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IWN vs IWO

Comparison between ISHARES RUSSELL 2000 VALUE ETF (IWN, ETF) and ISHARES RUSSELL 2000 GROWTH ETF (IWO, ETF).

5-Year PerformanceIWN has outperformed IWO, delivering a return of +8.9% compared to +5.5%

IWN vs IWO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IWN
$15B
Winner
IWO
$15B
Expense Ratio
IWN
0.24%
IWO
0.24%
Max Drawdown
IWN
62.91%
Winner
IWO
60.31%
Sharpe Ratio
Winner
IWN
1.75
IWO
1.16
5Y Beta
Winner
IWN
0.96
IWO
1.22
P/E Ratio
IWN
619.53
Winner
IWO
-385.16
Forward P/E
Winner
IWN
11.90
IWO
19.66
5Y Dividends CAGR
Winner
IWN
9.67%
IWO
8.50%
5Y EPS CAGR
IWN
6.29%
Winner
IWO
16.13%
Debt to Equity
Winner
IWN
42.08%
IWO
79.92%
P/S Ratio
Winner
IWN
1.28
IWO
1.98
P/B Ratio
Winner
IWN
1.56
IWO
4.66

IWN vs IWO - Holdings Comparison

IWN and IWO have 487 common holdings. Overlap is 20.77%

IWN's top 25 holdings weight is 12.88%. IWO's top 25 holdings weight is 12.94%.

RankIWNIWO
#1
ECHOSTAR CORP CLASS A (SATS) - 1.19%
BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.70%
#2
TTM TECHNOLOGIES INC (TTMI) - 0.68%
MOOG INC CLASS A (MOG-A) - 0.69%
#3
COEUR MINING INC (CDE) - 0.66%
JFROG LTD ORDINARY SHARES (FROG) - 0.61%
#4
HECLA MINING CO (HL) - 0.63%
KRYSTAL BIOTECH INC (KRYS) - 0.55%
#5
CARETRUST REIT INC (CTRE) - 0.53%
GLAUKOS CORP (GKOS) - 0.54%
#6
FLUOR CORP (FLR) - 0.52%
CRINETICS PHARMACEUTICALS INC (CRNX) - 0.54%
#7
UMB FINANCIAL CORP (UMBF) - 0.52%
FIRSTCASH HOLDINGS INC (FCFS) - 0.53%
#8
SM ENERGY CO (SM) - 0.52%
ESCO TECHNOLOGIES INC (ESE) - 0.53%
#9
n/a (PRAX) - 0.50%
ARGAN INC (AGX) - 0.53%
#10
VAXCYTE INC ORDINARY SHARES (PCVX) - 0.49%
n/a (PRAX) - 0.51%
#11
JACKSON FINANCIAL INC (JXN) - 0.49%
STONEX GROUP INC (SNEX) - 0.51%
#12
CYTOKINETICS INC (CYTK) - 0.48%
HEALTHEQUITY INC (HQY) - 0.50%
#13
OLD NATIONAL BANCORP (ONB) - 0.47%
NLIGHT INC (LASR) - 0.50%
#14
ORMAT TECHNOLOGIES INC (ORA) - 0.47%
POWER INTEGRATIONS INC (POWI) - 0.50%
#15
COMMERCIAL METALS CO (CMC) - 0.47%
MAXLINEAR INC (MXL) - 0.50%
#16
VIASAT INC (VSAT) - 0.45%
BRINKER INTERNATIONAL INC (EAT) - 0.50%
#17
SSR MINING INC (SSRM) - 0.44%
PROTAGONIST THERAPEUTICS INC (PTGX) - 0.50%
#18
TERRENO REALTY CORP (TRNO) - 0.43%
TG THERAPEUTICS INC (TGTX) - 0.49%
#19
NOBLE CORP PLC CLASS A (NE) - 0.43%
RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.48%
#20
ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.42%
n/a (HIMS) - 0.47%
#21
SOUTHWEST GAS HOLDINGS INC (SWX) - 0.42%
OSCAR HEALTH INC CLASS A (OSCR) - 0.46%
#22
TRANSOCEAN LTD (RIG) - 0.42%
SPYRE THERAPEUTICS INC (SYRE) - 0.46%
#23
VALARIS LTD (VAL) - 0.42%
FEDERAL SIGNAL CORP (FSS) - 0.45%
#24
ENERSYS (ENS) - 0.42%
SILICON LABORATORIES INC (SLAB) - 0.45%
#25
PORTLAND GENERAL ELECTRIC CO (POR) - 0.41%
ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.44%
Total Holdings14041059

