IWS vs GSLC
Comparison between ISHARES RUSSELL MID-CAP VALUE ETF (IWS, ETF) and GOLDMAN SACHS ACTIVEBETA(R) U.S. LARGE CAP EQUITY ETF (GSLC, ETF).
5-Year PerformanceGSLC has outperformed IWS, delivering a return of +11.7% compared to +9.4%
IWS vs GSLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWS
$16B
GSLC
$15B
Expense Ratio
IWS
0.23%
Winner
GSLC
0.09%
Max Drawdown
IWS
63.92%
Winner
GSLC
33.69%
Sharpe Ratio
Winner
IWS
1.38
GSLC
1.03
5Y Beta
Winner
IWS
0.82
GSLC
0.96
P/E Ratio
Winner
IWS
24.67
GSLC
26.72
Forward P/E
Winner
IWS
16.30
GSLC
19.65
PEG Ratio
IWS
N/A
GSLC
0.30
5Y Dividends CAGR
IWS
6.96%
Winner
GSLC
7.56%
5Y EPS CAGR
IWS
10.52%
Winner
GSLC
25.50%
Debt to Equity
Winner
IWS
6.07%
GSLC
33.00%
P/S Ratio
Winner
IWS
1.64
GSLC
2.87
P/B Ratio
Winner
IWS
2.59
GSLC
5.01
IWS vs GSLC - Holdings Comparison
IWS and GSLC have 205 common holdings. Overlap is 22.29%
IWS's top 25 holdings weight is 13.64%. GSLC's top 25 holdings weight is 46.48%.
| Rank | IWS | GSLC |
|---|---|---|
| #1 | PHILLIPS 66 (PSX) - 0.74% | NVIDIA CORP (NVDA) - 7.92% |
| #2 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.64% | APPLE INC (AAPL) - 7.34% |
| #3 | n/a (WBD) - 0.64% | MICROSOFT CORP (MSFT) - 4.28% |
| #4 | ALLSTATE CORP (ALL) - 0.63% | AMAZON.COM INC (AMZN) - 3.56% |
| #5 | KINDER MORGAN INC CLASS P (KMI) - 0.62% | ALPHABET INC CLASS A (GOOGL) - 3.23% |
| #6 | DIGITAL REALTY TRUST INC (DLR) - 0.61% | BROADCOM INC (AVGO) - 2.50% |
| #7 | REALTY INCOME CORP (O) - 0.58% | META PLATFORMS INC CLASS A (META) - 2.31% |
| #8 | CORTEVA INC (CTVA) - 0.56% | ALPHABET INC CLASS C (GOOG) - 1.85% |
| #9 | ONEOK INC (OKE) - 0.56% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #10 | BAKER HUGHES CO CLASS A (BKR) - 0.56% | ELI LILLY AND CO (LLY) - 1.22% |
| #11 | FORD MOTOR CO (F) - 0.53% | TESLA INC (TSLA) - 1.16% |
| #12 | L3HARRIS TECHNOLOGIES INC (LHX) - 0.53% | MICRON TECHNOLOGY INC (MU) - 1.02% |
| #13 | AMETEK INC (AME) - 0.52% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.87% |
| #14 | ENTERGY CORP (ETR) - 0.51% | WALMART INC (WMT) - 0.82% |
| #15 | DELTA AIR LINES INC (DAL) - 0.51% | JOHNSON & JOHNSON (JNJ) - 0.80% |
| #16 | NUCOR CORP (NUE) - 0.50% | VISA INC CLASS A (V) - 0.76% |
| #17 | CHENIERE ENERGY INC (LNG) - 0.50% | LAM RESEARCH CORP (LRCX) - 0.75% |
| #18 | FIFTH THIRD BANCORP (FITB) - 0.50% | APPLIED MATERIALS INC (AMAT) - 0.72% |
| #19 | EDWARDS LIFESCIENCES CORP (EW) - 0.50% | ADVANCED MICRO DEVICES INC (AMD) - 0.70% |
| #20 | UNITED RENTALS INC (URI) - 0.50% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #21 | XCEL ENERGY INC (XEL) - 0.49% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.62% |
| #22 | STATE STREET CORP (STT) - 0.48% | WESTERN DIGITAL CORP (WDC) - 0.55% |
| #23 | HUMANA INC (HUM) - 0.48% | CISCO SYSTEMS INC (CSCO) - 0.55% |
| #24 | DEVON ENERGY CORP (DVN) - 0.48% | COSTCO WHOLESALE CORP (COST) - 0.53% |
| #25 | FLEX LTD (FLEX) - 0.47% | KLA CORP (KLAC) - 0.48% |
| Total Holdings | 712 | 437 |
IWS vs GSLC - Historical Returns
Returns include dividend reinvestment.
