IWV vs IWP
Comparison between ISHARES RUSSELL 3000 ETF (IWV, ETF) and ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF).
5-Year PerformanceIWV has outperformed IWP, delivering a return of +12.1% compared to +5.3%
IWV vs IWP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWV
$20B
Winner
IWP
$20B
Expense Ratio
Winner
IWV
0.20%
IWP
0.23%
Max Drawdown
Winner
IWV
56.66%
IWP
57.34%
Sharpe Ratio
Winner
IWV
1.28
IWP
0.06
5Y Beta
Winner
IWV
0.98
IWP
1.16
P/E Ratio
Winner
IWV
24.41
IWP
50.35
Forward P/E
Winner
IWV
19.75
IWP
27.43
5Y Dividends CAGR
IWV
6.17%
Winner
IWP
9.93%
5Y EPS CAGR
IWV
24.44%
IWP
N/A
Debt to Equity
Winner
IWV
55.17%
IWP
336.52%
P/S Ratio
IWV
3.17
Winner
IWP
2.48
P/B Ratio
Winner
IWV
4.60
IWP
11.70
IWV vs IWP - Holdings Comparison
IWV and IWP have 181 common holdings. Overlap is 5.07%
IWV's top 25 holdings weight is 44.15%. IWP's top 25 holdings weight is 35.76%.
| Rank | IWV | IWP |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.90% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 3.06% |
| #2 | MICROSOFT CORP (MSFT) - 6.51% | CLOUDFLARE INC (NET) - 2.70% |
| #3 | APPLE INC (AAPL) - 4.91% | DATADOG INC CLASS A (DDOG) - 2.17% |
| #4 | AMAZON.COM INC (AMZN) - 3.33% | SIMON PROPERTY GROUP INC (SPG) - 1.94% |
| #5 | META PLATFORMS INC CLASS A (META) - 2.78% | LUMENTUM HOLDINGS INC (LITE) - 1.82% |
| #6 | BROADCOM INC (AVGO) - 2.25% | TERADYNE INC (TER) - 1.73% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 1.86% | COMFORT SYSTEMS USA INC (FIX) - 1.66% |
| #8 | ALPHABET INC CLASS C (GOOG) - 1.52% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.66% |
| #9 | TESLA INC (TSLA) - 1.43% | CENCORA INC (COR) - 1.61% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% | TARGA RESOURCES CORP (TRGP) - 1.57% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.34% | AUTODESK INC (ADSK) - 1.45% |
| #12 | ELI LILLY AND CO (LLY) - 1.01% | MARATHON PETROLEUM CORP (MPC) - 1.44% |
| #13 | VISA INC CLASS A (V) - 0.95% | VISTRA CORP (VST) - 1.36% |
| #14 | NETFLIX INC (NFLX) - 0.81% | FASTENAL CO (FAST) - 1.35% |
| #15 | MASTERCARD INC CLASS A (MA) - 0.76% | ASTERA LABS INC (ALAB) - 1.34% |
| #16 | EXXON MOBIL CORP (XOM) - 0.76% | W.W. GRAINGER INC (GWW) - 1.34% |
| #17 | WALMART INC (WMT) - 0.71% | AXON ENTERPRISE INC (AXON) - 1.27% |
| #18 | COSTCO WHOLESALE CORP (COST) - 0.70% | ANGLOGOLD ASHANTI PLC (AU) - 1.23% |
| #19 | ORACLE CORP (ORCL) - 0.69% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.22% |
| #20 | JOHNSON & JOHNSON (JNJ) - 0.67% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.21% |
| #21 | THE HOME DEPOT INC (HD) - 0.62% | TEXAS PACIFIC LAND CORP (TPL) - 0.55% |
| #22 | PROCTER & GAMBLE CO (PG) - 0.58% | SYSCO CORP (SYY) - 0.53% |
| #23 | n/a (PLTR) - 0.58% | FAIR ISAAC CORP (FICO) - 0.53% |
| #24 | ABBVIE INC (ABBV) - 0.57% | VIKING HOLDINGS LTD (VIK) - 0.51% |
| #25 | BANK OF AMERICA CORP (BAC) - 0.52% | ZSCALER INC (ZS) - 0.51% |
| Total Holdings | 2126 | 229 |
IWV vs IWP - Historical Returns
Returns include dividend reinvestment.
