IWP vs VONV
Comparison between ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF) and VANGUARD RUSSELL 1000 VALUE INDEX FUND ETF SHARES (VONV, ETF).
5-Year PerformanceVONV has outperformed IWP, delivering a return of +11.5% compared to +4.8%
IWP vs VONV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWP
$22B
VONV
$22B
Expense Ratio
IWP
0.23%
Winner
VONV
0.06%
Max Drawdown
IWP
57.34%
Winner
VONV
38.21%
Sharpe Ratio
IWP
-0.15
Winner
VONV
1.94
5Y Beta
IWP
1.16
Winner
VONV
0.72
P/E Ratio
IWP
57.36
Winner
VONV
23.89
Forward P/E
IWP
27.11
Winner
VONV
18.63
5Y Dividends CAGR
IWP
9.93%
Winner
VONV
11.20%
5Y EPS CAGR
IWP
N/A
VONV
12.05%
Debt to Equity
IWP
90.70%
Winner
VONV
16.28%
P/S Ratio
IWP
2.52
Winner
VONV
2.44
P/B Ratio
IWP
11.95
Winner
VONV
3.44
IWP vs VONV - Holdings Comparison
IWP and VONV have 136 common holdings. Overlap is 3.69%
IWP's top 25 holdings weight is 36.04%. VONV's top 25 holdings weight is 40.20%.
| Rank | IWP | VONV |
|---|---|---|
| #1 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.62% | AMAZON.COM INC (AMZN) - 5.96% |
| #2 | DATADOG INC CLASS A (DDOG) - 2.52% | APPLE INC (AAPL) - 5.39% |
| #3 | CLOUDFLARE INC (NET) - 2.52% | MICROSOFT CORP (MSFT) - 3.90% |
| #4 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 2.04% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.62% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 2.00% | JPMORGAN CHASE & CO (JPM) - 2.28% |
| #6 | COMFORT SYSTEMS USA INC (FIX) - 1.75% | INTEL CORP (INTC) - 1.72% |
| #7 | TARGA RESOURCES CORP (TRGP) - 1.69% | JOHNSON & JOHNSON (JNJ) - 1.72% |
| #8 | LUMENTUM HOLDINGS INC (LITE) - 1.64% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.60% |
| #9 | CENCORA INC (COR) - 1.60% | CISCO SYSTEMS INC (CSCO) - 1.30% |
| #10 | TERADYNE INC (TER) - 1.57% | WALMART INC (WMT) - 1.28% |
| #11 | ASTERA LABS INC (ALAB) - 1.57% | ABBVIE INC (ABBV) - 1.15% |
| #12 | VISTRA CORP (VST) - 1.51% | UNITEDHEALTH GROUP INC (UNH) - 1.06% |
| #13 | W.W. GRAINGER INC (GWW) - 1.45% | BANK OF AMERICA CORP (BAC) - 0.99% |
| #14 | CHIPOTLE MEXICAN GRILL INC (CMG) - 1.32% | PROCTER & GAMBLE CO (PG) - 0.96% |
| #15 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.31% | MERCK & CO INC (MRK) - 0.89% |
| #16 | MARATHON PETROLEUM CORP (MPC) - 1.29% | CHEVRON CORP (CVX) - 0.86% |
| #17 | AUTODESK INC (ADSK) - 1.23% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.79% |
| #18 | ROCKWELL AUTOMATION INC (ROK) - 1.23% | COCA-COLA CO (KO) - 0.79% |
| #19 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.23% | THE GOLDMAN SACHS GROUP INC (GS) - 0.78% |
| #20 | FASTENAL CO (FAST) - 1.22% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.74% |
| #21 | STERLING INFRASTRUCTURE INC (STRL) - 0.58% | RTX CORP (RTX) - 0.72% |
| #22 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.57% | WELLS FARGO & CO (WFC) - 0.71% |
| #23 | HEICO CORP CLASS A (HEI-A) - 0.53% | LINDE PLC (LIN) - 0.67% |
| #24 | SYSCO CORP (SYY) - 0.53% | COSTCO WHOLESALE CORP (COST) - 0.66% |
| #25 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.52% | MORGAN STANLEY (MS) - 0.66% |
| Total Holdings | 230 | 814 |
IWP vs VONV - Historical Returns
Returns include dividend reinvestment.
