IWN vs PYLD
Comparison between ISHARES RUSSELL 2000 VALUE ETF (IWN, ETF) and PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD, ETF).
IWN vs PYLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWN
$13B
PYLD
$13B
Expense Ratio
Winner
IWN
0.24%
PYLD
0.64%
Max Drawdown
IWN
62.91%
Winner
PYLD
5.87%
Sharpe Ratio
Winner
IWN
2.01
PYLD
1.48
5Y Beta
IWN
0.97
Winner
PYLD
0.06
P/E Ratio
IWN
166.44
PYLD
N/A
Forward P/E
IWN
12.45
PYLD
N/A
5Y Dividends CAGR
IWN
11.18%
PYLD
N/A
5Y EPS CAGR
IWN
9.58%
PYLD
N/A
Debt to Equity
IWN
36.26%
PYLD
N/A
P/S Ratio
IWN
1.28
PYLD
N/A
P/B Ratio
IWN
1.55
PYLD
N/A
IWN vs PYLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWN
+6.65%
PYLD
+0.87%
3M
Winner
IWN
+5.60%
PYLD
+0.05%
6M
Winner
IWN
+21.42%
PYLD
+2.15%
1Y
Winner
IWN
+44.45%
PYLD
+8.73%
5Y(CAGR)
IWN
+6.86%
PYLD
N/A
10Y(CAGR)
IWN
+10.49%
PYLD
N/A
Max(CAGR)
Winner
IWN
+9.38%
PYLD
+8.33%
IWN vs PYLD - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWN | PYLD |
|---|---|---|
| 2026 | +16.05% | +0.91% |
| 2025 | +12.57% | +9.40% |
| 2024 | +8.00% | +8.17% |
| 2023 | +14.92% | +5.60% |
| 2022 | -15.78% | N/A |
| 2021 | +29.69% | N/A |
| 2020 | +4.78% | N/A |
| 2019 | +21.05% | N/A |
| 2018 | -13.73% | N/A |
| 2017 | +7.03% | N/A |
| 2016 | +34.63% | N/A |
| 2015 | -7.27% | N/A |
| 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 PYLD Drawdown Comparison
The maximum drawdown for IWN was -61.53%, occurring on Mar 9, 2009. Recovery took 1333 trading sessions.
The maximum drawdown for PYLD was -4.51%, occurring on Oct 19, 2023. Recovery took 96 trading sessions.
The current IWN drawdown is -0.53%. The current PYLD drawdown is -0.36%.
| Rank | IWN | PYLD |
|---|---|---|
| #1 | -61.53% Jun 4, 2007 - Sep 14, 2012 | -4.51% Jul 13, 2023 - Nov 28, 2023 |
| #2 | -46.07% Aug 22, 2018 - Dec 15, 2020 | -3.24% Feb 23, 2026 - Mar 27, 2026 |
| #3 | -34.07% May 2, 2002 - Sep 4, 2003 | -2.77% Apr 3, 2025 - May 30, 2025 |
| #4 | -26.70% Nov 25, 2024 - Sep 18, 2025 | -2.07% Oct 1, 2024 - Dec 5, 2024 |
| #5 | -25.93% Nov 8, 2021 - Jul 16, 2024 | -1.96% Mar 28, 2024 - May 9, 2024 |
| #6 | -22.54% Jun 23, 2015 - Aug 5, 2016 | -1.45% Dec 6, 2024 - Jan 27, 2025 |
| #7 | -19.41% Jun 29, 2001 - Dec 18, 2001 | -1.21% Feb 1, 2024 - Mar 4, 2024 |
| #8 | -12.38% Jul 3, 2014 - Dec 29, 2014 | -1.18% Jun 28, 2023 - Jul 12, 2023 |
| #9 | -12.02% May 9, 2006 - Oct 12, 2006 | -1.08% Dec 27, 2023 - Jan 12, 2024 |
| #10 | -11.86% Jun 8, 2021 - Nov 3, 2021 | -0.86% May 16, 2024 - Jun 4, 2024 |
| #11 | -11.37% Apr 5, 2004 - Oct 1, 2004 | -0.82% Jan 12, 2024 - Jan 31, 2024 |
| #12 | -10.57% Sep 14, 2012 - Dec 20, 2012 | -0.78% Mar 8, 2024 - Mar 22, 2024 |
| #13 | -10.26% Dec 28, 2004 - Jun 15, 2005 | -0.74% Jun 6, 2024 - Jun 13, 2024 |
| #14 | -10.14% Aug 2, 2005 - Jan 6, 2006 | -0.67% Oct 28, 2025 - Nov 25, 2025 |
| #15 | -9.85% Jul 26, 2024 - Oct 16, 2024 | -0.65% Aug 2, 2024 - Aug 15, 2024 |
Correlation
Correlation between IWN and PYLD is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2000 - 2026)
IWN vs PYLD dividend yield comparison.
| Year | IWN | PYLD |
|---|---|---|
| 2026 | 0.24% | 1.81% |
| 2025 | 1.70% | 6.21% |
| 2024 | 1.80% | 6.40% |
| 2023 | 2.04% | 2.72% |
| 2022 | 2.12% | 0.00% |
| 2021 | 1.48% | 0.00% |
| 2020 | 1.60% | 0.00% |
| 2019 | 1.92% | 0.00% |
| 2018 | 1.99% | 0.00% |
| 2017 | 1.78% | 0.00% |
| 2016 | 1.74% | 0.00% |
| 2015 | 2.15% | 0.00% |
| 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% |
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