IVW vs IWD
Comparison between ISHARES S&P 500 GROWTH ETF (IVW, ETF) and ISHARES RUSSELL 1000 VALUE ETF (IWD, ETF).
5-Year PerformanceIVW has outperformed IWD, delivering a return of +14.1% compared to +11.0%
IVW vs IWD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IVW
$76B
IWD
$76B
Expense Ratio
IVW
0.18%
IWD
0.18%
Max Drawdown
Winner
IVW
61.38%
IWD
61.91%
Sharpe Ratio
IVW
1.33
Winner
IWD
2.01
5Y Beta
IVW
1.22
Winner
IWD
0.73
P/E Ratio
IVW
29.87
Winner
IWD
23.55
Forward P/E
IVW
24.28
Winner
IWD
17.35
PEG Ratio
IVW
0.48
IWD
N/A
5Y Dividends CAGR
IVW
1.24%
Winner
IWD
6.22%
5Y EPS CAGR
Winner
IVW
35.27%
IWD
13.91%
Debt to Equity
Winner
IVW
7.33%
IWD
13.67%
P/S Ratio
IVW
5.85
Winner
IWD
2.30
P/B Ratio
IVW
8.58
Winner
IWD
3.23
IVW vs IWD - Holdings Comparison
IVW and IWD have 136 common holdings. Overlap is 24.37%
IVW's top 25 holdings weight is 73.33%. IWD's top 25 holdings weight is 35.06%.
| Rank | IVW | IWD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.12% | MICRON TECHNOLOGY INC (MU) - 3.41% |
| #2 | APPLE INC (AAPL) - 5.92% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.65% |
| #3 | MICROSOFT CORP (MSFT) - 5.92% | JPMORGAN CHASE & CO (JPM) - 2.65% |
| #4 | BROADCOM INC (AVGO) - 5.88% | ALPHABET INC CLASS A (GOOGL) - 2.20% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 5.69% | AMAZON.COM INC (AMZN) - 1.83% |
| #6 | ALPHABET INC CLASS C (GOOG) - 4.58% | ALPHABET INC CLASS C (GOOG) - 1.79% |
| #7 | META PLATFORMS INC CLASS A (META) - 4.51% | EXXON MOBIL CORP (XOM) - 1.74% |
| #8 | AMAZON.COM INC (AMZN) - 3.98% | JOHNSON & JOHNSON (JNJ) - 1.65% |
| #9 | TESLA INC (TSLA) - 3.85% | INTEL CORP (INTC) - 1.57% |
| #10 | ELI LILLY AND CO (LLY) - 2.47% | CISCO SYSTEMS INC (CSCO) - 1.37% |
| #11 | VISA INC CLASS A (V) - 1.73% | WALMART INC (WMT) - 1.36% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.54% | CATERPILLAR INC (CAT) - 1.14% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% | UNITEDHEALTH GROUP INC (UNH) - 1.06% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.39% | PROCTER & GAMBLE CO (PG) - 1.04% |
| #15 | n/a (PLTR) - 1.29% | ADVANCED MICRO DEVICES INC (AMD) - 1.00% |
| #16 | NETFLIX INC (NFLX) - 1.28% | BANK OF AMERICA CORP (BAC) - 1.00% |
| #17 | COSTCO WHOLESALE CORP (COST) - 1.23% | APPLIED MATERIALS INC (AMAT) - 0.99% |
| #18 | ORACLE CORP (ORCL) - 1.14% | CHEVRON CORP (CVX) - 0.97% |
| #19 | WALMART INC (WMT) - 1.04% | THE GOLDMAN SACHS GROUP INC (GS) - 0.90% |
| #20 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90% | MERCK & CO INC (MRK) - 0.84% |
| #21 | CATERPILLAR INC (CAT) - 0.87% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.82% |
| #22 | SALESFORCE INC (CRM) - 0.77% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.82% |
| #23 | INTUITIVE SURGICAL INC (ISRG) - 0.63% | WELLS FARGO & CO (WFC) - 0.76% |
| #24 | AMERICAN EXPRESS CO (AXP) - 0.61% | MORGAN STANLEY (MS) - 0.75% |
| #25 | UBER TECHNOLOGIES INC (UBER) - 0.60% | RTX CORP (RTX) - 0.75% |
| Total Holdings | 220 | 802 |
IVW vs IWD - Historical Returns
Returns include dividend reinvestment.
