IVVW vs IWLG

Comparison between ISHARES S&P 500 BUYWRITE ETF (IVVW, ETF) and NYLI WINSLOW LARGE CAP GROWTH ETF (IWLG, ETF).

IVVW vs IWLG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVVW(ETF)	IWLG(ETF)
Net Assets	$321M	$321M
Expense Ratio	0.25%	0.50%
Max Drawdown	19.66%	23.65%
Sharpe Ratio	1.61	0.26
5Y Beta	0.73	1.24
P/E Ratio	N/A	39.93
Forward P/E	N/A	26.09
PEG Ratio	N/A	0.46
5Y EPS CAGR	N/A	35.32%
Debt to Equity	N/A	32.42%
P/S Ratio	N/A	6.23
P/B Ratio	N/A	12.45

Net Assets

Winner

IVVW

$321M

IWLG

$321M

Expense Ratio

Winner

IVVW

0.25%

IWLG

0.50%

Max Drawdown

Winner

IVVW

19.66%

IWLG

23.65%

Sharpe Ratio

Winner

IVVW

1.61

IWLG

0.26

5Y Beta

Winner

IVVW

0.73

IWLG

1.24

P/E Ratio

IVVW

N/A

IWLG

39.93

Forward P/E

IVVW

N/A

IWLG

26.09

PEG Ratio

IVVW

N/A

IWLG

0.46

5Y EPS CAGR

IVVW

N/A

IWLG

35.32%

Debt to Equity

IVVW

N/A

IWLG

32.42%

P/S Ratio

IVVW

N/A

IWLG

6.23

P/B Ratio

IVVW

N/A

IWLG

12.45

IVVW vs IWLG - Holdings Comparison

IVVW and IWLG have 0 common holdings. Overlap is 0.00%

IVVW's top 25 holdings weight is 100.04%. IWLG's top 25 holdings weight is 80.09%.

Rank	IVVW	IWLG
#1	ISHARES CORE S&P 500 ETF (IVV) - 100.04%	NVIDIA CORP (NVDA) - 11.74%
#2	N/A	ALPHABET INC CLASS C (GOOG) - 9.32%
#3	N/A	BROADCOM INC (AVGO) - 7.46%
#4	N/A	APPLE INC (AAPL) - 6.94%
#5	N/A	MICROSOFT CORP (MSFT) - 4.48%
#6	N/A	META PLATFORMS INC CLASS A (META) - 4.11%
#7	N/A	AMAZON.COM INC (AMZN) - 3.29%
#8	N/A	ADVANCED MICRO DEVICES INC (AMD) - 2.67%
#9	N/A	HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.40%
#10	N/A	ORACLE CORP (ORCL) - 2.29%
#11	N/A	ELI LILLY AND CO (LLY) - 2.25%
#12	N/A	PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 2.15%
#13	N/A	ARISTA NETWORKS INC (ANET) - 2.03%
#14	N/A	TESLA INC (TSLA) - 2.01%
#15	N/A	GE AEROSPACE (GE) - 1.93%
#16	N/A	VERTIV HOLDINGS CO CLASS A (VRT) - 1.70%
#17	N/A	LUMENTUM HOLDINGS INC (LITE) - 1.59%
#18	N/A	ASML HOLDING NV ADR (ASML) - 1.59%
#19	N/A	CATERPILLAR INC (CAT) - 1.56%
#20	N/A	SANDISK CORP ORDINARY SHARES (SNDK) - 1.56%
#21	N/A	MICRON TECHNOLOGY INC (MU) - 1.52%
#22	N/A	APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.46%
#23	N/A	QUANTA SERVICES INC (PWR) - 1.43%
#24	N/A	AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 1.31%
#25	N/A	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.30%
Total Holdings	1	44

IVVW vs IWLG - Historical Returns

Returns include dividend reinvestment.

Period	IVVW	IWLG
1 month	+1.41%	-1.31%
3 months	+5.23%	+5.64%
6 months	+6.71%	+6.37%
1 year	+17.94%	+7.11%
5 years(CAGR)	N/A	+21.69%
Max(CAGR)	+13.50%	+21.69%

Winner

IVVW

+1.41%

IWLG

-1.31%

IVVW

+5.23%

Winner

IWLG

+5.64%

Winner

IVVW

+6.71%

IWLG

+6.37%

Winner

IVVW

+17.94%

IWLG

+7.11%

5Y(CAGR)

IVVW

N/A

IWLG

+21.69%

Max(CAGR)

IVVW

+13.50%

Winner

IWLG

+21.69%

IVVW vs IWLG - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	IVVW	IWLG
2026	+6.77%	+3.49%
2025	+11.80%	+14.91%
2024	+12.89%	+33.88%
2023	N/A	+43.98%
2022	N/A	-0.01%

IVVW vs IWLG Drawdown Comparison

The maximum drawdown for IVVW was -16.79%, occurring on Apr 8, 2025. Recovery took 140 trading sessions.

The maximum drawdown for IWLG was -23.19%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.

The current IVVW drawdown is -0.38%. The current IWLG drawdown is -3.79%.

Rank	IVVW	IWLG
#1	-16.79% Feb 18, 2025 - Sep 9, 2025	-23.19% Jan 23, 2025 - Jun 24, 2025
#2	-6.19% Jul 22, 2024 - Aug 15, 2024	-19.45% Oct 29, 2025 - May 29, 2026
#3	-5.81% Feb 25, 2026 - Apr 17, 2026	-19.40% Aug 15, 2022 - May 15, 2023
#4	-3.66% Mar 28, 2024 - Jun 5, 2024	-12.90% Jul 10, 2024 - Oct 11, 2024
#5	-2.77% Jun 4, 2026 - Jun 15, 2026	-10.69% Jul 18, 2023 - Nov 10, 2023
#6	-2.59% Dec 16, 2024 - Jan 17, 2025	-7.89% Jun 2, 2026 - Jun 10, 2026
#7	-2.45% Nov 12, 2025 - Nov 28, 2025	-7.05% Mar 22, 2024 - May 15, 2024
#8	-1.84% Aug 30, 2024 - Sep 12, 2024	-5.42% Dec 16, 2024 - Jan 22, 2025
#9	-1.82% Feb 2, 2026 - Feb 9, 2026	-4.61% Jun 24, 2022 - Jul 20, 2022
#10	-1.58% Oct 18, 2024 - Nov 6, 2024	-3.56% Jul 21, 2022 - Jul 27, 2022
#11	-1.50% Jan 16, 2026 - Jan 26, 2026	-3.41% Oct 29, 2024 - Nov 6, 2024
#12	-1.47% Oct 6, 2025 - Oct 17, 2025	-3.36% Oct 8, 2025 - Oct 24, 2025
#13	-1.37% Jun 15, 2026 - Jun 30, 2026	-3.27% Dec 28, 2023 - Jan 10, 2024
#14	-1.27% Feb 9, 2026 - Feb 25, 2026	-2.94% Nov 13, 2024 - Dec 3, 2024
#15	-1.12% Jul 15, 2026 - Jul 17, 2026	-2.94% Sep 22, 2025 - Oct 8, 2025