IAU vs IWD
Comparison between iShares Gold Trust (IAU, ETF) and ISHARES RUSSELL 1000 VALUE ETF (IWD, ETF).
5-Year PerformanceIAU has outperformed IWD, delivering a return of +20.5% compared to +9.8%
IAU vs IWD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IAU
$71B
IWD
$70B
Expense Ratio
IAU
0.25%
Winner
IWD
0.18%
Max Drawdown
Winner
IAU
45.14%
IWD
61.91%
Sharpe Ratio
IAU
1.25
Winner
IWD
2.04
5Y Beta
Winner
IAU
0.18
IWD
0.73
P/E Ratio
IAU
N/A
IWD
23.06
Forward P/E
IAU
N/A
IWD
17.35
5Y Dividends CAGR
IAU
N/A
IWD
9.32%
5Y EPS CAGR
IAU
N/A
IWD
13.73%
Debt to Equity
IAU
N/A
IWD
15.73%
P/S Ratio
IAU
N/A
IWD
2.26
P/B Ratio
IAU
N/A
IWD
3.08
IAU vs IWD - Historical Returns
Returns include dividend reinvestment.
1M
IAU
-0.19%
Winner
IWD
+5.38%
3M
IAU
-7.07%
Winner
IWD
+4.53%
6M
Winner
IAU
+17.82%
IWD
+15.41%
1Y
Winner
IAU
+42.56%
IWD
+28.60%
5Y(CAGR)
Winner
IAU
+20.55%
IWD
+9.75%
10Y(CAGR)
Winner
IAU
+13.83%
IWD
+11.28%
Max(CAGR)
Winner
IAU
+11.64%
IWD
+8.05%
IAU vs IWD - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IAU | IWD |
|---|---|---|
| 2026 | +8.96% | +10.64% |
| 2025 | +61.73% | +15.91% |
| 2024 | +27.14% | +13.78% |
| 2023 | +11.90% | +11.40% |
| 2022 | +0.96% | -8.06% |
| 2021 | -6.17% | +26.65% |
| 2020 | +24.09% | +2.31% |
| 2019 | +17.89% | +26.15% |
| 2018 | -3.00% | -8.84% |
| 2017 | +12.10% | +12.65% |
| 2016 | +6.74% | +18.65% |
| 2015 | -11.04% | -3.99% |
| 2014 | -3.70% | +14.25% |
| 2013 | -28.76% | +28.94% |
| 2012 | +4.09% | +15.55% |
| 2011 | +10.20% | -1.00% |
| 2010 | +26.49% | +13.28% |
| 2009 | +24.34% | +16.61% |
| 2008 | +2.09% | -35.73% |
| 2007 | +32.34% | -0.33% |
| 2006 | +18.87% | +20.13% |
| 2005 | +21.17% | +7.79% |
| 2004 | N/A | +16.44% |
| 2003 | N/A | +25.72% |
| 2002 | N/A | -16.22% |
| 2001 | N/A | -4.66% |
| 2000 | N/A | +8.98% |
IAU vs IWD Drawdown Comparison
The maximum drawdown for IAU was -45.14%, occurring on Dec 2, 2015. Recovery took 2246 trading sessions.
The maximum drawdown for IWD was -60.09%, occurring on Mar 9, 2009. Recovery took 1424 trading sessions.
The current IAU drawdown is -12.50%. The current IWD drawdown is -0.25%.
| Rank | IAU | IWD |
|---|---|---|
| #1 | -45.14% Aug 22, 2011 - Jul 27, 2020 | -60.09% Jun 4, 2007 - Jan 29, 2013 |
| #2 | -29.23% Mar 17, 2008 - Sep 16, 2009 | -38.51% Feb 13, 2020 - Dec 4, 2020 |
| #3 | -21.99% May 11, 2006 - Sep 18, 2007 | -34.08% May 21, 2001 - Dec 29, 2003 |
| #4 | -21.82% Aug 6, 2020 - Mar 4, 2024 | -19.03% Jan 12, 2022 - Dec 14, 2023 |
| #5 | -19.18% Jan 29, 2026 - Mar 26, 2026 | -18.31% Jan 26, 2018 - Apr 30, 2019 |
| #6 | -12.71% Dec 2, 2009 - May 11, 2010 | -16.16% May 21, 2015 - Jun 8, 2016 |
| #7 | -10.05% Oct 20, 2025 - Dec 22, 2025 | -15.71% Nov 29, 2024 - Jul 3, 2025 |
| #8 | -8.13% Oct 30, 2024 - Jan 30, 2025 | -12.19% Feb 12, 2001 - May 16, 2001 |
| #9 | -8.03% Dec 6, 2010 - Mar 1, 2011 | -7.85% Sep 18, 2014 - Nov 5, 2014 |
| #10 | -7.50% Jun 18, 2010 - Sep 14, 2010 | -7.59% Mar 5, 2004 - Sep 7, 2004 |
| #11 | -7.15% Apr 21, 2025 - Jun 13, 2025 | -7.25% May 10, 2006 - Aug 16, 2006 |
| #12 | -6.76% Dec 12, 2005 - Jan 3, 2006 | -6.79% Feb 27, 2026 - Apr 14, 2026 |
| #13 | -6.61% Mar 11, 2005 - Aug 12, 2005 | -6.77% Mar 4, 2005 - Jun 17, 2005 |
| #14 | -6.13% Nov 7, 2007 - Dec 28, 2007 | -6.74% Jul 26, 2019 - Sep 12, 2019 |
| #15 | -5.90% Feb 2, 2006 - Mar 29, 2006 | -6.50% Sep 16, 2005 - Nov 21, 2005 |
Correlation
Correlation between IAU and IWD is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
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