IWO vs IWS
Comparison between ISHARES RUSSELL 2000 GROWTH ETF (IWO, ETF) and ISHARES RUSSELL MID-CAP VALUE ETF (IWS, ETF).
5-Year PerformanceIWS has outperformed IWO, delivering a return of +9.4% compared to +5.5%
IWO vs IWS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWO
$15B
Winner
IWS
$16B
Expense Ratio
IWO
0.24%
Winner
IWS
0.23%
Max Drawdown
Winner
IWO
60.31%
IWS
63.92%
Sharpe Ratio
IWO
1.16
Winner
IWS
1.38
5Y Beta
IWO
1.22
Winner
IWS
0.82
P/E Ratio
Winner
IWO
-385.16
IWS
24.67
Forward P/E
IWO
19.66
Winner
IWS
16.30
5Y Dividends CAGR
Winner
IWO
8.50%
IWS
6.96%
5Y EPS CAGR
Winner
IWO
16.13%
IWS
10.52%
Debt to Equity
IWO
79.92%
Winner
IWS
6.07%
P/S Ratio
IWO
1.98
Winner
IWS
1.64
P/B Ratio
IWO
4.66
Winner
IWS
2.59
IWO vs IWS - Holdings Comparison
IWO and IWS have 1 common holdings. Overlap is 0.00%
IWO's top 25 holdings weight is 12.94%. IWS's top 25 holdings weight is 13.64%.
| Rank | IWO | IWS |
|---|---|---|
| #1 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.70% | PHILLIPS 66 (PSX) - 0.74% |
| #2 | MOOG INC CLASS A (MOG-A) - 0.69% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.64% |
| #3 | JFROG LTD ORDINARY SHARES (FROG) - 0.61% | n/a (WBD) - 0.64% |
| #4 | KRYSTAL BIOTECH INC (KRYS) - 0.55% | ALLSTATE CORP (ALL) - 0.63% |
| #5 | GLAUKOS CORP (GKOS) - 0.54% | KINDER MORGAN INC CLASS P (KMI) - 0.62% |
| #6 | CRINETICS PHARMACEUTICALS INC (CRNX) - 0.54% | DIGITAL REALTY TRUST INC (DLR) - 0.61% |
| #7 | FIRSTCASH HOLDINGS INC (FCFS) - 0.53% | REALTY INCOME CORP (O) - 0.58% |
| #8 | ESCO TECHNOLOGIES INC (ESE) - 0.53% | CORTEVA INC (CTVA) - 0.56% |
| #9 | ARGAN INC (AGX) - 0.53% | ONEOK INC (OKE) - 0.56% |
| #10 | n/a (PRAX) - 0.51% | BAKER HUGHES CO CLASS A (BKR) - 0.56% |
| #11 | STONEX GROUP INC (SNEX) - 0.51% | FORD MOTOR CO (F) - 0.53% |
| #12 | HEALTHEQUITY INC (HQY) - 0.50% | L3HARRIS TECHNOLOGIES INC (LHX) - 0.53% |
| #13 | NLIGHT INC (LASR) - 0.50% | AMETEK INC (AME) - 0.52% |
| #14 | POWER INTEGRATIONS INC (POWI) - 0.50% | ENTERGY CORP (ETR) - 0.51% |
| #15 | MAXLINEAR INC (MXL) - 0.50% | DELTA AIR LINES INC (DAL) - 0.51% |
| #16 | BRINKER INTERNATIONAL INC (EAT) - 0.50% | NUCOR CORP (NUE) - 0.50% |
| #17 | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.50% | CHENIERE ENERGY INC (LNG) - 0.50% |
| #18 | TG THERAPEUTICS INC (TGTX) - 0.49% | FIFTH THIRD BANCORP (FITB) - 0.50% |
| #19 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.48% | EDWARDS LIFESCIENCES CORP (EW) - 0.50% |
| #20 | n/a (HIMS) - 0.47% | UNITED RENTALS INC (URI) - 0.50% |
| #21 | OSCAR HEALTH INC CLASS A (OSCR) - 0.46% | XCEL ENERGY INC (XEL) - 0.49% |
| #22 | SPYRE THERAPEUTICS INC (SYRE) - 0.46% | STATE STREET CORP (STT) - 0.48% |
| #23 | FEDERAL SIGNAL CORP (FSS) - 0.45% | HUMANA INC (HUM) - 0.48% |
| #24 | SILICON LABORATORIES INC (SLAB) - 0.45% | DEVON ENERGY CORP (DVN) - 0.48% |
| #25 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.44% | FLEX LTD (FLEX) - 0.47% |
| Total Holdings | 1059 | 712 |
IWO vs IWS - Historical Returns
Returns include dividend reinvestment.
