IWR vs VONG
Comparison between ISHARES RUSSELL MID-CAP ETF (IWR, ETF) and VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES (VONG, ETF).
5-Year PerformanceVONG has outperformed IWR, delivering a return of +12.6% compared to +8.2%
IWR vs VONG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWR
$57B
VONG
$53B
Expense Ratio
IWR
0.18%
Winner
VONG
0.06%
Max Drawdown
IWR
59.73%
Winner
VONG
33.16%
Sharpe Ratio
Winner
IWR
1.00
VONG
0.55
5Y Beta
Winner
IWR
0.91
VONG
1.21
P/E Ratio
Winner
IWR
29.47
VONG
39.69
Forward P/E
Winner
IWR
17.92
VONG
24.07
5Y Dividends CAGR
Winner
IWR
9.85%
VONG
9.51%
5Y EPS CAGR
IWR
11.62%
Winner
VONG
37.79%
Debt to Equity
Winner
IWR
32.19%
VONG
48.51%
P/S Ratio
Winner
IWR
1.81
VONG
7.07
P/B Ratio
Winner
IWR
3.20
VONG
14.17
IWR vs VONG - Holdings Comparison
IWR and VONG have 246 common holdings. Overlap is 10.39%
IWR's top 25 holdings weight is 12.77%. VONG's top 25 holdings weight is 72.72%.
| Rank | IWR | VONG |
|---|---|---|
| #1 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.67% | NVIDIA CORP (NVDA) - 13.78% |
| #2 | MARATHON PETROLEUM CORP (MPC) - 0.65% | APPLE INC (AAPL) - 6.69% |
| #3 | CLOUDFLARE INC (NET) - 0.65% | ALPHABET INC CLASS A (GOOGL) - 6.15% |
| #4 | DATADOG INC CLASS A (DDOG) - 0.64% | BROADCOM INC (AVGO) - 5.19% |
| #5 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.63% | ALPHABET INC CLASS C (GOOG) - 4.96% |
| #6 | ROCKET LAB CORP (RKLB) - 0.62% | MICROSOFT CORP (MSFT) - 4.09% |
| #7 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 0.62% | MICRON TECHNOLOGY INC (MU) - 3.84% |
| #8 | PHILLIPS 66 (PSX) - 0.59% | TESLA INC (TSLA) - 3.63% |
| #9 | ROYAL CARIBBEAN GROUP (RCL) - 0.52% | META PLATFORMS INC CLASS A (META) - 2.99% |
| #10 | SIMON PROPERTY GROUP INC (SPG) - 0.51% | ELI LILLY AND CO (LLY) - 2.83% |
| #11 | UNITED RENTALS INC (URI) - 0.48% | ADVANCED MICRO DEVICES INC (AMD) - 2.79% |
| #12 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.48% | APPLIED MATERIALS INC (AMAT) - 1.69% |
| #13 | n/a (WBD) - 0.48% | LAM RESEARCH CORP (LRCX) - 1.60% |
| #14 | ALLSTATE CORP (ALL) - 0.47% | VISA INC CLASS A (V) - 1.58% |
| #15 | KINDER MORGAN INC CLASS P (KMI) - 0.46% | CATERPILLAR INC (CAT) - 1.43% |
| #16 | DIGITAL REALTY TRUST INC (DLR) - 0.45% | MASTERCARD INC CLASS A (MA) - 1.23% |
| #17 | COMFORT SYSTEMS USA INC (FIX) - 0.45% | KLA CORP (KLAC) - 1.17% |
| #18 | QNITY ELECTRONICS INC (Q) - 0.44% | GE AEROSPACE (GE) - 1.14% |
| #19 | W.W. GRAINGER INC (GWW) - 0.43% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.98% |
| #20 | REALTY INCOME CORP (O) - 0.43% | GE VERNOVA INC (GEV) - 0.93% |
| #21 | TARGA RESOURCES CORP (TRGP) - 0.43% | NETFLIX INC (NFLX) - 0.88% |
| #22 | ONEOK INC (OKE) - 0.42% | PALO ALTO NETWORKS INC (PANW) - 0.81% |
| #23 | LUMENTUM HOLDINGS INC (LITE) - 0.42% | TEXAS INSTRUMENTS INC (TXN) - 0.80% |
| #24 | BAKER HUGHES CO CLASS A (BKR) - 0.42% | n/a (PLTR) - 0.77% |
| #25 | DELTA AIR LINES INC (DAL) - 0.41% | MARVELL TECHNOLOGY INC (MRVL) - 0.77% |
| Total Holdings | 769 | 375 |
IWR vs VONG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWR
+0.20%
VONG
-0.31%
3M
Winner
IWR
+5.41%
VONG
+3.12%
6M
Winner
IWR
+8.96%
VONG
+5.21%
1Y
Winner
IWR
+18.50%
VONG
+11.99%
5Y(CAGR)
IWR
+8.19%
Winner
VONG
+12.56%
10Y(CAGR)
IWR
+11.37%
Winner
VONG
+17.76%
Max(CAGR)
IWR
+9.95%
Winner
VONG
+16.66%
IWR vs VONG - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWR | VONG |
|---|---|---|
| 2026 | +12.93% | +3.12% |
| 2025 | +10.50% | +18.63% |
| 2024 | +15.85% | +35.23% |
| 2023 | +17.57% | +43.77% |
| 2022 | -17.15% | -29.70% |
| 2021 | +24.43% | +29.31% |
| 2020 | +16.54% | +36.41% |
| 2019 | +30.71% | +36.29% |
| 2018 | -9.72% | -2.43% |
| 2017 | +17.37% | +29.13% |
| 2016 | +15.08% | +8.90% |
| 2015 | -2.62% | +5.56% |
| 2014 | +14.16% | +13.84% |
| 2013 | +31.20% | +30.09% |
| 2012 | +15.74% | +13.55% |
| 2011 | -2.81% | +1.35% |
| 2010 | +23.51% | +13.43% |
| 2009 | +35.99% | N/A |
| 2008 | -40.68% | N/A |
| 2007 | +4.90% | N/A |
| 2006 | +13.43% | N/A |
| 2005 | +14.09% | N/A |
| 2004 | +20.21% | N/A |
| 2003 | +35.79% | N/A |
| 2002 | -15.46% | N/A |
| 2001 | +0.35% | N/A |
IWR vs VONG Drawdown Comparison
The maximum drawdown for IWR was -58.78%, occurring on Mar 9, 2009. Recovery took 900 trading sessions.
