EQAL vs IWM
Comparison between INVESCO RUSSELL 1000 EQUAL WEIGHT ETF (EQAL, ETF) and ISHARES RUSSELL 2000 ETF (IWM, ETF).
5-Year PerformanceEQAL has outperformed IWM, delivering a return of +6.6% compared to +5.7%
EQAL vs IWM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EQAL
$797M
Winner
IWM
$77B
Expense Ratio
EQAL
0.20%
Winner
IWM
0.19%
Max Drawdown
Winner
EQAL
40.90%
IWM
59.89%
Sharpe Ratio
EQAL
1.46
Winner
IWM
1.51
5Y Beta
Winner
EQAL
0.82
IWM
1.10
P/E Ratio
EQAL
28.98
Winner
IWM
-773.26
Forward P/E
EQAL
15.99
Winner
IWM
14.29
5Y Dividends CAGR
EQAL
7.46%
Winner
IWM
7.95%
5Y EPS CAGR
EQAL
11.67%
Winner
IWM
12.04%
Debt to Equity
EQAL
54.69%
Winner
IWM
44.17%
P/S Ratio
EQAL
1.56
Winner
IWM
1.29
P/B Ratio
EQAL
2.63
Winner
IWM
2.08
EQAL vs IWM - Holdings Comparison
EQAL and IWM have 2 common holdings. Overlap is -0.66%
EQAL's top 25 holdings weight is 12.09%. IWM's top 25 holdings weight is 9.52%.
| Rank | EQAL | IWM |
|---|---|---|
| #1 | CIENA CORP (CIEN) - 0.83% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.86% |
| #2 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.81% | RUSSELL 2000 EMINI CME DEC 25 (n/a) - 0.68% |
| #3 | LUMENTUM HOLDINGS INC (LITE) - 0.78% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.54% |
| #4 | ROKU INC CLASS A (ROKU) - 0.65% | IONQ INC CLASS A (IONQ) - 0.50% |
| #5 | CISCO SYSTEMS INC (CSCO) - 0.62% | BLOOM ENERGY CORP CLASS A (BE) - 0.49% |
| #6 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.55% | FABRINET (FN) - 0.46% |
| #7 | ARISTA NETWORKS INC (ANET) - 0.51% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.42% |
| #8 | VALERO ENERGY CORP (VLO) - 0.48% | COEUR MINING INC (CDE) - 0.39% |
| #9 | LINDE PLC (LIN) - 0.48% | RAMBUS INC (RMBS) - 0.37% |
| #10 | DEVON ENERGY CORP (DVN) - 0.47% | n/a (HIMS) - 0.37% |
| #11 | VERIZON COMMUNICATIONS INC (VZ) - 0.46% | OKLO INC CLASS A SHARES (OKLO) - 0.35% |
| #12 | UBIQUITI INC (UI) - 0.45% | ECHOSTAR CORP CLASS A (SATS) - 0.35% |
| #13 | AT&T INC (T) - 0.45% | STERLING INFRASTRUCTURE INC (STRL) - 0.35% |
| #14 | n/a (LBTYA) - 0.45% | n/a (CWAN) - 0.34% |
| #15 | T-MOBILE US INC (TMUS) - 0.44% | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.34% |
| #16 | MOTOROLA SOLUTIONS INC (MSI) - 0.41% | ENSIGN GROUP INC (ENSG) - 0.33% |
| #17 | COMCAST CORP CLASS A (CMCSA) - 0.40% | CHART INDUSTRIES INC (GTLS) - 0.32% |
| #18 | n/a (ASTS) - 0.40% | SPX TECHNOLOGIES INC (SPXC) - 0.32% |
| #19 | APELLIS PHARMACEUTICALS INC (n/a) - 0.38% | UMB FINANCIAL CORP (UMBF) - 0.32% |
| #20 | SOUTHERN CO (SO) - 0.38% | INTERDIGITAL INC (IDCC) - 0.31% |
| #21 | n/a (GLIBK) - 0.37% | COMMVAULT SYSTEMS INC (CVLT) - 0.30% |
| #22 | ELEMENT SOLUTIONS INC (ESI) - 0.34% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.21% |
| #23 | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 0.33% | MERITAGE HOMES CORP (MTH) - 0.20% |
| #24 | n/a (LBRDK) - 0.33% | MOOG INC CLASS A (MOG-A) - 0.20% |
| #25 | NUCOR CORP (NUE) - 0.32% | RIOT PLATFORMS INC (RIOT) - 0.20% |
| Total Holdings | 989 | 1795 |
EQAL vs IWM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EQAL
+0.02%
IWM
-0.32%
3M
EQAL
+3.17%
Winner
IWM
+9.89%
6M
EQAL
+11.06%
Winner
IWM
+12.89%
1Y
EQAL
+23.48%
Winner
IWM
+36.52%
5Y(CAGR)
Winner
EQAL
+6.60%
IWM
+5.66%
10Y(CAGR)
EQAL
+10.42%
Winner
IWM
+10.58%
Max(CAGR)
Winner
EQAL
+9.33%
IWM
+8.62%
EQAL vs IWM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | EQAL | IWM |
|---|---|---|
| 2026 | +10.06% | +13.41% |
| 2025 | +10.92% | +12.57% |
| 2024 | +11.35% | +12.06% |
| 2023 | +12.68% | +17.49% |
| 2022 | -13.79% | -21.49% |
| 2021 | +25.06% | +16.05% |
| 2020 | +16.63% | +19.95% |
| 2019 | +24.49% | +24.69% |
| 2018 | -9.84% | -11.94% |
| 2017 | +16.44% | +14.02% |
| 2016 | +17.29% | +24.49% |
| 2015 | -3.68% | -3.91% |
| 2014 | -0.55% | +6.18% |
| 2013 | N/A | +34.73% |
| 2012 | N/A | +14.79% |
| 2011 | N/A | -6.07% |
| 2010 | N/A | +23.88% |
| 2009 | N/A | +26.00% |
| 2008 | N/A | -33.48% |
| 2007 | N/A | -1.92% |
| 2006 | N/A | +15.96% |
| 2005 | N/A | +5.83% |
| 2004 | N/A | +16.79% |
| 2003 | N/A | +43.62% |
| 2002 | N/A | -20.74% |
| 2001 | N/A | +5.46% |
| 2000 | N/A | +5.62% |
EQAL vs IWM Drawdown Comparison
The maximum drawdown for EQAL was -40.42%, occurring on Mar 23, 2020. Recovery took 186 trading sessions.
