FRDM vs IWX
Comparison between FREEDOM 100 EMERGING MARKETS ETF (FRDM, ETF) and ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF).
5-Year PerformanceFRDM has outperformed IWX, delivering a return of +18.7% compared to +11.5%
FRDM vs IWX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FRDM
$3.50B
IWX
$3.50B
Expense Ratio
FRDM
0.49%
Winner
IWX
0.20%
Max Drawdown
FRDM
40.49%
Winner
IWX
35.76%
Sharpe Ratio
Winner
FRDM
2.29
IWX
2.16
5Y Beta
FRDM
1.01
Winner
IWX
0.68
P/E Ratio
FRDM
N/A
IWX
22.95
Forward P/E
FRDM
N/A
IWX
17.72
PEG Ratio
FRDM
N/A
IWX
0.47
5Y Dividends CAGR
Winner
FRDM
25.82%
IWX
8.28%
5Y EPS CAGR
FRDM
N/A
IWX
14.90%
Debt to Equity
FRDM
N/A
IWX
-3.35%
P/S Ratio
FRDM
N/A
IWX
2.90
P/B Ratio
FRDM
N/A
IWX
3.62
FRDM vs IWX - Holdings Comparison
FRDM and IWX have 1 common holdings. Overlap is -0.62%
FRDM's top 25 holdings weight is 73.63%. IWX's top 25 holdings weight is 50.89%.
| Rank | FRDM | IWX |
|---|---|---|
| #1 | SAMSUNG ELECTRONICS CO LTD (n/a) - 13.98% | MICRON TECHNOLOGY INC (MU) - 5.05% |
| #2 | SK HYNIX INC (n/a) - 10.88% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.79% |
| #3 | n/a (TSM) - 7.83% | JPMORGAN CHASE & CO (JPM) - 3.52% |
| #4 | MEDIATEK INC (n/a) - 5.78% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #5 | DELTA ELECTRONICS INC (n/a) - 3.71% | AMAZON.COM INC (AMZN) - 3.01% |
| #6 | LATAM AIRLINES GROUP SA (n/a) - 3.23% | EXXON MOBIL CORP (XOM) - 2.76% |
| #7 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 2.98% | ALPHABET INC CLASS C (GOOG) - 2.73% |
| #8 | VALE SA (n/a) - 2.92% | JOHNSON & JOHNSON (JNJ) - 2.35% |
| #9 | BANK POLSKA KASA OPIEKI SA (n/a) - 2.79% | CISCO SYSTEMS INC (CSCO) - 2.11% |
| #10 | BANCO DE CHILE (n/a) - 2.44% | INTEL CORP (INTC) - 2.11% |
| #11 | FALABELLA SA (n/a) - 2.13% | WALMART INC (WMT) - 1.96% |
| #12 | MALAYAN BANKING BHD (n/a) - 1.65% | CATERPILLAR INC (CAT) - 1.54% |
| #13 | LPP SA (n/a) - 1.61% | CHEVRON CORP (CVX) - 1.52% |
| #14 | BANCO DE CREDITO E INVERSIONES SA (n/a) - 1.38% | UNITEDHEALTH GROUP INC (UNH) - 1.51% |
| #15 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.30% | ADVANCED MICRO DEVICES INC (AMD) - 1.49% |
| #16 | UNITED MICROELECTRONICS CORP ADR (UMC) - 1.16% | PROCTER & GAMBLE CO (PG) - 1.44% |
| #17 | SK SQUARE (n/a) - 1.00% | BANK OF AMERICA CORP (BAC) - 1.36% |
| #18 | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 1.00% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.30% |
| #19 | PLAZA SA SHS (n/a) - 0.91% | THE GOLDMAN SACHS GROUP INC (GS) - 1.27% |
| #20 | QUANTA COMPUTER INC (n/a) - 0.89% | MERCK & CO INC (MRK) - 1.25% |
| #21 | CENCOSUD SA (n/a) - 0.87% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.18% |
| #22 | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.86% | APPLIED MATERIALS INC (AMAT) - 1.14% |
| #23 | DINO POLSKA SA (n/a) - 0.81% | MORGAN STANLEY (MS) - 1.05% |
| #24 | PUBLIC BANK BHD (n/a) - 0.79% | WELLS FARGO & CO (WFC) - 1.04% |
| #25 | HYUNDAI MOTOR CO (n/a) - 0.73% | LINDE PLC (LIN) - 1.02% |
| Total Holdings | 134 | 158 |
FRDM vs IWX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FRDM
+7.39%
IWX
+3.27%
3M
Winner
FRDM
+31.14%
IWX
+13.25%
6M
Winner
FRDM
+46.37%
IWX
+15.35%
1Y
Winner
FRDM
+84.22%
IWX
+28.99%
5Y(CAGR)
Winner
FRDM
+18.67%
IWX
+11.50%
10Y(CAGR)
FRDM
N/A
IWX
+11.84%
Max(CAGR)
Winner
FRDM
+18.76%
IWX
+11.48%
FRDM vs IWX - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | FRDM | IWX |
|---|---|---|
| 2026 | +36.57% | +14.30% |
| 2025 | +60.85% | +18.35% |
| 2024 | +3.76% | +14.15% |
| 2023 | +24.18% | +10.40% |
| 2022 | -15.18% | -5.80% |
| 2021 | +4.26% | +24.62% |
| 2020 | +15.00% | +0.74% |
| 2019 | +12.33% | +25.79% |
| 2018 | N/A | -6.69% |
| 2017 | N/A | +13.11% |
| 2016 | N/A | +17.63% |
| 2015 | N/A | -3.41% |
| 2014 | N/A | +14.05% |
| 2013 | N/A | +28.53% |
| 2012 | N/A | +14.33% |
| 2011 | N/A | +0.04% |
| 2010 | N/A | +10.63% |
| 2009 | N/A | +3.66% |
FRDM vs IWX Drawdown Comparison
The maximum drawdown for FRDM was -40.49%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The current FRDM drawdown is -4.36%.
