio Rank: 7575
Calmar Ratio Rank
VTWV Martin Ratio Rank: 7575
Martin Ratio Rank

ISVL
ISVL Risk / Return Rank: 9090
Overall Rank
ISVL Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
ISVL Sortino Ratio Rank: 9292
Sortino Ratio Rank
ISVL Omega Ratio Rank: 9393
Omega Ratio Rank
ISVL Calmar Ratio Rank: 8787
Calmar Ratio Rank
ISVL Martin Ratio Rank: 8989
Martin Ratio Rank
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.

VTWV vs. ISVL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 2000 Value ETF (VTWV) and iShares International Developed Small Cap Value Factor ETF (ISVL). 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.


VTWVISVLDifference

Sharpe ratio

Return per unit of total volatility

1.30

2.03

-0.73

Sortino ratio

Return per unit of downside risk

1.88

2.78

-0.90

Omega ratio

Gain probability vs. loss probability

1.25

1.43

-0.19

Calmar ratio

Return relative to maximum drawdown

2.07

2.88

-0.81

Martin ratio

Return relative to average drawdown

8.17

11.65

-3.48

VTWV vs. ISVL - Sharpe Ratio Comparison

The current VTWV Sharpe Ratio is 1.30, which is lower than the ISVL Sharpe Ratio of 2.03. The chart below compares the historical Sharpe Ratios of VTWV and ISVL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VTWVISVLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.30

2.03

-0.73

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.26

0.64

-0.38

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.65

-0.20

Correlation

The correlation between VTWV and ISVL is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

VTWV vs. ISVL - Dividend Comparison

VTWV's dividend yield for the trailing twelve months is around 1.76%, less than ISVL's 2.61% yield.


TTM20252024202320222021202020192018201720162015
VTWV
Vanguard Russell 2000 Value ETF
1.76%1.79%1.78%2.02%2.07%1.60%1.49%1.82%2.04%1.63%1.57%2.03%
ISVL
iShares International Developed Small Cap Value Factor ETF
2.61%2.69%3.92%3.82%3.37%2.82%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VTWV vs. ISVL - Drawdown Comparison

The maximum VTWV drawdown since its inception was -45.73%, which is greater than ISVL's maximum drawdown of -30.48%. Use the drawdown chart below to compare losses from any high point for VTWV and ISVL.


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Drawdown Indicators


VTWVISVLDifference

Max Drawdown

Largest peak-to-trough decline

-45.73%

-30.48%

-15.25%

Max Drawdown (1Y)

Largest decline over 1 year

-13.90%

-12.48%

-1.42%

Max Drawdown (5Y)

Largest decline over 5 years

-26.72%

-30.48%

+3.76%

Max Drawdown (10Y)

Largest decline over 10 years

-45.73%

Current Drawdown

Current decline from peak

-4.82%

-7.13%

+2.31%

Average Drawdown

Average peak-to-trough decline

-7.89%

-6.79%

-1.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.53%

3.09%

+0.44%

Volatility

VTWV vs. ISVL - Volatility Comparison

The current volatility for Vanguard Russell 2000 Value ETF (VTWV) is 6.40%, while iShares International Developed Small Cap Value Factor ETF (ISVL) has a volatility of 7.26%. This indicates that VTWV experiences smaller price fluctuations and is considered to be less risky than ISVL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VTWVISVLDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.40%

7.26%

-0.86%

Volatility (6M)

Calculated over the trailing 6-month period

13.23%

10.98%

+2.25%

Volatility (1Y)

Calculated over the trailing 1-year period

22.20%

17.70%

+4.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.82%

16.76%

+5.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.50%

16.76%

+6.74%