IWX vs IBDU

Comparison between ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF) and ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF).

5-Year PerformanceIWX has outperformed IBDU, delivering a return of +12.9% compared to +1.0%

IWX vs IBDU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWX(ETF)	IBDU(ETF)
Net Assets	$4B	$4.10B
Expense Ratio	0.20%	0.10%
Max Drawdown	35.76%	22.93%
Sharpe Ratio	2.61	-0.19
5Y Beta	0.68	0.05
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%	9.63%
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

IBDU

$4.10B

Expense Ratio

IWX

0.20%

Winner

IBDU

0.10%

Max Drawdown

IWX

35.76%

Winner

IBDU

22.93%

Sharpe Ratio

Winner

IWX

2.61

IBDU

-0.19

5Y Beta

IWX

0.68

Winner

IBDU

0.05

P/E Ratio

IWX

22.23

IBDU

N/A

Forward P/E

IWX

19.76

IBDU

N/A

PEG Ratio

IWX

0.41

IBDU

N/A

5Y Dividends CAGR

IWX

5.22%

Winner

IBDU

9.63%

5Y EPS CAGR

IWX

14.39%

IBDU

N/A

Debt to Equity

IWX

-3.17%

IBDU

N/A

P/S Ratio

IWX

2.96

IBDU

N/A

P/B Ratio

IWX

3.95

IBDU

N/A

IWX vs IBDU - Historical Returns

Returns include dividend reinvestment.

Period	IWX	IBDU
1 month	+4.17%	+0.34%
3 months	+12.10%	+0.62%
6 months	+16.22%	+0.60%
1 year	+36.34%	+3.43%
5 years(CAGR)	+12.93%	+1.02%
10 years(CAGR)	+12.18%	N/A
Max(CAGR)	+11.84%	+2.41%

Winner

IWX

+4.17%

IBDU

+0.34%

Winner

IWX

+12.10%

IBDU

+0.62%

Winner

IWX

+16.22%

IBDU

+0.60%

Winner

IWX

+36.34%

IBDU

+3.43%

5Y(CAGR)

Winner

IWX

+12.93%

IBDU

+1.02%

10Y(CAGR)

IWX

+12.18%

IBDU

N/A

Max(CAGR)

Winner

IWX

+11.84%

IBDU

+2.41%

IWX vs IBDU - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IWX	IBDU
2026	+22.62%	+1.15%
2025	+18.35%	+7.50%
2024	+14.15%	+4.07%
2023	+10.40%	+8.17%
2022	-5.80%	-12.44%
2021	+24.62%	-1.87%
2020	+0.74%	+10.16%
2019	+25.79%	+2.23%
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 IBDU Drawdown Comparison

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

The maximum drawdown for IBDU was -19.44%, occurring on Oct 20, 2022. Recovery took 993 trading sessions.

Rank	IWX	IBDU
#1	-35.76% Feb 12, 2020 - Dec 31, 2020	-19.44% Aug 4, 2021 - Jul 21, 2025
#2	-20.53% May 2, 2011 - Mar 1, 2012	-18.22% Mar 5, 2020 - Jun 15, 2020
#3	-18.12% Jan 12, 2022 - Jul 24, 2023	-5.23% Dec 31, 2020 - Aug 2, 2021
#4	-17.34% Jan 26, 2018 - Apr 29, 2019	-1.79% Aug 6, 2020 - Nov 27, 2020
#5	-16.79% Apr 23, 2010 - Dec 21, 2010	-1.65% Oct 4, 2019 - Dec 26, 2019
#6	-14.98% May 21, 2015 - Jul 8, 2016	-1.58% Feb 27, 2026 - Aug 5, 2026
#7	-13.37% Feb 19, 2025 - Jun 30, 2025	-0.81% Nov 30, 2020 - Dec 24, 2020
#8	-10.01% Jul 26, 2023 - Dec 13, 2023	-0.78% Sep 24, 2019 - Oct 2, 2019
#9	-9.92% Apr 2, 2012 - Aug 6, 2012	-0.67% Jun 16, 2020 - Jul 1, 2020
#10	-8.53% Jan 11, 2010 - Mar 18, 2010	-0.55% Feb 3, 2020 - Feb 10, 2020
#11	-8.13% Sep 19, 2014 - Nov 6, 2014	-0.52% Feb 25, 2020 - Feb 28, 2020
#12	-7.93% Oct 18, 2012 - Jan 2, 2013	-0.51% Oct 21, 2025 - Nov 24, 2025
#13	-7.53% Nov 29, 2024 - Feb 19, 2025	-0.47% Sep 15, 2025 - Oct 1, 2025
#14	-6.83% Jul 26, 2019 - Sep 13, 2019	-0.37% Jul 23, 2020 - Jul 29, 2020
#15	-6.59% Apr 30, 2019 - Jun 20, 2019	-0.35% Feb 10, 2020 - Feb 18, 2020

Correlation

Correlation between IWX and IBDU is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (2009 - 2026)

IWX vs IBDU dividend yield comparison.

Year	IWX	IBDU
2026	0.66%	2.67%
2025	1.59%	4.67%
2024	1.97%	4.75%
2023	2.13%	4.21%
2022	2.07%	3.34%
2021	1.79%	2.29%
2020	2.12%	2.42%
2019	2.60%	0.74%
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%