1M
IWO
-3.12%
Winner
IWS
+0.68%
3M
Winner
IWO
+7.49%
IWS
+6.37%
6M
IWO
+8.97%
Winner
IWS
+11.64%
1Y
Winner
IWO
+32.00%
IWS
+24.60%
5Y(CAGR)
IWO
+5.46%
Winner
IWS
+9.44%
10Y(CAGR)
Winner
IWO
+11.06%
IWS
+10.13%
Max(CAGR)
IWO
+7.13%
Winner
IWS
+9.93%
IWO vs IWS - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWO | IWS |
|---|---|---|
| 2026 | +16.82% | +16.54% |
| 2025 | +12.52% | +11.21% |
| 2024 | +16.13% | +13.15% |
| 2023 | +19.56% | +12.89% |
| 2022 | -27.17% | -12.25% |
| 2021 | +4.06% | +30.37% |
| 2020 | +34.46% | +5.02% |
| 2019 | +28.07% | +27.04% |
| 2018 | -10.30% | -12.90% |
| 2017 | +21.71% | +12.25% |
| 2016 | +14.71% | +20.88% |
| 2015 | -0.66% | -5.09% |
| 2014 | +6.99% | +15.69% |
| 2013 | +39.28% | +30.20% |
| 2012 | +13.33% | +17.01% |
| 2011 | -4.60% | -2.83% |
| 2010 | +26.19% | +22.53% |
| 2009 | +31.85% | +30.81% |
| 2008 | -37.46% | -37.02% |
| 2007 | +6.76% | -1.77% |
| 2006 | +10.89% | +18.55% |
| 2005 | +5.59% | +14.38% |
| 2004 | +13.00% | +23.59% |
| 2003 | +44.40% | +34.22% |
| 2002 | -30.51% | -10.03% |
| 2001 | -4.63% | +2.75% |
| 2000 | -14.94% | N/A |
IWO vs IWS Drawdown Comparison
The maximum drawdown for IWO was -60.11%, occurring on Oct 9, 2002. Recovery took 1624 trading sessions.
The maximum drawdown for IWS was -62.39%, occurring on Mar 9, 2009. Recovery took 1327 trading sessions.
The current IWO drawdown is -3.14%. The current IWS drawdown is -1.19%.
| Rank | IWO | IWS |
|---|---|---|
| #1 | -60.11% Sep 1, 2000 - Feb 22, 2007 | -62.39% Jun 4, 2007 - Sep 6, 2012 |
| #2 | -57.62% Oct 10, 2007 - Dec 21, 2010 | -43.83% Feb 20, 2020 - Nov 24, 2020 |
| #3 | -42.02% Feb 9, 2021 - Oct 6, 2025 | -30.36% Apr 10, 2002 - Sep 2, 2003 |
| #4 | -39.81% Feb 19, 2020 - Aug 7, 2020 | -21.22% Jan 4, 2022 - Feb 29, 2024 |
| #5 | -29.23% Apr 29, 2011 - Sep 14, 2012 | -20.75% Sep 21, 2018 - Jul 5, 2019 |
| #6 | -28.80% Aug 31, 2018 - Jan 14, 2020 | -20.57% Nov 25, 2024 - Aug 22, 2025 |
| #7 | -28.69% Jun 23, 2015 - Dec 8, 2016 | -19.03% Mar 20, 2015 - Jun 7, 2016 |
| #8 | -14.87% Jan 22, 2026 - Apr 17, 2026 | -17.20% Aug 3, 2001 - Jan 4, 2002 |
| #9 | -14.44% Mar 4, 2014 - Dec 22, 2014 | -9.60% Jan 26, 2018 - Aug 29, 2018 |
| #10 | -10.85% Sep 14, 2012 - Jan 2, 2013 | -8.91% Mar 5, 2004 - Sep 7, 2004 |
| #11 | -10.26% Jul 19, 2007 - Oct 5, 2007 | -8.62% Sep 5, 2014 - Nov 10, 2014 |
| #12 | -10.24% Oct 15, 2025 - Dec 11, 2025 | -7.80% May 10, 2006 - Sep 26, 2006 |
| #13 | -9.04% Jan 26, 2018 - Mar 9, 2018 | -7.54% Mar 2, 2026 - Apr 16, 2026 |
| #14 | -8.73% Feb 22, 2007 - Apr 16, 2007 | -7.25% Mar 7, 2005 - Jun 13, 2005 |
| #15 | -7.76% Sep 2, 2020 - Oct 5, 2020 | -7.19% May 20, 2013 - Jul 12, 2013 |
Correlation
Correlation between IWO and IWS 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 IWS dividend yield comparison.
| Year | IWO | IWS |
|---|---|---|
| 2026 | 0.14% | 0.58% |
| 2025 | 0.56% | 1.53% |
| 2024 | 0.80% | 1.50% |
| 2023 | 0.73% | 1.76% |
| 2022 | 0.73% | 1.93% |
| 2021 | 0.32% | 1.39% |
| 2020 | 0.44% | 1.87% |
| 2019 | 0.71% | 1.97% |
| 2018 | 0.76% | 2.53% |
| 2017 | 0.73% | 1.96% |
| 2016 | 0.97% | 2.10% |
| 2015 | 0.89% | 2.14% |
| 2014 | 0.73% | 1.84% |
| 2013 | 0.72% | 1.71% |
| 2012 | 1.46% | 2.09% |
| 2011 | 0.68% | 2.12% |
| 2010 | 0.66% | 1.95% |
| 2009 | 0.50% | 2.09% |
| 2008 | 1.10% | 3.09% |
| 2007 | 0.59% | 2.29% |
| 2006 | 0.32% | 1.83% |
| 2005 | 0.47% | 1.95% |
| 2004 | 0.24% | 1.54% |
| 2003 | 0.34% | 1.70% |
| 2002 | 0.43% | 1.91% |
| 2001 | 0.19% | 0.86% |
| 2000 | 0.09% | 0.00% |
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