IWFG vs PSTR
Comparison between NYLI WINSLOW FOCUSED LARGE CAP GROWTH ETF (IWFG, ETF) and PeakShares Sector Rotation ETF (PSTR, ETF).
IWFG vs PSTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWFG
$57M
Winner
PSTR
$58M
Expense Ratio
Winner
IWFG
0.46%
PSTR
1.07%
Max Drawdown
IWFG
25.60%
Winner
PSTR
16.26%
Sharpe Ratio
IWFG
0.35
Winner
PSTR
1.53
5Y Beta
IWFG
1.21
Winner
PSTR
0.67
P/E Ratio
IWFG
36.89
PSTR
N/A
Forward P/E
IWFG
29.22
PSTR
N/A
PEG Ratio
IWFG
0.51
PSTR
N/A
5Y EPS CAGR
IWFG
37.88%
PSTR
N/A
Debt to Equity
IWFG
25.18%
PSTR
N/A
P/S Ratio
IWFG
8.42
PSTR
N/A
P/B Ratio
IWFG
12.64
PSTR
N/A
IWFG vs PSTR - Holdings Comparison
IWFG and PSTR have 9 common holdings. Overlap is 7.80%
IWFG's top 25 holdings weight is 95.96%. PSTR's top 25 holdings weight is 85.27%.
| Rank | IWFG | PSTR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.03% | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 12.03% |
| #2 | MICROSOFT CORP (MSFT) - 9.30% | VANGUARD INFORMATION TECHNOLOGY ETF (VGT) - 11.69% |
| #3 | APPLE INC (AAPL) - 9.04% | STATE STREET®FINSELSECTSPDR®ETF (XLF) - 8.41% |
| #4 | ALPHABET INC CLASS C (GOOG) - 6.96% | STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 6.65% |
| #5 | AMAZON.COM INC (AMZN) - 6.05% | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 5.49% |
| #6 | BROADCOM INC (AVGO) - 5.02% | STATE STREET®CNSMRSTPSELSECTSPDR®ETF (XLP) - 5.22% |
| #7 | META PLATFORMS INC CLASS A (META) - 4.35% | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 5.13% |
| #8 | GE VERNOVA INC (GEV) - 3.97% | MICRON TECHNOLOGY INC (MU) - 3.47% |
| #9 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 3.54% | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 3.27% |
| #10 | MASTERCARD INC CLASS A (MA) - 3.53% | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 2.77% |
| #11 | ANALOG DEVICES INC (ADI) - 3.02% | NVIDIA CORP (NVDA) - 2.31% |
| #12 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.95% | STATE STREET REAL ESTATE SEL SECTSPDRETF (XLRE) - 1.94% |
| #13 | ELI LILLY AND CO (LLY) - 2.74% | ADVANCED MICRO DEVICES INC (AMD) - 1.94% |
| #14 | GE AEROSPACE (GE) - 2.29% | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 1.89% |
| #15 | CME GROUP INC CLASS A (CME) - 2.02% | STATE STREET®MATSELSECTSPDR®ETF (XLB) - 1.81% |
| #16 | O'REILLY AUTOMOTIVE INC (ORLY) - 2.02% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.46% |
| #17 | ASML HOLDING NV ADR (ASML) - 2.00% | META PLATFORMS INC CLASS A (META) - 1.36% |
| #18 | AMPHENOL CORP CLASS A (APH) - 1.81% | UNITEDHEALTH GROUP INC (UNH) - 1.21% |
| #19 | STRYKER CORP (SYK) - 1.79% | ALPHABET INC CLASS C (GOOG) - 1.20% |
| #20 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 1.77% | ORACLE CORP (ORCL) - 1.17% |
| #21 | SERVICENOW INC (NOW) - 1.70% | MICROSOFT CORP (MSFT) - 1.10% |
| #22 | INTUITIVE SURGICAL INC (ISRG) - 1.63% | AMAZON.COM INC (AMZN) - 1.03% |
| #23 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.59% | NOVO NORDISK AS ADR (NVO) - 0.94% |
| #24 | SPOTIFY TECHNOLOGY SA (SPOT) - 1.43% | MERCK & CO INC (MRK) - 0.91% |
| #25 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 1.41% | US DOLLAR BROKER (n/a) - 0.87% |
| Total Holdings | 29 | 241 |
IWFG vs PSTR - Historical Returns
Returns include dividend reinvestment.
