IWS vs IWY
Comparison between ISHARES RUSSELL MID-CAP VALUE ETF (IWS, ETF) and ISHARES RUSSELL TOP 200 GROWTH ETF (IWY, ETF).
5-Year PerformanceIWY has outperformed IWS, delivering a return of +13.2% compared to +10.1%
IWS vs IWY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWS
$16B
Winner
IWY
$16B
Expense Ratio
IWS
0.23%
Winner
IWY
0.20%
Max Drawdown
IWS
63.92%
Winner
IWY
33.06%
Sharpe Ratio
Winner
IWS
1.64
IWY
0.52
5Y Beta
Winner
IWS
0.81
IWY
1.20
P/E Ratio
Winner
IWS
24.83
IWY
33.05
Forward P/E
Winner
IWS
16.65
IWY
23.37
PEG Ratio
IWS
N/A
IWY
0.26
5Y Dividends CAGR
Winner
IWS
6.96%
IWY
2.72%
5Y EPS CAGR
IWS
10.12%
Winner
IWY
39.15%
Debt to Equity
IWS
63.89%
Winner
IWY
46.31%
P/S Ratio
Winner
IWS
1.62
IWY
8.29
P/B Ratio
Winner
IWS
2.67
IWY
13.21
IWS vs IWY - Holdings Comparison
IWS and IWY have 1 common holdings. Overlap is 0.00%
IWS's top 25 holdings weight is 13.28%. IWY's top 25 holdings weight is 81.36%.
| Rank | IWS | IWY |
|---|---|---|
| #1 | PHILLIPS 66 (PSX) - 0.80% | NVIDIA CORP (NVDA) - 14.97% |
| #2 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.68% | APPLE INC (AAPL) - 8.02% |
| #3 | DIGITAL REALTY TRUST INC (DLR) - 0.65% | ALPHABET INC CLASS A (GOOGL) - 6.69% |
| #4 | ALLSTATE CORP (ALL) - 0.64% | BROADCOM INC (AVGO) - 6.12% |
| #5 | n/a (WBD) - 0.62% | MICROSOFT CORP (MSFT) - 5.99% |
| #6 | BAKER HUGHES CO CLASS A (BKR) - 0.61% | ALPHABET INC CLASS C (GOOG) - 5.47% |
| #7 | KINDER MORGAN INC CLASS P (KMI) - 0.58% | META PLATFORMS INC CLASS A (META) - 3.83% |
| #8 | NUCOR CORP (NUE) - 0.57% | MICRON TECHNOLOGY INC (MU) - 3.66% |
| #9 | AMETEK INC (AME) - 0.56% | TESLA INC (TSLA) - 3.57% |
| #10 | ONEOK INC (OKE) - 0.55% | ELI LILLY AND CO (LLY) - 3.38% |
| #11 | REALTY INCOME CORP (O) - 0.55% | ADVANCED MICRO DEVICES INC (AMD) - 2.81% |
| #12 | DELTA AIR LINES INC (DAL) - 0.53% | VISA INC CLASS A (V) - 2.19% |
| #13 | FORD MOTOR CO (F) - 0.52% | MASTERCARD INC CLASS A (MA) - 1.68% |
| #14 | UNITED RENTALS INC (URI) - 0.52% | APPLIED MATERIALS INC (AMAT) - 1.46% |
| #15 | EDWARDS LIFESCIENCES CORP (EW) - 0.51% | GE AEROSPACE (GE) - 1.35% |
| #16 | PPL CORP (PPL) - 0.50% | CATERPILLAR INC (CAT) - 1.34% |
| #17 | PAYPAL HOLDINGS INC (PYPL) - 0.50% | LAM RESEARCH CORP (LRCX) - 1.33% |
| #18 | L3HARRIS TECHNOLOGIES INC (LHX) - 0.50% | NETFLIX INC (NFLX) - 1.09% |
| #19 | BECTON DICKINSON & CO (BDX) - 0.49% | n/a (PLTR) - 0.99% |
| #20 | CHENIERE ENERGY INC (LNG) - 0.49% | PALO ALTO NETWORKS INC (PANW) - 0.97% |
| #21 | CORTEVA INC (CTVA) - 0.49% | GE VERNOVA INC (GEV) - 0.97% |
| #22 | TRACTOR SUPPLY CO (TSCO) - 0.36% | TEXAS INSTRUMENTS INC (TXN) - 0.91% |
| #23 | SOUTHWEST AIRLINES CO (LUV) - 0.36% | THE HOME DEPOT INC (HD) - 0.89% |
| #24 | TD SYNNEX CORP (SNX) - 0.36% | KLA CORP (KLAC) - 0.87% |
| #25 | KENVUE INC (KVUE) - 0.34% | ORACLE CORP (ORCL) - 0.81% |
| Total Holdings | 666 | 104 |
IWS vs IWY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWS
+4.10%
IWY
+0.54%
3M
Winner
IWS
+9.50%
IWY
-2.34%
6M
Winner
IWS
+12.61%
IWY
+8.15%
1Y
Winner
IWS
+28.51%
IWY
+12.69%
5Y(CAGR)
IWS
+10.13%
Winner
IWY
+13.21%
10Y(CAGR)
IWS
+10.44%
Winner
IWY
+18.65%
Max(CAGR)
IWS
+10.07%
Winner
IWY
+16.86%
IWS vs IWY - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWS | IWY |
|---|---|---|
| 2026 | +21.33% | +3.78% |
| 2025 | +11.21% | +18.71% |
| 2024 | +13.15% | +36.91% |
| 2023 | +12.89% | +47.75% |
| 2022 | -12.25% | -30.61% |
| 2021 | +30.37% | +33.02% |
| 2020 | +5.02% | +37.12% |
| 2019 | +27.04% | +36.35% |
| 2018 | -12.90% | -1.70% |
| 2017 | +12.25% | +30.69% |
| 2016 | +20.88% | +8.88% |
| 2015 | -5.09% | +8.06% |
| 2014 | +15.69% | +14.33% |
| 2013 | +30.20% | +28.99% |
| 2012 | +17.01% | +13.15% |
| 2011 | -2.83% | +3.69% |
| 2010 | +22.53% | +11.40% |
| 2009 | +30.81% | +8.92% |
| 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 IWY Drawdown Comparison
The maximum drawdown for IWS was -62.39%, occurring on Mar 9, 2009. Recovery took 1327 trading sessions.
