IWD vs RSP
Comparison between ISHARES RUSSELL 1000 VALUE ETF (IWD, ETF) and INVESCO S&P 500 EQUAL WEIGHT ETF (RSP, ETF).
5-Year PerformanceIWD has outperformed RSP, delivering a return of +11.4% compared to +8.9%
IWD vs RSP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWD
$80B
Winner
RSP
$94B
Expense Ratio
Winner
IWD
0.18%
RSP
0.20%
Max Drawdown
IWD
61.91%
Winner
RSP
60.91%
Sharpe Ratio
Winner
IWD
1.94
RSP
1.11
5Y Beta
Winner
IWD
0.73
RSP
0.78
P/E Ratio
Winner
IWD
23.71
RSP
24.78
Forward P/E
IWD
18.43
Winner
RSP
17.64
5Y Dividends CAGR
IWD
6.22%
Winner
RSP
10.07%
5Y EPS CAGR
Winner
IWD
12.16%
RSP
11.33%
Debt to Equity
Winner
IWD
9.51%
RSP
18.92%
P/S Ratio
IWD
2.41
Winner
RSP
1.94
P/B Ratio
IWD
3.43
Winner
RSP
3.31
IWD vs RSP - Holdings Comparison
IWD and RSP have 413 common holdings. Overlap is 44.75%
IWD's top 25 holdings weight is 40.50%. RSP's top 25 holdings weight is 6.02%.
| Rank | IWD | RSP |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 6.07% | MODERNA INC (MRNA) - 0.29% |
| #2 | APPLE INC (AAPL) - 5.75% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.26% |
| #3 | MICROSOFT CORP (MSFT) - 3.94% | BIO-TECHNE CORP (TECH) - 0.26% |
| #4 | JPMORGAN CHASE & CO (JPM) - 2.53% | PAYPAL HOLDINGS INC (PYPL) - 0.26% |
| #5 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.52% | PALO ALTO NETWORKS INC (PANW) - 0.26% |
| #6 | JOHNSON & JOHNSON (JNJ) - 1.69% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.25% |
| #7 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.67% | n/a (CRL) - 0.24% |
| #8 | INTEL CORP (INTC) - 1.30% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.24% |
| #9 | CISCO SYSTEMS INC (CSCO) - 1.28% | GE VERNOVA INC (GEV) - 0.24% |
| #10 | WALMART INC (WMT) - 1.26% | BLOCK INC CLASS A (XYZ) - 0.24% |
| #11 | ABBVIE INC (ABBV) - 1.09% | GLOBAL PAYMENTS INC (GPN) - 0.24% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 1.06% | GENUINE PARTS CO (GPC) - 0.24% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.03% | EXPEDIA GROUP INC (EXPE) - 0.24% |
| #14 | PROCTER & GAMBLE CO (PG) - 0.94% | META PLATFORMS INC CLASS A (META) - 0.23% |
| #15 | CHEVRON CORP (CVX) - 0.93% | METTLER-TOLEDO INTERNATIONAL INC (MTD) - 0.23% |
| #16 | THE GOLDMAN SACHS GROUP INC (GS) - 0.91% | FORTINET INC (FTNT) - 0.23% |
| #17 | MERCK & CO INC (MRK) - 0.82% | CAPITAL ONE FINANCIAL CORP (COF) - 0.23% |
| #18 | COCA-COLA CO (KO) - 0.79% | JACK HENRY & ASSOCIATES INC (JKHY) - 0.23% |
| #19 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.76% | n/a (ZBRA) - 0.23% |
| #20 | META PLATFORMS INC CLASS A (META) - 0.73% | THE MOSAIC CO (MOS) - 0.23% |
| #21 | WELLS FARGO & CO (WFC) - 0.72% | AXON ENTERPRISE INC (AXON) - 0.23% |
| #22 | RTX CORP (RTX) - 0.72% | ADVANCED MICRO DEVICES INC (AMD) - 0.23% |
| #23 | MORGAN STANLEY (MS) - 0.70% | AMERIPRISE FINANCIAL INC (AMP) - 0.23% |
| #24 | LINDE PLC (LIN) - 0.66% | APPLIED MATERIALS INC (AMAT) - 0.23% |
| #25 | COSTCO WHOLESALE CORP (COST) - 0.63% | UNITED AIRLINES HOLDINGS INC (UAL) - 0.23% |
| Total Holdings | 823 | 508 |
IWD vs RSP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWD
+1.61%
RSP
+1.50%
3M
Winner
IWD
+9.89%
RSP
+5.45%
6M
Winner
IWD
+13.70%
RSP
+7.57%
1Y
Winner
IWD
+28.42%
RSP
+17.83%
5Y(CAGR)
Winner
IWD
+11.44%
RSP
+8.91%
10Y(CAGR)
IWD
+11.26%
Winner
RSP
+11.74%
Max(CAGR)
IWD
+8.23%
Winner
RSP
+11.25%
IWD vs RSP - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWD | RSP |
|---|---|---|
| 2026 | +17.41% | +11.21% |
| 2025 | +15.91% | +11.52% |
| 2024 | +13.78% | +12.75% |
| 2023 | +11.40% | +13.80% |
| 2022 | -8.06% | -11.70% |
| 2021 | +26.65% | +31.31% |
| 2020 | +2.31% | +12.39% |
| 2019 | +26.15% | +28.83% |
| 2018 | -8.84% | -8.50% |
| 2017 | +12.65% | +17.57% |
| 2016 | +18.65% | +15.79% |
| 2015 | -3.99% | -2.63% |
| 2014 | +14.25% | +15.11% |
| 2013 | +28.94% | +32.31% |
| 2012 | +15.55% | +15.39% |
| 2011 | -1.00% | -1.67% |
| 2010 | +13.28% | +19.41% |
| 2009 | +16.61% | +39.86% |
| 2008 | -35.73% | -39.14% |
| 2007 | -0.33% | +0.94% |
| 2006 | +20.13% | +13.51% |
| 2005 | +7.79% | +8.91% |
| 2004 | +16.44% | +17.03% |
| 2003 | +25.72% | +33.45% |
| 2002 | -16.22% | N/A |
| 2001 | -4.66% | N/A |
| 2000 | +8.98% | N/A |
IWD vs RSP Drawdown Comparison
The maximum drawdown for IWD was -60.09%, occurring on Mar 9, 2009. Recovery took 1424 trading sessions.
