IWO vs AMLP
Comparison between ISHARES RUSSELL 2000 GROWTH ETF (IWO, ETF) and ALERIAN MLP ETF (AMLP, ETF).
5-Year PerformanceAMLP has outperformed IWO, delivering a return of +18.2% compared to +5.0%
IWO vs AMLP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWO
$12B
AMLP
$12B
Expense Ratio
Winner
IWO
0.24%
AMLP
1.01%
Max Drawdown
Winner
IWO
60.31%
AMLP
85.40%
Sharpe Ratio
Winner
IWO
1.65
AMLP
1.34
5Y Beta
IWO
1.20
Winner
AMLP
0.45
P/E Ratio
IWO
100.91
Winner
AMLP
15.96
Forward P/E
IWO
18.63
Winner
AMLP
12.46
PEG Ratio
IWO
N/A
AMLP
-0.29
5Y Dividends CAGR
Winner
IWO
8.29%
AMLP
5.17%
5Y EPS CAGR
IWO
N/A
AMLP
8.67%
P/S Ratio
IWO
2.27
Winner
AMLP
0.76
P/B Ratio
IWO
4.45
Winner
AMLP
2.83
IWO vs AMLP - Holdings Comparison
IWO and AMLP have 0 common holdings. Overlap is 0.00%
IWO's top 25 holdings weight is 20.10%. AMLP's top 25 holdings weight is 107.88%.
| Rank | IWO | AMLP |
|---|---|---|
| #1 | BLOOM ENERGY CORP CLASS A (BE) - 3.02% | SUNOCO LP (SUN) - 13.69% |
| #2 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.72% | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 13.42% |
| #3 | FABRINET (FN) - 1.46% | ENERGY TRANSFER LP (ET) - 13.38% |
| #4 | RAMBUS INC (RMBS) - 0.90% | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 13.32% |
| #5 | STERLING INFRASTRUCTURE INC (STRL) - 0.89% | WESTERN MIDSTREAM PARTNERS LP (WES) - 13.05% |
| #6 | IONQ INC CLASS A (IONQ) - 0.89% | MPLX LP PARTNERSHIP UNITS (MPLX) - 11.96% |
| #7 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.86% | HESS MIDSTREAM LP CLASS A (HESM) - 9.47% |
| #8 | NEXTPOWER INC CLASS A (NXT) - 0.84% | CHENIERE ENERGY PARTNERS LP (CQP) - 5.07% |
| #9 | MODINE MANUFACTURING CO (MOD) - 0.76% | USA COMPRESSION PARTNERS LP (USAC) - 4.21% |
| #10 | SITIME CORP ORDINARY SHARES (SITM) - 0.73% | GENESIS ENERGY LP (GEL) - 3.58% |
| #11 | DYCOM INDUSTRIES INC (DY) - 0.72% | SUBURBAN PROPANE PARTNERS LP (SPH) - 2.44% |
| #12 | BRIDGEBIO PHARMA INC (BBIO) - 0.70% | GLOBAL PARTNERS LP (GLP) - 2.33% |
| #13 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.67% | DELEK LOGISTICS PARTNERS LP (DKL) - 1.95% |
| #14 | GUARDANT HEALTH INC (GH) - 0.65% | STATE STREET INSTL TRS PLS MMKT PREMIER (TPIXX) - 0.01% |
| #15 | ENSIGN GROUP INC (ENSG) - 0.63% | N/A |
| #16 | SPX TECHNOLOGIES INC (SPXC) - 0.63% | N/A |
| #17 | VIAVI SOLUTIONS INC (VIAV) - 0.61% | N/A |
| #18 | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.59% | N/A |
| #19 | PLANET LABS PBC CLASS A (PL) - 0.57% | N/A |
| #20 | COEUR MINING INC (CDE) - 0.57% | N/A |
| #21 | VARONIS SYSTEMS INC (VRNS) - 0.34% | N/A |
| #22 | CENTRUS ENERGY CORP CLASS A (LEU) - 0.34% | N/A |
| #23 | UPSTART HOLDINGS INC ORDINARY SHARES (UPST) - 0.34% | N/A |
| #24 | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.34% | N/A |
| #25 | RIGETTI COMPUTING INC (RGTI) - 0.33% | N/A |
| Total Holdings | 1012 | 14 |
IWO vs AMLP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWO
+11.46%
AMLP
+1.24%
3M
Winner
IWO
+7.68%
AMLP
+6.42%
6M
IWO
+15.23%
Winner
AMLP
+17.37%
1Y
Winner
IWO
+41.27%
AMLP
+19.96%
5Y(CAGR)
IWO
+5.01%
Winner
AMLP
+18.24%
10Y(CAGR)
Winner
IWO
+11.59%
AMLP
+7.49%
Max(CAGR)
Winner
IWO
+7.04%
AMLP
+5.67%
IWO vs AMLP - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWO | AMLP |
|---|---|---|
| 2026 | +12.83% | +14.32% |
| 2025 | +12.52% | +4.59% |
| 2024 | +16.13% | +22.58% |
| 2023 | +19.56% | +23.37% |
| 2022 | -27.17% | +22.03% |
| 2021 | +4.06% | +40.23% |
| 2020 | +34.46% | -33.05% |
| 2019 | +28.07% | +4.07% |
| 2018 | -10.30% | -14.76% |
| 2017 | +21.71% | -8.94% |
| 2016 | +14.71% | +13.85% |
| 2015 | -0.66% | -26.27% |
| 2014 | +6.99% | +5.84% |
| 2013 | +39.28% | +15.72% |
| 2012 | +13.33% | +1.80% |
| 2011 | -4.60% | +9.78% |
| 2010 | +26.19% | +8.94% |
| 2009 | +31.85% | N/A |
| 2008 | -37.46% | N/A |
| 2007 | +6.76% | N/A |
| 2006 | +10.89% | N/A |
| 2005 | +5.59% | N/A |
| 2004 | +13.00% | N/A |
| 2003 | +44.40% | N/A |
| 2002 | -30.51% | N/A |
| 2001 | -4.63% | N/A |
| 2000 | -14.94% | N/A |
IWO vs AMLP Drawdown Comparison
The maximum drawdown for IWO was -60.11%, occurring on Oct 9, 2002. Recovery took 1624 trading sessions.
