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 +6.2% compared to +5.0%
IWN vs IWO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWN
$13B
Winner
IWO
$14B
Expense Ratio
IWN
0.24%
IWO
0.24%
Max Drawdown
IWN
62.91%
Winner
IWO
60.31%
Sharpe Ratio
Winner
IWN
1.76
IWO
1.27
5Y Beta
Winner
IWN
0.97
IWO
1.22
P/E Ratio
IWN
222.44
Winner
IWO
92.18
Forward P/E
Winner
IWN
12.13
IWO
20.60
5Y Dividends CAGR
Winner
IWN
11.18%
IWO
8.29%
5Y EPS CAGR
IWN
7.00%
Winner
IWO
16.14%
Debt to Equity
IWN
43.17%
Winner
IWO
22.35%
P/S Ratio
Winner
IWN
1.25
IWO
2.09
P/B Ratio
Winner
IWN
1.54
IWO
4.80
IWN vs IWO - Holdings Comparison
IWN and IWO have 488 common holdings. Overlap is 10.48%
IWN's top 25 holdings weight is 12.88%. IWO's top 25 holdings weight is 23.56%.
| Rank | IWN | IWO |
|---|---|---|
| #1 | ECHOSTAR CORP CLASS A (SATS) - 1.19% | BLOOM ENERGY CORP CLASS A (BE) - 3.77% |
| #2 | TTM TECHNOLOGIES INC (TTMI) - 0.68% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 2.01% |
| #3 | COEUR MINING INC (CDE) - 0.66% | FABRINET (FN) - 1.45% |
| #4 | HECLA MINING CO (HL) - 0.63% | IONQ INC CLASS A (IONQ) - 1.25% |
| #5 | CARETRUST REIT INC (CTRE) - 0.53% | STERLING INFRASTRUCTURE INC (STRL) - 1.25% |
| #6 | FLUOR CORP (FLR) - 0.52% | SITIME CORP ORDINARY SHARES (SITM) - 0.94% |
| #7 | UMB FINANCIAL CORP (UMBF) - 0.52% | RAMBUS INC (RMBS) - 0.88% |
| #8 | SM ENERGY CO (SM) - 0.52% | NEXTPOWER INC CLASS A (NXT) - 0.87% |
| #9 | n/a (PRAX) - 0.50% | GUARDANT HEALTH INC (GH) - 0.84% |
| #10 | VAXCYTE INC ORDINARY SHARES (PCVX) - 0.49% | SEMTECH CORP (SMTC) - 0.83% |
| #11 | JACKSON FINANCIAL INC (JXN) - 0.49% | MODINE MANUFACTURING CO (MOD) - 0.78% |
| #12 | CYTOKINETICS INC (CYTK) - 0.48% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.70% |
| #13 | OLD NATIONAL BANCORP (ONB) - 0.47% | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.69% |
| #14 | ORMAT TECHNOLOGIES INC (ORA) - 0.47% | DYCOM INDUSTRIES INC (DY) - 0.68% |
| #15 | COMMERCIAL METALS CO (CMC) - 0.47% | PLANET LABS PBC CLASS A (PL) - 0.68% |
| #16 | VIASAT INC (VSAT) - 0.45% | PRIMORIS SERVICES CORP (PRIM) - 0.68% |
| #17 | SSR MINING INC (SSRM) - 0.44% | VIAVI SOLUTIONS INC (VIAV) - 0.65% |
| #18 | TERRENO REALTY CORP (TRNO) - 0.43% | BRIDGEBIO PHARMA INC (BBIO) - 0.62% |
| #19 | NOBLE CORP PLC CLASS A (NE) - 0.43% | D-WAVE QUANTUM INC (QBTS) - 0.61% |
| #20 | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.42% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.58% |
| #21 | SOUTHWEST GAS HOLDINGS INC (SWX) - 0.42% | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.58% |
| #22 | TRANSOCEAN LTD (RIG) - 0.42% | SPX TECHNOLOGIES INC (SPXC) - 0.57% |
| #23 | VALARIS LTD (VAL) - 0.42% | AXSOME THERAPEUTICS INC (AXSM) - 0.56% |
| #24 | ENERSYS (ENS) - 0.42% | ENSIGN GROUP INC (ENSG) - 0.55% |
| #25 | PORTLAND GENERAL ELECTRIC CO (POR) - 0.41% | CHART INDUSTRIES INC (GTLS) - 0.54% |
| Total Holdings | 1404 | 1003 |
IWN vs IWO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWN
-0.08%
IWO
-0.53%
3M
IWN
+8.07%
Winner
IWO
+11.51%
6M
Winner
IWN
+14.94%
IWO
+10.88%
1Y
Winner
IWN
+40.04%
IWO
+33.25%
5Y(CAGR)
Winner
IWN
+6.21%
IWO
+4.95%
10Y(CAGR)
IWN
+9.92%
Winner
IWO
+10.79%
Max(CAGR)
Winner
IWN
+9.31%
IWO
+6.99%
IWN vs IWO - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWN | IWO |
|---|---|---|
| 2026 | +14.84% | +12.00% |
| 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 -2.75%. The current IWO drawdown is -4.34%.
| Rank | IWN | IWO |
|---|---|---|
| #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.
| Year | IWN | IWO |
|---|---|---|
| 2026 | 0.25% | 0.03% |
| 2025 | 1.70% | 0.56% |
| 2024 | 1.80% | 0.80% |
| 2023 | 2.04% | 0.73% |
| 2022 | 2.12% | 0.73% |
| 2021 | 1.48% | 0.32% |
| 2020 | 1.60% | 0.44% |
| 2019 | 1.92% | 0.71% |
| 2018 | 1.99% | 0.76% |
| 2017 | 1.78% | 0.73% |
| 2016 | 1.74% | 0.97% |
| 2015 | 2.15% | 0.89% |
| 2014 | 1.88% | 0.73% |
| 2013 | 1.77% | 0.72% |
| 2012 | 2.50% | 1.46% |
| 2011 | 2.03% | 0.68% |
| 2010 | 1.63% | 0.66% |
| 2009 | 1.82% | 0.50% |
| 2008 | 2.46% | 1.10% |
| 2007 | 2.03% | 0.59% |
| 2006 | 1.59% | 0.32% |
| 2005 | 1.76% | 0.47% |
| 2004 | 1.38% | 0.24% |
| 2003 | 1.24% | 0.34% |
| 2002 | 1.89% | 0.43% |
| 2001 | 1.84% | 0.19% |
| 2000 | 0.76% | 0.09% |
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