IWO vs BAI
Comparison between ISHARES RUSSELL 2000 GROWTH ETF (IWO, ETF) and iShares A.I. Innovation and Tech Active ETF (BAI, ETF).
IWO vs BAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWO
$15B
Winner
BAI
$16B
Expense Ratio
Winner
IWO
0.24%
BAI
0.55%
Max Drawdown
IWO
60.31%
Winner
BAI
34.09%
Sharpe Ratio
IWO
1.16
Winner
BAI
1.17
5Y Beta
Winner
IWO
1.22
BAI
1.76
P/E Ratio
Winner
IWO
-385.16
BAI
59.54
Forward P/E
Winner
IWO
19.66
BAI
23.19
PEG Ratio
IWO
N/A
BAI
0.19
5Y Dividends CAGR
IWO
8.50%
BAI
N/A
5Y EPS CAGR
IWO
16.13%
Winner
BAI
34.63%
Debt to Equity
IWO
79.92%
BAI
N/A
P/S Ratio
Winner
IWO
1.98
BAI
3.69
P/B Ratio
Winner
IWO
4.66
BAI
13.80
IWO vs BAI - Holdings Comparison
IWO and BAI have 1 common holdings. Overlap is -0.35%
IWO's top 25 holdings weight is 12.94%. BAI's top 25 holdings weight is 79.69%.
| Rank | IWO | BAI |
|---|---|---|
| #1 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.70% | SK HYNIX INC (n/a) - 7.73% |
| #2 | MOOG INC CLASS A (MOG-A) - 0.69% | MICRON TECHNOLOGY INC (MU) - 6.13% |
| #3 | JFROG LTD ORDINARY SHARES (FROG) - 0.61% | ADVANCED MICRO DEVICES INC (AMD) - 5.23% |
| #4 | KRYSTAL BIOTECH INC (KRYS) - 0.55% | n/a (TSM) - 4.67% |
| #5 | GLAUKOS CORP (GKOS) - 0.54% | LAM RESEARCH CORP (LRCX) - 4.56% |
| #6 | CRINETICS PHARMACEUTICALS INC (CRNX) - 0.54% | BROADCOM INC (AVGO) - 4.20% |
| #7 | FIRSTCASH HOLDINGS INC (FCFS) - 0.53% | NVIDIA CORP (NVDA) - 4.08% |
| #8 | ESCO TECHNOLOGIES INC (ESE) - 0.53% | ALPHABET INC CLASS A (GOOGL) - 3.29% |
| #9 | ARGAN INC (AGX) - 0.53% | ELITE MATERIAL CO LTD (n/a) - 3.25% |
| #10 | n/a (PRAX) - 0.51% | WESTERN DIGITAL CORP (WDC) - 3.15% |
| #11 | STONEX GROUP INC (SNEX) - 0.51% | INTEL CORP (INTC) - 3.11% |
| #12 | HEALTHEQUITY INC (HQY) - 0.50% | n/a (SPCX) - 2.98% |
| #13 | NLIGHT INC (LASR) - 0.50% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.80% |
| #14 | POWER INTEGRATIONS INC (POWI) - 0.50% | TOWER SEMICONDUCTOR LTD (n/a) - 2.73% |
| #15 | MAXLINEAR INC (MXL) - 0.50% | LUMENTUM HOLDINGS INC (LITE) - 2.32% |
| #16 | BRINKER INTERNATIONAL INC (EAT) - 0.50% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 2.25% |
| #17 | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.50% | DELTA ELECTRONICS INC (n/a) - 2.24% |
| #18 | TG THERAPEUTICS INC (TGTX) - 0.49% | ALCHIP TECHNOLOGIES LTD (n/a) - 1.97% |
| #19 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.48% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.93% |
| #20 | n/a (HIMS) - 0.47% | ASIA VITAL COMPONENTS CO LTD (n/a) - 1.92% |
| #21 | OSCAR HEALTH INC CLASS A (OSCR) - 0.46% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.91% |
| #22 | SPYRE THERAPEUTICS INC (SYRE) - 0.46% | UNIMICRON TECHNOLOGY CORP (n/a) - 1.84% |
| #23 | FEDERAL SIGNAL CORP (FSS) - 0.45% | MARVELL TECHNOLOGY INC (MRVL) - 1.83% |
| #24 | SILICON LABORATORIES INC (SLAB) - 0.45% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.83% |
| #25 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.44% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.74% |
| Total Holdings | 1059 | 54 |
IWO vs BAI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWO
-3.12%
BAI
-16.28%
3M
IWO
+7.49%
Winner
BAI
+12.40%
6M
IWO
+8.97%
Winner
BAI
+32.36%
1Y
IWO
+32.00%
Winner
BAI
+53.41%
5Y(CAGR)
IWO
+5.46%
BAI
N/A
10Y(CAGR)
IWO
+11.06%
BAI
N/A
Max(CAGR)
IWO
+7.13%
Winner
BAI
+42.07%
IWO vs BAI - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWO | BAI |
|---|---|---|
| 2026 | +16.82% | +34.24% |
| 2025 | +12.52% | +23.71% |
| 2024 | +16.13% | +8.06% |
| 2023 | +19.56% | N/A |
| 2022 | -27.17% | N/A |
| 2021 | +4.06% | N/A |
| 2020 | +34.46% | N/A |
| 2019 | +28.07% | N/A |
| 2018 | -10.30% | N/A |
| 2017 | +21.71% | N/A |
| 2016 | +14.71% | N/A |
| 2015 | -0.66% | N/A |
| 2014 | +6.99% | N/A |
| 2013 | +39.28% | N/A |
| 2012 | +13.33% | N/A |
| 2011 | -4.60% | N/A |
| 2010 | +26.19% | N/A |
| 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 BAI Drawdown Comparison
The maximum drawdown for IWO was -60.11%, occurring on Oct 9, 2002. Recovery took 1624 trading sessions.