The maximum drawdown for VONG was -32.72%, occurring on Oct 14, 2022. Recovery took 503 trading sessions.
The current IWR drawdown is -1.17%. The current VONG drawdown is -5.62%.
| Rank | IWR | VONG |
|---|---|---|
| #1 | -58.78% Jul 13, 2007 - Feb 7, 2011 | -32.72% Dec 27, 2021 - Dec 27, 2023 |
| #2 | -40.59% Feb 20, 2020 - Oct 12, 2020 | -31.71% Feb 19, 2020 - Jun 8, 2020 |
| #3 | -32.26% Mar 19, 2002 - Sep 2, 2003 | -23.27% Dec 16, 2024 - Jun 26, 2025 |
| #4 | -26.17% Nov 16, 2021 - Mar 20, 2024 | -22.01% Oct 1, 2018 - Apr 12, 2019 |
| #5 | -24.17% Jul 7, 2011 - Mar 15, 2012 | -18.00% Jul 7, 2011 - Feb 3, 2012 |
| #6 | -21.21% Aug 29, 2018 - Apr 8, 2019 | -16.23% Oct 29, 2025 - May 7, 2026 |
| #7 | -21.09% Nov 25, 2024 - Jul 23, 2025 | -13.80% Jul 20, 2015 - Jul 8, 2016 |
| #8 | -20.33% Aug 2, 2001 - Jan 4, 2002 | -13.12% Jul 10, 2024 - Oct 14, 2024 |
| #9 | -19.42% Apr 23, 2015 - Jul 12, 2016 | -11.34% Sep 2, 2020 - Dec 1, 2020 |
| #10 | -10.82% Apr 2, 2012 - Sep 6, 2012 | -10.21% Apr 2, 2012 - Sep 6, 2012 |
| #11 | -10.11% May 5, 2006 - Oct 16, 2006 | -9.80% Jan 26, 2018 - Jun 5, 2018 |
| #12 | -9.68% Jan 26, 2018 - Jul 26, 2018 | -9.74% Feb 12, 2021 - Apr 8, 2021 |
| #13 | -9.33% Sep 5, 2014 - Nov 7, 2014 | -8.09% Jun 1, 2026 - Jun 25, 2026 |
| #14 | -8.91% Apr 5, 2004 - Oct 1, 2004 | -7.97% Sep 19, 2012 - Jan 11, 2013 |
| #15 | -8.17% Feb 26, 2026 - Apr 17, 2026 | -7.93% Apr 29, 2019 - Jun 20, 2019 |
Correlation
Correlation between IWR and VONG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2001 - 2026)
IWR vs VONG dividend yield comparison.
| Year | IWR | VONG |
|---|---|---|
| 2026 | 0.50% | 0.24% |
| 2025 | 1.29% | 0.45% |
| 2024 | 1.27% | 0.55% |
| 2023 | 1.43% | 0.71% |
| 2022 | 1.59% | 0.98% |
| 2021 | 1.05% | 0.58% |
| 2020 | 1.28% | 0.77% |
| 2019 | 1.43% | 1.03% |
| 2018 | 1.98% | 1.18% |
| 2017 | 1.52% | 1.19% |
| 2016 | 1.72% | 1.48% |
| 2015 | 1.59% | 1.47% |
| 2014 | 1.45% | 1.44% |
| 2013 | 1.31% | 1.28% |
| 2012 | 1.81% | 1.69% |
| 2011 | 1.58% | 1.27% |
| 2010 | 1.45% | 0.15% |
| 2009 | 1.50% | 0.00% |
| 2008 | 2.09% | 0.00% |
| 2007 | 1.37% | 0.00% |
| 2006 | 1.31% | 0.00% |
| 2005 | 1.40% | 0.00% |
| 2004 | 1.11% | 0.00% |
| 2003 | 1.08% | 0.00% |
| 2002 | 1.08% | 0.00% |
| 2001 | 0.59% | 0.00% |
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