IWB vs DIA
Comparison between ISHARES RUSSELL 1000 ETF (IWB, ETF) and SPDR Dow Jones Industrial Average ETF (DIA, ETF).
5-Year PerformanceIWB has outperformed DIA, delivering a return of +12.5% compared to +9.3%
IWB vs DIA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWB
$43B
DIA
$42B
Expense Ratio
Winner
IWB
0.15%
DIA
0.16%
Max Drawdown
IWB
56.43%
Winner
DIA
53.78%
Sharpe Ratio
Winner
IWB
1.99
DIA
1.40
5Y Beta
IWB
0.98
Winner
DIA
0.80
P/E Ratio
IWB
27.79
Winner
DIA
23.62
Forward P/E
IWB
21.51
Winner
DIA
20.37
PEG Ratio
IWB
N/A
DIA
0.76
5Y Dividends CAGR
Winner
IWB
9.65%
DIA
4.94%
5Y EPS CAGR
Winner
IWB
25.49%
DIA
13.70%
Debt to Equity
IWB
39.40%
Winner
DIA
8.52%
P/S Ratio
IWB
3.09
Winner
DIA
3.04
P/B Ratio
Winner
IWB
4.84
DIA
5.27
IWB vs DIA - Holdings Comparison
IWB and DIA have 17 common holdings. Overlap is 19.90%
IWB's top 25 holdings weight is 43.87%. DIA's top 25 holdings weight is 95.46%.
| Rank | IWB | DIA |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.64% | THE GOLDMAN SACHS GROUP INC (GS) - 11.60% |
| #2 | APPLE INC (AAPL) - 6.10% | CATERPILLAR INC (CAT) - 10.24% |
| #3 | MICROSOFT CORP (MSFT) - 4.57% | MICROSOFT CORP (MSFT) - 5.38% |
| #4 | AMAZON.COM INC (AMZN) - 3.31% | UNITEDHEALTH GROUP INC (UNH) - 4.59% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.73% | AMGEN INC (AMGN) - 4.25% |
| #6 | BROADCOM INC (AVGO) - 2.33% | THE HOME DEPOT INC (HD) - 4.12% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.22% | SHERWIN-WILLIAMS CO (SHW) - 4.06% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.01% | AMERICAN EXPRESS CO (AXP) - 3.96% |
| #9 | TESLA INC (TSLA) - 1.72% | JPMORGAN CHASE & CO (JPM) - 3.90% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.50% | THE TRAVELERS COMPANIES INC (TRV) - 3.88% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.32% | VISA INC CLASS A (V) - 3.87% |
| #12 | EXXON MOBIL CORP (XOM) - 1.24% | MCDONALD'S CORP (MCD) - 3.66% |
| #13 | ELI LILLY AND CO (LLY) - 1.22% | APPLE INC (AAPL) - 3.39% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.00% | AMAZON.COM INC (AMZN) - 3.25% |
| #15 | WALMART INC (WMT) - 0.92% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.92% |
| #16 | VISA INC CLASS A (V) - 0.87% | BOEING CO (BA) - 2.89% |
| #17 | COSTCO WHOLESALE CORP (COST) - 0.76% | JOHNSON & JOHNSON (JNJ) - 2.85% |
| #18 | CHEVRON CORP (CVX) - 0.68% | HONEYWELL INTERNATIONAL INC (HON) - 2.67% |
| #19 | MASTERCARD INC CLASS A (MA) - 0.68% | NVIDIA CORP (NVDA) - 2.67% |
| #20 | NETFLIX INC (NFLX) - 0.68% | CHEVRON CORP (CVX) - 2.36% |
| #21 | CONOCOPHILLIPS (COP) - 0.28% | SALESFORCE INC (CRM) - 2.27% |
| #22 | AMERICAN EXPRESS CO (AXP) - 0.28% | PROCTER & GAMBLE CO (PG) - 1.87% |
| #23 | CHARLES SCHWAB CORP (SCHW) - 0.27% | 3M CO (MMM) - 1.83% |
| #24 | INTUITIVE SURGICAL INC (ISRG) - 0.27% | WALMART INC (WMT) - 1.60% |
| #25 | PFIZER INC (PFE) - 0.27% | MERCK & CO INC (MRK) - 1.38% |
| Total Holdings | 965 | 31 |
IWB vs DIA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWB
+8.52%
DIA
+3.58%
3M
Winner
IWB
+6.03%
DIA
-0.64%
6M
Winner
IWB
+10.03%
DIA
+6.40%
1Y
Winner
IWB
+30.94%
DIA
+21.73%
5Y(CAGR)
Winner
IWB
+12.51%
DIA
+9.26%
10Y(CAGR)
Winner
IWB
+15.17%
DIA
+13.05%
Max(CAGR)
Winner
IWB
+8.52%
DIA
+8.25%
IWB vs DIA - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IWB | DIA |
|---|---|---|
| 2026 | +7.73% | +3.02% |
| 2025 | +17.40% | +15.16% |
| 2024 | +25.08% | +14.75% |
| 2023 | +27.04% | +16.06% |
| 2022 | -19.70% | -7.61% |
| 2021 | +28.10% | +22.22% |
| 2020 | +19.74% | +8.27% |
| 2019 | +31.11% | +24.60% |
| 2018 | -5.57% | -3.99% |
| 2017 | +20.58% | +27.49% |
| 2016 | +13.69% | +18.21% |
| 2015 | +0.86% | +0.07% |
| 2014 | +14.05% | +10.73% |
| 2013 | +29.59% | +26.55% |
| 2012 | +14.77% | +8.36% |
| 2011 | +0.22% | +7.33% |
| 2010 | +14.18% | +12.30% |
| 2009 | +24.67% | +19.10% |
| 2008 | -36.70% | -31.16% |
| 2007 | +5.37% | +8.83% |
| 2006 | +13.49% | +17.40% |
| 2005 | +7.04% | +1.79% |
| 2004 | +10.98% | +5.22% |
| 2003 | +25.31% | +23.93% |
| 2002 | -22.03% | -15.62% |
| 2001 | -8.93% | -4.73% |
| 2000 | -4.97% | -4.50% |
| 1999 | N/A | +8.46% |
IWB vs DIA Drawdown Comparison
The maximum drawdown for IWB was -55.38%, occurring on Mar 9, 2009. Recovery took 1119 trading sessions.
