IWFG vs EFAD

Comparison between NYLI WINSLOW FOCUSED LARGE CAP GROWTH ETF (IWFG, ETF) and PROSHARES MSCI EAFE DIVIDEND GROWERS ETF (EFAD, ETF).

IWFG vs EFAD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWFG(ETF)	EFAD(ETF)
Net Assets	$61M	$61M
Expense Ratio	0.46%	0.50%
Max Drawdown	25.60%	38.04%
Sharpe Ratio	0.03	0.14
5Y Beta	1.22	0.53
P/E Ratio	36.55	N/A
Forward P/E	26.88	N/A
PEG Ratio	0.50	N/A
5Y Dividends CAGR	N/A	8.84%
5Y EPS CAGR	36.47%	N/A
Debt to Equity	27.24%	N/A
P/S Ratio	8.76	N/A
P/B Ratio	12.44	N/A

Net Assets

IWFG

$61M

EFAD

$61M

Expense Ratio

Winner

IWFG

0.46%

EFAD

0.50%

Max Drawdown

Winner

IWFG

25.60%

EFAD

38.04%

Sharpe Ratio

IWFG

0.03

Winner

EFAD

0.14

5Y Beta

IWFG

1.22

Winner

EFAD

0.53

P/E Ratio

IWFG

36.55

EFAD

N/A

Forward P/E

IWFG

26.88

EFAD

N/A

PEG Ratio

IWFG

0.50

EFAD

N/A

5Y Dividends CAGR

IWFG

N/A

EFAD

8.84%

5Y EPS CAGR

IWFG

36.47%

EFAD

N/A

Debt to Equity

IWFG

27.24%

EFAD

N/A

P/S Ratio

IWFG

8.76

EFAD

N/A

P/B Ratio

IWFG

12.44

EFAD

N/A

IWFG vs EFAD - Historical Returns

Returns include dividend reinvestment.

Period	IWFG	EFAD
1 month	-1.28%	+1.18%
3 months	+4.30%	+1.09%
6 months	+4.99%	+3.07%
1 year	+2.66%	+4.35%
5 years(CAGR)	+22.32%	+0.66%
10 years(CAGR)	N/A	+4.18%
Max(CAGR)	+22.32%	+2.88%

IWFG

-1.28%

Winner

EFAD

+1.18%

Winner

IWFG

+4.30%

EFAD

+1.09%

Winner

IWFG

+4.99%

EFAD

+3.07%

IWFG

+2.66%

Winner

EFAD

+4.35%

5Y(CAGR)

Winner

IWFG

+22.32%

EFAD

+0.66%

10Y(CAGR)

IWFG

N/A

EFAD

+4.18%

Max(CAGR)

Winner

IWFG

+22.32%

EFAD

+2.88%

IWFG vs EFAD - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	IWFG	EFAD
2026	+1.42%	+3.58%
2025	+14.28%	+16.22%
2024	+39.97%	-0.35%
2023	+39.37%	+11.41%
2022	+3.75%	-21.21%
2021	N/A	+7.61%
2020	N/A	+8.11%
2019	N/A	+24.86%
2018	N/A	-12.16%
2017	N/A	+21.66%
2016	N/A	-5.75%
2015	N/A	+1.06%
2014	N/A	-7.65%

IWFG vs EFAD Drawdown Comparison

The maximum drawdown for IWFG was -21.97%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.

The maximum drawdown for EFAD was -35.74%, occurring on Oct 14, 2022. This drawdown has not yet recovered.

The current IWFG drawdown is -4.08%. The current EFAD drawdown is -2.05%.

Rank	IWFG	EFAD
#1	-21.97% Jan 23, 2025 - Jun 6, 2025	-35.74% Sep 3, 2021 - Oct 14, 2022
#2	-20.20% Oct 29, 2025 - Mar 30, 2026	-33.04% Jan 17, 2020 - Nov 9, 2020
#3	-17.45% Aug 15, 2022 - Feb 2, 2023	-19.72% May 21, 2015 - Dec 1, 2017
#4	-12.99% Jul 10, 2024 - Oct 11, 2024	-17.63% Jan 26, 2018 - Nov 1, 2019
#5	-9.95% Jul 18, 2023 - Nov 14, 2023	-12.61% Sep 3, 2014 - May 13, 2015
#6	-6.80% Mar 22, 2024 - May 15, 2024	-5.92% Feb 16, 2021 - Apr 8, 2021
#7	-6.35% Feb 2, 2023 - Mar 31, 2023	-3.22% May 7, 2021 - May 20, 2021
#8	-5.69% Dec 16, 2024 - Jan 23, 2025	-2.93% Jan 8, 2021 - Feb 11, 2021
#9	-4.22% Jun 24, 2022 - Jul 19, 2022	-2.26% Apr 23, 2021 - May 7, 2021
#10	-3.61% Sep 22, 2025 - Oct 24, 2025	-2.17% Jun 15, 2021 - Jul 7, 2021
#11	-3.30% Dec 19, 2023 - Jan 10, 2024	-1.95% Jul 14, 2021 - Jul 22, 2021
#12	-3.11% Oct 29, 2024 - Nov 6, 2024	-1.65% Nov 27, 2020 - Dec 15, 2020
#13	-3.11% Jul 21, 2022 - Jul 27, 2022	-1.43% Nov 27, 2019 - Dec 6, 2019
#14	-3.04% May 18, 2023 - May 26, 2023	-1.35% Dec 17, 2020 - Dec 28, 2020
#15	-2.75% Jul 28, 2025 - Aug 28, 2025	-1.34% Aug 5, 2021 - Aug 13, 2021

Correlation

Correlation between IWFG and EFAD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2014 - 2026)

IWFG vs EFAD dividend yield comparison.

Year	IWFG	EFAD
2026	0.00%	0.97%
2025	0.00%	2.83%
2024	5.44%	2.64%
2023	1.01%	2.29%
2022	0.05%	1.76%
2021	0.00%	2.98%
2020	0.00%	1.49%
2019	0.00%	2.05%
2018	0.00%	2.37%
2017	0.00%	2.42%
2016	0.00%	2.88%
2015	0.00%	1.94%
2014	0.00%	0.61%