IWP vs OEF
Comparison between ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF) and ISHARES S&P 100 ETF (OEF, ETF).
5-Year PerformanceOEF has outperformed IWP, delivering a return of +14.4% compared to +5.3%
IWP vs OEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWP
$20B
Winner
OEF
$20B
Expense Ratio
IWP
0.23%
Winner
OEF
0.20%
Max Drawdown
IWP
57.34%
Winner
OEF
57.29%
Sharpe Ratio
IWP
0.06
Winner
OEF
1.16
5Y Beta
IWP
1.16
Winner
OEF
1.03
P/E Ratio
IWP
50.35
Winner
OEF
26.19
Forward P/E
IWP
27.43
Winner
OEF
21.11
PEG Ratio
IWP
N/A
OEF
0.30
5Y Dividends CAGR
Winner
IWP
9.93%
OEF
5.69%
5Y EPS CAGR
IWP
N/A
OEF
30.62%
Debt to Equity
IWP
336.52%
Winner
OEF
28.99%
P/S Ratio
Winner
IWP
2.48
OEF
5.03
P/B Ratio
IWP
11.70
Winner
OEF
6.57
IWP vs OEF - Holdings Comparison
IWP and OEF have 2 common holdings. Overlap is 0.15%
IWP's top 25 holdings weight is 35.76%. OEF's top 25 holdings weight is 70.90%.
| Rank | IWP | OEF |
|---|---|---|
| #1 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 3.06% | NVIDIA CORP (NVDA) - 11.26% |
| #2 | CLOUDFLARE INC (NET) - 2.70% | APPLE INC (AAPL) - 9.21% |
| #3 | DATADOG INC CLASS A (DDOG) - 2.17% | MICROSOFT CORP (MSFT) - 7.59% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 1.94% | AMAZON.COM INC (AMZN) - 5.43% |
| #5 | LUMENTUM HOLDINGS INC (LITE) - 1.82% | ALPHABET INC CLASS A (GOOGL) - 4.18% |
| #6 | TERADYNE INC (TER) - 1.73% | BROADCOM INC (AVGO) - 4.09% |
| #7 | COMFORT SYSTEMS USA INC (FIX) - 1.66% | ALPHABET INC CLASS C (GOOG) - 3.36% |
| #8 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.66% | META PLATFORMS INC CLASS A (META) - 2.64% |
| #9 | CENCORA INC (COR) - 1.61% | MICRON TECHNOLOGY INC (MU) - 2.13% |
| #10 | TARGA RESOURCES CORP (TRGP) - 1.57% | JPMORGAN CHASE & CO (JPM) - 2.03% |
| #11 | AUTODESK INC (ADSK) - 1.45% | ELI LILLY AND CO (LLY) - 2.00% |
| #12 | MARATHON PETROLEUM CORP (MPC) - 1.44% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.94% |
| #13 | VISTRA CORP (VST) - 1.36% | TESLA INC (TSLA) - 1.91% |
| #14 | FASTENAL CO (FAST) - 1.35% | ADVANCED MICRO DEVICES INC (AMD) - 1.63% |
| #15 | ASTERA LABS INC (ALAB) - 1.34% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.37% |
| #16 | W.W. GRAINGER INC (GWW) - 1.34% | JOHNSON & JOHNSON (JNJ) - 1.30% |
| #17 | AXON ENTERPRISE INC (AXON) - 1.27% | VISA INC CLASS A (V) - 1.24% |
| #18 | ANGLOGOLD ASHANTI PLC (AU) - 1.23% | WALMART INC (WMT) - 1.05% |
| #19 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.22% | INTEL CORP (INTC) - 1.03% |
| #20 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.21% | CISCO SYSTEMS INC (CSCO) - 1.01% |
| #21 | TEXAS PACIFIC LAND CORP (TPL) - 0.55% | MASTERCARD INC CLASS A (MA) - 0.94% |
| #22 | SYSCO CORP (SYY) - 0.53% | ABBVIE INC (ABBV) - 0.91% |
| #23 | FAIR ISAAC CORP (FICO) - 0.53% | APPLIED MATERIALS INC (AMAT) - 0.90% |
| #24 | VIKING HOLDINGS LTD (VIK) - 0.51% | BANK OF AMERICA CORP (BAC) - 0.88% |
| #25 | ZSCALER INC (ZS) - 0.51% | COSTCO WHOLESALE CORP (COST) - 0.87% |
| Total Holdings | 229 | 104 |
IWP vs OEF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWP
+2.88%
OEF
+2.21%
3M
Winner
IWP
+4.36%
OEF
+2.22%
6M
IWP
+5.68%
Winner
OEF
+12.38%
1Y
IWP
+3.53%
Winner
OEF
+21.18%
5Y(CAGR)
IWP
+5.31%
Winner
OEF
+14.42%
10Y(CAGR)
IWP
+12.00%
Winner
OEF
+16.35%
Max(CAGR)
Winner
IWP
+9.28%
OEF
+8.52%
IWP vs OEF - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWP | OEF |
|---|---|---|
| 2026 | +4.10% | +10.91% |
| 2025 | +7.84% | +20.13% |
| 2024 | +23.83% | +31.60% |
| 2023 | +26.60% | +33.30% |
| 2022 | -26.14% | -21.91% |
| 2021 | +14.23% | +30.85% |
| 2020 | +33.86% | +19.79% |
| 2019 | +35.72% | +31.43% |
| 2018 | -5.68% | -4.86% |
| 2017 | +24.12% | +20.87% |
| 2016 | +8.86% | +13.07% |
| 2015 | -0.33% | +2.55% |
| 2014 | +12.77% | +13.43% |
| 2013 | +32.21% | +26.61% |
| 2012 | +14.17% | +13.86% |
| 2011 | -2.97% | +1.76% |
| 2010 | +24.30% | +10.53% |
| 2009 | +40.22% | +18.79% |
| 2008 | -43.79% | -34.69% |
| 2007 | +11.28% | +6.16% |
| 2006 | +8.69% | +16.48% |
| 2005 | +13.54% | +1.65% |
| 2004 | +15.71% | +6.48% |
| 2003 | +37.61% | +21.32% |
| 2002 | -27.76% | -23.52% |
| 2001 | -2.79% | -10.74% |
| 2000 | N/A | -4.82% |
IWP vs OEF Drawdown Comparison
The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.
