IWX vs FRDM
Comparison between ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF) and FREEDOM 100 EMERGING MARKETS ETF (FRDM, ETF).
5-Year PerformanceFRDM has outperformed IWX, delivering a return of +18.8% compared to +11.8%
IWX vs FRDM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWX
$3.50B
FRDM
$3.50B
Expense Ratio
Winner
IWX
0.20%
FRDM
0.49%
Max Drawdown
Winner
IWX
35.76%
FRDM
40.49%
Sharpe Ratio
IWX
2.18
Winner
FRDM
2.29
5Y Beta
Winner
IWX
0.68
FRDM
1.03
P/E Ratio
IWX
23.30
FRDM
N/A
Forward P/E
IWX
18.09
FRDM
N/A
PEG Ratio
IWX
0.52
FRDM
N/A
5Y Dividends CAGR
IWX
5.22%
Winner
FRDM
25.82%
5Y EPS CAGR
IWX
14.75%
FRDM
N/A
Debt to Equity
IWX
-3.01%
FRDM
N/A
P/S Ratio
IWX
2.91
FRDM
N/A
P/B Ratio
IWX
3.62
FRDM
N/A
IWX vs FRDM - Holdings Comparison
IWX and FRDM have 1 common holdings. Overlap is -0.27%
IWX's top 25 holdings weight is 51.29%. FRDM's top 25 holdings weight is 73.05%.
| Rank | IWX | FRDM |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 5.01% | SAMSUNG ELECTRONICS CO LTD (n/a) - 13.25% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.89% | SK HYNIX INC (n/a) - 10.69% |
| #3 | JPMORGAN CHASE & CO (JPM) - 3.89% | n/a (TSM) - 7.81% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 3.23% | MEDIATEK INC (n/a) - 5.76% |
| #5 | AMAZON.COM INC (AMZN) - 2.69% | LATAM AIRLINES GROUP SA (n/a) - 3.55% |
| #6 | ALPHABET INC CLASS C (GOOG) - 2.62% | DELTA ELECTRONICS INC (n/a) - 3.50% |
| #7 | EXXON MOBIL CORP (XOM) - 2.55% | VALE SA (n/a) - 2.79% |
| #8 | JOHNSON & JOHNSON (JNJ) - 2.42% | BANK POLSKA KASA OPIEKI SA (n/a) - 2.70% |
| #9 | INTEL CORP (INTC) - 2.30% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 2.67% |
| #10 | CISCO SYSTEMS INC (CSCO) - 2.01% | BANCO DE CHILE (n/a) - 2.66% |
| #11 | WALMART INC (WMT) - 1.99% | FALABELLA SA (n/a) - 2.30% |
| #12 | CATERPILLAR INC (CAT) - 1.67% | MALAYAN BANKING BHD (n/a) - 1.68% |
| #13 | UNITEDHEALTH GROUP INC (UNH) - 1.56% | LPP SA (n/a) - 1.48% |
| #14 | PROCTER & GAMBLE CO (PG) - 1.52% | BANCO DE CREDITO E INVERSIONES SA (n/a) - 1.45% |
| #15 | BANK OF AMERICA CORP (BAC) - 1.47% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.32% |
| #16 | ADVANCED MICRO DEVICES INC (AMD) - 1.47% | UNITED MICROELECTRONICS CORP ADR (UMC) - 1.20% |
| #17 | APPLIED MATERIALS INC (AMAT) - 1.45% | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 1.14% |
| #18 | CHEVRON CORP (CVX) - 1.43% | SK SQUARE (n/a) - 1.06% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 1.31% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.95% |
| #20 | MERCK & CO INC (MRK) - 1.23% | CENCOSUD SA (n/a) - 0.92% |
| #21 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.20% | PLAZA SA SHS (n/a) - 0.89% |
| #22 | WELLS FARGO & CO (WFC) - 1.12% | QUANTA COMPUTER INC (n/a) - 0.84% |
| #23 | RTX CORP (RTX) - 1.11% | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.83% |
| #24 | MORGAN STANLEY (MS) - 1.10% | PUBLIC BANK BHD (n/a) - 0.82% |
| #25 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.05% | DINO POLSKA SA (n/a) - 0.79% |
| Total Holdings | 158 | 134 |
IWX vs FRDM - Historical Returns
Returns include dividend reinvestment.
