IWS vs PYLD
Comparison between ISHARES RUSSELL MID-CAP VALUE ETF (IWS, ETF) and PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD, ETF).
IWS vs PYLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWS
$16B
PYLD
$15B
Expense Ratio
Winner
IWS
0.23%
PYLD
0.64%
Max Drawdown
IWS
63.92%
Winner
PYLD
5.87%
Sharpe Ratio
Winner
IWS
1.64
PYLD
0.36
5Y Beta
IWS
0.81
Winner
PYLD
0.07
P/E Ratio
IWS
24.83
PYLD
N/A
Forward P/E
IWS
16.65
PYLD
N/A
5Y Dividends CAGR
IWS
6.96%
PYLD
N/A
5Y EPS CAGR
IWS
10.12%
PYLD
N/A
Debt to Equity
IWS
63.89%
PYLD
N/A
P/S Ratio
IWS
1.62
PYLD
N/A
P/B Ratio
IWS
2.67
PYLD
N/A
IWS vs PYLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWS
+4.10%
PYLD
+0.31%
3M
Winner
IWS
+9.50%
PYLD
+1.14%
6M
Winner
IWS
+12.61%
PYLD
+0.17%
1Y
Winner
IWS
+28.51%
PYLD
+5.10%
5Y(CAGR)
IWS
+10.13%
PYLD
N/A
10Y(CAGR)
IWS
+10.44%
PYLD
N/A
Max(CAGR)
Winner
IWS
+10.07%
PYLD
+7.67%
IWS vs PYLD - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWS | PYLD |
|---|---|---|
| 2026 | +21.33% | +1.29% |
| 2025 | +11.21% | +9.40% |
| 2024 | +13.15% | +8.17% |
| 2023 | +12.89% | +5.60% |
| 2022 | -12.25% | N/A |
| 2021 | +30.37% | N/A |
| 2020 | +5.02% | N/A |
| 2019 | +27.04% | N/A |
| 2018 | -12.90% | N/A |
| 2017 | +12.25% | N/A |
| 2016 | +20.88% | N/A |
| 2015 | -5.09% | N/A |
| 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 PYLD Drawdown Comparison
The maximum drawdown for IWS was -62.39%, occurring on Mar 9, 2009. Recovery took 1327 trading sessions.
The maximum drawdown for PYLD was -4.51%, occurring on Oct 19, 2023. Recovery took 96 trading sessions.
The current IWS drawdown is -0.84%. The current PYLD drawdown is -0.56%.
| Rank | IWS | PYLD |
|---|---|---|
| #1 | -62.39% Jun 4, 2007 - Sep 6, 2012 | -4.51% Jul 13, 2023 - Nov 28, 2023 |
| #2 | -43.83% Feb 20, 2020 - Nov 24, 2020 | -3.24% Feb 23, 2026 - Jun 15, 2026 |
| #3 | -30.36% Apr 10, 2002 - Sep 2, 2003 | -2.77% Apr 3, 2025 - May 30, 2025 |
| #4 | -21.22% Jan 4, 2022 - Feb 29, 2024 | -2.07% Oct 1, 2024 - Dec 5, 2024 |
| #5 | -20.75% Sep 21, 2018 - Jul 5, 2019 | -1.96% Mar 28, 2024 - May 9, 2024 |
| #6 | -20.57% Nov 25, 2024 - Aug 22, 2025 | -1.45% Dec 6, 2024 - Jan 27, 2025 |
| #7 | -19.03% Mar 20, 2015 - Jun 7, 2016 | -1.36% Jun 29, 2026 - Jul 23, 2026 |
| #8 | -17.20% Aug 3, 2001 - Jan 4, 2002 | -1.21% Feb 1, 2024 - Mar 4, 2024 |
| #9 | -9.60% Jan 26, 2018 - Aug 29, 2018 | -1.18% Jun 28, 2023 - Jul 12, 2023 |
| #10 | -8.91% Mar 5, 2004 - Sep 7, 2004 | -1.08% Dec 27, 2023 - Jan 12, 2024 |
| #11 | -8.62% Sep 5, 2014 - Nov 10, 2014 | -0.86% May 16, 2024 - Jun 4, 2024 |
| #12 | -7.80% May 10, 2006 - Sep 26, 2006 | -0.82% Jan 12, 2024 - Jan 31, 2024 |
| #13 | -7.54% Mar 2, 2026 - Apr 16, 2026 | -0.78% Mar 8, 2024 - Mar 22, 2024 |
| #14 | -7.25% Mar 7, 2005 - Jun 13, 2005 | -0.74% Jun 6, 2024 - Jun 13, 2024 |
| #15 | -7.19% May 20, 2013 - Jul 12, 2013 | -0.67% Oct 28, 2025 - Nov 25, 2025 |
Correlation
Correlation between IWS and PYLD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2001 - 2026)
IWS vs PYLD dividend yield comparison.
| Year | IWS | PYLD |
|---|---|---|
| 2026 | 0.56% | 3.40% |
| 2025 | 1.53% | 6.21% |
| 2024 | 1.50% | 6.40% |
| 2023 | 1.76% | 2.72% |
| 2022 | 1.93% | 0.00% |
| 2021 | 1.39% | 0.00% |
| 2020 | 1.87% | 0.00% |
| 2019 | 1.97% | 0.00% |
| 2018 | 2.53% | 0.00% |
| 2017 | 1.96% | 0.00% |
| 2016 | 2.10% | 0.00% |
| 2015 | 2.14% | 0.00% |
| 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% |
Select Stocks to Compare
Popular: IWS vs SPYPYLD vs SPY
More Comparisons
Compare with similar stocks