IWO vs IWN
Comparison between ISHARES RUSSELL 2000 GROWTH ETF (IWO, ETF) and ISHARES RUSSELL 2000 VALUE ETF (IWN, ETF).
5-Year PerformanceIWN has outperformed IWO, delivering a return of +9.4% compared to +6.7%
IWO vs IWN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWO
$14B
IWN
$14B
Expense Ratio
IWO
0.24%
IWN
0.24%
Max Drawdown
Winner
IWO
60.31%
IWN
62.91%
Sharpe Ratio
IWO
1.18
Winner
IWN
1.75
5Y Beta
IWO
1.22
Winner
IWN
0.94
P/E Ratio
IWO
478.71
Winner
IWN
173.38
Forward P/E
IWO
19.01
Winner
IWN
12.35
5Y Dividends CAGR
IWO
8.50%
Winner
IWN
9.67%
5Y EPS CAGR
IWO
N/A
IWN
8.69%
Debt to Equity
IWO
44.27%
Winner
IWN
42.51%
P/S Ratio
IWO
2.26
Winner
IWN
1.27
P/B Ratio
IWO
4.43
Winner
IWN
1.56
IWO vs IWN - Holdings Comparison
IWO and IWN have 501 common holdings. Overlap is 18.36%
IWO's top 25 holdings weight is 12.56%. IWN's top 25 holdings weight is 12.88%.
| Rank | IWO | IWN |
|---|---|---|
| #1 | MOOG INC CLASS A (MOG-A) - 0.74% | ECHOSTAR CORP CLASS A (SATS) - 1.19% |
| #2 | BRINKER INTERNATIONAL INC (EAT) - 0.65% | TTM TECHNOLOGIES INC (TTMI) - 0.68% |
| #3 | GLAUKOS CORP (GKOS) - 0.65% | COEUR MINING INC (CDE) - 0.66% |
| #4 | n/a (PRAX) - 0.59% | HECLA MINING CO (HL) - 0.63% |
| #5 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.59% | CARETRUST REIT INC (CTRE) - 0.53% |
| #6 | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.57% | FLUOR CORP (FLR) - 0.52% |
| #7 | JFROG LTD ORDINARY SHARES (FROG) - 0.57% | UMB FINANCIAL CORP (UMBF) - 0.52% |
| #8 | INTERDIGITAL INC (IDCC) - 0.56% | SM ENERGY CO (SM) - 0.52% |
| #9 | FIRSTCASH HOLDINGS INC (FCFS) - 0.54% | n/a (PRAX) - 0.50% |
| #10 | HEALTHEQUITY INC (HQY) - 0.54% | VAXCYTE INC ORDINARY SHARES (PCVX) - 0.49% |
| #11 | CRINETICS PHARMACEUTICALS INC (CRNX) - 0.53% | JACKSON FINANCIAL INC (JXN) - 0.49% |
| #12 | KRYSTAL BIOTECH INC (KRYS) - 0.53% | CYTOKINETICS INC (CYTK) - 0.48% |
| #13 | TWIST BIOSCIENCE CORP (TWST) - 0.49% | OLD NATIONAL BANCORP (ONB) - 0.47% |
| #14 | ESCO TECHNOLOGIES INC (ESE) - 0.48% | ORMAT TECHNOLOGIES INC (ORA) - 0.47% |
| #15 | ARGAN INC (AGX) - 0.48% | COMMERCIAL METALS CO (CMC) - 0.47% |
| #16 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.47% | VIASAT INC (VSAT) - 0.45% |
| #17 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.47% | SSR MINING INC (SSRM) - 0.44% |
| #18 | COMPASS INC CLASS A (COMP) - 0.47% | TERRENO REALTY CORP (TRNO) - 0.43% |
| #19 | SPYRE THERAPEUTICS INC (SYRE) - 0.47% | NOBLE CORP PLC CLASS A (NE) - 0.43% |
| #20 | FEDERAL SIGNAL CORP (FSS) - 0.47% | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.42% |
| #21 | BALCHEM CORP (BCPC) - 0.34% | SOUTHWEST GAS HOLDINGS INC (SWX) - 0.42% |
| #22 | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 0.34% | TRANSOCEAN LTD (RIG) - 0.42% |
| #23 | URANIUM ENERGY CORP (UEC) - 0.34% | VALARIS LTD (VAL) - 0.42% |
| #24 | n/a (DFTX) - 0.34% | ENERSYS (ENS) - 0.42% |
| #25 | THE CHEESECAKE FACTORY INC (CAKE) - 0.34% | PORTLAND GENERAL ELECTRIC CO (POR) - 0.41% |
| Total Holdings | 1065 | 1404 |
IWO vs IWN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWO
+1.52%
IWN
+0.85%
3M
IWO
+5.37%
Winner
IWN
+7.55%
6M
Winner
IWO
+15.09%
IWN
+12.60%
1Y
IWO
+31.01%
Winner
IWN
+37.45%
5Y(CAGR)
IWO
+6.69%
Winner
IWN
+9.43%
10Y(CAGR)
Winner
IWO
+10.88%
IWN
+10.06%
Max(CAGR)
IWO
+7.16%
Winner
IWN
+9.54%
IWO vs IWN - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWO | IWN |
|---|---|---|
| 2026 | +18.59% | +23.72% |
| 2025 | +12.52% | +12.57% |
| 2024 | +16.13% | +8.00% |
| 2023 | +19.56% | +14.92% |
| 2022 | -27.17% | -15.78% |
| 2021 | +4.06% | +29.69% |
| 2020 | +34.46% | +4.78% |
| 2019 | +28.07% | +21.05% |
| 2018 | -10.30% | -13.73% |
| 2017 | +21.71% | +7.03% |
| 2016 | +14.71% | +34.63% |
| 2015 | -0.66% | -7.27% |
| 2014 | +6.99% | +5.30% |
| 2013 | +39.28% | +30.27% |
| 2012 | +13.33% | +15.86% |
| 2011 | -4.60% | -7.51% |
| 2010 | +26.19% | +21.53% |
| 2009 | +31.85% | +20.24% |
| 2008 | -37.46% | -27.94% |
| 2007 | +6.76% | -10.53% |
| 2006 | +10.89% | +21.09% |
| 2005 | +5.59% | +5.60% |
| 2004 | +13.00% | +20.92% |
| 2003 | +44.40% | +41.77% |
| 2002 | -30.51% | -12.06% |
| 2001 | -4.63% | +16.04% |
| 2000 | -14.94% | +13.82% |
IWO vs IWN Drawdown Comparison
The maximum drawdown for IWO was -60.11%, occurring on Oct 9, 2002. Recovery took 1624 trading sessions.
