IAI vs GSWO
Comparison between ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF (IAI, ETF) and Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF (GSWO, ETF).
IAI vs GSWO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IAI
$1.50B
GSWO
$1.50B
Expense Ratio
IAI
0.38%
Winner
GSWO
0.25%
Max Drawdown
IAI
75.80%
Winner
GSWO
18.80%
Sharpe Ratio
IAI
1.04
Winner
GSWO
1.52
5Y Beta
IAI
1.07
Winner
GSWO
0.62
P/E Ratio
Winner
IAI
20.90
GSWO
25.97
Forward P/E
Winner
IAI
18.51
GSWO
20.29
PEG Ratio
IAI
0.50
Winner
GSWO
0.48
5Y Dividends CAGR
IAI
14.27%
GSWO
N/A
5Y EPS CAGR
IAI
13.87%
Winner
GSWO
26.41%
Debt to Equity
IAI
68.65%
Winner
GSWO
28.65%
P/S Ratio
IAI
3.14
Winner
GSWO
3.00
P/B Ratio
Winner
IAI
3.55
GSWO
5.04
IAI vs GSWO - Holdings Comparison
IAI and GSWO have 11 common holdings. Overlap is 1.03%
IAI's top 25 holdings weight is 97.47%. GSWO's top 25 holdings weight is 37.22%.
| Rank | IAI | GSWO |
|---|---|---|
| #1 | THE GOLDMAN SACHS GROUP INC (GS) - 18.59% | NVIDIA CORP (NVDA) - 5.79% |
| #2 | MORGAN STANLEY (MS) - 15.32% | APPLE INC (AAPL) - 4.74% |
| #3 | CHARLES SCHWAB CORP (SCHW) - 10.15% | MICROSOFT CORP (MSFT) - 3.76% |
| #4 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 4.37% | AMAZON.COM INC (AMZN) - 2.93% |
| #5 | MOODYS CORP (MCO) - 4.30% | ALPHABET INC CLASS A (GOOGL) - 2.38% |
| #6 | S&P GLOBAL INC (SPGI) - 4.23% | BROADCOM INC (AVGO) - 2.32% |
| #7 | MSCI INC (MSCI) - 4.22% | ALPHABET INC CLASS C (GOOG) - 2.06% |
| #8 | INTERCONTINENTAL EXCHANGE INC (ICE) - 4.17% | META PLATFORMS INC CLASS A (META) - 1.77% |
| #9 | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 4.09% | TESLA INC (TSLA) - 1.29% |
| #10 | NASDAQ INC (NDAQ) - 3.96% | JPMORGAN CHASE & CO (JPM) - 1.03% |
| #11 | CME GROUP INC CLASS A (CME) - 3.93% | ELI LILLY AND CO (LLY) - 0.90% |
| #12 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 3.33% | WALMART INC (WMT) - 0.79% |
| #13 | CBOE GLOBAL MARKETS INC (CBOE) - 3.07% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.73% |
| #14 | RAYMOND JAMES FINANCIAL INC (RJF) - 2.64% | EXXON MOBIL CORP (XOM) - 0.70% |
| #15 | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.58% | VISA INC CLASS A (V) - 0.69% |
| #16 | EVERCORE INC CLASS A (EVR) - 1.27% | JOHNSON & JOHNSON (JNJ) - 0.65% |
| #17 | TRADEWEB MARKETS INC (TW) - 1.25% | MICRON TECHNOLOGY INC (MU) - 0.65% |
| #18 | STIFEL FINANCIAL CORP (SF) - 1.16% | ASML HOLDING NV (n/a) - 0.63% |
| #19 | HOULIHAN LOKEY INC CLASS A (HLI) - 0.84% | MASTERCARD INC CLASS A (MA) - 0.56% |
| #20 | FACTSET RESEARCH SYSTEMS INC (FDS) - 0.83% | COSTCO WHOLESALE CORP (COST) - 0.54% |
| #21 | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.77% | ADVANCED MICRO DEVICES INC (AMD) - 0.53% |
| #22 | STONEX GROUP INC (SNEX) - 0.71% | NETFLIX INC (NFLX) - 0.47% |
| #23 | PIPER SANDLER COS (PIPR) - 0.58% | LAM RESEARCH CORP (LRCX) - 0.46% |
| #24 | MARKETAXESS HOLDINGS INC (MKTX) - 0.58% | CISCO SYSTEMS INC (CSCO) - 0.43% |
| #25 | LAZARD INC (LAZ) - 0.53% | CATERPILLAR INC (CAT) - 0.42% |
| Total Holdings | 37 | 777 |
IAI vs GSWO - Historical Returns
Returns include dividend reinvestment.
