IWX vs IYF
Comparison between ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF) and ISHARES U.S. FINANCIALS ETF (IYF, ETF).
5-Year PerformanceIWX has outperformed IYF, delivering a return of +11.3% compared to +10.9%
IWX vs IYF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWX
$3.40B
IYF
$3.40B
Expense Ratio
Winner
IWX
0.20%
IYF
0.38%
Max Drawdown
Winner
IWX
35.76%
IYF
80.22%
Sharpe Ratio
Winner
IWX
2.19
IYF
0.45
5Y Beta
Winner
IWX
0.67
IYF
0.85
P/E Ratio
IWX
22.21
Winner
IYF
15.05
Forward P/E
IWX
17.52
Winner
IYF
13.96
PEG Ratio
IWX
0.45
Winner
IYF
0.33
5Y Dividends CAGR
IWX
8.28%
Winner
IYF
14.72%
5Y EPS CAGR
Winner
IWX
14.34%
IYF
10.75%
Debt to Equity
Winner
IWX
22.29%
IYF
44.41%
P/S Ratio
Winner
IWX
2.81
IYF
2.91
P/B Ratio
IWX
3.41
Winner
IYF
1.96
IWX vs IYF - Holdings Comparison
IWX and IYF have 29 common holdings. Overlap is 20.89%
IWX's top 25 holdings weight is 47.70%. IYF's top 25 holdings weight is 69.02%.
| Rank | IWX | IYF |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 4.01% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 10.79% |
| #2 | JPMORGAN CHASE & CO (JPM) - 3.96% | JPMORGAN CHASE & CO (JPM) - 10.72% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 3.20% | BANK OF AMERICA CORP (BAC) - 4.69% |
| #4 | AMAZON.COM INC (AMZN) - 3.01% | THE GOLDMAN SACHS GROUP INC (GS) - 4.18% |
| #5 | EXXON MOBIL CORP (XOM) - 2.87% | WELLS FARGO & CO (WFC) - 3.86% |
| #6 | ALPHABET INC CLASS C (GOOG) - 2.59% | CITIGROUP INC (C) - 3.61% |
| #7 | JOHNSON & JOHNSON (JNJ) - 2.56% | MORGAN STANLEY (MS) - 3.50% |
| #8 | MICRON TECHNOLOGY INC (MU) - 2.31% | BLACKROCK INC (BLK) - 2.61% |
| #9 | WALMART INC (WMT) - 2.31% | CHARLES SCHWAB CORP (SCHW) - 2.51% |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.61% | S&P GLOBAL INC (SPGI) - 2.09% |
| #11 | CHEVRON CORP (CVX) - 1.58% | CHUBB LTD (CB) - 1.92% |
| #12 | PROCTER & GAMBLE CO (PG) - 1.56% | PROGRESSIVE CORP (PGR) - 1.89% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.50% | CME GROUP INC CLASS A (CME) - 1.68% |
| #14 | CATERPILLAR INC (CAT) - 1.49% | BANK OF NEW YORK MELLON CORP (BK) - 1.49% |
| #15 | UNITEDHEALTH GROUP INC (UNH) - 1.36% | BLACKSTONE INC (BX) - 1.48% |
| #16 | MERCK & CO INC (MRK) - 1.34% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.44% |
| #17 | INTEL CORP (INTC) - 1.33% | U.S. BANCORP (USB) - 1.42% |
| #18 | RTX CORP (RTX) - 1.21% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.41% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 1.21% | MARSH (MRSH) - 1.32% |
| #20 | META PLATFORMS INC CLASS A (META) - 1.20% | MOODYS CORP (MCO) - 1.15% |
| #21 | WELLS FARGO & CO (WFC) - 1.17% | KKR & CO INC ORDINARY SHARES (KKR) - 1.13% |
| #22 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.13% | AON PLC CLASS A (AON) - 1.08% |
| #23 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.09% | THE TRAVELERS COMPANIES INC (TRV) - 1.07% |
| #24 | LINDE PLC (LIN) - 1.08% | TRUIST FINANCIAL CORP (TFC) - 1.03% |
| #25 | APPLIED MATERIALS INC (AMAT) - 1.02% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.95% |
| Total Holdings | 157 | 146 |
IWX vs IYF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWX
+5.47%
IYF
-0.42%
3M
Winner
IWX
+6.16%
IYF
+0.23%
6M
Winner
IWX
+13.63%
IYF
-1.71%
1Y
Winner
IWX
+27.01%
IYF
+7.88%
5Y(CAGR)
Winner
IWX
+11.34%
IYF
+10.92%
10Y(CAGR)
IWX
+11.62%
Winner
IYF
+12.88%
Max(CAGR)
Winner
IWX
+11.33%
IYF
+5.82%
IWX vs IYF - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWX | IYF |
|---|---|---|
| 2026 | +10.68% | -4.66% |
| 2025 | +18.35% | +18.38% |
| 2024 | +14.15% | +30.95% |
| 2023 | +10.40% | +14.95% |
| 2022 | -5.80% | -12.21% |
| 2021 | +24.62% | +33.66% |
| 2020 | +0.74% | -1.55% |
| 2019 | +25.79% | +31.73% |
| 2018 | -6.69% | -9.17% |
| 2017 | +13.11% | +18.69% |
| 2016 | +17.63% | +19.25% |
| 2015 | -3.41% | -0.53% |
| 2014 | +14.05% | +14.81% |
| 2013 | +28.53% | +29.91% |
| 2012 | +14.33% | +23.10% |
| 2011 | +0.04% | -14.90% |
| 2010 | +10.63% | +10.48% |
| 2009 | +3.66% | +16.13% |
| 2008 | N/A | -49.28% |
| 2007 | N/A | -18.33% |
| 2006 | N/A | +16.82% |
| 2005 | N/A | +6.37% |
| 2004 | N/A | +13.16% |
| 2003 | N/A | +27.24% |
| 2002 | N/A | -12.90% |
| 2001 | N/A | -3.55% |
| 2000 | N/A | -2.24% |
IWX vs IYF Drawdown Comparison
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.
