IWP vs IWV
Comparison between ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF) and ISHARES RUSSELL 3000 ETF (IWV, ETF).
5-Year PerformanceIWV has outperformed IWP, delivering a return of +13.0% compared to +7.0%
IWP vs IWV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWP
$20B
IWV
$19B
Expense Ratio
IWP
0.23%
Winner
IWV
0.20%
Max Drawdown
IWP
57.34%
Winner
IWV
56.66%
Sharpe Ratio
IWP
0.35
Winner
IWV
1.93
5Y Beta
IWP
1.15
Winner
IWV
0.98
P/E Ratio
IWP
44.69
Winner
IWV
27.32
Forward P/E
IWP
24.94
Winner
IWV
19.48
5Y Dividends CAGR
IWP
7.77%
Winner
IWV
8.98%
5Y EPS CAGR
IWP
N/A
IWV
23.31%
Debt to Equity
IWP
95.95%
IWV
N/A
P/S Ratio
Winner
IWP
2.20
IWV
3.12
P/B Ratio
IWP
9.37
Winner
IWV
4.54
IWP vs IWV - Holdings Comparison
IWP and IWV have 196 common holdings. Overlap is 5.77%
IWP's top 25 holdings weight is 42.94%. IWV's top 25 holdings weight is 44.15%.
| Rank | IWP | IWV |
|---|---|---|
| #1 | VERTIV HOLDINGS CO CLASS A (VRT) - 4.35% | NVIDIA CORP (NVDA) - 6.90% |
| #2 | HOWMET AEROSPACE INC (HWM) - 3.26% | MICROSOFT CORP (MSFT) - 6.51% |
| #3 | QUANTA SERVICES INC (PWR) - 2.95% | APPLE INC (AAPL) - 4.91% |
| #4 | CLOUDFLARE INC (NET) - 2.57% | AMAZON.COM INC (AMZN) - 3.33% |
| #5 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.46% | META PLATFORMS INC CLASS A (META) - 2.78% |
| #6 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.39% | BROADCOM INC (AVGO) - 2.25% |
| #7 | COMFORT SYSTEMS USA INC (FIX) - 2.29% | ALPHABET INC CLASS A (GOOGL) - 1.86% |
| #8 | ROYAL CARIBBEAN GROUP (RCL) - 2.24% | ALPHABET INC CLASS C (GOOG) - 1.52% |
| #9 | CENCORA INC (COR) - 1.88% | TESLA INC (TSLA) - 1.43% |
| #10 | TARGA RESOURCES CORP (TRGP) - 1.85% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #11 | VISTRA CORP (VST) - 1.82% | JPMORGAN CHASE & CO (JPM) - 1.34% |
| #12 | CARVANA CO CLASS A (CVNA) - 1.72% | ELI LILLY AND CO (LLY) - 1.01% |
| #13 | DATADOG INC CLASS A (DDOG) - 1.52% | VISA INC CLASS A (V) - 0.95% |
| #14 | IDEXX LABORATORIES INC (IDXX) - 1.50% | NETFLIX INC (NFLX) - 0.81% |
| #15 | W.W. GRAINGER INC (GWW) - 1.42% | MASTERCARD INC CLASS A (MA) - 0.76% |
| #16 | FASTENAL CO (FAST) - 1.40% | EXXON MOBIL CORP (XOM) - 0.76% |
| #17 | AMERIPRISE FINANCIAL INC (AMP) - 1.32% | WALMART INC (WMT) - 0.71% |
| #18 | ROCKET LAB CORP (RKLB) - 1.29% | COSTCO WHOLESALE CORP (COST) - 0.70% |
| #19 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 1.28% | ORACLE CORP (ORCL) - 0.69% |
| #20 | NRG ENERGY INC (NRG) - 1.08% | JOHNSON & JOHNSON (JNJ) - 0.67% |
| #21 | VIKING HOLDINGS LTD (VIK) - 0.48% | THE HOME DEPOT INC (HD) - 0.62% |
| #22 | ZSCALER INC (ZS) - 0.47% | PROCTER & GAMBLE CO (PG) - 0.58% |
| #23 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.47% | n/a (PLTR) - 0.58% |
| #24 | BLOCK INC CLASS A (XYZ) - 0.47% | ABBVIE INC (ABBV) - 0.57% |
| #25 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 0.46% | BANK OF AMERICA CORP (BAC) - 0.52% |
| Total Holdings | 238 | 2126 |
IWP vs IWV - Historical Returns
Returns include dividend reinvestment.
