IWN vs IWV
Comparison between ISHARES RUSSELL 2000 VALUE ETF (IWN, ETF) and ISHARES RUSSELL 3000 ETF (IWV, ETF).
5-Year PerformanceIWV has outperformed IWN, delivering a return of +12.0% compared to +6.2%
IWN vs IWV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWN
$13B
Winner
IWV
$19B
Expense Ratio
IWN
0.24%
Winner
IWV
0.20%
Max Drawdown
IWN
62.91%
Winner
IWV
56.66%
Sharpe Ratio
Winner
IWN
1.76
IWV
1.56
5Y Beta
Winner
IWN
0.97
IWV
0.98
P/E Ratio
IWN
222.44
Winner
IWV
26.18
Forward P/E
Winner
IWN
12.13
IWV
19.62
5Y Dividends CAGR
Winner
IWN
11.18%
IWV
8.98%
5Y EPS CAGR
IWN
7.00%
Winner
IWV
24.11%
Debt to Equity
IWN
43.17%
Winner
IWV
31.12%
P/S Ratio
Winner
IWN
1.25
IWV
3.04
P/B Ratio
Winner
IWN
1.54
IWV
4.54
IWN vs IWV - Holdings Comparison
IWN and IWV have 793 common holdings. Overlap is 1.13%
IWN's top 25 holdings weight is 12.88%. IWV's top 25 holdings weight is 44.15%.
| Rank | IWN | IWV |
|---|---|---|
| #1 | ECHOSTAR CORP CLASS A (SATS) - 1.19% | NVIDIA CORP (NVDA) - 6.90% |
| #2 | TTM TECHNOLOGIES INC (TTMI) - 0.68% | MICROSOFT CORP (MSFT) - 6.51% |
| #3 | COEUR MINING INC (CDE) - 0.66% | APPLE INC (AAPL) - 4.91% |
| #4 | HECLA MINING CO (HL) - 0.63% | AMAZON.COM INC (AMZN) - 3.33% |
| #5 | CARETRUST REIT INC (CTRE) - 0.53% | META PLATFORMS INC CLASS A (META) - 2.78% |
| #6 | FLUOR CORP (FLR) - 0.52% | BROADCOM INC (AVGO) - 2.25% |
| #7 | UMB FINANCIAL CORP (UMBF) - 0.52% | ALPHABET INC CLASS A (GOOGL) - 1.86% |
| #8 | SM ENERGY CO (SM) - 0.52% | ALPHABET INC CLASS C (GOOG) - 1.52% |
| #9 | n/a (PRAX) - 0.50% | TESLA INC (TSLA) - 1.43% |
| #10 | VAXCYTE INC ORDINARY SHARES (PCVX) - 0.49% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #11 | JACKSON FINANCIAL INC (JXN) - 0.49% | JPMORGAN CHASE & CO (JPM) - 1.34% |
| #12 | CYTOKINETICS INC (CYTK) - 0.48% | ELI LILLY AND CO (LLY) - 1.01% |
| #13 | OLD NATIONAL BANCORP (ONB) - 0.47% | VISA INC CLASS A (V) - 0.95% |
| #14 | ORMAT TECHNOLOGIES INC (ORA) - 0.47% | NETFLIX INC (NFLX) - 0.81% |
| #15 | COMMERCIAL METALS CO (CMC) - 0.47% | MASTERCARD INC CLASS A (MA) - 0.76% |
| #16 | VIASAT INC (VSAT) - 0.45% | EXXON MOBIL CORP (XOM) - 0.76% |
| #17 | SSR MINING INC (SSRM) - 0.44% | WALMART INC (WMT) - 0.71% |
| #18 | TERRENO REALTY CORP (TRNO) - 0.43% | COSTCO WHOLESALE CORP (COST) - 0.70% |
| #19 | NOBLE CORP PLC CLASS A (NE) - 0.43% | ORACLE CORP (ORCL) - 0.69% |
| #20 | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.42% | JOHNSON & JOHNSON (JNJ) - 0.67% |
| #21 | SOUTHWEST GAS HOLDINGS INC (SWX) - 0.42% | THE HOME DEPOT INC (HD) - 0.62% |
| #22 | TRANSOCEAN LTD (RIG) - 0.42% | PROCTER & GAMBLE CO (PG) - 0.58% |
| #23 | VALARIS LTD (VAL) - 0.42% | n/a (PLTR) - 0.58% |
| #24 | ENERSYS (ENS) - 0.42% | ABBVIE INC (ABBV) - 0.57% |
| #25 | PORTLAND GENERAL ELECTRIC CO (POR) - 0.41% | BANK OF AMERICA CORP (BAC) - 0.52% |
| Total Holdings | 1404 | 2126 |
IWN vs IWV - Historical Returns
Returns include dividend reinvestment.