1M
IWFG
+1.45%
Winner
PSTR
+1.73%
3M
Winner
IWFG
+7.45%
PSTR
+6.24%
6M
IWFG
-1.73%
Winner
PSTR
+8.28%
1Y
IWFG
+8.33%
Winner
PSTR
+17.79%
Max(CAGR)
Winner
IWFG
+22.74%
PSTR
+15.34%
IWFG vs PSTR - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | IWFG | PSTR |
|---|---|---|
| 2026 | +0.22% | +7.46% |
| 2025 | +14.28% | +10.54% |
| 2024 | +39.97% | +13.42% |
| 2023 | +39.37% | N/A |
| 2022 | +3.75% | N/A |
IWFG vs PSTR Drawdown Comparison
The maximum drawdown for IWFG was -21.97%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for PSTR was -14.73%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.
The current IWFG drawdown is -5.21%. The current PSTR drawdown is -1.83%.
| Rank | IWFG | PSTR |
|---|---|---|
| #1 | -21.97% Jan 23, 2025 - Jun 6, 2025 | -14.73% Feb 19, 2025 - Jul 25, 2025 |
| #2 | -20.20% Oct 29, 2025 - Mar 30, 2026 | -6.74% Jul 16, 2024 - Aug 23, 2024 |
| #3 | -17.45% Aug 15, 2022 - Feb 2, 2023 | -6.69% Feb 26, 2026 - Apr 14, 2026 |
| #4 | -12.99% Jul 10, 2024 - Oct 11, 2024 | -4.18% Dec 4, 2024 - Feb 13, 2025 |
| #5 | -9.95% Jul 18, 2023 - Nov 14, 2023 | -3.31% Oct 27, 2025 - Nov 28, 2025 |
| #6 | -6.80% Mar 22, 2024 - May 15, 2024 | -3.27% Aug 30, 2024 - Sep 17, 2024 |
| #7 | -6.35% Feb 2, 2023 - Mar 31, 2023 | -2.31% Nov 19, 2024 - Dec 4, 2024 |
| #8 | -5.69% Dec 16, 2024 - Jan 23, 2025 | -2.28% May 21, 2024 - Jun 12, 2024 |
| #9 | -4.22% Jun 24, 2022 - Jul 19, 2022 | -2.00% Feb 2, 2026 - Feb 11, 2026 |
| #10 | -3.61% Sep 22, 2025 - Oct 24, 2025 | -1.89% Oct 17, 2024 - Nov 6, 2024 |
| #11 | -3.30% Dec 19, 2023 - Jan 10, 2024 | -1.85% Jul 25, 2025 - Aug 13, 2025 |
| #12 | -3.11% Oct 29, 2024 - Nov 6, 2024 | -1.83% Jun 1, 2026 - Jun 5, 2026 |
| #13 | -3.11% Jul 21, 2022 - Jul 27, 2022 | -1.68% Nov 13, 2024 - Nov 19, 2024 |
| #14 | -3.04% May 18, 2023 - May 26, 2023 | -1.61% Oct 7, 2025 - Oct 21, 2025 |
| #15 | -2.75% Jul 28, 2025 - Aug 28, 2025 | -1.33% Jan 12, 2026 - Jan 23, 2026 |
Correlation
Correlation between IWFG and PSTR is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2022 - 2026)
IWFG vs PSTR dividend yield comparison.
| Year | IWFG | PSTR |
|---|---|---|
| 2026 | 0.00% | 1.17% |
| 2025 | 0.00% | 4.96% |
| 2024 | 5.44% | 1.57% |
| 2023 | 1.01% | 0.00% |
| 2022 | 0.05% | 0.00% |
Select Stocks to Compare
Popular: IWFG vs SPYPSTR vs SPY
More Comparisons
Compare with similar stocks