The maximum drawdown for DIA was -51.88%, occurring on Mar 9, 2009. Recovery took 1078 trading sessions.
The current DIA drawdown is -0.77%.
| Rank | IWB | DIA |
|---|---|---|
| #1 | -55.38% Oct 9, 2007 - Mar 19, 2012 | -51.88% Oct 9, 2007 - Jan 19, 2012 |
| #2 | -48.25% Sep 1, 2000 - Oct 13, 2006 | -36.69% Feb 12, 2020 - Nov 9, 2020 |
| #3 | -34.60% Feb 19, 2020 - Aug 10, 2020 | -35.00% Jan 14, 2000 - Dec 21, 2004 |
| #4 | -25.20% Jan 3, 2022 - Dec 14, 2023 | -20.75% Jan 4, 2022 - Nov 29, 2023 |
| #5 | -19.72% Sep 20, 2018 - Apr 12, 2019 | -18.14% Oct 3, 2018 - Apr 18, 2019 |
| #6 | -19.09% Feb 19, 2025 - Jun 26, 2025 | -15.96% Dec 4, 2024 - Jul 3, 2025 |
| #7 | -14.25% May 21, 2015 - Jun 2, 2016 | -13.86% May 19, 2015 - Apr 14, 2016 |
| #8 | -9.97% Jan 26, 2018 - Jul 25, 2018 | -11.19% Jan 26, 2018 - Sep 18, 2018 |
| #9 | -9.86% Apr 2, 2012 - Aug 16, 2012 | -9.76% Feb 10, 2026 - Mar 27, 2026 |
| #10 | -9.45% Jul 19, 2007 - Oct 5, 2007 | -8.55% May 1, 2012 - Aug 10, 2012 |
| #11 | -9.33% Sep 2, 2020 - Nov 11, 2020 | -8.37% Mar 4, 2005 - Nov 21, 2005 |
| #12 | -8.86% Jan 27, 2026 - Apr 15, 2026 | -8.00% May 10, 2006 - Sep 15, 2006 |
| #13 | -8.43% Jul 16, 2024 - Sep 19, 2024 | -7.70% Jul 19, 2007 - Sep 27, 2007 |
| #14 | -7.58% Sep 18, 2014 - Oct 31, 2014 | -7.56% Oct 5, 2012 - Jan 15, 2013 |
| #15 | -7.30% Sep 14, 2012 - Jan 2, 2013 | -7.14% Dec 31, 2013 - Apr 1, 2014 |
Correlation
Correlation between IWB and DIA is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
IWB vs DIA dividend yield comparison.
| Year | IWB | DIA |
|---|---|---|
| 2026 | 0.22% | 0.40% |
| 2025 | 1.00% | 1.43% |
| 2024 | 1.14% | 1.61% |
| 2023 | 1.31% | 1.81% |
| 2022 | 1.56% | 1.91% |
| 2021 | 1.09% | 1.58% |
| 2020 | 1.37% | 1.87% |
| 2019 | 1.71% | 1.85% |
| 2018 | 2.06% | 2.24% |
| 2017 | 1.64% | 1.97% |
| 2016 | 1.89% | 2.26% |
| 2015 | 1.95% | 2.33% |
| 2014 | 1.70% | 2.02% |
| 2013 | 1.68% | 2.08% |
| 2012 | 2.05% | 2.54% |
| 2011 | 1.93% | 2.44% |
| 2010 | 1.67% | 2.39% |
| 2009 | 1.94% | 2.70% |
| 2008 | 2.49% | 3.35% |
| 2007 | 1.68% | 2.17% |
| 2006 | 1.57% | 2.04% |
| 2005 | 1.92% | 2.10% |
| 2004 | 1.73% | 2.05% |
| 2003 | 1.42% | 1.84% |
| 2002 | 1.54% | 2.08% |
| 2001 | 1.14% | 1.56% |
| 2000 | 0.64% | 1.47% |
| 1999 | 0.00% | 0.26% |
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