The maximum drawdown for OEF was -54.12%, occurring on Mar 9, 2009. Recovery took 1238 trading sessions.
The current IWP drawdown is -2.74%. The current OEF drawdown is -1.55%.
| Rank | IWP | OEF |
|---|---|---|
| #1 | -56.92% Oct 9, 2007 - Jan 14, 2011 | -54.12% Oct 9, 2007 - Sep 6, 2012 |
| #2 | -39.72% Aug 1, 2001 - Dec 1, 2003 | -47.06% Nov 7, 2000 - Apr 25, 2007 |
| #3 | -38.62% Nov 16, 2021 - Oct 11, 2024 | -31.44% Feb 19, 2020 - Aug 3, 2020 |
| #4 | -35.87% Feb 19, 2020 - Jul 8, 2020 | -26.46% Jan 3, 2022 - Dec 7, 2023 |
| #5 | -25.20% Feb 18, 2025 - Jul 3, 2025 | -19.80% Feb 19, 2025 - Jun 26, 2025 |
| #6 | -25.03% Jul 7, 2011 - Mar 26, 2012 | -19.59% Oct 3, 2018 - Apr 22, 2019 |
| #7 | -22.49% Sep 14, 2018 - Mar 21, 2019 | -13.13% Jul 20, 2015 - Nov 3, 2015 |
| #8 | -20.26% Apr 23, 2015 - Aug 23, 2016 | -12.26% Nov 3, 2015 - Apr 19, 2016 |
| #9 | -14.79% Oct 27, 2025 - Jun 30, 2026 | -11.06% Oct 29, 2025 - Apr 17, 2026 |
| #10 | -14.14% Apr 5, 2004 - Nov 11, 2004 | -10.85% Jan 26, 2018 - Aug 6, 2018 |
| #11 | -13.73% May 8, 2006 - Nov 15, 2006 | -10.48% Sep 2, 2020 - Dec 1, 2020 |
| #12 | -13.49% Feb 12, 2021 - Jun 24, 2021 | -9.73% Jul 10, 2024 - Sep 24, 2024 |
| #13 | -11.47% Jul 19, 2007 - Oct 5, 2007 | -8.47% Jul 19, 2007 - Sep 27, 2007 |
| #14 | -11.32% Apr 2, 2012 - Sep 13, 2012 | -8.14% Oct 4, 2012 - Jan 17, 2013 |
| #15 | -10.16% Sep 5, 2014 - Nov 6, 2014 | -7.51% Apr 29, 2019 - Jun 20, 2019 |
Correlation
Correlation between IWP and OEF is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IWP vs OEF dividend yield comparison.
| Year | IWP | OEF |
|---|---|---|
| 2026 | 0.15% | 0.44% |
| 2025 | 0.37% | 0.81% |
| 2024 | 0.40% | 1.03% |
| 2023 | 0.54% | 1.19% |
| 2022 | 0.77% | 1.55% |
| 2021 | 0.30% | 1.06% |
| 2020 | 0.38% | 1.43% |
| 2019 | 0.60% | 1.87% |
| 2018 | 1.02% | 2.09% |
| 2017 | 0.78% | 1.81% |
| 2016 | 1.16% | 2.07% |
| 2015 | 0.98% | 2.11% |
| 2014 | 1.03% | 1.85% |
| 2013 | 0.80% | 1.96% |
| 2012 | 1.32% | 2.17% |
| 2011 | 0.93% | 2.07% |
| 2010 | 0.85% | 1.93% |
| 2009 | 0.87% | 2.17% |
| 2008 | 1.26% | 3.38% |
| 2007 | 0.63% | 1.91% |
| 2006 | 0.70% | 1.59% |
| 2005 | 0.47% | 1.86% |
| 2004 | 0.28% | 2.17% |
| 2003 | 0.18% | 1.50% |
| 2002 | 0.13% | 1.53% |
| 2001 | 0.03% | 1.01% |
| 2000 | 0.00% | 0.21% |
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