IWX vs GSY
Comparison between ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF) and INVESCO ULTRA SHORT DURATION ETF (GSY, ETF).
5-Year PerformanceIWX has outperformed GSY, delivering a return of +11.5% compared to +3.7%
IWX vs GSY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWX
$3.50B
GSY
$3.50B
Expense Ratio
Winner
IWX
0.20%
GSY
0.22%
Max Drawdown
IWX
35.76%
Winner
GSY
12.14%
Sharpe Ratio
Winner
IWX
2.16
GSY
1.80
5Y Beta
IWX
0.68
Winner
GSY
0.00
P/E Ratio
IWX
22.95
GSY
N/A
Forward P/E
IWX
17.72
GSY
N/A
PEG Ratio
IWX
0.47
GSY
N/A
5Y Dividends CAGR
IWX
8.28%
Winner
GSY
37.18%
5Y EPS CAGR
IWX
14.90%
GSY
N/A
Debt to Equity
IWX
-3.35%
GSY
N/A
P/S Ratio
IWX
2.90
GSY
N/A
P/B Ratio
IWX
3.62
GSY
N/A
IWX vs GSY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWX
+3.27%
GSY
+0.38%
3M
Winner
IWX
+13.25%
GSY
+1.03%
6M
Winner
IWX
+15.35%
GSY
+1.96%
1Y
Winner
IWX
+28.99%
GSY
+4.51%
5Y(CAGR)
Winner
IWX
+11.50%
GSY
+3.67%
10Y(CAGR)
Winner
IWX
+11.84%
GSY
+2.87%
Max(CAGR)
Winner
IWX
+11.48%
GSY
+1.95%
IWX vs GSY - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | IWX | GSY |
|---|---|---|
| 2026 | +14.30% | +1.65% |
| 2025 | +18.35% | +4.98% |
| 2024 | +14.15% | +6.00% |
| 2023 | +10.40% | +6.03% |
| 2022 | -5.80% | +0.05% |
| 2021 | +24.62% | +0.03% |
| 2020 | +0.74% | +1.90% |
| 2019 | +25.79% | +3.34% |
| 2018 | -6.69% | +2.16% |
| 2017 | +13.11% | +1.88% |
| 2016 | +17.63% | +1.81% |
| 2015 | -3.41% | +1.00% |
| 2014 | +14.05% | +0.76% |
| 2013 | +28.53% | +1.37% |
| 2012 | +14.33% | +1.53% |
| 2011 | +0.04% | +0.09% |
| 2010 | +10.63% | -0.15% |
| 2009 | +3.66% | +0.06% |
| 2008 | N/A | +1.62% |
IWX vs GSY Drawdown Comparison
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for GSY was -12.14%, occurring on Dec 4, 2008. Recovery took 2158 trading sessions.
| Rank | IWX | GSY |
|---|---|---|
| #1 | -35.76% Feb 12, 2020 - Dec 31, 2020 | -12.14% Dec 3, 2008 - Jun 30, 2017 |
| #2 | -20.53% May 2, 2011 - Mar 1, 2012 | -5.25% Mar 5, 2020 - May 27, 2020 |
| #3 | -18.12% Jan 12, 2022 - Jul 24, 2023 | -3.29% Nov 20, 2008 - Dec 3, 2008 |
| #4 | -17.34% Jan 26, 2018 - Apr 29, 2019 | -1.48% Sep 15, 2021 - Jan 9, 2023 |
| #5 | -16.79% Apr 23, 2010 - Dec 21, 2010 | -0.90% Aug 25, 2008 - Sep 24, 2008 |
| #6 | -14.98% May 21, 2015 - Jul 8, 2016 | -0.80% Sep 24, 2008 - Oct 30, 2008 |
| #7 | -13.37% Feb 19, 2025 - Jun 30, 2025 | -0.56% Apr 24, 2008 - May 8, 2008 |
| #8 | -10.01% Jul 26, 2023 - Dec 13, 2023 | -0.30% May 8, 2008 - May 14, 2008 |
| #9 | -9.92% Apr 2, 2012 - Aug 6, 2012 | -0.26% Jul 25, 2008 - Aug 25, 2008 |
| #10 | -8.53% Jan 11, 2010 - Mar 18, 2010 | -0.20% Mar 25, 2008 - Apr 24, 2008 |
| #11 | -8.13% Sep 19, 2014 - Nov 6, 2014 | -0.18% Feb 12, 2008 - Feb 28, 2008 |
| #12 | -7.93% Oct 18, 2012 - Jan 2, 2013 | -0.18% May 23, 2008 - Jun 24, 2008 |
| #13 | -7.53% Nov 29, 2024 - Feb 19, 2025 | -0.18% Jun 24, 2008 - Jul 25, 2008 |
| #14 | -6.83% Jul 26, 2019 - Sep 13, 2019 | -0.18% Apr 3, 2025 - Apr 17, 2025 |
| #15 | -6.59% Apr 30, 2019 - Jun 20, 2019 | -0.16% Mar 24, 2023 - Apr 3, 2023 |
Correlation
Correlation between IWX and GSY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2008 - 2026)
IWX vs GSY dividend yield comparison.
| Year | IWX | GSY |
|---|---|---|
| 2026 | 0.35% | 1.74% |
| 2025 | 1.59% | 4.56% |
| 2024 | 1.97% | 5.31% |
| 2023 | 2.13% | 4.95% |
| 2022 | 2.07% | 1.70% |
| 2021 | 1.79% | 0.58% |
| 2020 | 2.12% | 1.45% |
| 2019 | 2.60% | 2.71% |
| 2018 | 2.66% | 2.30% |
| 2017 | 2.12% | 1.80% |
| 2016 | 2.22% | 1.21% |
| 2015 | 2.77% | 1.17% |
| 2014 | 2.19% | 1.29% |
| 2013 | 1.89% | 1.15% |
| 2012 | 2.71% | 0.72% |
| 2011 | 2.58% | 0.32% |
| 2010 | 1.83% | 0.01% |
| 2009 | 0.56% | 0.24% |
| 2008 | 0.00% | 1.81% |
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