The maximum drawdown for IWN was -61.53%, occurring on Mar 9, 2009. Recovery took 1333 trading sessions.
The current IWO drawdown is -2.09%. The current IWN drawdown is -1.15%.
| Rank | IWO | IWN |
|---|---|---|
| #1 | -60.11% Sep 1, 2000 - Feb 22, 2007 | -61.53% Jun 4, 2007 - Sep 14, 2012 |
| #2 | -57.62% Oct 10, 2007 - Dec 21, 2010 | -46.07% Aug 22, 2018 - Dec 15, 2020 |
| #3 | -42.02% Feb 9, 2021 - Oct 6, 2025 | -34.07% May 2, 2002 - Sep 4, 2003 |
| #4 | -39.81% Feb 19, 2020 - Aug 7, 2020 | -26.70% Nov 25, 2024 - Sep 18, 2025 |
| #5 | -29.23% Apr 29, 2011 - Sep 14, 2012 | -25.93% Nov 8, 2021 - Jul 16, 2024 |
| #6 | -28.80% Aug 31, 2018 - Jan 14, 2020 | -22.54% Jun 23, 2015 - Aug 5, 2016 |
| #7 | -28.69% Jun 23, 2015 - Dec 8, 2016 | -19.41% Jun 29, 2001 - Dec 18, 2001 |
| #8 | -14.87% Jan 22, 2026 - Apr 17, 2026 | -12.38% Jul 3, 2014 - Dec 29, 2014 |
| #9 | -14.44% Mar 4, 2014 - Dec 22, 2014 | -12.02% May 9, 2006 - Oct 12, 2006 |
| #10 | -10.85% Sep 14, 2012 - Jan 2, 2013 | -11.86% Jun 8, 2021 - Nov 3, 2021 |
| #11 | -10.26% Jul 19, 2007 - Oct 5, 2007 | -11.37% Apr 5, 2004 - Oct 1, 2004 |
| #12 | -10.24% Oct 15, 2025 - Dec 11, 2025 | -10.57% Sep 14, 2012 - Dec 20, 2012 |
| #13 | -9.04% Jan 26, 2018 - Mar 9, 2018 | -10.26% Dec 28, 2004 - Jun 15, 2005 |
| #14 | -8.73% Feb 22, 2007 - Apr 16, 2007 | -10.14% Aug 2, 2005 - Jan 6, 2006 |
| #15 | -7.76% Sep 2, 2020 - Oct 5, 2020 | -9.85% Jul 26, 2024 - Oct 16, 2024 |
Correlation
Correlation between IWO and IWN is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IWO vs IWN dividend yield comparison.
| Year | IWO | IWN |
|---|---|---|
| 2026 | 0.14% | 0.58% |
| 2025 | 0.56% | 1.70% |
| 2024 | 0.80% | 1.80% |
| 2023 | 0.73% | 2.04% |
| 2022 | 0.73% | 2.12% |
| 2021 | 0.32% | 1.48% |
| 2020 | 0.44% | 1.60% |
| 2019 | 0.71% | 1.92% |
| 2018 | 0.76% | 1.99% |
| 2017 | 0.73% | 1.78% |
| 2016 | 0.97% | 1.74% |
| 2015 | 0.89% | 2.15% |
| 2014 | 0.73% | 1.88% |
| 2013 | 0.72% | 1.77% |
| 2012 | 1.46% | 2.50% |
| 2011 | 0.68% | 2.03% |
| 2010 | 0.66% | 1.63% |
| 2009 | 0.50% | 1.82% |
| 2008 | 1.10% | 2.46% |
| 2007 | 0.59% | 2.03% |
| 2006 | 0.32% | 1.59% |
| 2005 | 0.47% | 1.76% |
| 2004 | 0.24% | 1.38% |
| 2003 | 0.34% | 1.24% |
| 2002 | 0.43% | 1.89% |
| 2001 | 0.19% | 1.84% |
| 2000 | 0.09% | 0.76% |
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