IWR vs IVE
Comparison between ISHARES RUSSELL MID-CAP ETF (IWR, ETF) and ISHARES S&P 500 VALUE ETF (IVE, ETF).
5-Year PerformanceIVE has outperformed IWR, delivering a return of +10.4% compared to +7.6%
IWR vs IVE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWR
$48B
IVE
$47B
Expense Ratio
IWR
0.18%
IVE
0.18%
Max Drawdown
Winner
IWR
59.73%
IVE
62.98%
Sharpe Ratio
IWR
1.39
Winner
IVE
1.74
5Y Beta
IWR
0.91
Winner
IVE
0.70
P/E Ratio
IWR
28.28
Winner
IVE
24.91
Forward P/E
Winner
IWR
17.63
IVE
19.56
5Y Dividends CAGR
Winner
IWR
11.39%
IVE
6.75%
5Y EPS CAGR
IWR
12.91%
Winner
IVE
13.15%
Debt to Equity
Winner
IWR
6.50%
IVE
73.44%
P/S Ratio
Winner
IWR
1.83
IVE
1.92
P/B Ratio
Winner
IWR
3.08
IVE
3.49
IWR vs IVE - Holdings Comparison
IWR and IVE have 242 common holdings. Overlap is 18.59%
IWR's top 25 holdings weight is 14.64%. IVE's top 25 holdings weight is 34.69%.
| Rank | IWR | IVE |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.14% | APPLE INC (AAPL) - 7.00% |
| #2 | WESTERN DIGITAL CORP (WDC) - 1.02% | AMAZON.COM INC (AMZN) - 4.27% |
| #3 | CORNING INC (GLW) - 0.98% | EXXON MOBIL CORP (XOM) - 2.21% |
| #4 | VERTIV HOLDINGS CO CLASS A (VRT) - 0.91% | WALMART INC (WMT) - 1.99% |
| #5 | HOWMET AEROSPACE INC (HWM) - 0.72% | COSTCO WHOLESALE CORP (COST) - 1.58% |
| #6 | QUANTA SERVICES INC (PWR) - 0.70% | TESLA INC (TSLA) - 1.44% |
| #7 | BANK OF NEW YORK MELLON CORP (BK) - 0.69% | INTEL CORP (INTC) - 1.42% |
| #8 | CUMMINS INC (CMI) - 0.68% | BANK OF AMERICA CORP (BAC) - 1.24% |
| #9 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.57% | CHEVRON CORP (CVX) - 1.23% |
| #10 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.55% | PROCTER & GAMBLE CO (PG) - 1.23% |
| #11 | ROSS STORES INC (ROST) - 0.54% | THE HOME DEPOT INC (HD) - 1.18% |
| #12 | VALERO ENERGY CORP (VLO) - 0.54% | UNITEDHEALTH GROUP INC (UNH) - 1.14% |
| #13 | CIENA CORP (CIEN) - 0.53% | MERCK & CO INC (MRK) - 0.97% |
| #14 | BAKER HUGHES CO CLASS A (BKR) - 0.51% | JPMORGAN CHASE & CO (JPM) - 0.96% |
| #15 | MARATHON PETROLEUM CORP (MPC) - 0.51% | WELLS FARGO & CO (WFC) - 0.89% |
| #16 | DIGITAL REALTY TRUST INC (DLR) - 0.50% | TEXAS INSTRUMENTS INC (TXN) - 0.87% |
| #17 | CLOUDFLARE INC (NET) - 0.50% | LINDE PLC (LIN) - 0.85% |
| #18 | PHILLIPS 66 (PSX) - 0.49% | VISA INC CLASS A (V) - 0.83% |
| #19 | ROYAL CARIBBEAN GROUP (RCL) - 0.49% | CITIGROUP INC (C) - 0.80% |
| #20 | SIMON PROPERTY GROUP INC (SPG) - 0.49% | JOHNSON & JOHNSON (JNJ) - 0.79% |
| #21 | YUM BRANDS INC (YUM) - 0.32% | LOCKHEED MARTIN CORP (LMT) - 0.37% |
| #22 | AMERIPRISE FINANCIAL INC (AMP) - 0.32% | MCKESSON CORP (MCK) - 0.36% |
| #23 | STATE STREET CORP (STT) - 0.32% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.36% |
| #24 | NASDAQ INC (NDAQ) - 0.31% | BOEING CO (BA) - 0.36% |
| #25 | D.R. HORTON INC (DHI) - 0.31% | COMCAST CORP CLASS A (CMCSA) - 0.35% |
| Total Holdings | 759 | 402 |
IWR vs IVE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWR
+3.90%
IVE
+3.70%
3M
Winner
IWR
+3.30%
IVE
+1.58%
6M
Winner
IWR
+11.00%
IVE
+8.78%
1Y
IWR
+22.95%
Winner
IVE
+22.98%
5Y(CAGR)
IWR
+7.57%
Winner
IVE
+10.36%
10Y(CAGR)
IWR
+11.57%
Winner
IVE
+11.88%
Max(CAGR)
Winner
IWR
+9.85%
IVE
+7.57%
IWR vs IVE - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWR | IVE |
|---|---|---|
| 2026 | +8.38% | +5.79% |
| 2025 | +10.50% | +13.56% |
| 2024 | +15.85% | +11.40% |
| 2023 | +17.57% | +21.54% |
| 2022 | -17.15% | -5.84% |
| 2021 | +24.43% | +26.39% |
| 2020 | +16.54% | +0.83% |
| 2019 | +30.71% | +31.09% |
| 2018 | -9.72% | -9.66% |
| 2017 | +17.37% | +14.31% |
| 2016 | +15.08% | +18.72% |
| 2015 | -2.62% | -3.25% |
| 2014 | +14.16% | +13.14% |
| 2013 | +31.20% | +28.54% |
| 2012 | +15.74% | +15.37% |
| 2011 | -2.81% | -1.91% |
| 2010 | +23.51% | +13.12% |
| 2009 | +35.99% | +18.11% |
| 2008 | -40.68% | -38.04% |
| 2007 | +4.90% | +1.44% |
| 2006 | +13.43% | +18.64% |
| 2005 | +14.09% | +6.29% |
| 2004 | +20.21% | +15.70% |
| 2003 | +35.79% | +27.52% |
| 2002 | -15.46% | -21.10% |
| 2001 | +0.35% | -10.41% |
| 2000 | N/A | +7.90% |
IWR vs IVE Drawdown Comparison
The maximum drawdown for IWR was -58.78%, occurring on Mar 9, 2009. Recovery took 900 trading sessions.
