IWO vs ITA
Comparison between ISHARES RUSSELL 2000 GROWTH ETF (IWO, ETF) and ISHARES U.S. AEROSPACE & DEFENSE ETF (ITA, ETF).
5-Year PerformanceITA has outperformed IWO, delivering a return of +18.9% compared to +6.7%
IWO vs ITA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWO
$14B
ITA
$14B
Expense Ratio
Winner
IWO
0.24%
ITA
0.37%
Max Drawdown
IWO
60.31%
Winner
ITA
60.16%
Sharpe Ratio
Winner
IWO
1.18
ITA
0.84
5Y Beta
IWO
1.22
Winner
ITA
0.89
P/E Ratio
IWO
478.71
Winner
ITA
53.27
Forward P/E
Winner
IWO
19.01
ITA
34.94
5Y Dividends CAGR
Winner
IWO
8.50%
ITA
2.00%
5Y EPS CAGR
IWO
N/A
ITA
11.38%
Debt to Equity
Winner
IWO
44.27%
ITA
102.91%
P/S Ratio
Winner
IWO
2.26
ITA
3.68
P/B Ratio
Winner
IWO
4.43
ITA
7.47
IWO vs ITA - Holdings Comparison
IWO and ITA have 15 common holdings. Overlap is 1.55%
IWO's top 25 holdings weight is 12.56%. ITA's top 25 holdings weight is 96.16%.
| Rank | IWO | ITA |
|---|---|---|
| #1 | MOOG INC CLASS A (MOG-A) - 0.74% | GE AEROSPACE (GE) - 21.75% |
| #2 | BRINKER INTERNATIONAL INC (EAT) - 0.65% | RTX CORP (RTX) - 15.96% |
| #3 | GLAUKOS CORP (GKOS) - 0.65% | BOEING CO (BA) - 8.88% |
| #4 | n/a (PRAX) - 0.59% | HOWMET AEROSPACE INC (HWM) - 4.92% |
| #5 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.59% | GENERAL DYNAMICS CORP (GD) - 4.75% |
| #6 | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.57% | TRANSDIGM GROUP INC (TDG) - 4.38% |
| #7 | JFROG LTD ORDINARY SHARES (FROG) - 0.57% | LOCKHEED MARTIN CORP (LMT) - 4.25% |
| #8 | INTERDIGITAL INC (IDCC) - 0.56% | NORTHROP GRUMMAN CORP (NOC) - 4.16% |
| #9 | FIRSTCASH HOLDINGS INC (FCFS) - 0.54% | L3HARRIS TECHNOLOGIES INC (LHX) - 3.83% |
| #10 | HEALTHEQUITY INC (HQY) - 0.54% | AXON ENTERPRISE INC (AXON) - 3.05% |
| #11 | CRINETICS PHARMACEUTICALS INC (CRNX) - 0.53% | ROCKET LAB CORP (RKLB) - 2.61% |
| #12 | KRYSTAL BIOTECH INC (KRYS) - 0.53% | CARPENTER TECHNOLOGY CORP (CRS) - 2.17% |
| #13 | TWIST BIOSCIENCE CORP (TWST) - 0.49% | ATI INC (ATI) - 1.99% |
| #14 | ESCO TECHNOLOGIES INC (ESE) - 0.48% | CURTISS-WRIGHT CORP (CW) - 1.97% |
| #15 | ARGAN INC (AGX) - 0.48% | WOODWARD INC (WWD) - 1.79% |
| #16 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.47% | FTAI AVIATION LTD (FTAI) - 1.60% |
| #17 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.47% | HEICO CORP CLASS A (HEI-A) - 1.42% |
| #18 | COMPASS INC CLASS A (COMP) - 0.47% | BWX TECHNOLOGIES INC (BWXT) - 1.17% |
| #19 | SPYRE THERAPEUTICS INC (SYRE) - 0.47% | TEXTRON INC (TXT) - 1.17% |
| #20 | FEDERAL SIGNAL CORP (FSS) - 0.47% | HEICO CORP (HEI) - 1.01% |
| #21 | BALCHEM CORP (BCPC) - 0.34% | MOOG INC CLASS A (MOG-A) - 0.85% |
| #22 | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 0.34% | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 0.78% |
| #23 | URANIUM ENERGY CORP (UEC) - 0.34% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.67% |
| #24 | n/a (DFTX) - 0.34% | HEXCEL CORP (HXL) - 0.61% |
| #25 | THE CHEESECAKE FACTORY INC (CAKE) - 0.34% | VSE CORP (VSEC) - 0.42% |
| Total Holdings | 1065 | 52 |
IWO vs ITA - Historical Returns
Returns include dividend reinvestment.
