StockComparison Logo
vs

IWS vs IWO

Comparison between ISHARES RUSSELL MID-CAP VALUE ETF (IWS, ETF) and ISHARES RUSSELL 2000 GROWTH ETF (IWO, ETF).

5-Year PerformanceIWS has outperformed IWO, delivering a return of +9.4% compared to +5.5%

IWS vs IWO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IWS
$16B
IWO
$15B
Expense Ratio
Winner
IWS
0.23%
IWO
0.24%
Max Drawdown
IWS
63.92%
Winner
IWO
60.31%
Sharpe Ratio
Winner
IWS
1.38
IWO
1.16
5Y Beta
Winner
IWS
0.82
IWO
1.22
P/E Ratio
IWS
24.67
Winner
IWO
-385.16
Forward P/E
Winner
IWS
16.30
IWO
19.66
5Y Dividends CAGR
IWS
6.96%
Winner
IWO
8.50%
5Y EPS CAGR
IWS
10.52%
Winner
IWO
16.13%
Debt to Equity
Winner
IWS
6.07%
IWO
79.92%
P/S Ratio
Winner
IWS
1.64
IWO
1.98
P/B Ratio
Winner
IWS
2.59
IWO
4.66

IWS vs IWO - Holdings Comparison

IWS and IWO have 1 common holdings. Overlap is 0.00%

IWS's top 25 holdings weight is 13.64%. IWO's top 25 holdings weight is 12.94%.

RankIWSIWO
#1
PHILLIPS 66 (PSX) - 0.74%
BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.70%
#2
HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.64%
MOOG INC CLASS A (MOG-A) - 0.69%
#3
n/a (WBD) - 0.64%
JFROG LTD ORDINARY SHARES (FROG) - 0.61%
#4
ALLSTATE CORP (ALL) - 0.63%
KRYSTAL BIOTECH INC (KRYS) - 0.55%
#5
KINDER MORGAN INC CLASS P (KMI) - 0.62%
GLAUKOS CORP (GKOS) - 0.54%
#6
DIGITAL REALTY TRUST INC (DLR) - 0.61%
CRINETICS PHARMACEUTICALS INC (CRNX) - 0.54%
#7
REALTY INCOME CORP (O) - 0.58%
FIRSTCASH HOLDINGS INC (FCFS) - 0.53%
#8
CORTEVA INC (CTVA) - 0.56%
ESCO TECHNOLOGIES INC (ESE) - 0.53%
#9
ONEOK INC (OKE) - 0.56%
ARGAN INC (AGX) - 0.53%
#10
BAKER HUGHES CO CLASS A (BKR) - 0.56%
n/a (PRAX) - 0.51%
#11
FORD MOTOR CO (F) - 0.53%
STONEX GROUP INC (SNEX) - 0.51%
#12
L3HARRIS TECHNOLOGIES INC (LHX) - 0.53%
HEALTHEQUITY INC (HQY) - 0.50%
#13
AMETEK INC (AME) - 0.52%
NLIGHT INC (LASR) - 0.50%
#14
ENTERGY CORP (ETR) - 0.51%
POWER INTEGRATIONS INC (POWI) - 0.50%
#15
DELTA AIR LINES INC (DAL) - 0.51%
MAXLINEAR INC (MXL) - 0.50%
#16
NUCOR CORP (NUE) - 0.50%
BRINKER INTERNATIONAL INC (EAT) - 0.50%
#17
CHENIERE ENERGY INC (LNG) - 0.50%
PROTAGONIST THERAPEUTICS INC (PTGX) - 0.50%
#18
FIFTH THIRD BANCORP (FITB) - 0.50%
TG THERAPEUTICS INC (TGTX) - 0.49%
#19
EDWARDS LIFESCIENCES CORP (EW) - 0.50%
RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.48%
#20
UNITED RENTALS INC (URI) - 0.50%
n/a (HIMS) - 0.47%
#21
XCEL ENERGY INC (XEL) - 0.49%
OSCAR HEALTH INC CLASS A (OSCR) - 0.46%
#22
STATE STREET CORP (STT) - 0.48%
SPYRE THERAPEUTICS INC (SYRE) - 0.46%
#23
HUMANA INC (HUM) - 0.48%
FEDERAL SIGNAL CORP (FSS) - 0.45%
#24
DEVON ENERGY CORP (DVN) - 0.48%
SILICON LABORATORIES INC (SLAB) - 0.45%
#25
FLEX LTD (FLEX) - 0.47%
ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.44%
Total Holdings7121059

