IWL vs TAGG
Comparison between ISHARES RUSSELL TOP 200 ETF (IWL, ETF) and T. ROWE PRICE QM U.S. BOND ETF (TAGG, ETF).
5-Year PerformanceIWL has outperformed TAGG, delivering a return of +13.5% compared to +0.2%
IWL vs TAGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IWL vs TAGG - Historical Returns
Returns include dividend reinvestment.
IWL vs TAGG - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IWL | TAGG |
|---|---|---|
| 2026 | +9.00% | -0.14% |
| 2025 | +19.23% | +7.35% |
| 2024 | +27.94% | +2.10% |
| 2023 | +30.35% | +5.30% |
| 2022 | -20.56% | -12.04% |
| 2021 | +29.44% | +0.01% |
| 2020 | +20.82% | N/A |
| 2019 | +31.47% | N/A |
| 2018 | -3.75% | N/A |
| 2017 | +22.10% | N/A |
| 2016 | +12.98% | N/A |
| 2015 | +2.73% | N/A |
| 2014 | +15.28% | N/A |
| 2013 | +28.75% | N/A |
| 2012 | +15.54% | N/A |
| 2011 | +1.51% | N/A |
| 2010 | +10.16% | N/A |
| 2009 | +6.19% | N/A |
IWL vs TAGG Drawdown Comparison
The maximum drawdown for IWL was -32.71%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The maximum drawdown for TAGG was -17.27%, occurring on Oct 20, 2022. Recovery took 987 trading sessions.
The current IWL drawdown is -1.74%. The current TAGG drawdown is -2.32%.
| Rank | IWL | TAGG |
|---|---|---|
| #1 | -32.71% Feb 19, 2020 - Aug 3, 2020 | -17.27% Nov 9, 2021 - Oct 16, 2025 |
| #2 | -25.64% Jan 3, 2022 - Dec 11, 2023 | -3.19% Feb 27, 2026 - May 19, 2026 |
| #3 | -19.31% Oct 2, 2018 - Apr 22, 2019 | -1.08% Oct 27, 2025 - Nov 26, 2025 |
| #4 | -19.15% Feb 19, 2025 - Jun 26, 2025 | -1.01% Oct 1, 2021 - Nov 5, 2021 |
| #5 | -17.77% May 2, 2011 - Feb 3, 2012 | -0.88% Nov 26, 2025 - Jan 14, 2026 |
| #6 | -15.37% Apr 15, 2010 - Nov 5, 2010 | -0.62% Jan 14, 2026 - Feb 5, 2026 |
| #7 | -12.41% Jul 20, 2015 - Apr 20, 2016 | -0.21% Nov 5, 2021 - Nov 9, 2021 |
| #8 | -10.06% Jan 26, 2018 - Jul 25, 2018 | -0.19% Oct 22, 2025 - Oct 27, 2025 |
| #9 | -10.01% Sep 2, 2020 - Nov 16, 2020 | -0.17% Feb 10, 2026 - Feb 12, 2026 |
| #10 | -9.83% Jan 12, 2026 - Apr 15, 2026 | -0.15% Feb 17, 2026 - Feb 23, 2026 |
| #11 | -9.42% Apr 2, 2012 - Aug 15, 2012 | -0.14% Feb 6, 2026 - Feb 10, 2026 |
| #12 | -9.04% Jul 10, 2024 - Sep 19, 2024 | -0.07% Feb 23, 2026 - Feb 26, 2026 |
| #13 | -7.73% Jan 19, 2010 - Mar 17, 2010 | -0.07% Oct 16, 2025 - Oct 20, 2025 |
| #14 | -7.69% Oct 4, 2012 - Jan 4, 2013 | N/A |
| #15 | -7.39% Sep 19, 2014 - Oct 31, 2014 | N/A |
Correlation
Correlation between IWL and TAGG is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2009 - 2026)
IWL vs TAGG dividend yield comparison.
| Year | IWL | TAGG |
|---|---|---|
| 2026 | 0.40% | 2.20% |
| 2025 | 0.90% | 4.36% |
| 2024 | 1.04% | 4.36% |
| 2023 | 1.30% | 3.48% |
| 2022 | 1.54% | 3.67% |
| 2021 | 1.12% | 0.33% |
| 2020 | 1.30% | 0.00% |
| 2019 | 1.96% | 0.00% |
| 2018 | 1.93% | 0.00% |
| 2017 | 1.69% | 0.00% |
| 2016 | 1.96% | 0.00% |
| 2015 | 2.14% | 0.00% |
| 2014 | 1.68% | 0.00% |
| 2013 | 1.82% | 0.00% |
| 2012 | 3.65% | 0.00% |
| 2011 | 1.91% | 0.00% |
| 2010 | 1.64% | 0.00% |
| 2009 | 0.59% | 0.00% |
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