The maximum drawdown for AMLP was -77.21%, occurring on Mar 18, 2020. Recovery took 2330 trading sessions.
The current IWO drawdown is -1.38%. The current AMLP drawdown is -1.77%.
| Rank | IWO | AMLP |
|---|---|---|
| #1 | -60.11% Sep 1, 2000 - Feb 22, 2007 | -77.21% Aug 29, 2014 - Dec 1, 2023 |
| #2 | -57.62% Oct 10, 2007 - Dec 21, 2010 | -14.27% Apr 2, 2025 - Jan 27, 2026 |
| #3 | -42.02% Feb 9, 2021 - Oct 6, 2025 | -12.88% Apr 28, 2011 - Nov 30, 2011 |
| #4 | -39.81% Feb 19, 2020 - Aug 7, 2020 | -9.73% Feb 24, 2012 - Oct 1, 2012 |
| #5 | -29.23% Apr 29, 2011 - Sep 14, 2012 | -8.34% Nov 29, 2024 - Jan 16, 2025 |
| #6 | -28.80% Aug 31, 2018 - Jan 14, 2020 | -7.29% Jul 22, 2024 - Nov 6, 2024 |
| #7 | -28.69% Jun 23, 2015 - Dec 8, 2016 | -6.84% Dec 1, 2023 - Jan 26, 2024 |
| #8 | -14.87% Jan 22, 2026 - Apr 17, 2026 | -6.14% Oct 17, 2012 - Jan 9, 2013 |
| #9 | -14.44% Mar 4, 2014 - Dec 22, 2014 | -5.52% Apr 3, 2024 - Jun 24, 2024 |
| #10 | -10.85% Sep 14, 2012 - Jan 2, 2013 | -5.35% Jul 15, 2013 - Dec 30, 2013 |
| #11 | -10.26% Jul 19, 2007 - Oct 5, 2007 | -5.25% Feb 18, 2025 - Apr 2, 2025 |
| #12 | -10.24% Oct 15, 2025 - Dec 11, 2025 | -5.06% May 22, 2013 - Jul 11, 2013 |
| #13 | -9.04% Jan 26, 2018 - Mar 9, 2018 | -5.02% Mar 26, 2026 - Apr 30, 2026 |
| #14 | -8.73% Feb 22, 2007 - Apr 16, 2007 | -4.23% Feb 28, 2011 - Apr 21, 2011 |
| #15 | -7.76% Sep 2, 2020 - Oct 5, 2020 | -3.60% Jul 1, 2014 - Aug 14, 2014 |
Correlation
Correlation between IWO and AMLP is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.42
-101
Dividend Comparison (2000 - 2026)
IWO vs AMLP dividend yield comparison.
| Year | IWO | AMLP |
|---|---|---|
| 2026 | 0.03% | 1.90% |
| 2025 | 0.56% | 8.36% |
| 2024 | 0.80% | 7.70% |
| 2023 | 0.73% | 7.86% |
| 2022 | 0.73% | 7.70% |
| 2021 | 0.32% | 8.55% |
| 2020 | 0.44% | 12.31% |
| 2019 | 0.71% | 9.12% |
| 2018 | 0.76% | 9.29% |
| 2017 | 0.73% | 7.97% |
| 2016 | 0.97% | 8.09% |
| 2015 | 0.89% | 9.84% |
| 2014 | 0.73% | 6.45% |
| 2013 | 0.72% | 6.00% |
| 2012 | 1.46% | 6.24% |
| 2011 | 0.68% | 6.01% |
| 2010 | 0.66% | 1.54% |
| 2009 | 0.50% | 0.00% |
| 2008 | 1.10% | 0.00% |
| 2007 | 0.59% | 0.00% |
| 2006 | 0.32% | 0.00% |
| 2005 | 0.47% | 0.00% |
| 2004 | 0.24% | 0.00% |
| 2003 | 0.34% | 0.00% |
| 2002 | 0.43% | 0.00% |
| 2001 | 0.19% | 0.00% |
| 2000 | 0.09% | 0.00% |
Select Stocks to Compare
Popular: IWO vs SPYAMLP vs SPY
More Comparisons
Compare with similar stocks