IWD vs IAU
Comparison between ISHARES RUSSELL 1000 VALUE ETF (IWD, ETF) and iShares Gold Trust (IAU, ETF).
5-Year PerformanceIAU has outperformed IWD, delivering a return of +20.5% compared to +9.8%
IWD vs IAU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWD
$70B
Winner
IAU
$71B
Expense Ratio
Winner
IWD
0.18%
IAU
0.25%
Max Drawdown
IWD
61.91%
Winner
IAU
45.14%
Sharpe Ratio
Winner
IWD
2.04
IAU
1.25
5Y Beta
IWD
0.73
Winner
IAU
0.18
P/E Ratio
IWD
23.06
IAU
N/A
Forward P/E
IWD
17.35
IAU
N/A
5Y Dividends CAGR
IWD
9.32%
IAU
N/A
5Y EPS CAGR
IWD
13.73%
IAU
N/A
Debt to Equity
IWD
15.73%
IAU
N/A
P/S Ratio
IWD
2.26
IAU
N/A
P/B Ratio
IWD
3.08
IAU
N/A
IWD vs IAU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWD
+5.38%
IAU
-0.19%
3M
Winner
IWD
+4.53%
IAU
-7.07%
6M
IWD
+15.41%
Winner
IAU
+17.82%
1Y
IWD
+28.60%
Winner
IAU
+42.56%
5Y(CAGR)
IWD
+9.75%
Winner
IAU
+20.55%
10Y(CAGR)
IWD
+11.28%
Winner
IAU
+13.83%
Max(CAGR)
IWD
+8.05%
Winner
IAU
+11.64%
IWD vs IAU - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWD | IAU |
|---|---|---|
| 2026 | +10.64% | +8.96% |
| 2025 | +15.91% | +61.73% |
| 2024 | +13.78% | +27.14% |
| 2023 | +11.40% | +11.90% |
| 2022 | -8.06% | +0.96% |
| 2021 | +26.65% | -6.17% |
| 2020 | +2.31% | +24.09% |
| 2019 | +26.15% | +17.89% |
| 2018 | -8.84% | -3.00% |
| 2017 | +12.65% | +12.10% |
| 2016 | +18.65% | +6.74% |
| 2015 | -3.99% | -11.04% |
| 2014 | +14.25% | -3.70% |
| 2013 | +28.94% | -28.76% |
| 2012 | +15.55% | +4.09% |
| 2011 | -1.00% | +10.20% |
| 2010 | +13.28% | +26.49% |
| 2009 | +16.61% | +24.34% |
| 2008 | -35.73% | +2.09% |
| 2007 | -0.33% | +32.34% |
| 2006 | +20.13% | +18.87% |
| 2005 | +7.79% | +21.17% |
| 2004 | +16.44% | N/A |
| 2003 | +25.72% | N/A |
| 2002 | -16.22% | N/A |
| 2001 | -4.66% | N/A |
| 2000 | +8.98% | N/A |
IWD vs IAU Drawdown Comparison
The maximum drawdown for IWD was -60.09%, occurring on Mar 9, 2009. Recovery took 1424 trading sessions.
The maximum drawdown for IAU was -45.14%, occurring on Dec 2, 2015. Recovery took 2246 trading sessions.
The current IWD drawdown is -0.25%. The current IAU drawdown is -12.50%.
| Rank | IWD | IAU |
|---|---|---|
| #1 | -60.09% Jun 4, 2007 - Jan 29, 2013 | -45.14% Aug 22, 2011 - Jul 27, 2020 |
| #2 | -38.51% Feb 13, 2020 - Dec 4, 2020 | -29.23% Mar 17, 2008 - Sep 16, 2009 |
| #3 | -34.08% May 21, 2001 - Dec 29, 2003 | -21.99% May 11, 2006 - Sep 18, 2007 |
| #4 | -19.03% Jan 12, 2022 - Dec 14, 2023 | -21.82% Aug 6, 2020 - Mar 4, 2024 |
| #5 | -18.31% Jan 26, 2018 - Apr 30, 2019 | -19.18% Jan 29, 2026 - Mar 26, 2026 |
| #6 | -16.16% May 21, 2015 - Jun 8, 2016 | -12.71% Dec 2, 2009 - May 11, 2010 |
| #7 | -15.71% Nov 29, 2024 - Jul 3, 2025 | -10.05% Oct 20, 2025 - Dec 22, 2025 |
| #8 | -12.19% Feb 12, 2001 - May 16, 2001 | -8.13% Oct 30, 2024 - Jan 30, 2025 |
| #9 | -7.85% Sep 18, 2014 - Nov 5, 2014 | -8.03% Dec 6, 2010 - Mar 1, 2011 |
| #10 | -7.59% Mar 5, 2004 - Sep 7, 2004 | -7.50% Jun 18, 2010 - Sep 14, 2010 |
| #11 | -7.25% May 10, 2006 - Aug 16, 2006 | -7.15% Apr 21, 2025 - Jun 13, 2025 |
| #12 | -6.79% Feb 27, 2026 - Apr 14, 2026 | -6.76% Dec 12, 2005 - Jan 3, 2006 |
| #13 | -6.77% Mar 4, 2005 - Jun 17, 2005 | -6.61% Mar 11, 2005 - Aug 12, 2005 |
| #14 | -6.74% Jul 26, 2019 - Sep 12, 2019 | -6.13% Nov 7, 2007 - Dec 28, 2007 |
| #15 | -6.50% Sep 16, 2005 - Nov 21, 2005 | -5.90% Feb 2, 2006 - Mar 29, 2006 |
Correlation
Correlation between IWD and IAU is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
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