IWN vs IWO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IWN
+2.26%
IWO
-3.12%
3M
Winner
IWN
+8.93%
IWO
+7.49%
6M
Winner
IWN
+13.52%
IWO
+8.97%
1Y
Winner
IWN
+38.80%
IWO
+32.00%
5Y(CAGR)
Winner
IWN
+8.92%
IWO
+5.46%
10Y(CAGR)
IWN
+10.29%
Winner
IWO
+11.06%
Max(CAGR)
Winner
IWN
+9.54%
IWO
+7.13%

IWN vs IWO - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIWNIWO
2026+22.67%+16.82%
2025+12.57%+12.52%
2024+8.00%+16.13%
2023+14.92%+19.56%
2022-15.78%-27.17%
2021+29.69%+4.06%
2020+4.78%+34.46%
2019+21.05%+28.07%
2018-13.73%-10.30%
2017+7.03%+21.71%
2016+34.63%+14.71%
2015-7.27%-0.66%
2014+5.30%+6.99%
2013+30.27%+39.28%
2012+15.86%+13.33%
2011-7.51%-4.60%
2010+21.53%+26.19%
2009+20.24%+31.85%
2008-27.94%-37.46%
2007-10.53%+6.76%
2006+21.09%+10.89%
2005+5.60%+5.59%
2004+20.92%+13.00%
2003+41.77%+44.40%
2002-12.06%-30.51%
2001+16.04%-4.63%
2000+13.82%-14.94%

IWN vs IWO Drawdown Comparison

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

The maximum drawdown for IWO was -60.11%, occurring on Oct 9, 2002. Recovery took 1624 trading sessions.

The current IWN drawdown is -0.57%. The current IWO drawdown is -3.14%.

RankIWNIWO
#1-61.53%
Jun 4, 2007 - Sep 14, 2012		-60.11%
Sep 1, 2000 - Feb 22, 2007
#2-46.07%
Aug 22, 2018 - Dec 15, 2020		-57.62%
Oct 10, 2007 - Dec 21, 2010
#3-34.07%
May 2, 2002 - Sep 4, 2003		-42.02%
Feb 9, 2021 - Oct 6, 2025
#4-26.70%
Nov 25, 2024 - Sep 18, 2025		-39.81%
Feb 19, 2020 - Aug 7, 2020
#5-25.93%
Nov 8, 2021 - Jul 16, 2024		-29.23%
Apr 29, 2011 - Sep 14, 2012
#6-22.54%
Jun 23, 2015 - Aug 5, 2016		-28.80%
Aug 31, 2018 - Jan 14, 2020
#7-19.41%
Jun 29, 2001 - Dec 18, 2001		-28.69%
Jun 23, 2015 - Dec 8, 2016
#8-12.38%
Jul 3, 2014 - Dec 29, 2014		-14.87%
Jan 22, 2026 - Apr 17, 2026
#9-12.02%
May 9, 2006 - Oct 12, 2006		-14.44%
Mar 4, 2014 - Dec 22, 2014
#10-11.86%
Jun 8, 2021 - Nov 3, 2021		-10.85%
Sep 14, 2012 - Jan 2, 2013
#11-11.37%
Apr 5, 2004 - Oct 1, 2004		-10.26%
Jul 19, 2007 - Oct 5, 2007
#12-10.57%
Sep 14, 2012 - Dec 20, 2012		-10.24%
Oct 15, 2025 - Dec 11, 2025
#13-10.26%
Dec 28, 2004 - Jun 15, 2005		-9.04%
Jan 26, 2018 - Mar 9, 2018
#14-10.14%
Aug 2, 2005 - Jan 6, 2006		-8.73%
Feb 22, 2007 - Apr 16, 2007
#15-9.85%
Jul 26, 2024 - Oct 16, 2024		-7.76%
Sep 2, 2020 - Oct 5, 2020

Correlation

Correlation between IWN and IWO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2000 - 2026)

IWN vs IWO dividend yield comparison.

YearIWNIWO
20260.58%0.14%
20251.70%0.56%
20241.80%0.80%
20232.04%0.73%
20222.12%0.73%
20211.48%0.32%
20201.60%0.44%
20191.92%0.71%
20181.99%0.76%
20171.78%0.73%
20161.74%0.97%
20152.15%0.89%
20141.88%0.73%
20131.77%0.72%
20122.50%1.46%
20112.03%0.68%
20101.63%0.66%
20091.82%0.50%
20082.46%1.10%
20072.03%0.59%
20061.59%0.32%
20051.76%0.47%
20041.38%0.24%
20031.24%0.34%
20021.89%0.43%
20011.84%0.19%
20000.76%0.09%

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