IWD vs IWM
Comparison between ISHARES RUSSELL 1000 VALUE ETF (IWD, ETF) and ISHARES RUSSELL 2000 ETF (IWM, ETF).
5-Year PerformanceIWD has outperformed IWM, delivering a return of +11.4% compared to +7.3%
IWD vs IWM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWD
$80B
Winner
IWM
$83B
Expense Ratio
Winner
IWD
0.18%
IWM
0.19%
Max Drawdown
IWD
61.91%
Winner
IWM
59.89%
Sharpe Ratio
Winner
IWD
1.94
IWM
1.44
5Y Beta
Winner
IWD
0.73
IWM
1.10
P/E Ratio
IWD
23.71
Winner
IWM
-67.36
Forward P/E
IWD
18.43
Winner
IWM
14.50
5Y Dividends CAGR
IWD
6.22%
Winner
IWM
6.40%
5Y EPS CAGR
Winner
IWD
12.16%
IWM
11.26%
Debt to Equity
Winner
IWD
9.51%
IWM
43.65%
P/S Ratio
IWD
2.41
Winner
IWM
1.25
P/B Ratio
IWD
3.43
Winner
IWM
2.13
IWD vs IWM - Holdings Comparison
IWD and IWM have 14 common holdings. Overlap is -0.36%
IWD's top 25 holdings weight is 40.50%. IWM's top 25 holdings weight is 9.52%.
| Rank | IWD | IWM |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 6.07% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.86% |
| #2 | APPLE INC (AAPL) - 5.75% | RUSSELL 2000 EMINI CME DEC 25 (n/a) - 0.68% |
| #3 | MICROSOFT CORP (MSFT) - 3.94% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.54% |
| #4 | JPMORGAN CHASE & CO (JPM) - 2.53% | IONQ INC CLASS A (IONQ) - 0.50% |
| #5 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.52% | BLOOM ENERGY CORP CLASS A (BE) - 0.49% |
| #6 | JOHNSON & JOHNSON (JNJ) - 1.69% | FABRINET (FN) - 0.46% |
| #7 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.67% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.42% |
| #8 | INTEL CORP (INTC) - 1.30% | COEUR MINING INC (CDE) - 0.39% |
| #9 | CISCO SYSTEMS INC (CSCO) - 1.28% | RAMBUS INC (RMBS) - 0.37% |
| #10 | WALMART INC (WMT) - 1.26% | n/a (HIMS) - 0.37% |
| #11 | ABBVIE INC (ABBV) - 1.09% | OKLO INC CLASS A SHARES (OKLO) - 0.35% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 1.06% | ECHOSTAR CORP CLASS A (SATS) - 0.35% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.03% | STERLING INFRASTRUCTURE INC (STRL) - 0.35% |
| #14 | PROCTER & GAMBLE CO (PG) - 0.94% | n/a (CWAN) - 0.34% |
| #15 | CHEVRON CORP (CVX) - 0.93% | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.34% |
| #16 | THE GOLDMAN SACHS GROUP INC (GS) - 0.91% | ENSIGN GROUP INC (ENSG) - 0.33% |
| #17 | MERCK & CO INC (MRK) - 0.82% | CHART INDUSTRIES INC (GTLS) - 0.32% |
| #18 | COCA-COLA CO (KO) - 0.79% | SPX TECHNOLOGIES INC (SPXC) - 0.32% |
| #19 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.76% | UMB FINANCIAL CORP (UMBF) - 0.32% |
| #20 | META PLATFORMS INC CLASS A (META) - 0.73% | INTERDIGITAL INC (IDCC) - 0.31% |
| #21 | WELLS FARGO & CO (WFC) - 0.72% | COMMVAULT SYSTEMS INC (CVLT) - 0.30% |
| #22 | RTX CORP (RTX) - 0.72% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.21% |
| #23 | MORGAN STANLEY (MS) - 0.70% | MERITAGE HOMES CORP (MTH) - 0.20% |
| #24 | LINDE PLC (LIN) - 0.66% | MOOG INC CLASS A (MOG-A) - 0.20% |
| #25 | COSTCO WHOLESALE CORP (COST) - 0.63% | RIOT PLATFORMS INC (RIOT) - 0.20% |
| Total Holdings | 823 | 1795 |
IWD vs IWM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWD
+1.61%
IWM
-0.55%
3M
Winner
IWD
+9.89%
IWM
+8.28%
6M
Winner
IWD
+13.70%
IWM
+11.19%
1Y
IWD
+28.42%
Winner
IWM
+35.31%
5Y(CAGR)
Winner
IWD
+11.44%
IWM
+7.29%
10Y(CAGR)
Winner
IWD
+11.26%
IWM
+10.90%
Max(CAGR)
IWD
+8.23%
Winner
IWM
+8.81%
IWD vs IWM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWD | IWM |
|---|---|---|
| 2026 | +17.41% | +19.69% |
| 2025 | +15.91% | +12.57% |
| 2024 | +13.78% | +12.06% |
| 2023 | +11.40% | +17.49% |
| 2022 | -8.06% | -21.49% |
| 2021 | +26.65% | +16.05% |
| 2020 | +2.31% | +19.95% |
| 2019 | +26.15% | +24.69% |
| 2018 | -8.84% | -11.94% |
| 2017 | +12.65% | +14.02% |
| 2016 | +18.65% | +24.49% |
| 2015 | -3.99% | -3.91% |
| 2014 | +14.25% | +6.18% |
| 2013 | +28.94% | +34.73% |
| 2012 | +15.55% | +14.79% |
| 2011 | -1.00% | -6.07% |
| 2010 | +13.28% | +23.88% |
| 2009 | +16.61% | +26.00% |
| 2008 | -35.73% | -33.48% |
| 2007 | -0.33% | -1.92% |
| 2006 | +20.13% | +15.96% |
| 2005 | +7.79% | +5.83% |
| 2004 | +16.44% | +16.79% |
| 2003 | +25.72% | +43.62% |
| 2002 | -16.22% | -20.74% |
| 2001 | -4.66% | +5.46% |
| 2000 | +8.98% | +5.62% |
IWD vs IWM Drawdown Comparison
The maximum drawdown for IWD was -60.09%, occurring on Mar 9, 2009. Recovery took 1424 trading sessions.
