IWP vs IEI

Comparison between ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF) and ISHARES 3-7 YEAR TREASURY BOND ETF (IEI, ETF).

5-Year PerformanceIWP has outperformed IEI, delivering a return of +6.1% compared to +0.4%

IWP vs IEI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWP(ETF)	IEI(ETF)
Net Assets	$19B	$19B
Expense Ratio	0.23%	0.15%
Max Drawdown	57.34%	16.77%
Sharpe Ratio	0.48	-0.07
5Y Beta	1.15	-0.02
P/E Ratio	41.48	N/A
Forward P/E	24.15	N/A
5Y Dividends CAGR	7.77%	30.98%
5Y EPS CAGR	19.98%	N/A
Debt to Equity	103.78%	N/A
P/S Ratio	2.09	N/A
P/B Ratio	9.85	N/A

Net Assets

IWP

$19B

IEI

$19B

Expense Ratio

IWP

0.23%

Winner

IEI

0.15%

Max Drawdown

IWP

57.34%

Winner

IEI

16.77%

Sharpe Ratio

Winner

IWP

0.48

IEI

-0.07

5Y Beta

IWP

1.15

Winner

IEI

-0.02

P/E Ratio

IWP

41.48

IEI

N/A

Forward P/E

IWP

24.15

IEI

N/A

5Y Dividends CAGR

IWP

7.77%

Winner

IEI

30.98%

5Y EPS CAGR

IWP

19.98%

IEI

N/A

Debt to Equity

IWP

103.78%

IEI

N/A

P/S Ratio

IWP

2.09

IEI

N/A

P/B Ratio

IWP

9.85

IEI

N/A

IWP vs IEI - Historical Returns

Returns include dividend reinvestment.

Period	IWP	IEI
1 month	+3.53%	-0.07%
3 months	+0.52%	-0.23%
6 months	-1.35%	+0.49%
1 year	+8.74%	+3.94%
5 years(CAGR)	+6.12%	+0.36%
10 years(CAGR)	+12.30%	+1.33%
Max(CAGR)	+9.19%	+2.90%

Winner

IWP

+3.53%

IEI

-0.07%

Winner

IWP

+0.52%

IEI

-0.23%

IWP

-1.35%

Winner

IEI

+0.49%

Winner

IWP

+8.74%

IEI

+3.94%

5Y(CAGR)

Winner

IWP

+6.12%

IEI

+0.36%

10Y(CAGR)

Winner

IWP

+12.30%

IEI

+1.33%

Max(CAGR)

Winner

IWP

+9.19%

IEI

+2.90%

IWP vs IEI - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IWP	IEI
2026	-0.55%	+0.12%
2025	+7.84%	+6.97%
2024	+23.83%	+2.11%
2023	+26.60%	+4.11%
2022	-26.14%	-9.13%
2021	+14.23%	-2.57%
2020	+33.86%	+6.76%
2019	+35.72%	+5.56%
2018	-5.68%	+1.50%
2017	+24.12%	+1.24%
2016	+8.86%	+1.02%
2015	-0.33%	+1.41%
2014	+12.77%	+3.07%
2013	+32.21%	-1.78%
2012	+14.17%	+2.15%
2011	-2.97%	+8.25%
2010	+24.30%	+6.24%
2009	+40.22%	-1.06%
2008	-43.79%	+12.21%
2007	+11.28%	+10.13%
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 IEI Drawdown Comparison

The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.

The maximum drawdown for IEI was -14.60%, occurring on Oct 20, 2022. Recovery took 1335 trading sessions.

The current IWP drawdown is -5.30%. The current IEI drawdown is -1.34%.

Rank	IWP	IEI
#1	-56.92% Oct 9, 2007 - Jan 14, 2011	-14.60% Aug 4, 2020 - Nov 25, 2025
#2	-39.72% Aug 1, 2001 - Dec 1, 2003	-5.97% Dec 16, 2008 - May 5, 2010
#3	-38.62% Nov 16, 2021 - Oct 11, 2024	-5.25% Mar 17, 2008 - Sep 15, 2008
#4	-35.87% Feb 19, 2020 - Jul 8, 2020	-4.92% Nov 4, 2010 - Jun 8, 2011
#5	-25.20% Feb 18, 2025 - Jul 3, 2025	-4.49% Jul 5, 2016 - Mar 15, 2019
#6	-25.03% Jul 7, 2011 - Mar 26, 2012	-4.16% May 2, 2013 - Oct 8, 2014
#7	-22.49% Sep 14, 2018 - Mar 21, 2019	-2.89% Oct 7, 2008 - Nov 4, 2008
#8	-20.26% Apr 23, 2015 - Aug 23, 2016	-2.21% Sep 17, 2008 - Oct 6, 2008
#9	-14.79% Oct 27, 2025 - Mar 30, 2026	-2.20% Feb 27, 2026 - Mar 26, 2026
#10	-14.14% Apr 5, 2004 - Nov 11, 2004	-2.16% Jan 30, 2015 - Aug 24, 2015
#11	-13.73% May 8, 2006 - Nov 15, 2006	-2.00% Jan 31, 2012 - May 4, 2012
#12	-13.49% Feb 12, 2021 - Jun 24, 2021	-1.97% May 8, 2007 - Jul 24, 2007
#13	-11.47% Jul 19, 2007 - Oct 5, 2007	-1.96% Oct 14, 2015 - Jan 28, 2016
#14	-11.32% Apr 2, 2012 - Sep 13, 2012	-1.95% Sep 4, 2019 - Jan 27, 2020
#15	-10.16% Sep 5, 2014 - Nov 6, 2014	-1.84% Mar 9, 2020 - Mar 23, 2020

Correlation

Correlation between IWP and IEI is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2001 - 2026)

IWP vs IEI dividend yield comparison.

Year	IWP	IEI
2026	0.04%	1.20%
2025	0.37%	3.48%
2024	0.40%	3.18%
2023	0.54%	2.36%
2022	0.77%	1.37%
2021	0.30%	0.73%
2020	0.38%	1.12%
2019	0.60%	2.01%
2018	1.02%	1.95%
2017	0.78%	1.51%
2016	1.16%	1.33%
2015	0.98%	1.39%
2014	1.03%	1.23%
2013	0.80%	0.77%
2012	1.32%	0.87%
2011	0.93%	1.67%
2010	0.85%	2.13%
2009	0.87%	3.14%
2008	1.26%	2.80%
2007	0.63%	4.04%
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%