1M
IWV
+2.46%
Winner
IWP
+2.88%
3M
IWV
+3.99%
Winner
IWP
+4.36%
6M
Winner
IWV
+11.63%
IWP
+5.68%
1Y
Winner
IWV
+22.03%
IWP
+3.53%
5Y(CAGR)
Winner
IWV
+12.12%
IWP
+5.31%
10Y(CAGR)
Winner
IWV
+14.62%
IWP
+12.00%
Max(CAGR)
IWV
+8.65%
Winner
IWP
+9.28%
IWV vs IWP - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWV | IWP |
|---|---|---|
| 2026 | +13.01% | +4.10% |
| 2025 | +17.14% | +7.84% |
| 2024 | +24.28% | +23.83% |
| 2023 | +26.44% | +26.60% |
| 2022 | -19.74% | -26.14% |
| 2021 | +27.22% | +14.23% |
| 2020 | +19.60% | +33.86% |
| 2019 | +30.62% | +35.72% |
| 2018 | -6.12% | -5.68% |
| 2017 | +20.12% | +24.12% |
| 2016 | +14.48% | +8.86% |
| 2015 | +0.42% | -0.33% |
| 2014 | +13.32% | +12.77% |
| 2013 | +29.90% | +32.21% |
| 2012 | +14.80% | +14.17% |
| 2011 | -0.33% | -2.97% |
| 2010 | +14.92% | +24.30% |
| 2009 | +24.80% | +40.22% |
| 2008 | -36.46% | -43.79% |
| 2007 | +4.73% | +11.28% |
| 2006 | +13.92% | +8.69% |
| 2005 | +7.10% | +13.54% |
| 2004 | +12.09% | +15.71% |
| 2003 | +26.49% | +37.61% |
| 2002 | -22.00% | -27.76% |
| 2001 | -8.37% | -2.79% |
| 2000 | -3.32% | N/A |
IWV vs IWP Drawdown Comparison
The maximum drawdown for IWV was -55.60%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.
The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.
The current IWV drawdown is -1.46%. The current IWP drawdown is -2.74%.
| Rank | IWV | IWP |
|---|---|---|
| #1 | -55.60% Oct 9, 2007 - Mar 15, 2012 | -56.92% Oct 9, 2007 - Jan 14, 2011 |
| #2 | -47.64% Sep 1, 2000 - Sep 26, 2006 | -39.72% Aug 1, 2001 - Dec 1, 2003 |
| #3 | -35.22% Feb 19, 2020 - Aug 12, 2020 | -38.62% Nov 16, 2021 - Oct 11, 2024 |
| #4 | -25.11% Dec 27, 2021 - Dec 18, 2023 | -35.87% Feb 19, 2020 - Jul 8, 2020 |
| #5 | -20.13% Sep 20, 2018 - Apr 23, 2019 | -25.20% Feb 18, 2025 - Jul 3, 2025 |
| #6 | -19.27% Feb 19, 2025 - Jun 27, 2025 | -25.03% Jul 7, 2011 - Mar 26, 2012 |
| #7 | -15.16% Jun 23, 2015 - Jun 8, 2016 | -22.49% Sep 14, 2018 - Mar 21, 2019 |
| #8 | -9.97% Mar 26, 2012 - Aug 16, 2012 | -20.26% Apr 23, 2015 - Aug 23, 2016 |
| #9 | -9.87% Jan 26, 2018 - Jul 25, 2018 | -14.79% Oct 27, 2025 - Jun 30, 2026 |
| #10 | -9.80% Jul 19, 2007 - Oct 5, 2007 | -14.14% Apr 5, 2004 - Nov 11, 2004 |
| #11 | -9.29% Sep 2, 2020 - Nov 9, 2020 | -13.73% May 8, 2006 - Nov 15, 2006 |
| #12 | -8.89% Jan 27, 2026 - Apr 14, 2026 | -13.49% Feb 12, 2021 - Jun 24, 2021 |
| #13 | -8.39% Jul 16, 2024 - Sep 19, 2024 | -11.47% Jul 19, 2007 - Oct 5, 2007 |
| #14 | -7.58% Sep 14, 2012 - Jan 2, 2013 | -11.32% Apr 2, 2012 - Sep 13, 2012 |
| #15 | -7.55% Sep 18, 2014 - Oct 31, 2014 | -10.16% Sep 5, 2014 - Nov 6, 2014 |
Correlation
Correlation between IWV and IWP is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
IWV vs IWP dividend yield comparison.
| Year | IWV | IWP |
|---|---|---|
| 2026 | 0.39% | 0.15% |
| 2025 | 0.96% | 0.37% |
| 2024 | 1.08% | 0.40% |
| 2023 | 1.30% | 0.54% |
| 2022 | 1.56% | 0.77% |
| 2021 | 1.04% | 0.30% |
| 2020 | 1.30% | 0.38% |
| 2019 | 1.69% | 0.60% |
| 2018 | 1.97% | 1.02% |
| 2017 | 1.58% | 0.78% |
| 2016 | 1.79% | 1.16% |
| 2015 | 1.99% | 0.98% |
| 2014 | 1.63% | 1.03% |
| 2013 | 1.61% | 0.80% |
| 2012 | 1.95% | 1.32% |
| 2011 | 1.81% | 0.93% |
| 2010 | 1.59% | 0.85% |
| 2009 | 1.83% | 0.87% |
| 2008 | 2.52% | 1.26% |
| 2007 | 1.66% | 0.63% |
| 2006 | 1.43% | 0.70% |
| 2005 | 1.78% | 0.47% |
| 2004 | 1.60% | 0.28% |
| 2003 | 1.40% | 0.18% |
| 2002 | 1.76% | 0.13% |
| 2001 | 1.00% | 0.03% |
| 2000 | 0.49% | 0.00% |
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