1M
IWS
+0.68%
Winner
GSLC
+1.01%
3M
Winner
IWS
+6.37%
GSLC
+5.51%
6M
Winner
IWS
+11.64%
GSLC
+8.20%
1Y
Winner
IWS
+24.60%
GSLC
+16.86%
5Y(CAGR)
IWS
+9.44%
Winner
GSLC
+11.70%
10Y(CAGR)
IWS
+10.13%
Winner
GSLC
+14.22%
Max(CAGR)
IWS
+9.93%
Winner
GSLC
+14.07%
IWS vs GSLC - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWS | GSLC |
|---|---|---|
| 2026 | +16.54% | +8.15% |
| 2025 | +11.21% | +16.29% |
| 2024 | +13.15% | +24.85% |
| 2023 | +12.89% | +25.67% |
| 2022 | -12.25% | -18.94% |
| 2021 | +30.37% | +28.85% |
| 2020 | +5.02% | +18.12% |
| 2019 | +27.04% | +30.83% |
| 2018 | -12.90% | -4.69% |
| 2017 | +12.25% | +21.61% |
| 2016 | +20.88% | +10.30% |
| 2015 | -5.09% | +3.61% |
| 2014 | +15.69% | N/A |
| 2013 | +30.20% | N/A |
| 2012 | +17.01% | N/A |
| 2011 | -2.83% | N/A |
| 2010 | +22.53% | N/A |
| 2009 | +30.81% | N/A |
| 2008 | -37.02% | N/A |
| 2007 | -1.77% | N/A |
| 2006 | +18.55% | N/A |
| 2005 | +14.38% | N/A |
| 2004 | +23.59% | N/A |
| 2003 | +34.22% | N/A |
| 2002 | -10.03% | N/A |
| 2001 | +2.75% | N/A |
IWS vs GSLC Drawdown Comparison
The maximum drawdown for IWS was -62.39%, occurring on Mar 9, 2009. Recovery took 1327 trading sessions.
The maximum drawdown for GSLC was -33.69%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The current IWS drawdown is -1.19%. The current GSLC drawdown is -0.89%.
| Rank | IWS | GSLC |
|---|---|---|
| #1 | -62.39% Jun 4, 2007 - Sep 6, 2012 | -33.69% Feb 19, 2020 - Aug 6, 2020 |
| #2 | -43.83% Feb 20, 2020 - Nov 24, 2020 | -24.90% Dec 29, 2021 - Dec 14, 2023 |
| #3 | -30.36% Apr 10, 2002 - Sep 2, 2003 | -19.57% Sep 20, 2018 - Apr 23, 2019 |
| #4 | -21.22% Jan 4, 2022 - Feb 29, 2024 | -18.66% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -20.75% Sep 21, 2018 - Jul 5, 2019 | -11.96% Dec 1, 2015 - Apr 1, 2016 |
| #6 | -20.57% Nov 25, 2024 - Aug 22, 2025 | -9.57% Jan 26, 2018 - Jul 25, 2018 |
| #7 | -19.03% Mar 20, 2015 - Jun 7, 2016 | -9.49% Jan 12, 2026 - Apr 16, 2026 |
| #8 | -17.20% Aug 3, 2001 - Jan 4, 2002 | -9.18% Sep 2, 2020 - Nov 13, 2020 |
| #9 | -9.60% Jan 26, 2018 - Aug 29, 2018 | -8.31% Jul 16, 2024 - Aug 30, 2024 |
| #10 | -8.91% Mar 5, 2004 - Sep 7, 2004 | -6.61% Apr 30, 2019 - Jun 20, 2019 |
| #11 | -8.62% Sep 5, 2014 - Nov 10, 2014 | -6.07% Feb 12, 2021 - Apr 1, 2021 |
| #12 | -7.80% May 10, 2006 - Sep 26, 2006 | -5.96% Sep 3, 2021 - Oct 25, 2021 |
| #13 | -7.54% Mar 2, 2026 - Apr 16, 2026 | -5.94% Jul 26, 2019 - Oct 21, 2019 |
| #14 | -7.25% Mar 7, 2005 - Jun 13, 2005 | -5.54% Mar 27, 2024 - May 15, 2024 |
| #15 | -7.19% May 20, 2013 - Jul 12, 2013 | -5.22% Aug 15, 2016 - Nov 22, 2016 |
Correlation
Correlation between IWS and GSLC is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2001 - 2026)
IWS vs GSLC dividend yield comparison.
| Year | IWS | GSLC |
|---|---|---|
| 2026 | 0.58% | 0.48% |
| 2025 | 1.53% | 1.00% |
| 2024 | 1.50% | 1.11% |
| 2023 | 1.76% | 1.38% |
| 2022 | 1.93% | 1.61% |
| 2021 | 1.39% | 1.06% |
| 2020 | 1.87% | 1.35% |
| 2019 | 1.97% | 1.54% |
| 2018 | 2.53% | 1.89% |
| 2017 | 1.96% | 1.69% |
| 2016 | 2.10% | 1.69% |
| 2015 | 2.14% | 0.36% |
| 2014 | 1.84% | 0.00% |
| 2013 | 1.71% | 0.00% |
| 2012 | 2.09% | 0.00% |
| 2011 | 2.12% | 0.00% |
| 2010 | 1.95% | 0.00% |
| 2009 | 2.09% | 0.00% |
| 2008 | 3.09% | 0.00% |
| 2007 | 2.29% | 0.00% |
| 2006 | 1.83% | 0.00% |
| 2005 | 1.95% | 0.00% |
| 2004 | 1.54% | 0.00% |
| 2003 | 1.70% | 0.00% |
| 2002 | 1.91% | 0.00% |
| 2001 | 0.86% | 0.00% |
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