1M
IVW
-2.04%
Winner
IWD
+2.28%
3M
Winner
IVW
+15.78%
IWD
+13.41%
6M
IVW
+7.44%
Winner
IWD
+14.65%
1Y
IVW
+26.74%
Winner
IWD
+28.22%
5Y(CAGR)
Winner
IVW
+14.09%
IWD
+11.03%
10Y(CAGR)
Winner
IVW
+19.61%
IWD
+11.18%
Max(CAGR)
Winner
IVW
+12.33%
IWD
+8.14%
IVW vs IWD - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IVW | IWD |
|---|---|---|
| 2026 | +8.60% | +14.33% |
| 2025 | +21.97% | +15.91% |
| 2024 | +38.04% | +13.78% |
| 2023 | +31.48% | +11.40% |
| 2022 | -30.04% | -8.06% |
| 2021 | +33.79% | +26.65% |
| 2020 | +34.55% | +2.31% |
| 2019 | +37.93% | +26.15% |
| 2018 | +2.49% | -8.84% |
| 2017 | +31.77% | +12.65% |
| 2016 | +13.89% | +18.65% |
| 2015 | +10.41% | -3.99% |
| 2014 | +20.63% | +14.25% |
| 2013 | +35.40% | +28.94% |
| 2012 | +19.34% | +15.55% |
| 2011 | +8.74% | -1.00% |
| 2010 | +18.40% | +13.28% |
| 2009 | +33.37% | +16.61% |
| 2008 | -31.43% | -35.73% |
| 2007 | +13.01% | -0.33% |
| 2006 | +13.02% | +20.13% |
| 2005 | +8.74% | +7.79% |
| 2004 | +11.52% | +16.44% |
| 2003 | +25.75% | +25.72% |
| 2002 | -22.05% | -16.22% |
| 2001 | -6.64% | -4.66% |
| 2000 | -14.56% | +8.98% |
IVW vs IWD Drawdown Comparison
The maximum drawdown for IVW was -53.83%, occurring on Jul 23, 2002. Recovery took 1718 trading sessions.
The maximum drawdown for IWD was -60.09%, occurring on Mar 9, 2009. Recovery took 1424 trading sessions.
The current IVW drawdown is -5.48%. The current IWD drawdown is -1.16%.
| Rank | IVW | IWD |
|---|---|---|
| #1 | -53.83% Jul 17, 2000 - May 18, 2007 | -60.09% Jun 4, 2007 - Jan 29, 2013 |
| #2 | -46.68% Oct 12, 2007 - Oct 13, 2010 | -38.51% Feb 13, 2020 - Dec 4, 2020 |
| #3 | -32.72% Dec 27, 2021 - Mar 1, 2024 | -34.08% May 21, 2001 - Dec 29, 2003 |
| #4 | -31.35% Feb 19, 2020 - Jun 8, 2020 | -19.03% Jan 12, 2022 - Dec 14, 2023 |
| #5 | -22.15% Feb 19, 2025 - Jun 24, 2025 | -18.31% Jan 26, 2018 - Apr 30, 2019 |
| #6 | -19.85% Oct 1, 2018 - Mar 21, 2019 | -16.16% May 21, 2015 - Jun 8, 2016 |
| #7 | -15.81% Jul 7, 2011 - Jan 18, 2012 | -15.71% Nov 29, 2024 - Jul 3, 2025 |
| #8 | -13.75% Oct 29, 2025 - Apr 15, 2026 | -12.19% Feb 12, 2001 - May 16, 2001 |
| #9 | -12.73% Jul 10, 2024 - Oct 14, 2024 | -7.85% Sep 18, 2014 - Nov 5, 2014 |
| #10 | -12.51% Dec 29, 2015 - Mar 30, 2016 | -7.59% Mar 5, 2004 - Sep 7, 2004 |
| #11 | -11.46% Jul 20, 2015 - Oct 23, 2015 | -7.25% May 10, 2006 - Aug 16, 2006 |
| #12 | -10.43% Sep 2, 2020 - Dec 1, 2020 | -6.79% Feb 27, 2026 - Apr 14, 2026 |
| #13 | -9.87% Jan 26, 2018 - Jun 1, 2018 | -6.77% Mar 4, 2005 - Jun 17, 2005 |
| #14 | -8.68% Jul 19, 2007 - Sep 26, 2007 | -6.74% Jul 26, 2019 - Sep 12, 2019 |
| #15 | -8.65% Feb 12, 2021 - Apr 5, 2021 | -6.50% Sep 16, 2005 - Nov 21, 2005 |
Correlation
Correlation between IVW and IWD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IVW vs IWD dividend yield comparison.
| Year | IVW | IWD |
|---|---|---|
| 2026 | 0.17% | 0.66% |
| 2025 | 0.40% | 1.69% |
| 2024 | 0.43% | 1.87% |
| 2023 | 1.03% | 2.02% |
| 2022 | 0.92% | 2.15% |
| 2021 | 0.46% | 1.62% |
| 2020 | 2.60% | 2.05% |
| 2019 | 6.51% | 2.45% |
| 2018 | 5.11% | 2.71% |
| 2017 | 5.21% | 2.09% |
| 2016 | 6.06% | 2.25% |
| 2015 | 6.05% | 2.47% |
| 2014 | 5.47% | 2.00% |
| 2013 | 5.79% | 1.95% |
| 2012 | 7.28% | 2.30% |
| 2011 | 6.46% | 2.30% |
| 2010 | 5.52% | 1.98% |
| 2009 | 5.51% | 2.36% |
| 2008 | 6.67% | 3.70% |
| 2007 | 4.66% | 2.40% |
| 2006 | 4.72% | 2.05% |
| 2005 | 5.07% | 2.46% |
| 2004 | 6.76% | 1.96% |
| 2003 | 4.37% | 1.91% |
| 2002 | 4.28% | 2.14% |
| 2001 | 2.71% | 1.56% |
| 2000 | 1.56% | 0.74% |
Select Stocks to Compare
Popular: IVW vs SPYIWD vs SPY
More Comparisons
Compare with similar stocks