1M
IWO
+1.52%
Winner
ITA
+3.31%
3M
IWO
+5.37%
Winner
ITA
+6.43%
6M
Winner
IWO
+15.09%
ITA
-2.46%
1Y
Winner
IWO
+31.01%
ITA
+22.35%
5Y(CAGR)
IWO
+6.69%
Winner
ITA
+18.87%
10Y(CAGR)
IWO
+10.88%
Winner
ITA
+14.77%
Max(CAGR)
IWO
+7.16%
Winner
ITA
+12.70%
IWO vs ITA - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWO | ITA |
|---|---|---|
| 2026 | +18.59% | +7.05% |
| 2025 | +12.52% | +49.15% |
| 2024 | +16.13% | +16.89% |
| 2023 | +19.56% | +14.74% |
| 2022 | -27.17% | +8.94% |
| 2021 | +4.06% | +14.09% |
| 2020 | +34.46% | -15.63% |
| 2019 | +28.07% | +30.00% |
| 2018 | -10.30% | -7.37% |
| 2017 | +21.71% | +33.47% |
| 2016 | +14.71% | +21.75% |
| 2015 | -0.66% | +4.34% |
| 2014 | +6.99% | +11.12% |
| 2013 | +39.28% | +53.34% |
| 2012 | +13.33% | +12.40% |
| 2011 | -4.60% | +4.08% |
| 2010 | +26.19% | +13.72% |
| 2009 | +31.85% | +20.90% |
| 2008 | -37.46% | -37.47% |
| 2007 | +6.76% | +27.52% |
| 2006 | +10.89% | +3.14% |
| 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 ITA Drawdown Comparison
The maximum drawdown for IWO was -60.11%, occurring on Oct 9, 2002. Recovery took 1624 trading sessions.
The maximum drawdown for ITA was -59.71%, occurring on Mar 9, 2009. Recovery took 1302 trading sessions.
The current IWO drawdown is -2.09%. The current ITA drawdown is -6.27%.
| Rank | IWO | ITA |
|---|---|---|
| #1 | -60.11% Sep 1, 2000 - Feb 22, 2007 | -59.71% Oct 9, 2007 - Dec 10, 2012 |
| #2 | -57.62% Oct 10, 2007 - Dec 21, 2010 | -51.00% Feb 12, 2020 - Feb 13, 2023 |
| #3 | -42.02% Feb 9, 2021 - Oct 6, 2025 | -25.45% Oct 3, 2018 - Jul 12, 2019 |
| #4 | -39.81% Feb 19, 2020 - Aug 7, 2020 | -17.17% Apr 10, 2015 - May 10, 2016 |
| #5 | -29.23% Apr 29, 2011 - Sep 14, 2012 | -15.82% Mar 2, 2026 - Jul 6, 2026 |
| #6 | -28.80% Aug 31, 2018 - Jan 14, 2020 | -15.17% Mar 25, 2025 - May 2, 2025 |
| #7 | -28.69% Jun 23, 2015 - Dec 8, 2016 | -13.24% May 5, 2006 - Nov 14, 2006 |
| #8 | -14.87% Jan 22, 2026 - Apr 17, 2026 | -12.52% Jul 11, 2023 - Nov 22, 2023 |
| #9 | -14.44% Mar 4, 2014 - Dec 22, 2014 | -10.86% Jun 9, 2014 - Nov 24, 2014 |
| #10 | -10.85% Sep 14, 2012 - Jan 2, 2013 | -9.44% Oct 27, 2025 - Dec 22, 2025 |
| #11 | -10.26% Jul 19, 2007 - Oct 5, 2007 | -8.81% Nov 11, 2024 - Jan 23, 2025 |
| #12 | -10.24% Oct 15, 2025 - Dec 11, 2025 | -8.79% Apr 19, 2018 - Jul 31, 2018 |
| #13 | -9.04% Jan 26, 2018 - Mar 9, 2018 | -8.58% Jul 6, 2026 - Aug 5, 2026 |
| #14 | -8.73% Feb 22, 2007 - Apr 16, 2007 | -7.86% Feb 1, 2018 - Feb 26, 2018 |
| #15 | -7.76% Sep 2, 2020 - Oct 5, 2020 | -7.81% Jul 19, 2007 - Sep 18, 2007 |
Correlation
Correlation between IWO and ITA is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2000 - 2026)
IWO vs ITA dividend yield comparison.
| Year | IWO | ITA |
|---|---|---|
| 2026 | 0.14% | 0.13% |
| 2025 | 0.56% | 0.55% |
| 2024 | 0.80% | 0.85% |
| 2023 | 0.73% | 0.93% |
| 2022 | 0.73% | 0.95% |
| 2021 | 0.32% | 0.82% |
| 2020 | 0.44% | 1.07% |
| 2019 | 0.71% | 1.54% |
| 2018 | 0.76% | 1.13% |
| 2017 | 0.73% | 0.91% |
| 2016 | 0.97% | 1.07% |
| 2015 | 0.89% | 1.04% |
| 2014 | 0.73% | 1.21% |
| 2013 | 0.72% | 1.13% |
| 2012 | 1.46% | 2.03% |
| 2011 | 0.68% | 1.10% |
| 2010 | 0.66% | 0.90% |
| 2009 | 0.50% | 1.32% |
| 2008 | 1.10% | 1.12% |
| 2007 | 0.59% | 0.38% |
| 2006 | 0.32% | 0.30% |
| 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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