1M
IWP
-1.50%
Winner
VONV
+1.59%
3M
IWP
+1.92%
Winner
VONV
+9.88%
6M
IWP
+0.15%
Winner
VONV
+13.74%
1Y
IWP
+0.21%
Winner
VONV
+28.53%
5Y(CAGR)
IWP
+4.82%
Winner
VONV
+11.54%
10Y(CAGR)
Winner
IWP
+11.88%
VONV
+11.37%
Max(CAGR)
IWP
+9.19%
Winner
VONV
+11.98%
IWP vs VONV - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWP | VONV |
|---|---|---|
| 2026 | +1.19% | +17.47% |
| 2025 | +7.84% | +15.97% |
| 2024 | +23.83% | +13.92% |
| 2023 | +26.60% | +11.46% |
| 2022 | -26.14% | -7.91% |
| 2021 | +14.23% | +26.80% |
| 2020 | +33.86% | +2.23% |
| 2019 | +35.72% | +26.23% |
| 2018 | -5.68% | -8.90% |
| 2017 | +24.12% | +12.75% |
| 2016 | +8.86% | +18.67% |
| 2015 | -0.33% | -4.06% |
| 2014 | +12.77% | +14.11% |
| 2013 | +32.21% | +29.86% |
| 2012 | +14.17% | +15.25% |
| 2011 | -2.97% | -0.69% |
| 2010 | +24.30% | +10.91% |
| 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 VONV Drawdown Comparison
The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.
The maximum drawdown for VONV was -38.21%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The current IWP drawdown is -4.62%. The current VONV drawdown is -0.81%.
| Rank | IWP | VONV |
|---|---|---|
| #1 | -56.92% Oct 9, 2007 - Jan 14, 2011 | -38.21% Feb 12, 2020 - Dec 4, 2020 |
| #2 | -39.72% Aug 1, 2001 - Dec 1, 2003 | -20.97% Apr 29, 2011 - Mar 13, 2012 |
| #3 | -38.62% Nov 16, 2021 - Oct 11, 2024 | -18.88% Jan 12, 2022 - Dec 14, 2023 |
| #4 | -35.87% Feb 19, 2020 - Jul 8, 2020 | -18.27% Jan 26, 2018 - Apr 30, 2019 |
| #5 | -25.20% Feb 18, 2025 - Jul 3, 2025 | -16.12% May 21, 2015 - Jun 8, 2016 |
| #6 | -25.03% Jul 7, 2011 - Mar 26, 2012 | -15.70% Nov 29, 2024 - Jul 3, 2025 |
| #7 | -22.49% Sep 14, 2018 - Mar 21, 2019 | -10.39% Apr 2, 2012 - Aug 9, 2012 |
| #8 | -20.26% Apr 23, 2015 - Aug 23, 2016 | -7.69% Sep 19, 2014 - Nov 5, 2014 |
| #9 | -14.79% Oct 27, 2025 - Jun 30, 2026 | -7.23% Oct 18, 2012 - Dec 18, 2012 |
| #10 | -14.14% Apr 5, 2004 - Nov 11, 2004 | -6.82% Feb 27, 2026 - Apr 14, 2026 |
| #11 | -13.73% May 8, 2006 - Nov 15, 2006 | -6.80% Jul 26, 2019 - Sep 12, 2019 |
| #12 | -13.49% Feb 12, 2021 - Jun 24, 2021 | -6.41% Apr 30, 2019 - Jun 20, 2019 |
| #13 | -11.47% Jul 19, 2007 - Oct 5, 2007 | -5.99% Jan 15, 2014 - Feb 28, 2014 |
| #14 | -11.32% Apr 2, 2012 - Sep 13, 2012 | -5.96% Nov 8, 2021 - Dec 27, 2021 |
| #15 | -10.16% Sep 5, 2014 - Nov 6, 2014 | -5.59% Jun 8, 2016 - Jul 8, 2016 |
Correlation
Correlation between IWP and VONV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2001 - 2026)
IWP vs VONV dividend yield comparison.
| Year | IWP | VONV |
|---|---|---|
| 2026 | 0.16% | 0.76% |
| 2025 | 0.37% | 1.82% |
| 2024 | 0.40% | 1.97% |
| 2023 | 0.54% | 2.10% |
| 2022 | 0.77% | 2.22% |
| 2021 | 0.30% | 1.67% |
| 2020 | 0.38% | 2.25% |
| 2019 | 0.60% | 2.30% |
| 2018 | 1.02% | 2.56% |
| 2017 | 0.78% | 2.18% |
| 2016 | 1.16% | 2.39% |
| 2015 | 0.98% | 2.38% |
| 2014 | 1.03% | 2.10% |
| 2013 | 0.80% | 1.92% |
| 2012 | 1.32% | 2.26% |
| 2011 | 0.93% | 2.07% |
| 2010 | 0.85% | 0.15% |
| 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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