IWD vs IVW
Comparison between ISHARES RUSSELL 1000 VALUE ETF (IWD, ETF) and ISHARES S&P 500 GROWTH ETF (IVW, ETF).
5-Year PerformanceIVW has outperformed IWD, delivering a return of +16.3% compared to +10.5%
IWD vs IVW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWD
$74B
IVW
$70B
Expense Ratio
IWD
0.18%
IVW
0.18%
Max Drawdown
IWD
61.91%
Winner
IVW
61.38%
Sharpe Ratio
Winner
IWD
1.99
IVW
1.95
5Y Beta
Winner
IWD
0.73
IVW
1.21
P/E Ratio
Winner
IWD
23.19
IVW
32.10
Forward P/E
Winner
IWD
16.80
IVW
25.84
PEG Ratio
IWD
N/A
IVW
0.62
5Y Dividends CAGR
Winner
IWD
9.32%
IVW
2.69%
5Y EPS CAGR
IWD
14.21%
Winner
IVW
34.63%
Debt to Equity
Winner
IWD
29.22%
IVW
29.35%
P/S Ratio
Winner
IWD
2.12
IVW
6.28
P/B Ratio
Winner
IWD
3.05
IVW
8.88
IWD vs IVW - Holdings Comparison
IWD and IVW have 136 common holdings. Overlap is 21.43%
IWD's top 25 holdings weight is 31.90%. IVW's top 25 holdings weight is 73.33%.
| Rank | IWD | IVW |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.61% | NVIDIA CORP (NVDA) - 14.12% |
| #2 | JPMORGAN CHASE & CO (JPM) - 2.56% | APPLE INC (AAPL) - 5.92% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 2.44% | MICROSOFT CORP (MSFT) - 5.92% |
| #4 | AMAZON.COM INC (AMZN) - 2.19% | BROADCOM INC (AVGO) - 5.88% |
| #5 | MICRON TECHNOLOGY INC (MU) - 2.17% | ALPHABET INC CLASS A (GOOGL) - 5.69% |
| #6 | EXXON MOBIL CORP (XOM) - 1.99% | ALPHABET INC CLASS C (GOOG) - 4.58% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.96% | META PLATFORMS INC CLASS A (META) - 4.51% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.65% | AMAZON.COM INC (AMZN) - 3.98% |
| #9 | WALMART INC (WMT) - 1.56% | TESLA INC (TSLA) - 3.85% |
| #10 | INTEL CORP (INTC) - 1.45% | ELI LILLY AND CO (LLY) - 2.47% |
| #11 | CISCO SYSTEMS INC (CSCO) - 1.14% | VISA INC CLASS A (V) - 1.73% |
| #12 | CATERPILLAR INC (CAT) - 1.12% | JPMORGAN CHASE & CO (JPM) - 1.54% |
| #13 | CHEVRON CORP (CVX) - 1.10% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | PROCTER & GAMBLE CO (PG) - 1.03% | MASTERCARD INC CLASS A (MA) - 1.39% |
| #15 | UNITEDHEALTH GROUP INC (UNH) - 1.01% | n/a (PLTR) - 1.29% |
| #16 | BANK OF AMERICA CORP (BAC) - 0.98% | NETFLIX INC (NFLX) - 1.28% |
| #17 | MERCK & CO INC (MRK) - 0.85% | COSTCO WHOLESALE CORP (COST) - 1.23% |
| #18 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.80% | ORACLE CORP (ORCL) - 1.14% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 0.78% | WALMART INC (WMT) - 1.04% |
| #20 | WELLS FARGO & CO (WFC) - 0.75% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90% |
| #21 | CHUBB LTD (CB) - 0.36% | CATERPILLAR INC (CAT) - 0.87% |
| #22 | NEWMONT CORP (NEM) - 0.36% | SALESFORCE INC (CRM) - 0.77% |
| #23 | AMERICAN EXPRESS CO (AXP) - 0.35% | INTUITIVE SURGICAL INC (ISRG) - 0.63% |
| #24 | CAPITAL ONE FINANCIAL CORP (COF) - 0.35% | AMERICAN EXPRESS CO (AXP) - 0.61% |
| #25 | PARKER HANNIFIN CORP (PH) - 0.34% | UBER TECHNOLOGIES INC (UBER) - 0.60% |
| Total Holdings | 794 | 220 |
IWD vs IVW - Historical Returns
Returns include dividend reinvestment.
