IWX vs VNQI
Comparison between ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF) and VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND ETF SHARES (VNQI, ETF).
5-Year PerformanceIWX has outperformed VNQI, delivering a return of +12.3% compared to -1.1%
IWX vs VNQI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IWX vs VNQI - Historical Returns
Returns include dividend reinvestment.
IWX vs VNQI - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IWX | VNQI |
|---|---|---|
| 2026 | +17.55% | -0.65% |
| 2025 | +18.35% | +22.21% |
| 2024 | +14.15% | -0.65% |
| 2023 | +10.40% | +5.60% |
| 2022 | -5.80% | -23.09% |
| 2021 | +24.62% | +7.00% |
| 2020 | +0.74% | -7.77% |
| 2019 | +25.79% | +22.46% |
| 2018 | -6.69% | -10.62% |
| 2017 | +13.11% | +26.19% |
| 2016 | +17.63% | +3.10% |
| 2015 | -3.41% | -2.29% |
| 2014 | +14.05% | +3.80% |
| 2013 | +28.53% | +0.80% |
| 2012 | +14.33% | +39.74% |
| 2011 | +0.04% | -17.41% |
| 2010 | +10.63% | +1.64% |
| 2009 | +3.66% | N/A |
IWX vs VNQI Drawdown Comparison
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for VNQI was -38.35%, occurring on Mar 23, 2020. Recovery took 344 trading sessions.
The current IWX drawdown is -0.13%. The current VNQI drawdown is -9.93%.
| Rank | IWX | VNQI |
|---|---|---|
| #1 | -35.76% Feb 12, 2020 - Dec 31, 2020 | -38.35% Jan 17, 2020 - Jun 1, 2021 |
| #2 | -20.53% May 2, 2011 - Mar 1, 2012 | -35.77% Jun 10, 2021 - Feb 9, 2026 |
| #3 | -18.12% Jan 12, 2022 - Jul 24, 2023 | -24.53% May 2, 2011 - Sep 12, 2012 |
| #4 | -17.34% Jan 26, 2018 - Apr 29, 2019 | -21.53% May 15, 2015 - May 15, 2017 |
| #5 | -16.79% Apr 23, 2010 - Dec 21, 2010 | -18.53% May 3, 2013 - Apr 6, 2015 |
| #6 | -14.98% May 21, 2015 - Jul 8, 2016 | -18.18% Jan 26, 2018 - Nov 4, 2019 |
| #7 | -13.37% Feb 19, 2025 - Jun 30, 2025 | -14.78% Feb 26, 2026 - Mar 27, 2026 |
| #8 | -10.01% Jul 26, 2023 - Dec 13, 2023 | -10.16% Nov 4, 2010 - Apr 21, 2011 |
| #9 | -9.92% Apr 2, 2012 - Aug 6, 2012 | -3.56% May 4, 2015 - May 15, 2015 |
| #10 | -8.53% Jan 11, 2010 - Mar 18, 2010 | -3.54% Nov 4, 2019 - Dec 20, 2019 |
| #11 | -8.13% Sep 19, 2014 - Nov 6, 2014 | -3.40% Nov 6, 2012 - Nov 28, 2012 |
| #12 | -7.93% Oct 18, 2012 - Jan 2, 2013 | -3.18% Jun 7, 2017 - Jul 19, 2017 |
| #13 | -7.53% Nov 29, 2024 - Feb 19, 2025 | -3.14% Feb 1, 2013 - Mar 1, 2013 |
| #14 | -6.83% Jul 26, 2019 - Sep 13, 2019 | -2.48% Sep 18, 2017 - Oct 13, 2017 |
| #15 | -6.59% Apr 30, 2019 - Jun 20, 2019 | -2.22% Apr 12, 2013 - Apr 19, 2013 |
Correlation
Correlation between IWX and VNQI is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2009 - 2026)
IWX vs VNQI dividend yield comparison.
| Year | IWX | VNQI |
|---|---|---|
| 2026 | 0.69% | 0.00% |
| 2025 | 1.59% | 4.70% |
| 2024 | 1.97% | 5.16% |
| 2023 | 2.13% | 3.74% |
| 2022 | 2.07% | 0.57% |
| 2021 | 1.79% | 6.48% |
| 2020 | 2.12% | 0.93% |
| 2019 | 2.60% | 7.58% |
| 2018 | 2.66% | 4.62% |
| 2017 | 2.12% | 3.86% |
| 2016 | 2.22% | 5.18% |
| 2015 | 2.77% | 2.86% |
| 2014 | 2.19% | 4.11% |
| 2013 | 1.89% | 3.27% |
| 2012 | 2.71% | 5.58% |
| 2011 | 2.58% | 3.28% |
| 2010 | 1.83% | 0.88% |
| 2009 | 0.56% | 0.00% |
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