GSY vs IWX
Comparison between INVESCO ULTRA SHORT DURATION ETF (GSY, ETF) and ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF).
5-Year PerformanceIWX has outperformed GSY, delivering a return of +11.5% compared to +3.7%
GSY vs IWX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GSY
$3.50B
IWX
$3.50B
Expense Ratio
GSY
0.22%
Winner
IWX
0.20%
Max Drawdown
Winner
GSY
12.14%
IWX
35.76%
Sharpe Ratio
GSY
1.80
Winner
IWX
2.16
5Y Beta
Winner
GSY
0.00
IWX
0.68
P/E Ratio
GSY
N/A
IWX
22.95
Forward P/E
GSY
N/A
IWX
17.72
PEG Ratio
GSY
N/A
IWX
0.47
5Y Dividends CAGR
Winner
GSY
37.18%
IWX
8.28%
5Y EPS CAGR
GSY
N/A
IWX
14.90%
Debt to Equity
GSY
N/A
IWX
-3.35%
P/S Ratio
GSY
N/A
IWX
2.90
P/B Ratio
GSY
N/A
IWX
3.62
GSY vs IWX - Historical Returns
Returns include dividend reinvestment.
1M
GSY
+0.38%
Winner
IWX
+3.27%
3M
GSY
+1.03%
Winner
IWX
+13.25%
6M
GSY
+1.96%
Winner
IWX
+15.35%
1Y
GSY
+4.51%
Winner
IWX
+28.99%
5Y(CAGR)
GSY
+3.67%
Winner
IWX
+11.50%
10Y(CAGR)
GSY
+2.87%
Winner
IWX
+11.84%
Max(CAGR)
GSY
+1.95%
Winner
IWX
+11.48%
GSY vs IWX - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | GSY | IWX |
|---|---|---|
| 2026 | +1.65% | +14.30% |
| 2025 | +4.98% | +18.35% |
| 2024 | +6.00% | +14.15% |
| 2023 | +6.03% | +10.40% |
| 2022 | +0.05% | -5.80% |
| 2021 | +0.03% | +24.62% |
| 2020 | +1.90% | +0.74% |
| 2019 | +3.34% | +25.79% |
| 2018 | +2.16% | -6.69% |
| 2017 | +1.88% | +13.11% |
| 2016 | +1.81% | +17.63% |
| 2015 | +1.00% | -3.41% |
| 2014 | +0.76% | +14.05% |
| 2013 | +1.37% | +28.53% |
| 2012 | +1.53% | +14.33% |
| 2011 | +0.09% | +0.04% |
| 2010 | -0.15% | +10.63% |
| 2009 | +0.06% | +3.66% |
| 2008 | +1.62% | N/A |
GSY vs IWX Drawdown Comparison
The maximum drawdown for GSY was -12.14%, occurring on Dec 4, 2008. Recovery took 2158 trading sessions.
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
| Rank | GSY | IWX |
|---|---|---|
| #1 | -12.14% Dec 3, 2008 - Jun 30, 2017 | -35.76% Feb 12, 2020 - Dec 31, 2020 |
| #2 | -5.25% Mar 5, 2020 - May 27, 2020 | -20.53% May 2, 2011 - Mar 1, 2012 |
| #3 | -3.29% Nov 20, 2008 - Dec 3, 2008 | -18.12% Jan 12, 2022 - Jul 24, 2023 |
| #4 | -1.48% Sep 15, 2021 - Jan 9, 2023 | -17.34% Jan 26, 2018 - Apr 29, 2019 |
| #5 | -0.90% Aug 25, 2008 - Sep 24, 2008 | -16.79% Apr 23, 2010 - Dec 21, 2010 |
| #6 | -0.80% Sep 24, 2008 - Oct 30, 2008 | -14.98% May 21, 2015 - Jul 8, 2016 |
| #7 | -0.56% Apr 24, 2008 - May 8, 2008 | -13.37% Feb 19, 2025 - Jun 30, 2025 |
| #8 | -0.30% May 8, 2008 - May 14, 2008 | -10.01% Jul 26, 2023 - Dec 13, 2023 |
| #9 | -0.26% Jul 25, 2008 - Aug 25, 2008 | -9.92% Apr 2, 2012 - Aug 6, 2012 |
| #10 | -0.20% Mar 25, 2008 - Apr 24, 2008 | -8.53% Jan 11, 2010 - Mar 18, 2010 |
| #11 | -0.18% Feb 12, 2008 - Feb 28, 2008 | -8.13% Sep 19, 2014 - Nov 6, 2014 |
| #12 | -0.18% May 23, 2008 - Jun 24, 2008 | -7.93% Oct 18, 2012 - Jan 2, 2013 |
| #13 | -0.18% Jun 24, 2008 - Jul 25, 2008 | -7.53% Nov 29, 2024 - Feb 19, 2025 |
| #14 | -0.18% Apr 3, 2025 - Apr 17, 2025 | -6.83% Jul 26, 2019 - Sep 13, 2019 |
| #15 | -0.16% Mar 24, 2023 - Apr 3, 2023 | -6.59% Apr 30, 2019 - Jun 20, 2019 |
Correlation
Correlation between GSY and IWX is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2008 - 2026)
GSY vs IWX dividend yield comparison.
| Year | GSY | IWX |
|---|---|---|
| 2026 | 1.74% | 0.35% |
| 2025 | 4.56% | 1.59% |
| 2024 | 5.31% | 1.97% |
| 2023 | 4.95% | 2.13% |
| 2022 | 1.70% | 2.07% |
| 2021 | 0.58% | 1.79% |
| 2020 | 1.45% | 2.12% |
| 2019 | 2.71% | 2.60% |
| 2018 | 2.30% | 2.66% |
| 2017 | 1.80% | 2.12% |
| 2016 | 1.21% | 2.22% |
| 2015 | 1.17% | 2.77% |
| 2014 | 1.29% | 2.19% |
| 2013 | 1.15% | 1.89% |
| 2012 | 0.72% | 2.71% |
| 2011 | 0.32% | 2.58% |
| 2010 | 0.01% | 1.83% |
| 2009 | 0.24% | 0.56% |
| 2008 | 1.81% | 0.00% |
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