IWF vs VYM
Comparison between ISHARES RUSSELL 1000 GROWTH ETF (IWF, ETF) and VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES (VYM, ETF).
5-Year PerformanceIWF has outperformed VYM, delivering a return of +14.7% compared to +10.9%
IWF vs VYM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWF
$112B
VYM
$89B
Expense Ratio
IWF
0.18%
Winner
VYM
0.04%
Max Drawdown
IWF
66.83%
Winner
VYM
58.80%
Sharpe Ratio
IWF
1.64
Winner
VYM
1.97
5Y Beta
IWF
1.21
Winner
VYM
0.69
P/E Ratio
IWF
36.20
Winner
VYM
20.83
Forward P/E
IWF
27.33
Winner
VYM
16.15
5Y Dividends CAGR
IWF
5.52%
Winner
VYM
13.15%
5Y EPS CAGR
Winner
IWF
36.83%
VYM
12.11%
Debt to Equity
IWF
24.55%
Winner
VYM
2.37%
P/S Ratio
IWF
6.72
Winner
VYM
2.05
P/B Ratio
IWF
13.30
Winner
VYM
3.10
IWF vs VYM - Holdings Comparison
IWF and VYM have 86 common holdings. Overlap is 10.23%
IWF's top 25 holdings weight is 73.81%. VYM's top 25 holdings weight is 40.63%.
| Rank | IWF | VYM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.26% | BROADCOM INC (AVGO) - 6.28% |
| #2 | APPLE INC (AAPL) - 10.90% | JPMORGAN CHASE & CO (JPM) - 3.27% |
| #3 | MICROSOFT CORP (MSFT) - 8.99% | EXXON MOBIL CORP (XOM) - 3.15% |
| #4 | BROADCOM INC (AVGO) - 5.75% | JOHNSON & JOHNSON (JNJ) - 2.58% |
| #5 | AMAZON.COM INC (AMZN) - 5.19% | CHEVRON CORP (CVX) - 1.70% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.83% | ABBVIE INC (ABBV) - 1.69% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.64% | PROCTER & GAMBLE CO (PG) - 1.49% |
| #8 | TESLA INC (TSLA) - 3.21% | THE HOME DEPOT INC (HD) - 1.44% |
| #9 | ALPHABET INC CLASS C (GOOG) - 3.10% | CATERPILLAR INC (CAT) - 1.44% |
| #10 | ELI LILLY AND CO (LLY) - 2.23% | CISCO SYSTEMS INC (CSCO) - 1.36% |
| #11 | VISA INC CLASS A (V) - 1.67% | BANK OF AMERICA CORP (BAC) - 1.34% |
| #12 | COSTCO WHOLESALE CORP (COST) - 1.42% | MERCK & CO INC (MRK) - 1.31% |
| #13 | MASTERCARD INC CLASS A (MA) - 1.31% | COCA-COLA CO (KO) - 1.30% |
| #14 | NETFLIX INC (NFLX) - 1.24% | RTX CORP (RTX) - 1.13% |
| #15 | ABBVIE INC (ABBV) - 1.12% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.13% |
| #16 | LAM RESEARCH CORP (LRCX) - 1.04% | ORACLE CORP (ORCL) - 1.09% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 1.01% | WELLS FARGO & CO (WFC) - 1.08% |
| #18 | n/a (PLTR) - 1.00% | UNITEDHEALTH GROUP INC (UNH) - 1.08% |
| #19 | GE VERNOVA INC (GEV) - 0.97% | THE GOLDMAN SACHS GROUP INC (GS) - 1.04% |
| #20 | GE AEROSPACE (GE) - 0.95% | LINDE PLC (LIN) - 1.02% |
| #21 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.20% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.99% |
| #22 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.20% | MCDONALD'S CORP (MCD) - 0.98% |
| #23 | AON PLC CLASS A (AON) - 0.20% | VERIZON COMMUNICATIONS INC (VZ) - 0.93% |
| #24 | CINTAS CORP (CTAS) - 0.19% | PEPSICO INC (PEP) - 0.93% |
| #25 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.19% | AT&T INC (T) - 0.88% |
| Total Holdings | 347 | 623 |
IWF vs VYM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWF
+11.51%
VYM
+2.22%
3M
Winner
IWF
+7.29%
VYM
+0.41%
6M
IWF
+5.02%
Winner
VYM
+12.22%
1Y
Winner
IWF
+32.11%
VYM
+26.65%
5Y(CAGR)
Winner
IWF
+14.65%
VYM
+10.87%
10Y(CAGR)
Winner
IWF
+18.44%
VYM
+11.80%
Max(CAGR)
IWF
+8.48%
Winner
VYM
+9.23%
IWF vs VYM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWF | VYM |
|---|---|---|
| 2026 | +4.84% | +8.03% |
| 2025 | +18.60% | +15.47% |
| 2024 | +35.13% | +16.82% |
| 2023 | +43.68% | +6.76% |
| 2022 | -29.81% | -0.93% |
| 2021 | +29.26% | +27.75% |
| 2020 | +36.37% | +0.86% |
| 2019 | +35.96% | +23.87% |
| 2018 | -2.59% | -6.23% |
| 2017 | +28.98% | +15.80% |
| 2016 | +8.87% | +18.47% |
| 2015 | +5.60% | +0.30% |
| 2014 | +13.77% | +14.63% |
| 2013 | +29.76% | +27.05% |
| 2012 | +13.57% | +11.65% |
| 2011 | +1.37% | +9.87% |
| 2010 | +15.02% | +12.74% |
| 2009 | +32.66% | +14.51% |
| 2008 | -37.54% | -31.05% |
| 2007 | +11.18% | +1.36% |
| 2006 | +7.07% | +2.83% |
| 2005 | +5.74% | N/A |
| 2004 | +6.73% | N/A |
| 2003 | +25.08% | N/A |
| 2002 | -28.80% | N/A |
| 2001 | -16.14% | N/A |
| 2000 | -17.06% | N/A |
IWF vs VYM Drawdown Comparison
The maximum drawdown for IWF was -64.25%, occurring on Mar 9, 2009. Recovery took 3313 trading sessions.