The maximum drawdown for IWY was -32.68%, occurring on Oct 14, 2022. Recovery took 494 trading sessions.
The current IWS drawdown is -0.84%. The current IWY drawdown is -5.35%.
| Rank | IWS | IWY |
|---|---|---|
| #1 | -62.39% Jun 4, 2007 - Sep 6, 2012 | -32.68% Dec 27, 2021 - Dec 13, 2023 |
| #2 | -43.83% Feb 20, 2020 - Nov 24, 2020 | -30.76% Feb 19, 2020 - Jun 8, 2020 |
| #3 | -30.36% Apr 10, 2002 - Sep 2, 2003 | -23.21% Dec 16, 2024 - Jun 27, 2025 |
| #4 | -21.22% Jan 4, 2022 - Feb 29, 2024 | -22.15% Oct 1, 2018 - Apr 23, 2019 |
| #5 | -20.75% Sep 21, 2018 - Jul 5, 2019 | -16.63% Oct 29, 2025 - May 8, 2026 |
| #6 | -20.57% Nov 25, 2024 - Aug 22, 2025 | -15.77% Jul 22, 2011 - Jan 25, 2012 |
| #7 | -19.03% Mar 20, 2015 - Jun 7, 2016 | -15.46% Apr 23, 2010 - Oct 18, 2010 |
| #8 | -17.20% Aug 3, 2001 - Jan 4, 2002 | -13.86% Jul 10, 2024 - Oct 29, 2024 |
| #9 | -9.60% Jan 26, 2018 - Aug 29, 2018 | -12.42% Jul 20, 2015 - Nov 2, 2015 |
| #10 | -8.91% Mar 5, 2004 - Sep 7, 2004 | -12.27% Dec 1, 2015 - Apr 18, 2016 |
| #11 | -8.62% Sep 5, 2014 - Nov 10, 2014 | -12.02% Jun 1, 2026 - Jul 29, 2026 |
| #12 | -7.80% May 10, 2006 - Sep 26, 2006 | -11.88% Sep 2, 2020 - Dec 17, 2020 |
| #13 | -7.54% Mar 2, 2026 - Apr 16, 2026 | -9.96% Jan 26, 2018 - Jun 6, 2018 |
| #14 | -7.25% Mar 7, 2005 - Jun 13, 2005 | -9.27% Apr 2, 2012 - Aug 16, 2012 |
| #15 | -7.19% May 20, 2013 - Jul 12, 2013 | -8.77% Feb 12, 2021 - Apr 7, 2021 |
Correlation
Correlation between IWS and IWY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2001 - 2026)
IWS vs IWY dividend yield comparison.
| Year | IWS | IWY |
|---|---|---|
| 2026 | 0.56% | 0.17% |
| 2025 | 1.53% | 0.36% |
| 2024 | 1.50% | 0.42% |
| 2023 | 1.76% | 0.68% |
| 2022 | 1.93% | 0.88% |
| 2021 | 1.39% | 0.50% |
| 2020 | 1.87% | 0.71% |
| 2019 | 1.97% | 1.06% |
| 2018 | 2.53% | 1.32% |
| 2017 | 1.96% | 1.26% |
| 2016 | 2.10% | 1.51% |
| 2015 | 2.14% | 1.58% |
| 2014 | 1.84% | 1.44% |
| 2013 | 1.71% | 1.56% |
| 2012 | 2.09% | 1.80% |
| 2011 | 2.12% | 1.58% |
| 2010 | 1.95% | 1.27% |
| 2009 | 2.09% | 0.40% |
| 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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