The current IWX drawdown is -0.03%. The current IYF drawdown is -7.06%.
| Rank | IWX | IYF |
|---|---|---|
| #1 | -35.76% Feb 12, 2020 - Dec 31, 2020 | -79.08% Jun 4, 2007 - Dec 7, 2016 |
| #2 | -20.53% May 2, 2011 - Mar 1, 2012 | -42.57% Feb 14, 2020 - Feb 12, 2021 |
| #3 | -18.12% Jan 12, 2022 - Jul 24, 2023 | -33.32% May 26, 2000 - Nov 3, 2003 |
| #4 | -17.34% Jan 26, 2018 - Apr 29, 2019 | -25.05% Jan 12, 2022 - Jan 30, 2024 |
| #5 | -16.79% Apr 23, 2010 - Dec 21, 2010 | -19.88% Sep 20, 2018 - Apr 26, 2019 |
| #6 | -14.98% May 21, 2015 - Jul 8, 2016 | -16.60% Feb 18, 2025 - Jun 24, 2025 |
| #7 | -13.37% Feb 19, 2025 - Jun 30, 2025 | -13.88% Jan 6, 2026 - Mar 27, 2026 |
| #8 | -10.01% Jul 26, 2023 - Dec 13, 2023 | -11.23% Mar 5, 2004 - Nov 11, 2004 |
| #9 | -9.92% Apr 2, 2012 - Aug 6, 2012 | -9.40% Jan 26, 2018 - Sep 20, 2018 |
| #10 | -8.53% Jan 11, 2010 - Mar 18, 2010 | -9.18% Dec 30, 2004 - Jul 12, 2005 |
| #11 | -8.13% Sep 19, 2014 - Nov 6, 2014 | -8.50% Nov 29, 2024 - Jan 30, 2025 |
| #12 | -7.93% Oct 18, 2012 - Jan 2, 2013 | -8.35% Feb 20, 2007 - Jun 1, 2007 |
| #13 | -7.53% Nov 29, 2024 - Feb 19, 2025 | -7.76% Jul 30, 2024 - Aug 23, 2024 |
| #14 | -6.83% Jul 26, 2019 - Sep 13, 2019 | -7.64% May 5, 2006 - Sep 13, 2006 |
| #15 | -6.59% Apr 30, 2019 - Jun 20, 2019 | -7.35% Nov 3, 2021 - Jan 7, 2022 |
Correlation
Correlation between IWX and IYF is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
IWX vs IYF dividend yield comparison.
| Year | IWX | IYF |
|---|---|---|
| 2026 | 0.36% | 0.47% |
| 2025 | 1.59% | 1.32% |
| 2024 | 1.97% | 1.29% |
| 2023 | 2.13% | 1.67% |
| 2022 | 2.07% | 1.86% |
| 2021 | 1.79% | 1.27% |
| 2020 | 2.12% | 1.72% |
| 2019 | 2.60% | 1.65% |
| 2018 | 2.66% | 1.90% |
| 2017 | 2.12% | 1.46% |
| 2016 | 2.22% | 1.67% |
| 2015 | 2.77% | 1.66% |
| 2014 | 2.19% | 1.38% |
| 2013 | 1.89% | 1.33% |
| 2012 | 2.71% | 1.67% |
| 2011 | 2.58% | 1.68% |
| 2010 | 1.83% | 1.04% |
| 2009 | 0.56% | 1.71% |
| 2008 | 0.00% | 4.64% |
| 2007 | 0.00% | 2.75% |
| 2006 | 0.00% | 1.86% |
| 2005 | 0.00% | 2.03% |
| 2004 | 0.00% | 1.75% |
| 2003 | 0.00% | 1.66% |
| 2002 | 0.00% | 1.75% |
| 2001 | 0.00% | 1.29% |
| 2000 | 0.00% | 2.11% |
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