The maximum drawdown for VYM was -56.97%, occurring on Mar 5, 2009. Recovery took 1115 trading sessions.
The current VYM drawdown is -1.10%.
| Rank | IWF | VYM |
|---|---|---|
| #1 | -64.25% Jul 17, 2000 - Sep 18, 2013 | -56.97% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -32.72% Dec 27, 2021 - Jan 10, 2024 | -35.22% Jan 17, 2020 - Dec 31, 2020 |
| #3 | -31.55% Feb 19, 2020 - Jun 8, 2020 | -16.24% Jan 26, 2018 - Apr 12, 2019 |
| #4 | -23.36% Dec 16, 2024 - Jun 26, 2025 | -15.87% Apr 20, 2022 - Nov 30, 2022 |
| #5 | -21.90% Oct 1, 2018 - Apr 12, 2019 | -14.45% Feb 19, 2025 - Jun 30, 2025 |
| #6 | -16.27% Oct 29, 2025 - May 7, 2026 | -12.99% May 21, 2015 - Mar 17, 2016 |
| #7 | -13.84% Jul 20, 2015 - Jul 8, 2016 | -9.95% Nov 30, 2022 - Dec 13, 2023 |
| #8 | -13.26% Jul 10, 2024 - Oct 14, 2024 | -8.32% Jul 13, 2007 - Oct 5, 2007 |
| #9 | -11.31% Sep 2, 2020 - Dec 1, 2020 | -7.18% Apr 2, 2012 - Jul 3, 2012 |
| #10 | -9.88% Jan 26, 2018 - Jun 5, 2018 | -7.07% Oct 18, 2012 - Jan 10, 2013 |
| #11 | -9.68% Feb 12, 2021 - Apr 8, 2021 | -6.76% Jan 12, 2022 - Apr 20, 2022 |
| #12 | -7.88% Apr 29, 2019 - Jun 20, 2019 | -6.70% Sep 19, 2014 - Oct 31, 2014 |
| #13 | -7.26% Sep 18, 2014 - Oct 31, 2014 | -6.69% Feb 11, 2026 - Apr 23, 2026 |
| #14 | -7.26% Sep 3, 2021 - Oct 25, 2021 | -6.31% Apr 30, 2019 - Jun 20, 2019 |
| #15 | -6.76% Apr 26, 2021 - Jun 14, 2021 | -6.16% Dec 31, 2013 - Mar 4, 2014 |
Correlation
Correlation between IWF and VYM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IWF vs VYM dividend yield comparison.
| Year | IWF | VYM |
|---|---|---|
| 2026 | 0.08% | 0.55% |
| 2025 | 0.36% | 2.44% |
| 2024 | 0.46% | 2.74% |
| 2023 | 0.67% | 3.12% |
| 2022 | 0.91% | 3.01% |
| 2021 | 0.50% | 2.76% |
| 2020 | 0.66% | 3.18% |
| 2019 | 0.99% | 3.03% |
| 2018 | 1.27% | 3.40% |
| 2017 | 1.10% | 2.80% |
| 2016 | 1.43% | 2.91% |
| 2015 | 1.37% | 3.22% |
| 2014 | 1.33% | 2.78% |
| 2013 | 1.29% | 2.81% |
| 2012 | 1.65% | 3.23% |
| 2011 | 1.39% | 2.93% |
| 2010 | 1.27% | 2.58% |
| 2009 | 1.39% | 3.07% |
| 2008 | 1.66% | 4.29% |
| 2007 | 0.92% | 2.66% |
| 2006 | 0.93% | 0.34% |
| 2005 | 0.89% | 0.00% |
| 2004 | 1.04% | 0.00% |
| 2003 | 0.79% | 0.00% |
| 2002 | 0.81% | 0.00% |
| 2001 | 0.41% | 0.00% |
| 2000 | 0.32% | 0.00% |
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