IWLG vs AGEM
Comparison between NYLI WINSLOW LARGE CAP GROWTH ETF (IWLG, ETF) and abrdn Emerging Markets Dividend Active ETF (AGEM, ETF).
IWLG vs AGEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWLG
$316M
AGEM
$316M
Expense Ratio
Winner
IWLG
0.50%
AGEM
0.70%
Max Drawdown
IWLG
23.65%
Winner
AGEM
15.58%
Sharpe Ratio
IWLG
0.53
Winner
AGEM
1.82
5Y Beta
IWLG
1.23
Winner
AGEM
0.87
P/E Ratio
IWLG
39.43
AGEM
N/A
Forward P/E
IWLG
29.49
AGEM
N/A
PEG Ratio
IWLG
0.55
AGEM
N/A
5Y EPS CAGR
IWLG
36.16%
AGEM
N/A
Debt to Equity
IWLG
27.34%
AGEM
N/A
P/S Ratio
IWLG
6.09
AGEM
N/A
P/B Ratio
IWLG
12.42
AGEM
N/A
IWLG vs AGEM - Holdings Comparison
IWLG and AGEM have 1 common holdings. Overlap is 0.12%
IWLG's top 25 holdings weight is 86.43%. AGEM's top 25 holdings weight is 65.65%.
| Rank | IWLG | AGEM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.80% | n/a (n/a) - 11.87% |
| #2 | APPLE INC (AAPL) - 11.59% | n/a (n/a) - 10.12% |
| #3 | ALPHABET INC CLASS C (GOOG) - 8.12% | TENCENT HOLDINGS LTD ADR (TCEHY) - 4.55% |
| #4 | BROADCOM INC (AVGO) - 6.38% | SK HYNIX INC (n/a) - 4.29% |
| #5 | MICROSOFT CORP (MSFT) - 6.00% | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 3.83% |
| #6 | AMAZON.COM INC (AMZN) - 4.48% | MEDIATEK INC (n/a) - 3.12% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.52% | HDFC BANK LTD ADR (HDB) - 2.81% |
| #8 | NETFLIX INC (NFLX) - 2.75% | PT BANK MANDIRI (PERSERO) TBK (n/a) - 2.21% |
| #9 | ELI LILLY AND CO (LLY) - 2.73% | n/a (n/a) - 1.85% |
| #10 | GE AEROSPACE (GE) - 2.72% | TELEFONICA BRASIL SA ADR (VIV) - 1.76% |
| #11 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 2.31% | CONTEMPORARY AMPER (n/a) - 1.75% |
| #12 | TESLA INC (TSLA) - 2.12% | n/a (n/a) - 1.56% |
| #13 | ASML HOLDING NV ADR (ASML) - 2.10% | NATL BK OF GREECE (n/a) - 1.51% |
| #14 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.09% | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 1.49% |
| #15 | INTUITIVE SURGICAL INC (ISRG) - 1.91% | ACCTON TECHNOLOGY CORP (n/a) - 1.48% |
| #16 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.91% | NATIONAL ATOMIC CO KAZATOMPROM JSC ADR (NATKY) - 1.48% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 1.68% | NETEASE INC ADR (NTES) - 1.28% |
| #18 | ELANCO ANIMAL HEALTH INC (ELAN) - 1.51% | POWER GRID CORP OF INDIA LTD (n/a) - 1.20% |
| #19 | MASTERCARD INC CLASS A (MA) - 1.51% | CHROMA ATE INC (n/a) - 1.16% |
| #20 | PARKER HANNIFIN CORP (PH) - 1.45% | BAJAJ HOLDINGS AND INVESTMENT LTD (n/a) - 1.10% |
| #21 | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 1.44% | SAUDI NATIONAL BANK (n/a) - 1.09% |
| #22 | BOOKING HOLDINGS INC (BKNG) - 1.41% | KRUNG THAI BANK PCL (n/a) - 1.06% |
| #23 | GE VERNOVA INC (GEV) - 1.37% | n/a (n/a) - 1.04% |
| #24 | HOWMET AEROSPACE INC (HWM) - 1.28% | ASE TECH HOL (n/a) - 1.04% |
| #25 | QUANTA SERVICES INC (PWR) - 1.25% | ANTA SPORTS PRODUCTS LTD (n/a) - 1.00% |
| Total Holdings | 38 | 89 |
IWLG vs AGEM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWLG
+0.88%
AGEM
-1.45%
3M
IWLG
+8.04%
Winner
AGEM
+12.21%
6M
IWLG
+0.17%
Winner
AGEM
+23.08%
1Y
IWLG
+12.11%
Winner
AGEM
+48.10%
Max(CAGR)
IWLG
+21.94%
Winner
AGEM
+42.18%
IWLG vs AGEM - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | IWLG | AGEM |
|---|---|---|
| 2026 | +1.82% | +18.38% |
| 2025 | +14.91% | +29.78% |
| 2024 | +33.88% | N/A |
| 2023 | +43.98% | N/A |
| 2022 | -0.01% | N/A |
IWLG vs AGEM Drawdown Comparison
The maximum drawdown for IWLG was -23.19%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The maximum drawdown for AGEM was -15.58%, occurring on Apr 8, 2025. Recovery took 51 trading sessions.
