IEI vs IWP

Comparison between ISHARES 3-7 YEAR TREASURY BOND ETF (IEI, ETF) and ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF).

5-Year PerformanceIWP has outperformed IEI, delivering a return of +6.1% compared to +0.4%

IEI vs IWP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IEI(ETF)	IWP(ETF)
Net Assets	$19B	$19B
Expense Ratio	0.15%	0.23%
Max Drawdown	16.77%	57.34%
Sharpe Ratio	-0.07	0.48
5Y Beta	-0.02	1.15
P/E Ratio	N/A	41.48
Forward P/E	N/A	24.15
5Y Dividends CAGR	30.98%	7.77%
5Y EPS CAGR	N/A	19.98%
Debt to Equity	N/A	103.78%
P/S Ratio	N/A	2.09
P/B Ratio	N/A	9.85

Net Assets

IEI

$19B

IWP

$19B

Expense Ratio

Winner

IEI

0.15%

IWP

0.23%

Max Drawdown

Winner

IEI

16.77%

IWP

57.34%

Sharpe Ratio

IEI

-0.07

Winner

IWP

0.48

5Y Beta

Winner

IEI

-0.02

IWP

1.15

P/E Ratio

IEI

N/A

IWP

41.48

Forward P/E

IEI

N/A

IWP

24.15

5Y Dividends CAGR

Winner

IEI

30.98%

IWP

7.77%

5Y EPS CAGR

IEI

N/A

IWP

19.98%

Debt to Equity

IEI

N/A

IWP

103.78%

P/S Ratio

IEI

N/A

IWP

2.09

P/B Ratio

IEI

N/A

IWP

9.85

IEI vs IWP - Historical Returns

Returns include dividend reinvestment.

Period	IEI	IWP
1 month	-0.07%	+3.53%
3 months	-0.23%	+0.52%
6 months	+0.49%	-1.35%
1 year	+3.94%	+8.74%
5 years(CAGR)	+0.36%	+6.12%
10 years(CAGR)	+1.33%	+12.30%
Max(CAGR)	+2.90%	+9.19%

IEI

-0.07%

Winner

IWP

+3.53%

IEI

-0.23%

Winner

IWP

+0.52%

Winner

IEI

+0.49%

IWP

-1.35%

IEI

+3.94%

Winner

IWP

+8.74%

5Y(CAGR)

IEI

+0.36%

Winner

IWP

+6.12%

10Y(CAGR)

IEI

+1.33%

Winner

IWP

+12.30%

Max(CAGR)

IEI

+2.90%

Winner

IWP

+9.19%

IEI vs IWP - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IEI	IWP
2026	+0.12%	-0.55%
2025	+6.97%	+7.84%
2024	+2.11%	+23.83%
2023	+4.11%	+26.60%
2022	-9.13%	-26.14%
2021	-2.57%	+14.23%
2020	+6.76%	+33.86%
2019	+5.56%	+35.72%
2018	+1.50%	-5.68%
2017	+1.24%	+24.12%
2016	+1.02%	+8.86%
2015	+1.41%	-0.33%
2014	+3.07%	+12.77%
2013	-1.78%	+32.21%
2012	+2.15%	+14.17%
2011	+8.25%	-2.97%
2010	+6.24%	+24.30%
2009	-1.06%	+40.22%
2008	+12.21%	-43.79%
2007	+10.13%	+11.28%
2006	N/A	+8.69%
2005	N/A	+13.54%
2004	N/A	+15.71%
2003	N/A	+37.61%
2002	N/A	-27.76%
2001	N/A	-2.79%

IEI vs IWP Drawdown Comparison

The maximum drawdown for IEI was -14.60%, occurring on Oct 20, 2022. Recovery took 1335 trading sessions.

The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.

The current IEI drawdown is -1.34%. The current IWP drawdown is -5.30%.

Rank	IEI	IWP
#1	-14.60% Aug 4, 2020 - Nov 25, 2025	-56.92% Oct 9, 2007 - Jan 14, 2011
#2	-5.97% Dec 16, 2008 - May 5, 2010	-39.72% Aug 1, 2001 - Dec 1, 2003
#3	-5.25% Mar 17, 2008 - Sep 15, 2008	-38.62% Nov 16, 2021 - Oct 11, 2024
#4	-4.92% Nov 4, 2010 - Jun 8, 2011	-35.87% Feb 19, 2020 - Jul 8, 2020
#5	-4.49% Jul 5, 2016 - Mar 15, 2019	-25.20% Feb 18, 2025 - Jul 3, 2025
#6	-4.16% May 2, 2013 - Oct 8, 2014	-25.03% Jul 7, 2011 - Mar 26, 2012
#7	-2.89% Oct 7, 2008 - Nov 4, 2008	-22.49% Sep 14, 2018 - Mar 21, 2019
#8	-2.21% Sep 17, 2008 - Oct 6, 2008	-20.26% Apr 23, 2015 - Aug 23, 2016
#9	-2.20% Feb 27, 2026 - Mar 26, 2026	-14.79% Oct 27, 2025 - Mar 30, 2026
#10	-2.16% Jan 30, 2015 - Aug 24, 2015	-14.14% Apr 5, 2004 - Nov 11, 2004
#11	-2.00% Jan 31, 2012 - May 4, 2012	-13.73% May 8, 2006 - Nov 15, 2006
#12	-1.97% May 8, 2007 - Jul 24, 2007	-13.49% Feb 12, 2021 - Jun 24, 2021
#13	-1.96% Oct 14, 2015 - Jan 28, 2016	-11.47% Jul 19, 2007 - Oct 5, 2007
#14	-1.95% Sep 4, 2019 - Jan 27, 2020	-11.32% Apr 2, 2012 - Sep 13, 2012
#15	-1.84% Mar 9, 2020 - Mar 23, 2020	-10.16% Sep 5, 2014 - Nov 6, 2014

Correlation

Correlation between IEI and IWP is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2001 - 2026)

IEI vs IWP dividend yield comparison.

Year	IEI	IWP
2026	1.20%	0.04%
2025	3.48%	0.37%
2024	3.18%	0.40%
2023	2.36%	0.54%
2022	1.37%	0.77%
2021	0.73%	0.30%
2020	1.12%	0.38%
2019	2.01%	0.60%
2018	1.95%	1.02%
2017	1.51%	0.78%
2016	1.33%	1.16%
2015	1.39%	0.98%
2014	1.23%	1.03%
2013	0.77%	0.80%
2012	0.87%	1.32%
2011	1.67%	0.93%
2010	2.13%	0.85%
2009	3.14%	0.87%
2008	2.80%	1.26%
2007	4.04%	0.63%
2006	0.00%	0.70%
2005	0.00%	0.47%
2004	0.00%	0.28%
2003	0.00%	0.18%
2002	0.00%	0.13%
2001	0.00%	0.03%