IWO vs VFH
Comparison between ISHARES RUSSELL 2000 GROWTH ETF (IWO, ETF) and VANGUARD FINANCIALS INDEX FUND ETF SHARES (VFH, ETF).
5-Year PerformanceVFH has outperformed IWO, delivering a return of +8.7% compared to +5.9%
IWO vs VFH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWO
$14B
VFH
$14B
Expense Ratio
IWO
0.24%
Winner
VFH
0.09%
Max Drawdown
Winner
IWO
60.31%
VFH
79.90%
Sharpe Ratio
Winner
IWO
1.61
VFH
0.24
5Y Beta
IWO
1.20
Winner
VFH
0.86
P/E Ratio
IWO
103.87
Winner
VFH
16.17
Forward P/E
IWO
19.86
Winner
VFH
13.52
5Y Dividends CAGR
IWO
8.29%
Winner
VFH
14.57%
5Y EPS CAGR
Winner
IWO
17.95%
VFH
10.95%
P/S Ratio
Winner
IWO
2.08
VFH
2.94
P/B Ratio
IWO
4.77
Winner
VFH
2.05
IWO vs VFH - Holdings Comparison
IWO and VFH have 103 common holdings. Overlap is 2.15%
IWO's top 25 holdings weight is 22.29%. VFH's top 25 holdings weight is 65.17%.
| Rank | IWO | VFH |
|---|---|---|
| #1 | BLOOM ENERGY CORP CLASS A (BE) - 3.71% | JPMORGAN CHASE & CO (JPM) - 9.06% |
| #2 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.80% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 7.99% |
| #3 | STERLING INFRASTRUCTURE INC (STRL) - 1.38% | MASTERCARD INC CLASS A (MA) - 5.13% |
| #4 | FABRINET (FN) - 1.37% | VISA INC CLASS A (V) - 3.98% |
| #5 | IONQ INC CLASS A (IONQ) - 0.95% | BANK OF AMERICA CORP (BAC) - 3.85% |
| #6 | NEXTPOWER INC CLASS A (NXT) - 0.83% | MKTLIQ 12/31/2049 (n/a) - 3.40% |
| #7 | MODINE MANUFACTURING CO (MOD) - 0.82% | WELLS FARGO & CO (WFC) - 3.03% |
| #8 | SITIME CORP ORDINARY SHARES (SITM) - 0.77% | THE GOLDMAN SACHS GROUP INC (GS) - 2.92% |
| #9 | DYCOM INDUSTRIES INC (DY) - 0.77% | MORGAN STANLEY (MS) - 2.37% |
| #10 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.75% | CITIGROUP INC (C) - 2.31% |
| #11 | RAMBUS INC (RMBS) - 0.73% | n/a (n/a) - 2.19% |
| #12 | VIAVI SOLUTIONS INC (VIAV) - 0.71% | AMERICAN EXPRESS CO (AXP) - 2.02% |
| #13 | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.67% | CHARLES SCHWAB CORP (SCHW) - 1.92% |
| #14 | GUARDANT HEALTH INC (GH) - 0.64% | BLACKROCK INC (BLK) - 1.72% |
| #15 | BRIDGEBIO PHARMA INC (BBIO) - 0.63% | S&P GLOBAL INC (SPGI) - 1.60% |
| #16 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.62% | CHUBB LTD (CB) - 1.48% |
| #17 | SEMTECH CORP (SMTC) - 0.60% | PROGRESSIVE CORP (PGR) - 1.41% |
| #18 | PRIMORIS SERVICES CORP (PRIM) - 0.59% | CAPITAL ONE FINANCIAL CORP (COF) - 1.40% |
| #19 | SPX TECHNOLOGIES INC (SPXC) - 0.58% | CME GROUP INC CLASS A (CME) - 1.29% |
| #20 | PLANET LABS PBC CLASS A (PL) - 0.58% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.09% |
| #21 | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.58% | BLACKSTONE INC (BX) - 1.03% |
| #22 | ENSIGN GROUP INC (ENSG) - 0.57% | MARSH (MRSH) - 1.03% |
| #23 | ARGAN INC (AGX) - 0.56% | BANK OF NEW YORK MELLON CORP (BK) - 0.99% |
| #24 | APPLIED OPTOELECTRONICS INC (AAOI) - 0.54% | U.S. BANCORP (USB) - 0.98% |
| #25 | CHART INDUSTRIES INC (GTLS) - 0.54% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.98% |
| Total Holdings | 1018 | 425 |
IWO vs VFH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWO
+12.34%
VFH
+0.91%
3M
Winner
IWO
+9.98%
VFH
-2.55%
6M
Winner
IWO
+15.30%
VFH
-2.23%
1Y
Winner
IWO
+37.93%
VFH
+3.95%
5Y(CAGR)
IWO
+5.94%
Winner
VFH
+8.74%
10Y(CAGR)
IWO
+11.77%
Winner
VFH
+12.51%
Max(CAGR)
Winner
IWO
+7.08%
VFH
+6.45%
IWO vs VFH - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWO | VFH |
|---|---|---|
| 2026 | +14.00% | -5.88% |
| 2025 | +12.52% | +15.14% |
| 2024 | +16.13% | +30.38% |
| 2023 | +19.56% | +13.79% |
| 2022 | -27.17% | -13.30% |
| 2021 | +4.06% | +37.15% |
| 2020 | +34.46% | -2.83% |
| 2019 | +28.07% | +30.58% |
| 2018 | -10.30% | -13.45% |
| 2017 | +21.71% | +19.08% |
| 2016 | +14.71% | +27.20% |
| 2015 | -0.66% | -0.60% |
| 2014 | +6.99% | +14.63% |
| 2013 | +39.28% | +29.33% |
| 2012 | +13.33% | +23.46% |
| 2011 | -4.60% | -16.14% |
| 2010 | +26.19% | +12.75% |
| 2009 | +31.85% | +13.97% |
| 2008 | -37.46% | -47.75% |
| 2007 | +6.76% | -17.62% |
| 2006 | +10.89% | +17.71% |
| 2005 | +5.59% | +6.85% |
| 2004 | +13.00% | +10.21% |
| 2003 | +44.40% | N/A |
| 2002 | -30.51% | N/A |
| 2001 | -4.63% | N/A |
| 2000 | -14.94% | N/A |
IWO vs VFH Drawdown Comparison
The maximum drawdown for IWO was -60.11%, occurring on Oct 9, 2002. Recovery took 1624 trading sessions.
