IWN vs IAGG

Comparison between ISHARES RUSSELL 2000 VALUE ETF (IWN, ETF) and ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG, ETF).

5-Year PerformanceIWN has outperformed IAGG, delivering a return of +7.9% compared to +1.1%

IWN vs IAGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWN(ETF)	IAGG(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.24%	0.07%
Max Drawdown	62.91%	15.86%
Sharpe Ratio	1.91	-0.42
5Y Beta	0.97	0.03
P/E Ratio	166.44	N/A
Forward P/E	12.44	N/A
5Y Dividends CAGR	11.18%	15.92%
5Y EPS CAGR	9.58%	N/A
Debt to Equity	36.26%	N/A
P/S Ratio	1.28	N/A
P/B Ratio	1.54	N/A

Net Assets

Winner

IWN

$13B

IAGG

$13B

Expense Ratio

IWN

0.24%

Winner

IAGG

0.07%

Max Drawdown

IWN

62.91%

Winner

IAGG

15.86%

Sharpe Ratio

Winner

IWN

1.91

IAGG

-0.42

5Y Beta

IWN

0.97

Winner

IAGG

0.03

P/E Ratio

IWN

166.44

IAGG

N/A

Forward P/E

IWN

12.44

IAGG

N/A

5Y Dividends CAGR

IWN

11.18%

Winner

IAGG

15.92%

5Y EPS CAGR

IWN

9.58%

IAGG

N/A

Debt to Equity

IWN

36.26%

IAGG

N/A

P/S Ratio

IWN

1.28

IAGG

N/A

P/B Ratio

IWN

1.54

IAGG

N/A

IWN vs IAGG - Historical Returns

Returns include dividend reinvestment.

Period	IWN	IAGG
1 month	+4.38%	-0.05%
3 months	+6.62%	-0.79%
6 months	+18.99%	-0.13%
1 year	+38.58%	+2.38%
5 years(CAGR)	+7.87%	+1.13%
10 years(CAGR)	+10.40%	+2.21%
Max(CAGR)	+9.34%	+2.43%

Winner

IWN

+4.38%

IAGG

-0.05%

Winner

IWN

+6.62%

IAGG

-0.79%

Winner

IWN

+18.99%

IAGG

-0.13%

Winner

IWN

+38.58%

IAGG

+2.38%

5Y(CAGR)

Winner

IWN

+7.87%

IAGG

+1.13%

10Y(CAGR)

Winner

IWN

+10.40%

IAGG

+2.21%

Max(CAGR)

Winner

IWN

+9.34%

IAGG

+2.43%

IWN vs IAGG - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IWN	IAGG
2026	+14.95%	+0.25%
2025	+12.57%	+3.18%
2024	+8.00%	+4.89%
2023	+14.92%	+7.70%
2022	-15.78%	-10.50%
2021	+29.69%	-1.82%
2020	+4.78%	+4.29%
2019	+21.05%	+7.93%
2018	-13.73%	+3.24%
2017	+7.03%	+2.38%
2016	+34.63%	+4.91%
2015	-7.27%	-0.09%
2014	+5.30%	N/A
2013	+30.27%	N/A
2012	+15.86%	N/A
2011	-7.51%	N/A
2010	+21.53%	N/A
2009	+20.24%	N/A
2008	-27.94%	N/A
2007	-10.53%	N/A
2006	+21.09%	N/A
2005	+5.60%	N/A
2004	+20.92%	N/A
2003	+41.77%	N/A
2002	-12.06%	N/A
2001	+16.04%	N/A
2000	+13.82%	N/A

IWN vs IAGG Drawdown Comparison

The maximum drawdown for IWN was -61.53%, occurring on Mar 9, 2009. Recovery took 1333 trading sessions.

The maximum drawdown for IAGG was -13.88%, occurring on Oct 14, 2022. Recovery took 1027 trading sessions.

The current IWN drawdown is -1.47%. The current IAGG drawdown is -1.55%.

Rank	IWN	IAGG
#1	-61.53% Jun 4, 2007 - Sep 14, 2012	-13.88% Dec 31, 2020 - Feb 4, 2025
#2	-46.07% Aug 22, 2018 - Dec 15, 2020	-5.93% Mar 9, 2020 - Jul 30, 2020
#3	-34.07% May 2, 2002 - Sep 4, 2003	-3.93% Sep 7, 2016 - Oct 31, 2017
#4	-26.70% Nov 25, 2024 - Sep 18, 2025	-3.70% Dec 8, 2017 - Dec 18, 2018
#5	-25.93% Nov 8, 2021 - Jul 16, 2024	-2.32% Feb 27, 2026 - Mar 27, 2026
#6	-22.54% Jun 23, 2015 - Aug 5, 2016	-2.07% Aug 28, 2019 - Jan 29, 2020
#7	-19.41% Jun 29, 2001 - Dec 18, 2001	-1.67% Feb 28, 2025 - Apr 16, 2025
#8	-12.38% Jul 3, 2014 - Dec 29, 2014	-1.04% Dec 2, 2015 - Jan 14, 2016
#9	-12.02% May 9, 2006 - Oct 12, 2006	-0.94% Aug 4, 2020 - Sep 29, 2020
#10	-11.86% Jun 8, 2021 - Nov 3, 2021	-0.85% Apr 30, 2025 - May 30, 2025
#11	-11.37% Apr 5, 2004 - Oct 1, 2004	-0.83% Apr 5, 2016 - May 11, 2016
#12	-10.57% Sep 14, 2012 - Dec 20, 2012	-0.80% Jun 16, 2016 - Jun 27, 2016
#13	-10.26% Dec 28, 2004 - Jun 15, 2005	-0.75% Jul 3, 2019 - Jul 18, 2019
#14	-10.14% Aug 2, 2005 - Jan 6, 2006	-0.73% Feb 5, 2025 - Feb 28, 2025
#15	-9.85% Jul 26, 2024 - Oct 16, 2024	-0.71% Mar 28, 2019 - Apr 30, 2019

Correlation

Correlation between IWN and IAGG is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2000 - 2026)

IWN vs IAGG dividend yield comparison.

Year	IWN	IAGG
2026	0.25%	0.60%
2025	1.70%	3.08%
2024	1.80%	4.28%
2023	2.04%	3.55%
2022	2.12%	2.27%
2021	1.48%	1.16%
2020	1.60%	1.95%
2019	1.92%	2.82%
2018	1.99%	3.02%
2017	1.78%	1.74%
2016	1.74%	1.56%
2015	2.15%	0.13%
2014	1.88%	0.00%
2013	1.77%	0.00%
2012	2.50%	0.00%
2011	2.03%	0.00%
2010	1.63%	0.00%
2009	1.82%	0.00%
2008	2.46%	0.00%
2007	2.03%	0.00%
2006	1.59%	0.00%
2005	1.76%	0.00%
2004	1.38%	0.00%
2003	1.24%	0.00%
2002	1.89%	0.00%
2001	1.84%	0.00%
2000	0.76%	0.00%