IWX vs KNG
Comparison between ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF) and FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF (KNG, ETF).
5-Year PerformanceIWX has outperformed KNG, delivering a return of +11.3% compared to +4.8%
IWX vs KNG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWX
$3.40B
KNG
$3.40B
Expense Ratio
Winner
IWX
0.20%
KNG
0.74%
Max Drawdown
IWX
35.76%
Winner
KNG
35.12%
Sharpe Ratio
Winner
IWX
2.19
KNG
0.49
5Y Beta
IWX
0.67
Winner
KNG
0.47
P/E Ratio
Winner
IWX
22.21
KNG
25.57
Forward P/E
Winner
IWX
17.52
KNG
18.16
PEG Ratio
Winner
IWX
0.45
KNG
4.37
5Y Dividends CAGR
IWX
8.28%
Winner
KNG
20.34%
5Y EPS CAGR
Winner
IWX
14.34%
KNG
6.76%
Debt to Equity
IWX
22.29%
Winner
KNG
6.07%
P/S Ratio
IWX
2.81
Winner
KNG
1.79
P/B Ratio
Winner
IWX
3.41
KNG
3.44
IWX vs KNG - Holdings Comparison
IWX and KNG have 31 common holdings. Overlap is 20.39%
IWX's top 25 holdings weight is 47.70%. KNG's top 25 holdings weight is 38.76%.
| Rank | IWX | KNG |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 4.01% | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.67% |
| #2 | JPMORGAN CHASE & CO (JPM) - 3.96% | CATERPILLAR INC (CAT) - 1.66% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 3.20% | WEST PHARMACEUTICAL SERVICES INC (WST) - 1.66% |
| #4 | AMAZON.COM INC (AMZN) - 3.01% | FRANKLIN RESOURCES INC (BEN) - 1.65% |
| #5 | EXXON MOBIL CORP (XOM) - 2.87% | NUCOR CORP (NUE) - 1.64% |
| #6 | ALPHABET INC CLASS C (GOOG) - 2.59% | GENERAL DYNAMICS CORP (GD) - 1.58% |
| #7 | JOHNSON & JOHNSON (JNJ) - 2.56% | NEXTERA ENERGY INC (NEE) - 1.57% |
| #8 | MICRON TECHNOLOGY INC (MU) - 2.31% | COLGATE-PALMOLIVE CO (CL) - 1.55% |
| #9 | WALMART INC (WMT) - 2.31% | COCA-COLA CO (KO) - 1.55% |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.61% | ESSEX PROPERTY TRUST INC (ESS) - 1.55% |
| #11 | CHEVRON CORP (CVX) - 1.58% | T. ROWE PRICE GROUP INC (TROW) - 1.55% |
| #12 | PROCTER & GAMBLE CO (PG) - 1.56% | EXXON MOBIL CORP (XOM) - 1.54% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.50% | CHEVRON CORP (CVX) - 1.53% |
| #14 | CATERPILLAR INC (CAT) - 1.49% | FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.53% |
| #15 | UNITEDHEALTH GROUP INC (UNH) - 1.36% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.53% |
| #16 | MERCK & CO INC (MRK) - 1.34% | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.52% |
| #17 | INTEL CORP (INTC) - 1.33% | EVERSOURCE ENERGY (ES) - 1.52% |
| #18 | RTX CORP (RTX) - 1.21% | ATMOS ENERGY CORP (ATO) - 1.51% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 1.21% | PROCTER & GAMBLE CO (PG) - 1.50% |
| #20 | META PLATFORMS INC CLASS A (META) - 1.20% | STANLEY BLACK & DECKER INC (SWK) - 1.50% |
| #21 | WELLS FARGO & CO (WFC) - 1.17% | CONSOLIDATED EDISON INC (ED) - 1.49% |
| #22 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.13% | DOVER CORP (DOV) - 1.49% |
| #23 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.09% | n/a (EXPD) - 1.49% |
| #24 | LINDE PLC (LIN) - 1.08% | JM SMUCKER CO (SJM) - 1.49% |
| #25 | APPLIED MATERIALS INC (AMAT) - 1.02% | LINDE PLC (LIN) - 1.49% |
| Total Holdings | 157 | 140 |
IWX vs KNG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWX
+5.47%
KNG
-0.93%
3M
Winner
IWX
+6.16%
KNG
-5.05%
6M
Winner
IWX
+13.63%
KNG
+3.08%
1Y
Winner
IWX
+27.01%
KNG
+6.91%
5Y(CAGR)
Winner
IWX
+11.34%
KNG
+4.82%
10Y(CAGR)
Winner
IWX
+11.62%
KNG
+8.42%
Max(CAGR)
Winner
IWX
+11.33%
KNG
+8.42%
IWX vs KNG - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IWX | KNG |
|---|---|---|
| 2026 | +10.68% | +1.38% |
| 2025 | +18.35% | +7.22% |
| 2024 | +14.15% | +5.75% |
| 2023 | +10.40% | +7.33% |
| 2022 | -5.80% | -6.60% |
| 2021 | +24.62% | +26.60% |
| 2020 | +0.74% | +7.48% |
| 2019 | +25.79% | +26.75% |
| 2018 | -6.69% | -0.85% |
| 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 KNG Drawdown Comparison
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for KNG was -35.12%, occurring on Mar 23, 2020. Recovery took 185 trading sessions.