IWS vs IWO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IWS
+0.68%
IWO
-3.12%
3M
IWS
+6.37%
Winner
IWO
+7.49%
6M
Winner
IWS
+11.64%
IWO
+8.97%
1Y
IWS
+24.60%
Winner
IWO
+32.00%
5Y(CAGR)
Winner
IWS
+9.44%
IWO
+5.46%
10Y(CAGR)
IWS
+10.13%
Winner
IWO
+11.06%
Max(CAGR)
Winner
IWS
+9.93%
IWO
+7.13%

IWS vs IWO - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIWSIWO
2026+16.54%+16.82%
2025+11.21%+12.52%
2024+13.15%+16.13%
2023+12.89%+19.56%
2022-12.25%-27.17%
2021+30.37%+4.06%
2020+5.02%+34.46%
2019+27.04%+28.07%
2018-12.90%-10.30%
2017+12.25%+21.71%
2016+20.88%+14.71%
2015-5.09%-0.66%
2014+15.69%+6.99%
2013+30.20%+39.28%
2012+17.01%+13.33%
2011-2.83%-4.60%
2010+22.53%+26.19%
2009+30.81%+31.85%
2008-37.02%-37.46%
2007-1.77%+6.76%
2006+18.55%+10.89%
2005+14.38%+5.59%
2004+23.59%+13.00%
2003+34.22%+44.40%
2002-10.03%-30.51%
2001+2.75%-4.63%
2000N/A-14.94%

IWS vs IWO Drawdown Comparison

The maximum drawdown for IWS was -62.39%, occurring on Mar 9, 2009. Recovery took 1327 trading sessions.

The maximum drawdown for IWO was -60.11%, occurring on Oct 9, 2002. Recovery took 1624 trading sessions.

The current IWS drawdown is -1.19%. The current IWO drawdown is -3.14%.

RankIWSIWO
#1-62.39%
Jun 4, 2007 - Sep 6, 2012		-60.11%
Sep 1, 2000 - Feb 22, 2007
#2-43.83%
Feb 20, 2020 - Nov 24, 2020		-57.62%
Oct 10, 2007 - Dec 21, 2010
#3-30.36%
Apr 10, 2002 - Sep 2, 2003		-42.02%
Feb 9, 2021 - Oct 6, 2025
#4-21.22%
Jan 4, 2022 - Feb 29, 2024		-39.81%
Feb 19, 2020 - Aug 7, 2020
#5-20.75%
Sep 21, 2018 - Jul 5, 2019		-29.23%
Apr 29, 2011 - Sep 14, 2012
#6-20.57%
Nov 25, 2024 - Aug 22, 2025		-28.80%
Aug 31, 2018 - Jan 14, 2020
#7-19.03%
Mar 20, 2015 - Jun 7, 2016		-28.69%
Jun 23, 2015 - Dec 8, 2016
#8-17.20%
Aug 3, 2001 - Jan 4, 2002		-14.87%
Jan 22, 2026 - Apr 17, 2026
#9-9.60%
Jan 26, 2018 - Aug 29, 2018		-14.44%
Mar 4, 2014 - Dec 22, 2014
#10-8.91%
Mar 5, 2004 - Sep 7, 2004		-10.85%
Sep 14, 2012 - Jan 2, 2013
#11-8.62%
Sep 5, 2014 - Nov 10, 2014		-10.26%
Jul 19, 2007 - Oct 5, 2007
#12-7.80%
May 10, 2006 - Sep 26, 2006		-10.24%
Oct 15, 2025 - Dec 11, 2025
#13-7.54%
Mar 2, 2026 - Apr 16, 2026		-9.04%
Jan 26, 2018 - Mar 9, 2018
#14-7.25%
Mar 7, 2005 - Jun 13, 2005		-8.73%
Feb 22, 2007 - Apr 16, 2007
#15-7.19%
May 20, 2013 - Jul 12, 2013		-7.76%
Sep 2, 2020 - Oct 5, 2020

Correlation

Correlation between IWS and IWO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2000 - 2026)

IWS vs IWO dividend yield comparison.

YearIWSIWO
20260.58%0.14%
20251.53%0.56%
20241.50%0.80%
20231.76%0.73%
20221.93%0.73%
20211.39%0.32%
20201.87%0.44%
20191.97%0.71%
20182.53%0.76%
20171.96%0.73%
20162.10%0.97%
20152.14%0.89%
20141.84%0.73%
20131.71%0.72%
20122.09%1.46%
20112.12%0.68%
20101.95%0.66%
20092.09%0.50%
20083.09%1.10%
20072.29%0.59%
20061.83%0.32%
20051.95%0.47%
20041.54%0.24%
20031.70%0.34%
20021.91%0.43%
20010.86%0.19%
20000.00%0.09%

Select Stocks to Compare

Popular: IWS vs SPYIWO vs SPY