The maximum drawdown for VFH was -78.61%, occurring on Mar 6, 2009. Recovery took 2380 trading sessions.
The current IWO drawdown is -0.36%. The current VFH drawdown is -8.41%.
| Rank | IWO | VFH |
|---|---|---|
| #1 | -60.11% Sep 1, 2000 - Feb 22, 2007 | -78.61% Jun 4, 2007 - Nov 11, 2016 |
| #2 | -57.62% Oct 10, 2007 - Dec 21, 2010 | -44.44% Feb 14, 2020 - Jan 7, 2021 |
| #3 | -42.02% Feb 9, 2021 - Oct 6, 2025 | -25.67% Jan 12, 2022 - Feb 22, 2024 |
| #4 | -39.81% Feb 19, 2020 - Aug 7, 2020 | -24.30% Jan 26, 2018 - Nov 1, 2019 |
| #5 | -29.23% Apr 29, 2011 - Sep 14, 2012 | -17.30% Feb 18, 2025 - Jun 30, 2025 |
| #6 | -28.80% Aug 31, 2018 - Jan 14, 2020 | -14.75% Jan 6, 2026 - Mar 27, 2026 |
| #7 | -28.69% Jun 23, 2015 - Dec 8, 2016 | -10.78% Mar 5, 2004 - Nov 4, 2004 |
| #8 | -14.87% Jan 22, 2026 - Apr 17, 2026 | -9.41% Dec 30, 2004 - Jul 11, 2005 |
| #9 | -14.44% Mar 4, 2014 - Dec 22, 2014 | -8.64% Mar 1, 2017 - Jul 25, 2017 |
| #10 | -10.85% Sep 14, 2012 - Jan 2, 2013 | -8.33% Feb 20, 2007 - Jun 1, 2007 |
| #11 | -10.26% Jul 19, 2007 - Oct 5, 2007 | -8.27% Jun 4, 2021 - Aug 10, 2021 |
| #12 | -10.24% Oct 15, 2025 - Dec 11, 2025 | -7.98% Nov 29, 2024 - Jan 27, 2025 |
| #13 | -9.04% Jan 26, 2018 - Mar 9, 2018 | -7.84% Jan 14, 2021 - Feb 9, 2021 |
| #14 | -8.73% Feb 22, 2007 - Apr 16, 2007 | -7.67% Nov 3, 2021 - Jan 7, 2022 |
| #15 | -7.76% Sep 2, 2020 - Oct 5, 2020 | -7.40% May 5, 2006 - Sep 12, 2006 |
Correlation
Correlation between IWO and VFH is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2000 - 2026)
IWO vs VFH dividend yield comparison.
| Year | IWO | VFH |
|---|---|---|
| 2026 | 0.03% | 0.30% |
| 2025 | 0.56% | 1.55% |
| 2024 | 0.80% | 1.75% |
| 2023 | 0.73% | 2.08% |
| 2022 | 0.73% | 2.31% |
| 2021 | 0.32% | 1.87% |
| 2020 | 0.44% | 2.21% |
| 2019 | 0.71% | 2.17% |
| 2018 | 0.76% | 2.30% |
| 2017 | 0.73% | 1.53% |
| 2016 | 0.97% | 1.63% |
| 2015 | 0.89% | 2.00% |
| 2014 | 0.73% | 1.85% |
| 2013 | 0.72% | 1.82% |
| 2012 | 1.46% | 2.13% |
| 2011 | 0.68% | 2.02% |
| 2010 | 0.66% | 1.32% |
| 2009 | 0.50% | 1.72% |
| 2008 | 1.10% | 5.14% |
| 2007 | 0.59% | 2.83% |
| 2006 | 0.32% | 1.96% |
| 2005 | 0.47% | 1.81% |
| 2004 | 0.24% | 2.13% |
| 2003 | 0.34% | 0.00% |
| 2002 | 0.43% | 0.00% |
| 2001 | 0.19% | 0.00% |
| 2000 | 0.09% | 0.00% |
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