The maximum drawdown for IVE was -61.33%, occurring on Mar 9, 2009. Recovery took 1362 trading sessions.
The current IWR drawdown is -0.86%. The current IVE drawdown is -0.23%.
| Rank | IWR | IVE |
|---|---|---|
| #1 | -58.78% Jul 13, 2007 - Feb 7, 2011 | -61.33% Oct 9, 2007 - Mar 8, 2013 |
| #2 | -40.59% Feb 20, 2020 - Oct 12, 2020 | -44.22% Feb 1, 2001 - Dec 21, 2004 |
| #3 | -32.26% Mar 19, 2002 - Sep 2, 2003 | -37.04% Feb 12, 2020 - Jan 6, 2021 |
| #4 | -26.17% Nov 16, 2021 - Mar 20, 2024 | -19.24% Jan 26, 2018 - May 3, 2019 |
| #5 | -24.17% Jul 7, 2011 - Mar 15, 2012 | -18.03% Apr 20, 2022 - Feb 1, 2023 |
| #6 | -21.21% Aug 29, 2018 - Apr 8, 2019 | -17.58% Nov 29, 2024 - Aug 22, 2025 |
| #7 | -21.09% Nov 25, 2024 - Jul 23, 2025 | -15.03% May 21, 2015 - Jun 7, 2016 |
| #8 | -20.33% Aug 2, 2001 - Jan 4, 2002 | -10.98% Jul 31, 2023 - Dec 1, 2023 |
| #9 | -19.42% Apr 23, 2015 - Jul 12, 2016 | -10.18% Jul 13, 2007 - Oct 9, 2007 |
| #10 | -10.82% Apr 2, 2012 - Sep 6, 2012 | -9.57% Feb 2, 2023 - Jun 13, 2023 |
| #11 | -10.11% May 5, 2006 - Oct 16, 2006 | -7.86% Sep 11, 2000 - Oct 31, 2000 |
| #12 | -9.68% Jan 26, 2018 - Jul 26, 2018 | -7.84% May 9, 2006 - Sep 20, 2006 |
| #13 | -9.33% Sep 5, 2014 - Nov 7, 2014 | -7.64% May 3, 2019 - Jul 1, 2019 |
| #14 | -8.91% Apr 5, 2004 - Oct 1, 2004 | -7.51% Mar 7, 2005 - Jun 17, 2005 |
| #15 | -8.17% Feb 26, 2026 - Apr 17, 2026 | -7.29% Jan 12, 2022 - Apr 20, 2022 |
Correlation
Correlation between IWR and IVE is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
IWR vs IVE dividend yield comparison.
| Year | IWR | IVE |
|---|---|---|
| 2026 | 0.25% | 0.35% |
| 2025 | 1.29% | 1.61% |
| 2024 | 1.27% | 2.04% |
| 2023 | 1.43% | 1.65% |
| 2022 | 1.59% | 2.10% |
| 2021 | 1.05% | 1.81% |
| 2020 | 1.28% | 2.37% |
| 2019 | 1.43% | 2.11% |
| 2018 | 1.98% | 2.74% |
| 2017 | 1.52% | 2.12% |
| 2016 | 1.72% | 2.26% |
| 2015 | 1.59% | 2.44% |
| 2014 | 1.45% | 2.14% |
| 2013 | 1.31% | 2.04% |
| 2012 | 1.81% | 2.34% |
| 2011 | 1.58% | 2.29% |
| 2010 | 1.45% | 2.08% |
| 2009 | 1.50% | 2.56% |
| 2008 | 2.09% | 4.26% |
| 2007 | 1.37% | 2.32% |
| 2006 | 1.31% | 1.91% |
| 2005 | 1.40% | 2.02% |
| 2004 | 1.11% | 1.62% |
| 2003 | 1.08% | 1.60% |
| 2002 | 1.08% | 1.92% |
| 2001 | 0.59% | 1.50% |
| 2000 | 0.00% | 0.94% |
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