IWP vs CGGR
Comparison between ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF) and CAPITAL GROUP GROWTH ETF SHARE CLASS (CGGR, ETF).
IWP vs CGGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWP
$19B
Winner
CGGR
$20B
Expense Ratio
Winner
IWP
0.23%
CGGR
0.39%
Max Drawdown
IWP
57.34%
Winner
CGGR
28.97%
Sharpe Ratio
IWP
0.48
Winner
CGGR
1.45
5Y Beta
Winner
IWP
1.15
CGGR
1.20
P/E Ratio
IWP
41.48
Winner
CGGR
36.70
Forward P/E
IWP
24.15
Winner
CGGR
20.61
5Y Dividends CAGR
IWP
7.77%
CGGR
N/A
5Y EPS CAGR
IWP
19.98%
Winner
CGGR
29.03%
Debt to Equity
IWP
103.78%
CGGR
N/A
P/S Ratio
Winner
IWP
2.09
CGGR
2.84
P/B Ratio
IWP
9.85
Winner
CGGR
7.18
IWP vs CGGR - Holdings Comparison
IWP and CGGR have 22 common holdings. Overlap is 10.52%
IWP's top 25 holdings weight is 45.01%. CGGR's top 25 holdings weight is 66.98%.
| Rank | IWP | CGGR |
|---|---|---|
| #1 | VERTIV HOLDINGS CO CLASS A (VRT) - 4.16% | META PLATFORMS INC CLASS A (META) - 7.48% |
| #2 | HOWMET AEROSPACE INC (HWM) - 3.28% | TESLA INC (TSLA) - 5.81% |
| #3 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.57% | NVIDIA CORP (NVDA) - 5.33% |
| #4 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.49% | BROADCOM INC (AVGO) - 4.50% |
| #5 | QUANTA SERVICES INC (PWR) - 2.46% | MICROSOFT CORP (MSFT) - 4.03% |
| #6 | CLOUDFLARE INC (NET) - 2.26% | n/a (n/a) - 3.75% |
| #7 | ROYAL CARIBBEAN GROUP (RCL) - 2.22% | ALPHABET INC CLASS C (GOOG) - 3.23% |
| #8 | COMFORT SYSTEMS USA INC (FIX) - 2.11% | ALPHABET INC CLASS A (GOOGL) - 3.10% |
| #9 | CENCORA INC (COR) - 1.92% | VISA INC CLASS A (V) - 2.46% |
| #10 | VISTRA CORP (VST) - 1.91% | NETFLIX INC (NFLX) - 2.45% |
| #11 | CARVANA CO CLASS A (CVNA) - 1.86% | AMAZON.COM INC (AMZN) - 2.44% |
| #12 | TARGA RESOURCES CORP (TRGP) - 1.74% | MICRON TECHNOLOGY INC (MU) - 2.19% |
| #13 | IDEXX LABORATORIES INC (IDXX) - 1.55% | INTUITIVE SURGICAL INC (ISRG) - 2.13% |
| #14 | W.W. GRAINGER INC (GWW) - 1.46% | TRANSDIGM GROUP INC (TDG) - 2.11% |
| #15 | FASTENAL CO (FAST) - 1.44% | ELI LILLY AND CO (LLY) - 1.93% |
| #16 | DATADOG INC CLASS A (DDOG) - 1.40% | n/a (SHOP) - 1.90% |
| #17 | ROCKET LAB CORP (RKLB) - 1.36% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.80% |
| #18 | AMERIPRISE FINANCIAL INC (AMP) - 1.34% | APPLE INC (AAPL) - 1.77% |
| #19 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 1.33% | CLOUDFLARE INC (NET) - 1.76% |
| #20 | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 1.21% | n/a (TSM) - 1.34% |
| #21 | NRG ENERGY INC (NRG) - 1.11% | BANK OF AMERICA CORP (BAC) - 1.17% |
| #22 | AXON ENTERPRISE INC (AXON) - 1.03% | GE AEROSPACE (GE) - 1.16% |
| #23 | EXPEDIA GROUP INC (EXPE) - 0.96% | QUANTA SERVICES INC (PWR) - 1.11% |
| #24 | TAPESTRY INC (TPR) - 0.93% | SALESFORCE INC (CRM) - 1.02% |
| #25 | COUPANG INC ORDINARY SHARES CLASS A (CPNG) - 0.91% | WHEATON PRECIOUS METALS CORP (WPM) - 1.01% |
| Total Holdings | 278 | 96 |
IWP vs CGGR - Historical Returns
Returns include dividend reinvestment.
