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 +17.6% compared to +12.9%
FRDM vs IWX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FRDM
$3.60B
Winner
IWX
$4B
Expense Ratio
FRDM
0.49%
Winner
IWX
0.20%
Max Drawdown
FRDM
40.49%
Winner
IWX
35.76%
Sharpe Ratio
FRDM
1.68
Winner
IWX
2.61
5Y Beta
FRDM
1.05
Winner
IWX
0.68
P/E Ratio
FRDM
N/A
IWX
22.23
Forward P/E
FRDM
N/A
IWX
19.76
PEG Ratio
FRDM
N/A
IWX
0.41
5Y Dividends CAGR
Winner
FRDM
28.76%
IWX
5.22%
5Y EPS CAGR
FRDM
N/A
IWX
14.39%
Debt to Equity
FRDM
N/A
IWX
-3.17%
P/S Ratio
FRDM
N/A
IWX
2.96
P/B Ratio
FRDM
N/A
IWX
3.95
FRDM vs IWX - Holdings Comparison
FRDM and IWX have 1 common holdings. Overlap is 0.00%
FRDM's top 25 holdings weight is 71.49%. IWX's top 25 holdings weight is 56.45%.
| Rank | FRDM | IWX |
|---|---|---|
| #1 | SAMSUNG ELECTRONICS CO LTD (n/a) - 11.55% | AMAZON.COM INC (AMZN) - 8.38% |
| #2 | SK HYNIX INC (n/a) - 9.95% | APPLE INC (AAPL) - 7.61% |
| #3 | n/a (TSM) - 8.09% | MICROSOFT CORP (MSFT) - 5.57% |
| #4 | MEDIATEK INC (n/a) - 5.04% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.63% |
| #5 | LATAM AIRLINES GROUP SA (n/a) - 3.77% | JPMORGAN CHASE & CO (JPM) - 3.48% |
| #6 | DELTA ELECTRONICS INC (n/a) - 3.14% | JOHNSON & JOHNSON (JNJ) - 2.39% |
| #7 | BANK POLSKA KASA OPIEKI SA (n/a) - 3.03% | EXXON MOBIL CORP (XOM) - 2.21% |
| #8 | BANCO DE CHILE (n/a) - 2.93% | INTEL CORP (INTC) - 2.17% |
| #9 | VALE SA (n/a) - 2.77% | CISCO SYSTEMS INC (CSCO) - 1.80% |
| #10 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 2.51% | WALMART INC (WMT) - 1.70% |
| #11 | FALABELLA SA (n/a) - 2.38% | ABBVIE INC (ABBV) - 1.60% |
| #12 | MALAYAN BANKING BHD (n/a) - 1.84% | UNITEDHEALTH GROUP INC (UNH) - 1.50% |
| #13 | BANCO DE CREDITO E INVERSIONES SA (n/a) - 1.65% | BANK OF AMERICA CORP (BAC) - 1.40% |
| #14 | LPP SA (n/a) - 1.55% | PROCTER & GAMBLE CO (PG) - 1.34% |
| #15 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.53% | MERCK & CO INC (MRK) - 1.21% |
| #16 | UNITED MICROELECTRONICS CORP ADR (UMC) - 1.35% | CHEVRON CORP (CVX) - 1.20% |
| #17 | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 1.19% | THE GOLDMAN SACHS GROUP INC (GS) - 1.15% |
| #18 | SK SQUARE (n/a) - 0.98% | COCA-COLA CO (KO) - 1.09% |
| #19 | PLAZA SA SHS (n/a) - 0.98% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.08% |
| #20 | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.94% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.05% |
| #21 | QUANTA COMPUTER INC (n/a) - 0.92% | WELLS FARGO & CO (WFC) - 1.03% |
| #22 | PUBLIC BANK BHD (n/a) - 0.91% | RTX CORP (RTX) - 1.01% |
| #23 | CENCOSUD SA (n/a) - 0.87% | LINDE PLC (LIN) - 0.96% |
| #24 | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.82% | META PLATFORMS INC CLASS A (META) - 0.96% |
| #25 | DINO POLSKA SA (n/a) - 0.80% | MORGAN STANLEY (MS) - 0.93% |
| Total Holdings | 133 | 155 |
FRDM vs IWX - Historical Returns
Returns include dividend reinvestment.
1M
FRDM
-2.87%
Winner
IWX
+4.17%
3M
FRDM
-0.20%
Winner
IWX
+12.10%
6M
FRDM
+14.05%
Winner
IWX
+16.22%
1Y
Winner
FRDM
+63.75%
IWX
+36.34%
5Y(CAGR)
Winner
FRDM
+17.64%
IWX
+12.93%
10Y(CAGR)
FRDM
N/A
IWX
+12.18%
Max(CAGR)
Winner
FRDM
+17.25%
IWX
+11.84%
FRDM vs IWX - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | FRDM | IWX |
|---|---|---|
| 2026 | +27.86% | +22.62% |
| 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 -12.09%.
| 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 | -19.24% Jun 22, 2026 - Jul 29, 2026 | -18.12% Jan 12, 2022 - Jul 24, 2023 |
| #4 | -16.86% Feb 25, 2026 - Apr 17, 2026 | -17.34% Jan 26, 2018 - Apr 29, 2019 |
| #5 | -15.43% Sep 26, 2024 - May 2, 2025 | -16.79% Apr 23, 2010 - Dec 21, 2010 |
| #6 | -13.73% Jul 12, 2024 - Sep 26, 2024 | -14.98% May 21, 2015 - Jul 8, 2016 |
| #7 | -10.78% Jun 2, 2026 - Jun 18, 2026 | -13.37% Feb 19, 2025 - Jun 30, 2025 |
| #8 | -10.39% Jul 1, 2019 - Nov 4, 2019 | -10.01% Jul 26, 2023 - Dec 13, 2023 |
| #9 | -9.14% Dec 27, 2023 - Mar 7, 2024 | -9.92% Apr 2, 2012 - Aug 6, 2012 |
| #10 | -8.54% Sep 3, 2021 - Jan 12, 2022 | -8.53% Jan 11, 2010 - Mar 18, 2010 |
| #11 | -7.16% Apr 9, 2024 - May 9, 2024 | -8.13% Sep 19, 2014 - Nov 6, 2014 |
| #12 | -6.75% Feb 16, 2021 - Jun 2, 2021 | -7.93% Oct 18, 2012 - Jan 2, 2013 |
| #13 | -6.39% Nov 7, 2019 - Dec 16, 2019 | -7.53% Nov 29, 2024 - Feb 19, 2025 |
| #14 | -6.26% Nov 3, 2025 - Dec 9, 2025 | -6.83% Jul 26, 2019 - Sep 13, 2019 |
| #15 | -6.14% May 11, 2026 - May 26, 2026 | -6.59% Apr 30, 2019 - Jun 20, 2019 |
Correlation
Correlation between FRDM and IWX is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2009 - 2026)
FRDM vs IWX dividend yield comparison.
| Year | FRDM | IWX |
|---|---|---|
| 2026 | 0.84% | 0.66% |
| 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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