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IWM vs SGOV

Comparison between ISHARES RUSSELL 2000 ETF (IWM, ETF) and ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV, ETF).

5-Year PerformanceIWM has outperformed SGOV, delivering a return of +5.7% compared to +3.5%

IWM vs SGOV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IWM
$77B
Winner
SGOV
$85B
Expense Ratio
IWM
0.19%
Winner
SGOV
0.09%
Max Drawdown
IWM
59.89%
Winner
SGOV
0.68%
Sharpe Ratio
Winner
IWM
1.51
SGOV
1.42
5Y Beta
IWM
1.10
Winner
SGOV
-0.00
P/E Ratio
IWM
-773.26
SGOV
N/A
Forward P/E
IWM
14.29
SGOV
N/A
5Y Dividends CAGR
IWM
7.95%
Winner
SGOV
137.06%
5Y EPS CAGR
IWM
12.04%
SGOV
N/A
Debt to Equity
IWM
44.17%
SGOV
N/A
P/S Ratio
IWM
1.29
SGOV
N/A
P/B Ratio
IWM
2.08
SGOV
N/A

IWM vs SGOV - Historical Returns

Returns include dividend reinvestment.

1M
IWM
-0.32%
Winner
SGOV
+0.32%
3M
Winner
IWM
+9.89%
SGOV
+0.93%
6M
Winner
IWM
+12.89%
SGOV
+1.79%
1Y
Winner
IWM
+36.52%
SGOV
+3.97%
5Y(CAGR)
Winner
IWM
+5.66%
SGOV
+3.54%
10Y(CAGR)
IWM
+10.58%
SGOV
N/A
Max(CAGR)
Winner
IWM
+8.62%
SGOV
+2.95%

IWM vs SGOV - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIWMSGOV
2026+13.41%+1.52%
2025+12.57%+4.22%
2024+12.06%+5.25%
2023+17.49%+5.10%
2022-21.49%+1.58%
2021+16.05%+0.04%
2020+19.95%+0.05%
2019+24.69%N/A
2018-11.94%N/A
2017+14.02%N/A
2016+24.49%N/A
2015-3.91%N/A
2014+6.18%N/A
2013+34.73%N/A
2012+14.79%N/A
2011-6.07%N/A
2010+23.88%N/A
2009+26.00%N/A
2008-33.48%N/A
2007-1.92%N/A
2006+15.96%N/A
2005+5.83%N/A
2004+16.79%N/A
2003+43.62%N/A
2002-20.74%N/A
2001+5.46%N/A
2000+5.62%N/A

IWM vs SGOV Drawdown Comparison

The maximum drawdown for IWM was -59.03%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.

The maximum drawdown for SGOV was -0.03%, occurring on Aug 23, 2022. Recovery took 3 trading sessions.

The current IWM drawdown is -3.55%.

RankIWMSGOV
#1-59.03%
Jul 9, 2007 - Feb 11, 2011		-0.03%
Aug 22, 2022 - Aug 25, 2022
#2-41.13%
Aug 31, 2018 - Nov 9, 2020		-0.02%
Aug 27, 2020 - Oct 5, 2020
#3-38.67%
Jul 17, 2000 - Oct 13, 2003		-0.02%
Nov 2, 2021 - Dec 16, 2021
#4-31.91%
Nov 8, 2021 - Nov 6, 2024		-0.02%
Mar 1, 2021 - Apr 6, 2021
#5-28.92%
Apr 29, 2011 - Sep 13, 2012		-0.02%
Aug 4, 2021 - Sep 7, 2021
#6-27.50%
Nov 25, 2024 - Sep 11, 2025		-0.02%
Oct 21, 2021 - Nov 2, 2021
#7-25.68%
Jun 23, 2015 - Nov 11, 2016		-0.02%
Jul 7, 2022 - Jul 14, 2022
#8-14.19%
Apr 5, 2004 - Nov 5, 2004		-0.02%
Jun 21, 2022 - Jun 29, 2022
#9-14.14%
May 8, 2006 - Nov 14, 2006		-0.02%
Jul 27, 2022 - Aug 1, 2022
#10-12.70%
Jul 3, 2014 - Dec 22, 2014		-0.02%
Oct 11, 2022 - Oct 13, 2022
#11-12.14%
Dec 28, 2004 - Jul 5, 2005		-0.02%
Mar 24, 2023 - Mar 28, 2023
#12-11.03%
Jan 22, 2026 - Apr 15, 2026		-0.02%
Dec 23, 2021 - Feb 16, 2022
#13-10.72%
Sep 14, 2012 - Jan 2, 2013		-0.02%
Aug 19, 2020 - Aug 27, 2020
#14-9.60%
Aug 2, 2005 - Dec 1, 2005		-0.01%
Jun 2, 2022 - Jun 16, 2022
#15-9.55%
Mar 15, 2021 - Nov 1, 2021		-0.01%
Jun 8, 2021 - Jun 25, 2021

Correlation

Correlation between IWM and SGOV is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (2000 - 2026)

IWM vs SGOV dividend yield comparison.

YearIWMSGOV
20260.16%1.47%
20251.04%4.10%
20241.15%5.10%
20231.35%4.87%
20221.48%1.45%
20210.94%0.03%
20201.04%0.05%
20191.26%0.00%
20181.40%0.00%
20171.26%0.00%
20161.38%0.00%
20151.54%0.00%
20141.26%0.00%
20131.23%0.00%
20122.00%0.00%
20111.40%0.00%
20101.14%0.00%
20091.15%0.00%
20081.78%0.00%
20071.02%0.00%
20061.07%0.00%
20051.32%0.00%
20040.92%0.00%
20030.83%0.00%
20021.31%0.00%
20011.08%0.00%
20000.89%0.00%

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