IWX vs IBDT

Comparison between ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF) and ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (IBDT, ETF).

5-Year PerformanceIWX has outperformed IBDT, delivering a return of +12.9% compared to +1.2%

IWX vs IBDT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWX(ETF)	IBDT(ETF)
Net Assets	$4B	$4.10B
Expense Ratio	0.20%	0.10%
Max Drawdown	35.76%	21.32%
Sharpe Ratio	2.61	-0.17
5Y Beta	0.68	0.03
P/E Ratio	22.23	N/A
Forward P/E	19.76	N/A
PEG Ratio	0.41	N/A
5Y Dividends CAGR	5.22%	7.21%
5Y EPS CAGR	14.39%	N/A
Debt to Equity	-3.17%	N/A
P/S Ratio	2.96	N/A
P/B Ratio	3.95	N/A

Net Assets

IWX

$4B

Winner

IBDT

$4.10B

Expense Ratio

IWX

0.20%

Winner

IBDT

0.10%

Max Drawdown

IWX

35.76%

Winner

IBDT

21.32%

Sharpe Ratio

Winner

IWX

2.61

IBDT

-0.17

5Y Beta

IWX

0.68

Winner

IBDT

0.03

P/E Ratio

IWX

22.23

IBDT

N/A

Forward P/E

IWX

19.76

IBDT

N/A

PEG Ratio

IWX

0.41

IBDT

N/A

5Y Dividends CAGR

IWX

5.22%

Winner

IBDT

7.21%

5Y EPS CAGR

IWX

14.39%

IBDT

N/A

Debt to Equity

IWX

-3.17%

IBDT

N/A

P/S Ratio

IWX

2.96

IBDT

N/A

P/B Ratio

IWX

3.95

IBDT

N/A

IWX vs IBDT - Historical Returns

Returns include dividend reinvestment.

Period	IWX	IBDT
1 month	+4.17%	+0.37%
3 months	+12.10%	+0.79%
6 months	+16.22%	+0.91%
1 year	+36.34%	+3.67%
5 years(CAGR)	+12.93%	+1.21%
10 years(CAGR)	+12.18%	N/A
Max(CAGR)	+11.84%	+3.87%

Winner

IWX

+4.17%

IBDT

+0.37%

Winner

IWX

+12.10%

IBDT

+0.79%

Winner

IWX

+16.22%

IBDT

+0.91%

Winner

IWX

+36.34%

IBDT

+3.67%

5Y(CAGR)

Winner

IWX

+12.93%

IBDT

+1.21%

10Y(CAGR)

IWX

+12.18%

IBDT

N/A

Max(CAGR)

Winner

IWX

+11.84%

IBDT

+3.87%

IWX vs IBDT - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IWX	IBDT
2026	+22.62%	+1.38%
2025	+18.35%	+6.93%
2024	+14.15%	+4.34%
2023	+10.40%	+7.32%
2022	-5.80%	-11.23%
2021	+24.62%	-1.91%
2020	+0.74%	+9.66%
2019	+25.79%	+15.26%
2018	-6.69%	+1.18%
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 IBDT Drawdown Comparison

The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.

The maximum drawdown for IBDT was -17.79%, occurring on Mar 20, 2020. Recovery took 69 trading sessions.

Rank	IWX	IBDT
#1	-35.76% Feb 12, 2020 - Dec 31, 2020	-17.79% Mar 6, 2020 - Jun 15, 2020
#2	-20.53% May 2, 2011 - Mar 1, 2012	-17.69% Aug 2, 2021 - May 29, 2025
#3	-18.12% Jan 12, 2022 - Jul 24, 2023	-4.41% Dec 30, 2020 - Aug 2, 2021
#4	-17.34% Jan 26, 2018 - Apr 29, 2019	-2.61% Sep 4, 2019 - Dec 3, 2019
#5	-16.79% Apr 23, 2010 - Dec 21, 2010	-1.82% Oct 2, 2018 - Dec 28, 2018
#6	-14.98% May 21, 2015 - Jul 8, 2016	-1.66% Aug 4, 2020 - Nov 19, 2020
#7	-13.37% Feb 19, 2025 - Jun 30, 2025	-1.36% Jul 3, 2019 - Aug 1, 2019
#8	-10.01% Jul 26, 2023 - Dec 13, 2023	-1.03% Feb 23, 2026 - May 8, 2026
#9	-9.92% Apr 2, 2012 - Aug 6, 2012	-1.01% Jan 31, 2019 - Feb 26, 2019
#10	-8.53% Jan 11, 2010 - Mar 18, 2010	-0.86% Jun 17, 2020 - Jul 1, 2020
#11	-8.13% Sep 19, 2014 - Nov 6, 2014	-0.78% Mar 27, 2019 - Apr 10, 2019
#12	-7.93% Oct 18, 2012 - Jan 2, 2013	-0.69% Apr 10, 2019 - Apr 26, 2019
#13	-7.53% Nov 29, 2024 - Feb 19, 2025	-0.67% Nov 30, 2020 - Dec 18, 2020
#14	-6.83% Jul 26, 2019 - Sep 13, 2019	-0.61% Dec 3, 2019 - Dec 27, 2019
#15	-6.59% Apr 30, 2019 - Jun 20, 2019	-0.53% Feb 26, 2019 - Mar 8, 2019

Correlation

Correlation between IWX and IBDT is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2009 - 2026)

IWX vs IBDT dividend yield comparison.

Year	IWX	IBDT
2026	0.66%	2.59%
2025	1.59%	4.56%
2024	1.97%	4.67%
2023	2.13%	4.10%
2022	2.07%	3.25%
2021	1.79%	2.45%
2020	2.12%	2.80%
2019	2.60%	3.32%
2018	2.66%	1.47%
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%