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IWL vs GOF

Comparison between ISHARES RUSSELL TOP 200 ETF (IWL, ETF) and Guggenheim Strategic Opportunities Fund (GOF, ETF).

5-Year PerformanceIWL has outperformed GOF, delivering a return of +14.0% compared to +0.9%

IWL vs GOF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IWL
$2.10B
Winner
GOF
$2.20B
Expense Ratio
IWL
0.15%
GOF
N/A
Max Drawdown
Winner
IWL
32.71%
GOF
62.51%
Sharpe Ratio
Winner
IWL
1.58
GOF
-0.82
5Y Beta
IWL
0.99
Winner
GOF
0.46
P/E Ratio
IWL
29.01
GOF
N/A
Forward P/E
IWL
22.61
GOF
N/A
PEG Ratio
IWL
0.56
GOF
N/A
5Y Dividends CAGR
Winner
IWL
10.01%
GOF
1.61%
5Y EPS CAGR
IWL
27.76%
GOF
N/A
Debt to Equity
IWL
19.35%
GOF
N/A
P/S Ratio
IWL
4.45
GOF
N/A
P/B Ratio
IWL
6.17
GOF
N/A

IWL vs GOF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IWL
+1.98%
GOF
-2.10%
3M
Winner
IWL
+8.74%
GOF
-1.81%
6M
Winner
IWL
+7.19%
GOF
-0.05%
1Y
Winner
IWL
+26.07%
GOF
-12.23%
5Y(CAGR)
Winner
IWL
+14.05%
GOF
+0.90%
10Y(CAGR)
Winner
IWL
+16.06%
GOF
+7.95%
Max(CAGR)
Winner
IWL
+14.69%
GOF
+8.96%

IWL vs GOF - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearIWLGOF
2026+7.43%-6.85%
2025+19.23%-2.26%
2024+27.94%+35.95%
2023+30.35%-6.08%
2022-20.56%-7.87%
2021+29.44%+5.48%
2020+20.82%+19.41%
2019+31.47%+7.01%
2018-3.75%-5.73%
2017+22.10%+21.67%
2016+12.98%+27.00%
2015+2.73%-10.87%
2014+15.28%+7.82%
2013+28.75%+7.69%
2012+15.54%+13.80%
2011+1.51%+12.74%
2010+10.16%+29.54%
2009+6.19%+79.15%
2008N/A-34.32%
2007N/A-8.49%

IWL vs GOF Drawdown Comparison

The maximum drawdown for IWL was -32.71%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The maximum drawdown for GOF was -54.69%, occurring on Mar 9, 2009. Recovery took 532 trading sessions.

The current IWL drawdown is -3.16%. The current GOF drawdown is -17.74%.

RankIWLGOF
#1-32.71%
Feb 19, 2020 - Aug 3, 2020
-54.69%
Jul 31, 2007 - Sep 9, 2009
#2-25.64%
Jan 3, 2022 - Dec 11, 2023
-38.45%
Aug 8, 2019 - Aug 12, 2020
#3-19.31%
Oct 2, 2018 - Apr 22, 2019
-32.32%
Aug 6, 2021 - Jun 28, 2024
#4-19.15%
Feb 19, 2025 - Jun 26, 2025
-23.55%
May 14, 2015 - Jul 29, 2016
#5-17.77%
May 2, 2011 - Feb 3, 2012
-23.24%
Oct 1, 2025 - Mar 27, 2026
#6-15.37%
Apr 15, 2010 - Nov 5, 2010
-21.18%
May 31, 2011 - Jan 25, 2012
#7-12.41%
Jul 20, 2015 - Apr 20, 2016
-19.35%
Sep 13, 2018 - Jun 13, 2019
#8-10.06%
Jan 26, 2018 - Jul 25, 2018
-14.82%
Apr 26, 2010 - Aug 4, 2010
#9-10.01%
Sep 2, 2020 - Nov 16, 2020
-13.58%
Mar 24, 2025 - Aug 27, 2025
#10-9.83%
Jan 12, 2026 - Apr 15, 2026
-12.07%
Apr 16, 2021 - Jun 10, 2021
#11-9.42%
Apr 2, 2012 - Aug 15, 2012
-11.87%
Oct 5, 2012 - Jan 10, 2013
#12-9.04%
Jul 10, 2024 - Sep 19, 2024
-11.79%
May 10, 2013 - May 22, 2014
#13-7.73%
Jan 19, 2010 - Mar 17, 2010
-11.54%
Nov 8, 2010 - Feb 7, 2011
#14-7.69%
Oct 4, 2012 - Jan 4, 2013
-10.00%
Jan 11, 2018 - May 14, 2018
#15-7.39%
Sep 19, 2014 - Oct 31, 2014
-8.55%
Nov 1, 2016 - Dec 6, 2016

Correlation

Correlation between IWL and GOF is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2007 - 2026)

IWL vs GOF dividend yield comparison.

YearIWLGOF
20260.19%8.27%
20250.90%16.97%
20241.04%14.32%
20231.30%17.07%
20221.54%14.36%
20211.12%11.93%
20201.30%11.26%
20191.96%12.08%
20181.93%11.96%
20171.69%10.13%
20161.96%11.13%
20152.14%12.98%
20141.68%10.46%
20131.82%9.98%
20123.65%8.67%
20111.91%8.98%
20101.64%9.42%
20090.59%11.00%
20080.00%17.84%
20070.00%3.21%

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