The maximum drawdown for RSP was -59.93%, occurring on Mar 9, 2009. Recovery took 897 trading sessions.
The current IWD drawdown is -0.81%. The current RSP drawdown is -1.07%.
| Rank | IWD | RSP |
|---|---|---|
| #1 | -60.09% Jun 4, 2007 - Jan 29, 2013 | -59.93% Jul 19, 2007 - Feb 8, 2011 |
| #2 | -38.51% Feb 13, 2020 - Dec 4, 2020 | -39.02% Feb 12, 2020 - Nov 9, 2020 |
| #3 | -34.08% May 21, 2001 - Dec 29, 2003 | -22.88% Jul 7, 2011 - Mar 13, 2012 |
| #4 | -19.03% Jan 12, 2022 - Dec 14, 2023 | -21.39% Jan 4, 2022 - Jan 29, 2024 |
| #5 | -18.31% Jan 26, 2018 - Apr 30, 2019 | -19.77% Sep 21, 2018 - Apr 5, 2019 |
| #6 | -16.16% May 21, 2015 - Jun 8, 2016 | -17.82% Nov 29, 2024 - Jul 10, 2025 |
| #7 | -15.71% Nov 29, 2024 - Jul 3, 2025 | -16.95% May 21, 2015 - Jun 7, 2016 |
| #8 | -12.19% Feb 12, 2001 - May 16, 2001 | -11.22% Mar 26, 2012 - Sep 6, 2012 |
| #9 | -7.85% Sep 18, 2014 - Nov 5, 2014 | -9.90% Jan 26, 2018 - Aug 24, 2018 |
| #10 | -7.59% Mar 5, 2004 - Sep 7, 2004 | -8.85% May 8, 2006 - Oct 5, 2006 |
| #11 | -7.25% May 10, 2006 - Aug 16, 2006 | -8.68% Jun 30, 2004 - Oct 6, 2004 |
| #12 | -6.79% Feb 27, 2026 - Apr 14, 2026 | -8.16% Sep 5, 2014 - Oct 31, 2014 |
| #13 | -6.77% Mar 4, 2005 - Jun 17, 2005 | -7.86% Feb 27, 2026 - May 6, 2026 |
| #14 | -6.74% Jul 26, 2019 - Sep 12, 2019 | -7.52% Mar 7, 2005 - Jun 16, 2005 |
| #15 | -6.50% Sep 16, 2005 - Nov 21, 2005 | -7.46% Mar 5, 2004 - Jun 30, 2004 |
Correlation
Correlation between IWD and RSP is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2000 - 2026)
IWD vs RSP dividend yield comparison.
| Year | IWD | RSP |
|---|---|---|
| 2026 | 0.64% | 0.76% |
| 2025 | 1.69% | 1.64% |
| 2024 | 1.87% | 1.52% |
| 2023 | 2.02% | 1.64% |
| 2022 | 2.15% | 1.82% |
| 2021 | 1.62% | 1.28% |
| 2020 | 2.05% | 1.64% |
| 2019 | 2.45% | 1.69% |
| 2018 | 2.71% | 2.02% |
| 2017 | 2.09% | 1.52% |
| 2016 | 2.25% | 1.20% |
| 2015 | 2.47% | 1.70% |
| 2014 | 2.00% | 1.45% |
| 2013 | 1.95% | 1.27% |
| 2012 | 2.30% | 1.64% |
| 2011 | 2.30% | 1.55% |
| 2010 | 1.98% | 1.27% |
| 2009 | 2.36% | 1.33% |
| 2008 | 3.70% | 2.33% |
| 2007 | 2.40% | 1.30% |
| 2006 | 2.05% | 1.10% |
| 2005 | 2.46% | 1.05% |
| 2004 | 1.96% | 0.94% |
| 2003 | 1.91% | 0.74% |
| 2002 | 2.14% | 0.00% |
| 2001 | 1.56% | 0.00% |
| 2000 | 0.74% | 0.00% |
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