The maximum drawdown for IWM was -59.03%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.
The current EQAL drawdown is -1.89%. The current IWM drawdown is -3.55%.
| Rank | EQAL | IWM |
|---|---|---|
| #1 | -40.42% Jan 16, 2020 - Oct 12, 2020 | -59.03% Jul 9, 2007 - Feb 11, 2011 |
| #2 | -21.80% Nov 15, 2021 - Mar 27, 2024 | -41.13% Aug 31, 2018 - Nov 9, 2020 |
| #3 | -21.01% Sep 21, 2018 - Jul 24, 2019 | -38.67% Jul 17, 2000 - Oct 13, 2003 |
| #4 | -20.41% May 21, 2015 - Jul 12, 2016 | -31.91% Nov 8, 2021 - Nov 6, 2024 |
| #5 | -19.63% Nov 29, 2024 - Aug 22, 2025 | -28.92% Apr 29, 2011 - Sep 13, 2012 |
| #6 | -10.08% Jan 26, 2018 - Jul 9, 2018 | -27.50% Nov 25, 2024 - Sep 11, 2025 |
| #7 | -7.42% Jul 24, 2019 - Nov 15, 2019 | -25.68% Jun 23, 2015 - Nov 11, 2016 |
| #8 | -6.67% Mar 2, 2026 - Apr 16, 2026 | -14.19% Apr 5, 2004 - Nov 5, 2004 |
| #9 | -6.35% Oct 12, 2020 - Nov 5, 2020 | -14.14% May 8, 2006 - Nov 14, 2006 |
| #10 | -6.19% Mar 28, 2024 - Jul 16, 2024 | -12.70% Jul 3, 2014 - Dec 22, 2014 |
| #11 | -6.04% Aug 23, 2016 - Nov 21, 2016 | -12.14% Dec 28, 2004 - Jul 5, 2005 |
| #12 | -5.79% Oct 27, 2025 - Dec 10, 2025 | -11.03% Jan 22, 2026 - Apr 15, 2026 |
| #13 | -5.66% Jul 31, 2024 - Aug 23, 2024 | -10.72% Sep 14, 2012 - Jan 2, 2013 |
| #14 | -5.51% Jun 11, 2021 - Aug 27, 2021 | -9.60% Aug 2, 2005 - Dec 1, 2005 |
| #15 | -5.04% Dec 29, 2014 - Feb 12, 2015 | -9.55% Mar 15, 2021 - Nov 1, 2021 |
Correlation
Correlation between EQAL and IWM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
EQAL vs IWM dividend yield comparison.
| Year | EQAL | IWM |
|---|---|---|
| 2026 | 0.43% | 0.16% |
| 2025 | 1.79% | 1.04% |
| 2024 | 1.62% | 1.15% |
| 2023 | 1.88% | 1.35% |
| 2022 | 1.95% | 1.48% |
| 2021 | 1.32% | 0.94% |
| 2020 | 1.63% | 1.04% |
| 2019 | 1.61% | 1.26% |
| 2018 | 1.63% | 1.40% |
| 2017 | 1.18% | 1.26% |
| 2016 | 1.57% | 1.38% |
| 2015 | 1.64% | 1.54% |
| 2014 | 0.00% | 1.26% |
| 2013 | 0.00% | 1.23% |
| 2012 | 0.00% | 2.00% |
| 2011 | 0.00% | 1.40% |
| 2010 | 0.00% | 1.14% |
| 2009 | 0.00% | 1.15% |
| 2008 | 0.00% | 1.78% |
| 2007 | 0.00% | 1.02% |
| 2006 | 0.00% | 1.07% |
| 2005 | 0.00% | 1.32% |
| 2004 | 0.00% | 0.92% |
| 2003 | 0.00% | 0.83% |
| 2002 | 0.00% | 1.31% |
| 2001 | 0.00% | 1.08% |
| 2000 | 0.00% | 0.89% |
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