IAGG vs IWN

Comparison between ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG, ETF) and ISHARES RUSSELL 2000 VALUE ETF (IWN, ETF).

5-Year PerformanceIWN has outperformed IAGG, delivering a return of +7.9% compared to +1.1%

IAGG vs IWN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAGG(ETF)	IWN(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.07%	0.24%
Max Drawdown	15.86%	62.91%
Sharpe Ratio	-0.42	1.91
5Y Beta	0.03	0.97
P/E Ratio	N/A	166.44
Forward P/E	N/A	12.44
5Y Dividends CAGR	15.92%	11.18%
5Y EPS CAGR	N/A	9.58%
Debt to Equity	N/A	36.26%
P/S Ratio	N/A	1.28
P/B Ratio	N/A	1.54

Net Assets

IAGG

$13B

Winner

IWN

$13B

Expense Ratio

Winner

IAGG

0.07%

IWN

0.24%

Max Drawdown

Winner

IAGG

15.86%

IWN

62.91%

Sharpe Ratio

IAGG

-0.42

Winner

IWN

1.91

5Y Beta

Winner

IAGG

0.03

IWN

0.97

P/E Ratio

IAGG

N/A

IWN

166.44

Forward P/E

IAGG

N/A

IWN

12.44

5Y Dividends CAGR

Winner

IAGG

15.92%

IWN

11.18%

5Y EPS CAGR

IAGG

N/A

IWN

9.58%

Debt to Equity

IAGG

N/A

IWN

36.26%

P/S Ratio

IAGG

N/A

IWN

1.28

P/B Ratio

IAGG

N/A

IWN

1.54

IAGG vs IWN - Historical Returns

Returns include dividend reinvestment.

Period	IAGG	IWN
1 month	-0.05%	+4.38%
3 months	-0.79%	+6.62%
6 months	-0.13%	+18.99%
1 year	+2.38%	+38.58%
5 years(CAGR)	+1.13%	+7.87%
10 years(CAGR)	+2.21%	+10.40%
Max(CAGR)	+2.43%	+9.34%

IAGG

-0.05%

Winner

IWN

+4.38%

IAGG

-0.79%

Winner

IWN

+6.62%

IAGG

-0.13%

Winner

IWN

+18.99%

IAGG

+2.38%

Winner

IWN

+38.58%

5Y(CAGR)

IAGG

+1.13%

Winner

IWN

+7.87%

10Y(CAGR)

IAGG

+2.21%

Winner

IWN

+10.40%

Max(CAGR)

IAGG

+2.43%

Winner

IWN

+9.34%

IAGG vs IWN - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IAGG	IWN
2026	+0.25%	+14.95%
2025	+3.18%	+12.57%
2024	+4.89%	+8.00%
2023	+7.70%	+14.92%
2022	-10.50%	-15.78%
2021	-1.82%	+29.69%
2020	+4.29%	+4.78%
2019	+7.93%	+21.05%
2018	+3.24%	-13.73%
2017	+2.38%	+7.03%
2016	+4.91%	+34.63%
2015	-0.09%	-7.27%
2014	N/A	+5.30%
2013	N/A	+30.27%
2012	N/A	+15.86%
2011	N/A	-7.51%
2010	N/A	+21.53%
2009	N/A	+20.24%
2008	N/A	-27.94%
2007	N/A	-10.53%
2006	N/A	+21.09%
2005	N/A	+5.60%
2004	N/A	+20.92%
2003	N/A	+41.77%
2002	N/A	-12.06%
2001	N/A	+16.04%
2000	N/A	+13.82%

IAGG vs IWN Drawdown Comparison

The maximum drawdown for IAGG was -13.88%, occurring on Oct 14, 2022. Recovery took 1027 trading sessions.

The maximum drawdown for IWN was -61.53%, occurring on Mar 9, 2009. Recovery took 1333 trading sessions.

The current IAGG drawdown is -1.55%. The current IWN drawdown is -1.47%.

Rank	IAGG	IWN
#1	-13.88% Dec 31, 2020 - Feb 4, 2025	-61.53% Jun 4, 2007 - Sep 14, 2012
#2	-5.93% Mar 9, 2020 - Jul 30, 2020	-46.07% Aug 22, 2018 - Dec 15, 2020
#3	-3.93% Sep 7, 2016 - Oct 31, 2017	-34.07% May 2, 2002 - Sep 4, 2003
#4	-3.70% Dec 8, 2017 - Dec 18, 2018	-26.70% Nov 25, 2024 - Sep 18, 2025
#5	-2.32% Feb 27, 2026 - Mar 27, 2026	-25.93% Nov 8, 2021 - Jul 16, 2024
#6	-2.07% Aug 28, 2019 - Jan 29, 2020	-22.54% Jun 23, 2015 - Aug 5, 2016
#7	-1.67% Feb 28, 2025 - Apr 16, 2025	-19.41% Jun 29, 2001 - Dec 18, 2001
#8	-1.04% Dec 2, 2015 - Jan 14, 2016	-12.38% Jul 3, 2014 - Dec 29, 2014
#9	-0.94% Aug 4, 2020 - Sep 29, 2020	-12.02% May 9, 2006 - Oct 12, 2006
#10	-0.85% Apr 30, 2025 - May 30, 2025	-11.86% Jun 8, 2021 - Nov 3, 2021
#11	-0.83% Apr 5, 2016 - May 11, 2016	-11.37% Apr 5, 2004 - Oct 1, 2004
#12	-0.80% Jun 16, 2016 - Jun 27, 2016	-10.57% Sep 14, 2012 - Dec 20, 2012
#13	-0.75% Jul 3, 2019 - Jul 18, 2019	-10.26% Dec 28, 2004 - Jun 15, 2005
#14	-0.73% Feb 5, 2025 - Feb 28, 2025	-10.14% Aug 2, 2005 - Jan 6, 2006
#15	-0.71% Mar 28, 2019 - Apr 30, 2019	-9.85% Jul 26, 2024 - Oct 16, 2024

Correlation

Correlation between IAGG and IWN is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2000 - 2026)

IAGG vs IWN dividend yield comparison.

Year	IAGG	IWN
2026	0.60%	0.25%
2025	3.08%	1.70%
2024	4.28%	1.80%
2023	3.55%	2.04%
2022	2.27%	2.12%
2021	1.16%	1.48%
2020	1.95%	1.60%
2019	2.82%	1.92%
2018	3.02%	1.99%
2017	1.74%	1.78%
2016	1.56%	1.74%
2015	0.13%	2.15%
2014	0.00%	1.88%
2013	0.00%	1.77%
2012	0.00%	2.50%
2011	0.00%	2.03%
2010	0.00%	1.63%
2009	0.00%	1.82%
2008	0.00%	2.46%
2007	0.00%	2.03%
2006	0.00%	1.59%
2005	0.00%	1.76%
2004	0.00%	1.38%
2003	0.00%	1.24%
2002	0.00%	1.89%
2001	0.00%	1.84%
2000	0.00%	0.76%