IVW vs IWM
Comparison between ISHARES S&P 500 GROWTH ETF (IVW, ETF) and ISHARES RUSSELL 2000 ETF (IWM, ETF).
5-Year PerformanceIVW has outperformed IWM, delivering a return of +14.1% compared to +6.6%
IVW vs IWM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVW
$76B
Winner
IWM
$81B
Expense Ratio
Winner
IVW
0.18%
IWM
0.19%
Max Drawdown
IVW
61.38%
Winner
IWM
59.89%
Sharpe Ratio
IVW
1.33
Winner
IWM
1.71
5Y Beta
IVW
1.22
Winner
IWM
1.10
P/E Ratio
IVW
29.87
Winner
IWM
-102.78
Forward P/E
IVW
24.28
Winner
IWM
14.29
PEG Ratio
IVW
0.48
IWM
N/A
5Y Dividends CAGR
IVW
1.24%
Winner
IWM
6.40%
5Y EPS CAGR
Winner
IVW
35.27%
IWM
11.27%
Debt to Equity
Winner
IVW
7.33%
IWM
43.72%
P/S Ratio
IVW
5.85
Winner
IWM
1.23
P/B Ratio
IVW
8.58
Winner
IWM
2.09
IVW vs IWM - Holdings Comparison
IVW and IWM have 1 common holdings. Overlap is -0.68%
IVW's top 25 holdings weight is 73.33%. IWM's top 25 holdings weight is 9.52%.
| Rank | IVW | IWM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.12% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.86% |
| #2 | APPLE INC (AAPL) - 5.92% | RUSSELL 2000 EMINI CME DEC 25 (n/a) - 0.68% |
| #3 | MICROSOFT CORP (MSFT) - 5.92% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.54% |
| #4 | BROADCOM INC (AVGO) - 5.88% | IONQ INC CLASS A (IONQ) - 0.50% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 5.69% | BLOOM ENERGY CORP CLASS A (BE) - 0.49% |
| #6 | ALPHABET INC CLASS C (GOOG) - 4.58% | FABRINET (FN) - 0.46% |
| #7 | META PLATFORMS INC CLASS A (META) - 4.51% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.42% |
| #8 | AMAZON.COM INC (AMZN) - 3.98% | COEUR MINING INC (CDE) - 0.39% |
| #9 | TESLA INC (TSLA) - 3.85% | RAMBUS INC (RMBS) - 0.37% |
| #10 | ELI LILLY AND CO (LLY) - 2.47% | n/a (HIMS) - 0.37% |
| #11 | VISA INC CLASS A (V) - 1.73% | OKLO INC CLASS A SHARES (OKLO) - 0.35% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.54% | ECHOSTAR CORP CLASS A (SATS) - 0.35% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% | STERLING INFRASTRUCTURE INC (STRL) - 0.35% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.39% | n/a (CWAN) - 0.34% |
| #15 | n/a (PLTR) - 1.29% | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.34% |
| #16 | NETFLIX INC (NFLX) - 1.28% | ENSIGN GROUP INC (ENSG) - 0.33% |
| #17 | COSTCO WHOLESALE CORP (COST) - 1.23% | CHART INDUSTRIES INC (GTLS) - 0.32% |
| #18 | ORACLE CORP (ORCL) - 1.14% | SPX TECHNOLOGIES INC (SPXC) - 0.32% |
| #19 | WALMART INC (WMT) - 1.04% | UMB FINANCIAL CORP (UMBF) - 0.32% |
| #20 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90% | INTERDIGITAL INC (IDCC) - 0.31% |
| #21 | CATERPILLAR INC (CAT) - 0.87% | COMMVAULT SYSTEMS INC (CVLT) - 0.30% |
| #22 | SALESFORCE INC (CRM) - 0.77% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.21% |
| #23 | INTUITIVE SURGICAL INC (ISRG) - 0.63% | MERITAGE HOMES CORP (MTH) - 0.20% |
| #24 | AMERICAN EXPRESS CO (AXP) - 0.61% | MOOG INC CLASS A (MOG-A) - 0.20% |
| #25 | UBER TECHNOLOGIES INC (UBER) - 0.60% | RIOT PLATFORMS INC (RIOT) - 0.20% |
| Total Holdings | 220 | 1795 |
IVW vs IWM - Historical Returns
Returns include dividend reinvestment.