The maximum drawdown for IWM was -59.03%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.
The current IWD drawdown is -0.81%. The current IWM drawdown is -1.30%.
| Rank | IWD | IWM |
|---|---|---|
| #1 | -60.09% Jun 4, 2007 - Jan 29, 2013 | -59.03% Jul 9, 2007 - Feb 11, 2011 |
| #2 | -38.51% Feb 13, 2020 - Dec 4, 2020 | -41.13% Aug 31, 2018 - Nov 9, 2020 |
| #3 | -34.08% May 21, 2001 - Dec 29, 2003 | -38.67% Jul 17, 2000 - Oct 13, 2003 |
| #4 | -19.03% Jan 12, 2022 - Dec 14, 2023 | -31.91% Nov 8, 2021 - Nov 6, 2024 |
| #5 | -18.31% Jan 26, 2018 - Apr 30, 2019 | -28.92% Apr 29, 2011 - Sep 13, 2012 |
| #6 | -16.16% May 21, 2015 - Jun 8, 2016 | -27.50% Nov 25, 2024 - Sep 11, 2025 |
| #7 | -15.71% Nov 29, 2024 - Jul 3, 2025 | -25.68% Jun 23, 2015 - Nov 11, 2016 |
| #8 | -12.19% Feb 12, 2001 - May 16, 2001 | -14.19% Apr 5, 2004 - Nov 5, 2004 |
| #9 | -7.85% Sep 18, 2014 - Nov 5, 2014 | -14.14% May 8, 2006 - Nov 14, 2006 |
| #10 | -7.59% Mar 5, 2004 - Sep 7, 2004 | -12.70% Jul 3, 2014 - Dec 22, 2014 |
| #11 | -7.25% May 10, 2006 - Aug 16, 2006 | -12.14% Dec 28, 2004 - Jul 5, 2005 |
| #12 | -6.79% Feb 27, 2026 - Apr 14, 2026 | -11.03% Jan 22, 2026 - Apr 15, 2026 |
| #13 | -6.77% Mar 4, 2005 - Jun 17, 2005 | -10.72% Sep 14, 2012 - Jan 2, 2013 |
| #14 | -6.74% Jul 26, 2019 - Sep 12, 2019 | -9.60% Aug 2, 2005 - Dec 1, 2005 |
| #15 | -6.50% Sep 16, 2005 - Nov 21, 2005 | -9.55% Mar 15, 2021 - Nov 1, 2021 |
Correlation
Correlation between IWD and IWM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
IWD vs IWM dividend yield comparison.
| Year | IWD | IWM |
|---|---|---|
| 2026 | 0.64% | 0.38% |
| 2025 | 1.69% | 1.04% |
| 2024 | 1.87% | 1.15% |
| 2023 | 2.02% | 1.35% |
| 2022 | 2.15% | 1.48% |
| 2021 | 1.62% | 0.94% |
| 2020 | 2.05% | 1.04% |
| 2019 | 2.45% | 1.26% |
| 2018 | 2.71% | 1.40% |
| 2017 | 2.09% | 1.26% |
| 2016 | 2.25% | 1.38% |
| 2015 | 2.47% | 1.54% |
| 2014 | 2.00% | 1.26% |
| 2013 | 1.95% | 1.23% |
| 2012 | 2.30% | 2.00% |
| 2011 | 2.30% | 1.40% |
| 2010 | 1.98% | 1.14% |
| 2009 | 2.36% | 1.15% |
| 2008 | 3.70% | 1.78% |
| 2007 | 2.40% | 1.02% |
| 2006 | 2.05% | 1.07% |
| 2005 | 2.46% | 1.32% |
| 2004 | 1.96% | 0.92% |
| 2003 | 1.91% | 0.83% |
| 2002 | 2.14% | 1.31% |
| 2001 | 1.56% | 1.08% |
| 2000 | 0.74% | 0.89% |
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