1M
IWX
+1.97%
Winner
FRDM
+6.21%
3M
IWX
+13.46%
Winner
FRDM
+31.33%
6M
IWX
+13.96%
Winner
FRDM
+43.20%
1Y
IWX
+27.58%
Winner
FRDM
+83.10%
5Y(CAGR)
IWX
+11.79%
Winner
FRDM
+18.84%
10Y(CAGR)
IWX
+12.05%
FRDM
N/A
Max(CAGR)
IWX
+11.44%
Winner
FRDM
+18.71%
IWX vs FRDM - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IWX | FRDM |
|---|---|---|
| 2026 | +14.03% | +36.90% |
| 2025 | +18.35% | +60.85% |
| 2024 | +14.15% | +3.76% |
| 2023 | +10.40% | +24.18% |
| 2022 | -5.80% | -15.18% |
| 2021 | +24.62% | +4.26% |
| 2020 | +0.74% | +15.00% |
| 2019 | +25.79% | +12.33% |
| 2018 | -6.69% | N/A |
| 2017 | +13.11% | N/A |
| 2016 | +17.63% | N/A |
| 2015 | -3.41% | N/A |
| 2014 | +14.05% | N/A |
| 2013 | +28.53% | N/A |
| 2012 | +14.33% | N/A |
| 2011 | +0.04% | N/A |
| 2010 | +10.63% | N/A |
| 2009 | +3.66% | N/A |
IWX vs FRDM Drawdown Comparison
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for FRDM was -40.49%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current IWX drawdown is -1.33%. The current FRDM drawdown is -5.88%.
| Rank | IWX | FRDM |
|---|---|---|
| #1 | -35.76% Feb 12, 2020 - Dec 31, 2020 | -40.49% Jan 13, 2020 - Nov 11, 2020 |
| #2 | -20.53% May 2, 2011 - Mar 1, 2012 | -29.25% Jan 12, 2022 - Dec 27, 2023 |
| #3 | -18.12% Jan 12, 2022 - Jul 24, 2023 | -16.86% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -17.34% Jan 26, 2018 - Apr 29, 2019 | -15.43% Sep 26, 2024 - May 2, 2025 |
| #5 | -16.79% Apr 23, 2010 - Dec 21, 2010 | -13.73% Jul 12, 2024 - Sep 26, 2024 |
| #6 | -14.98% May 21, 2015 - Jul 8, 2016 | -10.78% Jun 2, 2026 - Jun 18, 2026 |
| #7 | -13.37% Feb 19, 2025 - Jun 30, 2025 | -10.39% Jul 1, 2019 - Nov 4, 2019 |
| #8 | -10.01% Jul 26, 2023 - Dec 13, 2023 | -9.14% Dec 27, 2023 - Mar 7, 2024 |
| #9 | -9.92% Apr 2, 2012 - Aug 6, 2012 | -8.54% Sep 3, 2021 - Jan 12, 2022 |
| #10 | -8.53% Jan 11, 2010 - Mar 18, 2010 | -7.16% Apr 9, 2024 - May 9, 2024 |
| #11 | -8.13% Sep 19, 2014 - Nov 6, 2014 | -6.75% Feb 16, 2021 - Jun 2, 2021 |
| #12 | -7.93% Oct 18, 2012 - Jan 2, 2013 | -6.39% Nov 7, 2019 - Dec 16, 2019 |
| #13 | -7.53% Nov 29, 2024 - Feb 19, 2025 | -6.27% Jun 22, 2026 - Jun 23, 2026 |
| #14 | -6.83% Jul 26, 2019 - Sep 13, 2019 | -6.26% Nov 3, 2025 - Dec 9, 2025 |
| #15 | -6.59% Apr 30, 2019 - Jun 20, 2019 | -6.14% May 11, 2026 - May 26, 2026 |
Correlation
Correlation between IWX and FRDM is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2009 - 2026)
IWX vs FRDM dividend yield comparison.
| Year | IWX | FRDM |
|---|---|---|
| 2026 | 0.71% | 0.32% |
| 2025 | 1.59% | 2.26% |
| 2024 | 1.97% | 2.53% |
| 2023 | 2.13% | 2.66% |
| 2022 | 2.07% | 2.72% |
| 2021 | 1.79% | 2.17% |
| 2020 | 2.12% | 1.11% |
| 2019 | 2.60% | 1.07% |
| 2018 | 2.66% | 0.00% |
| 2017 | 2.12% | 0.00% |
| 2016 | 2.22% | 0.00% |
| 2015 | 2.77% | 0.00% |
| 2014 | 2.19% | 0.00% |
| 2013 | 1.89% | 0.00% |
| 2012 | 2.71% | 0.00% |
| 2011 | 2.58% | 0.00% |
| 2010 | 1.83% | 0.00% |
| 2009 | 0.56% | 0.00% |
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