1M
IWN
-0.08%
Winner
IWV
+1.83%
3M
IWN
+8.07%
Winner
IWV
+8.25%
6M
Winner
IWN
+14.94%
IWV
+8.04%
1Y
Winner
IWN
+40.04%
IWV
+25.38%
5Y(CAGR)
IWN
+6.21%
Winner
IWV
+12.05%
10Y(CAGR)
IWN
+9.92%
Winner
IWV
+14.56%
Max(CAGR)
Winner
IWN
+9.31%
IWV
+8.54%
IWN vs IWV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWN | IWV |
|---|---|---|
| 2026 | +14.84% | +8.16% |
| 2025 | +12.57% | +17.14% |
| 2024 | +8.00% | +24.28% |
| 2023 | +14.92% | +26.44% |
| 2022 | -15.78% | -19.74% |
| 2021 | +29.69% | +27.22% |
| 2020 | +4.78% | +19.60% |
| 2019 | +21.05% | +30.62% |
| 2018 | -13.73% | -6.12% |
| 2017 | +7.03% | +20.12% |
| 2016 | +34.63% | +14.48% |
| 2015 | -7.27% | +0.42% |
| 2014 | +5.30% | +13.32% |
| 2013 | +30.27% | +29.90% |
| 2012 | +15.86% | +14.80% |
| 2011 | -7.51% | -0.33% |
| 2010 | +21.53% | +14.92% |
| 2009 | +20.24% | +24.80% |
| 2008 | -27.94% | -36.46% |
| 2007 | -10.53% | +4.73% |
| 2006 | +21.09% | +13.92% |
| 2005 | +5.60% | +7.10% |
| 2004 | +20.92% | +12.09% |
| 2003 | +41.77% | +26.49% |
| 2002 | -12.06% | -22.00% |
| 2001 | +16.04% | -8.37% |
| 2000 | +13.82% | -3.32% |
IWN vs IWV Drawdown Comparison
The maximum drawdown for IWN was -61.53%, occurring on Mar 9, 2009. Recovery took 1333 trading sessions.
The maximum drawdown for IWV was -55.60%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.
The current IWN drawdown is -2.75%. The current IWV drawdown is -2.85%.
| Rank | IWN | IWV |
|---|---|---|
| #1 | -61.53% Jun 4, 2007 - Sep 14, 2012 | -55.60% Oct 9, 2007 - Mar 15, 2012 |
| #2 | -46.07% Aug 22, 2018 - Dec 15, 2020 | -47.64% Sep 1, 2000 - Sep 26, 2006 |
| #3 | -34.07% May 2, 2002 - Sep 4, 2003 | -35.22% Feb 19, 2020 - Aug 12, 2020 |
| #4 | -26.70% Nov 25, 2024 - Sep 18, 2025 | -25.11% Dec 27, 2021 - Dec 18, 2023 |
| #5 | -25.93% Nov 8, 2021 - Jul 16, 2024 | -20.13% Sep 20, 2018 - Apr 23, 2019 |
| #6 | -22.54% Jun 23, 2015 - Aug 5, 2016 | -19.27% Feb 19, 2025 - Jun 27, 2025 |
| #7 | -19.41% Jun 29, 2001 - Dec 18, 2001 | -15.16% Jun 23, 2015 - Jun 8, 2016 |
| #8 | -12.38% Jul 3, 2014 - Dec 29, 2014 | -9.97% Mar 26, 2012 - Aug 16, 2012 |
| #9 | -12.02% May 9, 2006 - Oct 12, 2006 | -9.87% Jan 26, 2018 - Jul 25, 2018 |
| #10 | -11.86% Jun 8, 2021 - Nov 3, 2021 | -9.80% Jul 19, 2007 - Oct 5, 2007 |
| #11 | -11.37% Apr 5, 2004 - Oct 1, 2004 | -9.29% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -10.57% Sep 14, 2012 - Dec 20, 2012 | -8.89% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -10.26% Dec 28, 2004 - Jun 15, 2005 | -8.39% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -10.14% Aug 2, 2005 - Jan 6, 2006 | -7.58% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -9.85% Jul 26, 2024 - Oct 16, 2024 | -7.55% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IWN and IWV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
IWN vs IWV dividend yield comparison.
| Year | IWN | IWV |
|---|---|---|
| 2026 | 0.25% | 0.18% |
| 2025 | 1.70% | 0.96% |
| 2024 | 1.80% | 1.08% |
| 2023 | 2.04% | 1.30% |
| 2022 | 2.12% | 1.56% |
| 2021 | 1.48% | 1.04% |
| 2020 | 1.60% | 1.30% |
| 2019 | 1.92% | 1.69% |
| 2018 | 1.99% | 1.97% |
| 2017 | 1.78% | 1.58% |
| 2016 | 1.74% | 1.79% |
| 2015 | 2.15% | 1.99% |
| 2014 | 1.88% | 1.63% |
| 2013 | 1.77% | 1.61% |
| 2012 | 2.50% | 1.95% |
| 2011 | 2.03% | 1.81% |
| 2010 | 1.63% | 1.59% |
| 2009 | 1.82% | 1.83% |
| 2008 | 2.46% | 2.52% |
| 2007 | 2.03% | 1.66% |
| 2006 | 1.59% | 1.43% |
| 2005 | 1.76% | 1.78% |
| 2004 | 1.38% | 1.60% |
| 2003 | 1.24% | 1.40% |
| 2002 | 1.89% | 1.76% |
| 2001 | 1.84% | 1.00% |
| 2000 | 0.76% | 0.49% |
Select Stocks to Compare
Popular: IWN vs SPYIWV vs SPY
More Comparisons
Compare with similar stocks