1M
IWP
+3.53%
Winner
CGGR
+10.41%
3M
IWP
+0.52%
Winner
CGGR
+6.08%
6M
IWP
-1.35%
Winner
CGGR
+6.42%
1Y
IWP
+8.74%
Winner
CGGR
+28.99%
5Y(CAGR)
IWP
+6.12%
Winner
CGGR
+16.61%
10Y(CAGR)
IWP
+12.30%
CGGR
N/A
Max(CAGR)
IWP
+9.19%
Winner
CGGR
+16.61%
IWP vs CGGR - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWP | CGGR |
|---|---|---|
| 2026 | -0.55% | +3.82% |
| 2025 | +7.84% | +19.62% |
| 2024 | +23.83% | +33.73% |
| 2023 | +26.60% | +43.26% |
| 2022 | -26.14% | -18.50% |
| 2021 | +14.23% | N/A |
| 2020 | +33.86% | N/A |
| 2019 | +35.72% | N/A |
| 2018 | -5.68% | N/A |
| 2017 | +24.12% | N/A |
| 2016 | +8.86% | N/A |
| 2015 | -0.33% | N/A |
| 2014 | +12.77% | N/A |
| 2013 | +32.21% | N/A |
| 2012 | +14.17% | N/A |
| 2011 | -2.97% | N/A |
| 2010 | +24.30% | N/A |
| 2009 | +40.22% | N/A |
| 2008 | -43.79% | N/A |
| 2007 | +11.28% | N/A |
| 2006 | +8.69% | N/A |
| 2005 | +13.54% | N/A |
| 2004 | +15.71% | N/A |
| 2003 | +37.61% | N/A |
| 2002 | -27.76% | N/A |
| 2001 | -2.79% | N/A |
IWP vs CGGR Drawdown Comparison
The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.
The maximum drawdown for CGGR was -28.90%, occurring on Oct 14, 2022. Recovery took 422 trading sessions.
The current IWP drawdown is -5.30%.
| Rank | IWP | CGGR |
|---|---|---|
| #1 | -56.92% Oct 9, 2007 - Jan 14, 2011 | -28.90% Mar 29, 2022 - Dec 1, 2023 |
| #2 | -39.72% Aug 1, 2001 - Dec 1, 2003 | -23.37% Feb 14, 2025 - Jun 26, 2025 |
| #3 | -38.62% Nov 16, 2021 - Oct 11, 2024 | -15.13% Oct 28, 2025 - May 6, 2026 |
| #4 | -35.87% Feb 19, 2020 - Jul 8, 2020 | -9.89% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -25.20% Feb 18, 2025 - Jul 3, 2025 | -7.42% Feb 28, 2022 - Mar 17, 2022 |
| #6 | -25.03% Jul 7, 2011 - Mar 26, 2012 | -6.62% Mar 21, 2024 - Jun 10, 2024 |
| #7 | -22.49% Sep 14, 2018 - Mar 21, 2019 | -5.11% Dec 16, 2024 - Jan 22, 2025 |
| #8 | -20.26% Apr 23, 2015 - Aug 23, 2016 | -3.45% Sep 22, 2025 - Oct 23, 2025 |
| #9 | -14.79% Oct 27, 2025 - Mar 30, 2026 | -3.27% Dec 27, 2023 - Jan 19, 2024 |
| #10 | -14.14% Apr 5, 2004 - Nov 11, 2004 | -3.24% Nov 11, 2024 - Nov 29, 2024 |
| #11 | -13.73% May 8, 2006 - Nov 15, 2006 | -2.47% Jan 23, 2025 - Feb 13, 2025 |
| #12 | -13.49% Feb 12, 2021 - Jun 24, 2021 | -2.44% Oct 29, 2024 - Nov 6, 2024 |
| #13 | -11.47% Jul 19, 2007 - Oct 5, 2007 | -2.38% Aug 12, 2025 - Aug 27, 2025 |
| #14 | -11.32% Apr 2, 2012 - Sep 13, 2012 | -2.17% Jan 29, 2024 - Feb 2, 2024 |
| #15 | -10.16% Sep 5, 2014 - Nov 6, 2014 | -2.08% Jul 28, 2025 - Aug 8, 2025 |
Correlation
Correlation between IWP and CGGR is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2001 - 2026)
IWP vs CGGR dividend yield comparison.
| Year | IWP | CGGR |
|---|---|---|
| 2026 | 0.04% | 0.00% |
| 2025 | 0.37% | 0.10% |
| 2024 | 0.40% | 0.33% |
| 2023 | 0.54% | 0.40% |
| 2022 | 0.77% | 0.33% |
| 2021 | 0.30% | 0.00% |
| 2020 | 0.38% | 0.00% |
| 2019 | 0.60% | 0.00% |
| 2018 | 1.02% | 0.00% |
| 2017 | 0.78% | 0.00% |
| 2016 | 1.16% | 0.00% |
| 2015 | 0.98% | 0.00% |
| 2014 | 1.03% | 0.00% |
| 2013 | 0.80% | 0.00% |
| 2012 | 1.32% | 0.00% |
| 2011 | 0.93% | 0.00% |
| 2010 | 0.85% | 0.00% |
| 2009 | 0.87% | 0.00% |
| 2008 | 1.26% | 0.00% |
| 2007 | 0.63% | 0.00% |
| 2006 | 0.70% | 0.00% |
| 2005 | 0.47% | 0.00% |
| 2004 | 0.28% | 0.00% |
| 2003 | 0.18% | 0.00% |
| 2002 | 0.13% | 0.00% |
| 2001 | 0.03% | 0.00% |
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