| Rank | FRDM | IWX |
|---|---|---|
| #1 | -40.49% Jan 13, 2020 - Nov 11, 2020 | -35.76% Feb 12, 2020 - Dec 31, 2020 |
| #2 | -29.25% Jan 12, 2022 - Dec 27, 2023 | -20.53% May 2, 2011 - Mar 1, 2012 |
| #3 | -16.86% Feb 25, 2026 - Apr 17, 2026 | -18.12% Jan 12, 2022 - Jul 24, 2023 |
| #4 | -15.43% Sep 26, 2024 - May 2, 2025 | -17.34% Jan 26, 2018 - Apr 29, 2019 |
| #5 | -13.73% Jul 12, 2024 - Sep 26, 2024 | -16.79% Apr 23, 2010 - Dec 21, 2010 |
| #6 | -10.78% Jun 2, 2026 - Jun 5, 2026 | -14.98% May 21, 2015 - Jul 8, 2016 |
| #7 | -10.39% Jul 1, 2019 - Nov 4, 2019 | -13.37% Feb 19, 2025 - Jun 30, 2025 |
| #8 | -9.14% Dec 27, 2023 - Mar 7, 2024 | -10.01% Jul 26, 2023 - Dec 13, 2023 |
| #9 | -8.54% Sep 3, 2021 - Jan 12, 2022 | -9.92% Apr 2, 2012 - Aug 6, 2012 |
| #10 | -7.16% Apr 9, 2024 - May 9, 2024 | -8.53% Jan 11, 2010 - Mar 18, 2010 |
| #11 | -6.75% Feb 16, 2021 - Jun 2, 2021 | -8.13% Sep 19, 2014 - Nov 6, 2014 |
| #12 | -6.39% Nov 7, 2019 - Dec 16, 2019 | -7.93% Oct 18, 2012 - Jan 2, 2013 |
| #13 | -6.26% Nov 3, 2025 - Dec 9, 2025 | -7.53% Nov 29, 2024 - Feb 19, 2025 |
| #14 | -6.14% May 11, 2026 - May 26, 2026 | -6.83% Jul 26, 2019 - Sep 13, 2019 |
| #15 | -5.80% Jan 21, 2021 - Feb 11, 2021 | -6.59% Apr 30, 2019 - Jun 20, 2019 |
Correlation
Correlation between FRDM and IWX is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2009 - 2026)
FRDM vs IWX dividend yield comparison.
| Year | FRDM | IWX |
|---|---|---|
| 2026 | 0.32% | 0.35% |
| 2025 | 2.26% | 1.59% |
| 2024 | 2.53% | 1.97% |
| 2023 | 2.66% | 2.13% |
| 2022 | 2.72% | 2.07% |
| 2021 | 2.17% | 1.79% |
| 2020 | 1.11% | 2.12% |
| 2019 | 1.07% | 2.60% |
| 2018 | 0.00% | 2.66% |
| 2017 | 0.00% | 2.12% |
| 2016 | 0.00% | 2.22% |
| 2015 | 0.00% | 2.77% |
| 2014 | 0.00% | 2.19% |
| 2013 | 0.00% | 1.89% |
| 2012 | 0.00% | 2.71% |
| 2011 | 0.00% | 2.58% |
| 2010 | 0.00% | 1.83% |
| 2009 | 0.00% | 0.56% |
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