1M
IVW
-2.04%
Winner
IWM
+3.82%
3M
IVW
+15.78%
Winner
IWM
+19.63%
6M
IVW
+7.44%
Winner
IWM
+17.64%
1Y
IVW
+26.74%
Winner
IWM
+40.90%
5Y(CAGR)
Winner
IVW
+14.09%
IWM
+6.57%
10Y(CAGR)
Winner
IVW
+19.61%
IWM
+11.17%
Max(CAGR)
Winner
IVW
+12.33%
IWM
+9.05%
IVW vs IWM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IVW | IWM |
|---|---|---|
| 2026 | +8.60% | +19.20% |
| 2025 | +21.97% | +12.57% |
| 2024 | +38.04% | +12.06% |
| 2023 | +31.48% | +17.49% |
| 2022 | -30.04% | -21.49% |
| 2021 | +33.79% | +16.05% |
| 2020 | +34.55% | +19.95% |
| 2019 | +37.93% | +24.69% |
| 2018 | +2.49% | -11.94% |
| 2017 | +31.77% | +14.02% |
| 2016 | +13.89% | +24.49% |
| 2015 | +10.41% | -3.91% |
| 2014 | +20.63% | +6.18% |
| 2013 | +35.40% | +34.73% |
| 2012 | +19.34% | +14.79% |
| 2011 | +8.74% | -6.07% |
| 2010 | +18.40% | +23.88% |
| 2009 | +33.37% | +26.00% |
| 2008 | -31.43% | -33.48% |
| 2007 | +13.01% | -1.92% |
| 2006 | +13.02% | +15.96% |
| 2005 | +8.74% | +6.30% |
| 2004 | +11.52% | +17.96% |
| 2003 | +25.75% | +45.02% |
| 2002 | -22.05% | -19.78% |
| 2001 | -6.64% | +6.67% |
| 2000 | -14.56% | +6.53% |
IVW vs IWM Drawdown Comparison
The maximum drawdown for IVW was -53.83%, occurring on Jul 23, 2002. Recovery took 1718 trading sessions.
The maximum drawdown for IWM was -59.03%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.
The current IVW drawdown is -5.48%. The current IWM drawdown is -0.96%.
| Rank | IVW | IWM |
|---|---|---|
| #1 | -53.83% Jul 17, 2000 - May 18, 2007 | -59.03% Jul 9, 2007 - Feb 11, 2011 |
| #2 | -46.68% Oct 12, 2007 - Oct 13, 2010 | -41.13% Aug 31, 2018 - Nov 9, 2020 |
| #3 | -32.72% Dec 27, 2021 - Mar 1, 2024 | -37.02% Jul 17, 2000 - Sep 3, 2003 |
| #4 | -31.35% Feb 19, 2020 - Jun 8, 2020 | -31.91% Nov 8, 2021 - Nov 6, 2024 |
| #5 | -22.15% Feb 19, 2025 - Jun 24, 2025 | -28.92% Apr 29, 2011 - Sep 13, 2012 |
| #6 | -19.85% Oct 1, 2018 - Mar 21, 2019 | -27.50% Nov 25, 2024 - Sep 11, 2025 |
| #7 | -15.81% Jul 7, 2011 - Jan 18, 2012 | -25.68% Jun 23, 2015 - Nov 11, 2016 |
| #8 | -13.75% Oct 29, 2025 - Apr 15, 2026 | -14.14% May 8, 2006 - Nov 14, 2006 |
| #9 | -12.73% Jul 10, 2024 - Oct 14, 2024 | -13.96% Apr 5, 2004 - Nov 4, 2004 |
| #10 | -12.51% Dec 29, 2015 - Mar 30, 2016 | -12.70% Jul 3, 2014 - Dec 22, 2014 |
| #11 | -11.46% Jul 20, 2015 - Oct 23, 2015 | -11.75% Dec 28, 2004 - Jul 5, 2005 |
| #12 | -10.43% Sep 2, 2020 - Dec 1, 2020 | -11.03% Jan 22, 2026 - Apr 15, 2026 |
| #13 | -9.87% Jan 26, 2018 - Jun 1, 2018 | -10.72% Sep 14, 2012 - Jan 2, 2013 |
| #14 | -8.68% Jul 19, 2007 - Sep 26, 2007 | -9.60% Aug 2, 2005 - Dec 1, 2005 |
| #15 | -8.65% Feb 12, 2021 - Apr 5, 2021 | -9.55% Mar 15, 2021 - Nov 1, 2021 |
Correlation
Correlation between IVW and IWM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2000 - 2026)
IVW vs IWM dividend yield comparison.
| Year | IVW | IWM |
|---|---|---|
| 2026 | 0.17% | 0.39% |
| 2025 | 0.40% | 1.04% |
| 2024 | 0.43% | 1.15% |
| 2023 | 1.03% | 1.35% |
| 2022 | 0.92% | 1.48% |
| 2021 | 0.46% | 0.94% |
| 2020 | 2.60% | 1.04% |
| 2019 | 6.51% | 1.26% |
| 2018 | 5.11% | 1.40% |
| 2017 | 5.21% | 1.26% |
| 2016 | 6.06% | 1.38% |
| 2015 | 6.05% | 1.54% |
| 2014 | 5.47% | 1.26% |
| 2013 | 5.79% | 1.23% |
| 2012 | 7.28% | 2.00% |
| 2011 | 6.46% | 1.40% |
| 2010 | 5.52% | 1.14% |
| 2009 | 5.51% | 1.15% |
| 2008 | 6.67% | 1.78% |
| 2007 | 4.66% | 1.02% |
| 2006 | 4.72% | 1.07% |
| 2005 | 5.07% | 1.73% |
| 2004 | 6.76% | 1.84% |
| 2003 | 4.37% | 1.66% |
| 2002 | 4.28% | 2.62% |
| 2001 | 2.71% | 2.16% |
| 2000 | 1.56% | 1.77% |
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