The current IWX drawdown is -0.03%. The current KNG drawdown is -6.27%.
| Rank | IWX | KNG |
|---|---|---|
| #1 | -35.76% Feb 12, 2020 - Dec 31, 2020 | -35.12% Jan 17, 2020 - Oct 12, 2020 |
| #2 | -20.53% May 2, 2011 - Mar 1, 2012 | -18.22% Jan 4, 2022 - Jul 24, 2023 |
| #3 | -18.12% Jan 12, 2022 - Jul 24, 2023 | -14.99% Sep 21, 2018 - Mar 29, 2019 |
| #4 | -17.34% Jan 26, 2018 - Apr 29, 2019 | -14.23% Nov 29, 2024 - Dec 15, 2025 |
| #5 | -16.79% Apr 23, 2010 - Dec 21, 2010 | -11.98% Jul 26, 2023 - Feb 22, 2024 |
| #6 | -14.98% May 21, 2015 - Jul 8, 2016 | -8.61% Feb 27, 2026 - Mar 20, 2026 |
| #7 | -13.37% Feb 19, 2025 - Jun 30, 2025 | -7.05% Oct 12, 2020 - Nov 9, 2020 |
| #8 | -10.01% Jul 26, 2023 - Dec 13, 2023 | -6.19% Aug 16, 2021 - Nov 2, 2021 |
| #9 | -9.92% Apr 2, 2012 - Aug 6, 2012 | -5.40% Apr 30, 2019 - Jun 13, 2019 |
| #10 | -8.53% Jan 11, 2010 - Mar 18, 2010 | -5.12% Jul 26, 2019 - Sep 5, 2019 |
| #11 | -8.13% Sep 19, 2014 - Nov 6, 2014 | -5.04% May 10, 2021 - Aug 3, 2021 |
| #12 | -7.93% Oct 18, 2012 - Jan 2, 2013 | -5.02% Nov 16, 2021 - Dec 13, 2021 |
| #13 | -7.53% Nov 29, 2024 - Feb 19, 2025 | -4.81% Mar 28, 2024 - Jul 29, 2024 |
| #14 | -6.83% Jul 26, 2019 - Sep 13, 2019 | -4.35% Jan 12, 2021 - Feb 23, 2021 |
| #15 | -6.59% Apr 30, 2019 - Jun 20, 2019 | -4.10% Apr 17, 2018 - May 15, 2018 |
Correlation
Correlation between IWX and KNG is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2009 - 2026)
IWX vs KNG dividend yield comparison.
| Year | IWX | KNG |
|---|---|---|
| 2026 | 0.36% | 2.93% |
| 2025 | 1.59% | 8.61% |
| 2024 | 1.97% | 9.08% |
| 2023 | 2.13% | 5.91% |
| 2022 | 2.07% | 4.00% |
| 2021 | 1.79% | 3.45% |
| 2020 | 2.12% | 3.62% |
| 2019 | 2.60% | 4.09% |
| 2018 | 2.66% | 3.46% |
| 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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