The maximum drawdown for BAI was -34.09%, occurring on Apr 8, 2025. Recovery took 119 trading sessions.
The current IWO drawdown is -3.14%. The current BAI drawdown is -16.28%.
| Rank | IWO | BAI |
|---|---|---|
| #1 | -60.11% Sep 1, 2000 - Feb 22, 2007 | -34.09% Jan 23, 2025 - Jul 16, 2025 |
| #2 | -57.62% Oct 10, 2007 - Dec 21, 2010 | -21.48% Jun 22, 2026 - Jul 17, 2026 |
| #3 | -42.02% Feb 9, 2021 - Oct 6, 2025 | -16.22% Oct 29, 2025 - Apr 8, 2026 |
| #4 | -39.81% Feb 19, 2020 - Aug 7, 2020 | -12.27% Jun 2, 2026 - Jun 15, 2026 |
| #5 | -29.23% Apr 29, 2011 - Sep 14, 2012 | -7.67% Aug 13, 2025 - Sep 8, 2025 |
| #6 | -28.80% Aug 31, 2018 - Jan 14, 2020 | -7.48% May 14, 2026 - May 26, 2026 |
| #7 | -28.69% Jun 23, 2015 - Dec 8, 2016 | -6.28% Jan 6, 2025 - Jan 22, 2025 |
| #8 | -14.87% Jan 22, 2026 - Apr 17, 2026 | -5.63% Nov 7, 2024 - Nov 21, 2024 |
| #9 | -14.44% Mar 4, 2014 - Dec 22, 2014 | -5.55% Dec 16, 2024 - Jan 6, 2025 |
| #10 | -10.85% Sep 14, 2012 - Jan 2, 2013 | -4.82% Oct 9, 2025 - Oct 27, 2025 |
| #11 | -10.26% Jul 19, 2007 - Oct 5, 2007 | -4.28% Apr 24, 2026 - Apr 30, 2026 |
| #12 | -10.24% Oct 15, 2025 - Dec 11, 2025 | -4.09% Sep 22, 2025 - Oct 6, 2025 |
| #13 | -9.04% Jan 26, 2018 - Mar 9, 2018 | -4.05% Jun 15, 2026 - Jun 18, 2026 |
| #14 | -8.73% Feb 22, 2007 - Apr 16, 2007 | -3.84% Dec 6, 2024 - Dec 16, 2024 |
| #15 | -7.76% Sep 2, 2020 - Oct 5, 2020 | -3.81% Oct 30, 2024 - Nov 6, 2024 |
Correlation
Correlation between IWO and BAI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2000 - 2026)
IWO vs BAI dividend yield comparison.
| Year | IWO | BAI |
|---|---|---|
| 2026 | 0.14% | 0.00% |
| 2025 | 0.56% | 1.80% |
| 2024 | 0.80% | 0.00% |
| 2023 | 0.73% | 0.00% |
| 2022 | 0.73% | 0.00% |
| 2021 | 0.32% | 0.00% |
| 2020 | 0.44% | 0.00% |
| 2019 | 0.71% | 0.00% |
| 2018 | 0.76% | 0.00% |
| 2017 | 0.73% | 0.00% |
| 2016 | 0.97% | 0.00% |
| 2015 | 0.89% | 0.00% |
| 2014 | 0.73% | 0.00% |
| 2013 | 0.72% | 0.00% |
| 2012 | 1.46% | 0.00% |
| 2011 | 0.68% | 0.00% |
| 2010 | 0.66% | 0.00% |
| 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% |
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