1M
IWP
+2.67%
Winner
IWV
+6.93%
3M
IWP
+2.86%
Winner
IWV
+8.05%
6M
IWP
-2.45%
Winner
IWV
+8.37%
1Y
IWP
+4.52%
Winner
IWV
+27.23%
5Y(CAGR)
IWP
+6.97%
Winner
IWV
+13.01%
10Y(CAGR)
IWP
+12.26%
Winner
IWV
+14.86%
Max(CAGR)
Winner
IWP
+9.16%
IWV
+8.56%
IWP vs IWV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWP | IWV |
|---|---|---|
| 2026 | -1.09% | +7.98% |
| 2025 | +7.84% | +17.14% |
| 2024 | +23.83% | +24.28% |
| 2023 | +26.60% | +26.44% |
| 2022 | -26.14% | -19.74% |
| 2021 | +14.23% | +27.22% |
| 2020 | +33.86% | +19.60% |
| 2019 | +35.72% | +30.62% |
| 2018 | -5.68% | -6.12% |
| 2017 | +24.12% | +20.12% |
| 2016 | +8.86% | +14.48% |
| 2015 | -0.33% | +0.42% |
| 2014 | +12.77% | +13.32% |
| 2013 | +32.21% | +29.90% |
| 2012 | +14.17% | +14.80% |
| 2011 | -2.97% | -0.33% |
| 2010 | +24.30% | +14.92% |
| 2009 | +40.22% | +24.80% |
| 2008 | -43.79% | -36.46% |
| 2007 | +11.28% | +4.73% |
| 2006 | +8.69% | +13.92% |
| 2005 | +13.54% | +7.10% |
| 2004 | +15.71% | +12.09% |
| 2003 | +37.61% | +26.49% |
| 2002 | -27.76% | -22.00% |
| 2001 | -2.79% | -8.37% |
| 2000 | N/A | -3.32% |
IWP vs IWV Drawdown Comparison
The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.
The maximum drawdown for IWV was -55.60%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.
The current IWP drawdown is -5.81%. The current IWV drawdown is -0.25%.
| Rank | IWP | IWV |
|---|---|---|
| #1 | -56.92% Oct 9, 2007 - Jan 14, 2011 | -55.60% Oct 9, 2007 - Mar 15, 2012 |
| #2 | -39.72% Aug 1, 2001 - Dec 1, 2003 | -47.64% Sep 1, 2000 - Sep 26, 2006 |
| #3 | -38.62% Nov 16, 2021 - Oct 11, 2024 | -35.22% Feb 19, 2020 - Aug 12, 2020 |
| #4 | -35.87% Feb 19, 2020 - Jul 8, 2020 | -25.11% Dec 27, 2021 - Dec 18, 2023 |
| #5 | -25.20% Feb 18, 2025 - Jul 3, 2025 | -20.13% Sep 20, 2018 - Apr 23, 2019 |
| #6 | -25.03% Jul 7, 2011 - Mar 26, 2012 | -19.27% Feb 19, 2025 - Jun 27, 2025 |
| #7 | -22.49% Sep 14, 2018 - Mar 21, 2019 | -15.16% Jun 23, 2015 - Jun 8, 2016 |
| #8 | -20.26% Apr 23, 2015 - Aug 23, 2016 | -9.97% Mar 26, 2012 - Aug 16, 2012 |
| #9 | -14.79% Oct 27, 2025 - Mar 30, 2026 | -9.87% Jan 26, 2018 - Jul 25, 2018 |
| #10 | -14.14% Apr 5, 2004 - Nov 11, 2004 | -9.80% Jul 19, 2007 - Oct 5, 2007 |
| #11 | -13.73% May 8, 2006 - Nov 15, 2006 | -9.29% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -13.49% Feb 12, 2021 - Jun 24, 2021 | -8.89% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -11.47% Jul 19, 2007 - Oct 5, 2007 | -8.39% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.32% Apr 2, 2012 - Sep 13, 2012 | -7.58% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -10.16% Sep 5, 2014 - Nov 6, 2014 | -7.55% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IWP and IWV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
IWP vs IWV dividend yield comparison.
| Year | IWP | IWV |
|---|---|---|
| 2026 | 0.04% | 0.18% |
| 2025 | 0.37% | 0.96% |
| 2024 | 0.40% | 1.08% |
| 2023 | 0.54% | 1.30% |
| 2022 | 0.77% | 1.56% |
| 2021 | 0.30% | 1.04% |
| 2020 | 0.38% | 1.30% |
| 2019 | 0.60% | 1.69% |
| 2018 | 1.02% | 1.97% |
| 2017 | 0.78% | 1.58% |
| 2016 | 1.16% | 1.79% |
| 2015 | 0.98% | 1.99% |
| 2014 | 1.03% | 1.63% |
| 2013 | 0.80% | 1.61% |
| 2012 | 1.32% | 1.95% |
| 2011 | 0.93% | 1.81% |
| 2010 | 0.85% | 1.59% |
| 2009 | 0.87% | 1.83% |
| 2008 | 1.26% | 2.52% |
| 2007 | 0.63% | 1.66% |
| 2006 | 0.70% | 1.43% |
| 2005 | 0.47% | 1.78% |
| 2004 | 0.28% | 1.60% |
| 2003 | 0.18% | 1.40% |
| 2002 | 0.13% | 1.76% |
| 2001 | 0.03% | 1.00% |
| 2000 | 0.00% | 0.49% |
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