1M
IWD
+4.69%
Winner
IVW
+11.16%
3M
IWD
+5.80%
Winner
IVW
+13.75%
6M
Winner
IWD
+13.57%
IVW
+10.07%
1Y
IWD
+26.14%
Winner
IVW
+35.35%
5Y(CAGR)
IWD
+10.53%
Winner
IVW
+16.31%
10Y(CAGR)
IWD
+11.21%
Winner
IVW
+17.94%
Max(CAGR)
IWD
+8.05%
Winner
IVW
+8.92%
IWD vs IVW - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWD | IVW |
|---|---|---|
| 2026 | +10.79% | +10.20% |
| 2025 | +15.91% | +21.97% |
| 2024 | +13.78% | +38.04% |
| 2023 | +11.40% | +31.48% |
| 2022 | -8.06% | -30.04% |
| 2021 | +26.65% | +33.79% |
| 2020 | +2.31% | +31.40% |
| 2019 | +26.15% | +31.01% |
| 2018 | -8.84% | -1.09% |
| 2017 | +12.65% | +26.35% |
| 2016 | +18.65% | +8.74% |
| 2015 | -3.99% | +5.47% |
| 2014 | +14.25% | +15.61% |
| 2013 | +28.94% | +29.06% |
| 2012 | +15.55% | +13.09% |
| 2011 | -1.00% | +3.57% |
| 2010 | +13.28% | +13.24% |
| 2009 | +16.61% | +27.20% |
| 2008 | -35.73% | -34.13% |
| 2007 | -0.33% | +9.09% |
| 2006 | +20.13% | +8.90% |
| 2005 | +7.79% | +4.62% |
| 2004 | +16.44% | +5.96% |
| 2003 | +25.72% | +21.29% |
| 2002 | -16.22% | -24.26% |
| 2001 | -4.66% | -8.59% |
| 2000 | +8.98% | -15.42% |
IWD vs IVW Drawdown Comparison
The maximum drawdown for IWD was -60.09%, occurring on Mar 9, 2009. Recovery took 1424 trading sessions.
The maximum drawdown for IVW was -57.33%, occurring on Mar 9, 2009. Recovery took 3160 trading sessions.
The current IWD drawdown is -0.18%. The current IVW drawdown is -0.32%.
| Rank | IWD | IVW |
|---|---|---|
| #1 | -60.09% Jun 4, 2007 - Jan 29, 2013 | -57.33% Jul 17, 2000 - Feb 8, 2013 |
| #2 | -38.51% Feb 13, 2020 - Dec 4, 2020 | -32.72% Dec 27, 2021 - Mar 1, 2024 |
| #3 | -34.08% May 21, 2001 - Dec 29, 2003 | -31.35% Feb 19, 2020 - Jun 10, 2020 |
| #4 | -19.03% Jan 12, 2022 - Dec 14, 2023 | -22.15% Feb 19, 2025 - Jun 24, 2025 |
| #5 | -18.31% Jan 26, 2018 - Apr 30, 2019 | -20.64% Oct 1, 2018 - Apr 23, 2019 |
| #6 | -16.16% May 21, 2015 - Jun 8, 2016 | -13.75% Oct 29, 2025 - Apr 15, 2026 |
| #7 | -15.71% Nov 29, 2024 - Jul 3, 2025 | -13.30% Nov 3, 2015 - Jul 8, 2016 |
| #8 | -12.19% Feb 12, 2001 - May 16, 2001 | -12.73% Jul 10, 2024 - Oct 14, 2024 |
| #9 | -7.85% Sep 18, 2014 - Nov 5, 2014 | -11.46% Jul 20, 2015 - Oct 29, 2015 |
| #10 | -7.59% Mar 5, 2004 - Sep 7, 2004 | -11.09% Sep 2, 2020 - Dec 4, 2020 |
| #11 | -7.25% May 10, 2006 - Aug 16, 2006 | -9.87% Jan 26, 2018 - Jun 4, 2018 |
| #12 | -6.79% Feb 27, 2026 - Apr 14, 2026 | -8.65% Feb 12, 2021 - Apr 5, 2021 |
| #13 | -6.77% Mar 4, 2005 - Jun 17, 2005 | -7.35% Sep 18, 2014 - Oct 30, 2014 |
| #14 | -6.74% Jul 26, 2019 - Sep 12, 2019 | -7.23% Sep 7, 2021 - Oct 26, 2021 |
| #15 | -6.50% Sep 16, 2005 - Nov 21, 2005 | -6.85% Mar 22, 2024 - May 14, 2024 |
Correlation
Correlation between IWD and IVW is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IWD vs IVW dividend yield comparison.
| Year | IWD | IVW |
|---|---|---|
| 2026 | 0.35% | 0.07% |
| 2025 | 1.69% | 0.40% |
| 2024 | 1.87% | 0.43% |
| 2023 | 2.02% | 1.03% |
| 2022 | 2.15% | 0.92% |
| 2021 | 1.62% | 0.46% |
| 2020 | 2.05% | 0.82% |
| 2019 | 2.45% | 1.63% |
| 2018 | 2.71% | 1.28% |
| 2017 | 2.09% | 1.30% |
| 2016 | 2.25% | 1.51% |
| 2015 | 2.47% | 1.51% |
| 2014 | 2.00% | 1.37% |
| 2013 | 1.95% | 1.45% |
| 2012 | 2.30% | 1.82% |
| 2011 | 2.30% | 1.62% |
| 2010 | 1.98% | 1.38% |
| 2009 | 2.36% | 1.38% |
| 2008 | 3.70% | 1.67% |
| 2007 | 2.40% | 1.16% |
| 2006 | 2.05% | 1.18% |
| 2005 | 2.46% | 1.27% |
| 2004 | 1.96% | 1.69% |
| 2003 | 1.91% | 1.09% |
| 2002 | 2.14% | 1.07% |
| 2001 | 1.56% | 0.68% |
| 2000 | 0.74% | 0.39% |
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