The current IWLG drawdown is -5.34%. The current AGEM drawdown is -9.04%.
| Rank | IWLG | AGEM |
|---|---|---|
| #1 | -23.19% Jan 23, 2025 - Jun 24, 2025 | -15.58% Feb 19, 2025 - May 5, 2025 |
| #2 | -19.45% Oct 29, 2025 - May 29, 2026 | -13.92% Feb 25, 2026 - Apr 30, 2026 |
| #3 | -19.40% Aug 15, 2022 - May 15, 2023 | -9.04% Jun 2, 2026 - Jun 5, 2026 |
| #4 | -12.90% Jul 10, 2024 - Oct 11, 2024 | -6.52% May 11, 2026 - Jun 1, 2026 |
| #5 | -10.69% Jul 18, 2023 - Nov 10, 2023 | -5.47% Oct 29, 2025 - Dec 26, 2025 |
| #6 | -7.05% Mar 22, 2024 - May 15, 2024 | -3.59% Oct 3, 2025 - Oct 20, 2025 |
| #7 | -5.42% Dec 16, 2024 - Jan 22, 2025 | -3.15% Jul 23, 2025 - Aug 12, 2025 |
| #8 | -5.34% Jun 2, 2026 - Jun 5, 2026 | -2.51% Jun 11, 2025 - Jun 24, 2025 |
| #9 | -4.61% Jun 24, 2022 - Jul 20, 2022 | -2.45% Jan 28, 2026 - Feb 6, 2026 |
| #10 | -3.56% Jul 21, 2022 - Jul 27, 2022 | -1.83% May 6, 2026 - May 8, 2026 |
| #11 | -3.41% Oct 29, 2024 - Nov 6, 2024 | -1.77% Sep 17, 2025 - Oct 1, 2025 |
| #12 | -3.36% Oct 8, 2025 - Oct 24, 2025 | -1.76% Aug 22, 2025 - Sep 8, 2025 |
| #13 | -3.27% Dec 28, 2023 - Jan 10, 2024 | -1.70% Aug 13, 2025 - Aug 22, 2025 |
| #14 | -2.94% Nov 13, 2024 - Dec 3, 2024 | -1.56% Jul 3, 2025 - Jul 16, 2025 |
| #15 | -2.94% Sep 22, 2025 - Oct 8, 2025 | -1.43% Oct 20, 2025 - Oct 24, 2025 |
Correlation
Correlation between IWLG and AGEM is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.70
-101
Dividend Comparison (2022 - 2026)
IWLG vs AGEM dividend yield comparison.
| Year | IWLG | AGEM |
|---|---|---|
| 2026 | 0.00% | 0.37% |
| 2025 | 0.00% | 1.80% |
| 2024 | 1.34% | 0.00% |
| 2023 | 0.01% | 0.00% |
| 2022 | 0.05% | 0.00% |
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