1M
IAI
+2.87%
Winner
GSWO
+6.94%
3M
IAI
-1.69%
Winner
GSWO
+4.55%
6M
IAI
+2.39%
Winner
GSWO
+11.85%
1Y
Winner
IAI
+22.25%
GSWO
+21.75%
5Y(CAGR)
Winner
IAI
+13.95%
GSWO
+12.54%
10Y(CAGR)
IAI
+18.89%
GSWO
N/A
Max(CAGR)
IAI
+8.03%
Winner
GSWO
+12.54%
IAI vs GSWO - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IAI | GSWO |
|---|---|---|
| 2026 | -1.97% | +9.11% |
| 2025 | +25.49% | +18.96% |
| 2024 | +35.52% | +15.96% |
| 2023 | +14.79% | +16.40% |
| 2022 | -11.75% | -6.17% |
| 2021 | +41.17% | N/A |
| 2020 | +17.15% | N/A |
| 2019 | +23.36% | N/A |
| 2018 | -9.42% | N/A |
| 2017 | +27.80% | N/A |
| 2016 | +24.66% | N/A |
| 2015 | -0.96% | N/A |
| 2014 | +12.35% | N/A |
| 2013 | +61.82% | N/A |
| 2012 | +13.26% | N/A |
| 2011 | -28.09% | N/A |
| 2010 | +2.58% | N/A |
| 2009 | +39.54% | N/A |
| 2008 | -59.22% | N/A |
| 2007 | -5.34% | N/A |
| 2006 | +5.67% | N/A |
IAI vs GSWO Drawdown Comparison
The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.
The maximum drawdown for GSWO was -17.78%, occurring on Oct 12, 2022. Recovery took 323 trading sessions.
The current IAI drawdown is -6.39%.
| Rank | IAI | GSWO |
|---|---|---|
| #1 | -75.46% Jun 20, 2007 - Dec 7, 2016 | -17.78% Mar 29, 2022 - Jul 13, 2023 |
| #2 | -40.38% Feb 20, 2020 - Nov 23, 2020 | -9.97% Feb 13, 2025 - May 2, 2025 |
| #3 | -28.84% Nov 2, 2021 - Mar 4, 2024 | -8.93% Feb 25, 2026 - Apr 15, 2026 |
| #4 | -23.98% Mar 12, 2018 - Nov 25, 2019 | -7.71% Jul 25, 2023 - Nov 22, 2023 |
| #5 | -23.14% Feb 18, 2025 - Jun 18, 2025 | -5.68% Dec 5, 2024 - Feb 11, 2025 |
| #6 | -19.73% May 9, 2006 - Oct 5, 2006 | -4.68% Jul 17, 2024 - Aug 15, 2024 |
| #7 | -16.52% Jan 15, 2026 - Mar 27, 2026 | -4.67% Mar 28, 2024 - Jun 12, 2024 |
| #8 | -12.16% Feb 7, 2007 - Jun 15, 2007 | -3.36% Oct 18, 2024 - Nov 7, 2024 |
| #9 | -9.18% Jan 12, 2021 - Feb 16, 2021 | -2.77% Nov 12, 2025 - Nov 26, 2025 |
| #10 | -8.41% Mar 1, 2017 - Jun 28, 2017 | -2.75% Nov 7, 2024 - Nov 29, 2024 |
| #11 | -8.12% Feb 1, 2018 - Mar 6, 2018 | -2.26% Jul 23, 2025 - Aug 12, 2025 |
| #12 | -7.77% Nov 27, 2024 - Jan 21, 2025 | -2.04% Aug 30, 2024 - Sep 13, 2024 |
| #13 | -7.07% Aug 27, 2021 - Oct 15, 2021 | -1.92% Oct 6, 2025 - Oct 27, 2025 |
| #14 | -7.01% Jul 26, 2024 - Aug 16, 2024 | -1.80% Jan 12, 2026 - Jan 26, 2026 |
| #15 | -6.97% Nov 12, 2025 - Dec 9, 2025 | -1.72% Jul 3, 2025 - Jul 23, 2025 |
Correlation
Correlation between IAI and GSWO is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2006 - 2026)
IAI vs GSWO dividend yield comparison.
| Year | IAI | GSWO |
|---|---|---|
| 2026 | 0.39% | 0.30% |
| 2025 | 0.95% | 1.74% |
| 2024 | 1.05% | 1.75% |
| 2023 | 1.80% | 2.06% |
| 2022 | 2.14% | 1.73% |
| 2021 | 1.31% | 0.00% |
| 2020 | 1.55% | 0.00% |
| 2019 | 1.52% | 0.00% |
| 2018 | 1.58% | 0.00% |
| 2017 | 1.37% | 0.00% |
| 2016 | 1.49% | 0.00% |
| 2015 | 1.31% | 0.00% |
| 2014 | 1.13% | 0.00% |
| 2013 | 1.13% | 0.00% |
| 2012 | 2.97% | 0.00% |
| 2011 | 1.25% | 0.00% |
| 2010 | 1.62% | 0.00% |
| 2009 | 0.57% | 0.00% |
| 2008 | 2.28% | 0.00% |
| 2007 | 0.68% | 0.00% |
| 2006 | 0.20% | 0.00% |
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