IWY vs EFG
Comparison between ISHARES RUSSELL TOP 200 GROWTH ETF (IWY, ETF) and ISHARES MSCI EAFE GROWTH ETF (EFG, ETF).
5-Year PerformanceIWY has outperformed EFG, delivering a return of +13.5% compared to +4.1%
IWY vs EFG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWY
$17B
EFG
$17B
Expense Ratio
Winner
IWY
0.20%
EFG
0.34%
Max Drawdown
Winner
IWY
33.06%
EFG
59.71%
Sharpe Ratio
Winner
IWY
0.59
EFG
0.53
5Y Beta
IWY
1.20
Winner
EFG
0.87
P/E Ratio
IWY
38.13
EFG
N/A
Forward P/E
IWY
23.91
EFG
N/A
PEG Ratio
IWY
0.32
EFG
N/A
5Y Dividends CAGR
IWY
2.72%
Winner
EFG
17.12%
5Y EPS CAGR
IWY
39.55%
EFG
N/A
Debt to Equity
IWY
43.73%
EFG
N/A
P/S Ratio
IWY
8.69
EFG
N/A
P/B Ratio
IWY
14.32
EFG
N/A
IWY vs EFG - Holdings Comparison
IWY and EFG have 1 common holdings. Overlap is -0.01%
IWY's top 25 holdings weight is 81.73%. EFG's top 25 holdings weight is 35.25%.
| Rank | IWY | EFG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 15.11% | ASML HOLDING NV (n/a) - 6.34% |
| #2 | APPLE INC (AAPL) - 7.83% | ASTRAZENECA PLC (AZN:XLON) - 2.37% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.46% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.83% |
| #4 | BROADCOM INC (AVGO) - 5.85% | TOKYO ELECTRON LTD (n/a) - 1.83% |
| #5 | ALPHABET INC CLASS C (GOOG) - 5.24% | SCHNEIDER ELECTRIC SE (n/a) - 1.56% |
| #6 | MICROSOFT CORP (MSFT) - 4.74% | SAP SE (n/a) - 1.56% |
| #7 | META PLATFORMS INC CLASS A (META) - 4.35% | UBS GROUP AG REGISTERED SHARES (n/a) - 1.54% |
| #8 | TESLA INC (TSLA) - 4.35% | ABB LTD (n/a) - 1.50% |
| #9 | MICRON TECHNOLOGY INC (MU) - 4.18% | NOVO NORDISK AS CLASS B (n/a) - 1.48% |
| #10 | ELI LILLY AND CO (LLY) - 3.24% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.48% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 3.09% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.24% |
| #12 | VISA INC CLASS A (V) - 2.04% | AIRBUS SE (n/a) - 1.23% |
| #13 | APPLIED MATERIALS INC (AMAT) - 1.64% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.21% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.51% | ADVANTEST CORP (n/a) - 1.21% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.50% | SAFRAN SA (n/a) - 1.21% |
| #16 | CATERPILLAR INC (CAT) - 1.47% | HITACHI LTD (n/a) - 1.19% |
| #17 | GE AEROSPACE (GE) - 1.27% | n/a (n/a) - 1.13% |
| #18 | NETFLIX INC (NFLX) - 1.07% | SONY GROUP CORP (n/a) - 1.12% |
| #19 | KLA CORP (KLAC) - 1.05% | GSK PLC (n/a) - 0.98% |
| #20 | n/a (PLTR) - 1.03% | DEUTSCHE TELEKOM AG (n/a) - 0.97% |
| #21 | GE VERNOVA INC (GEV) - 1.00% | DSV AS (n/a) - 0.46% |
| #22 | PALO ALTO NETWORKS INC (PANW) - 0.99% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.46% |
| #23 | TEXAS INSTRUMENTS INC (TXN) - 0.96% | HERMES INTERNATIONAL SA (n/a) - 0.45% |
| #24 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.89% | NINTENDO CO LTD (n/a) - 0.45% |
| #25 | THE HOME DEPOT INC (HD) - 0.87% | SHIN-ETSU CHEMICAL CO LTD (n/a) - 0.45% |
| Total Holdings | 104 | 337 |
IWY vs EFG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWY
-0.30%
EFG
-3.51%
3M
Winner
IWY
+3.36%
EFG
+2.63%
6M
Winner
IWY
+5.60%
EFG
+2.91%
1Y
Winner
IWY
+12.87%
EFG
+12.33%
5Y(CAGR)
Winner
IWY
+13.51%
EFG
+4.09%
10Y(CAGR)
Winner
IWY
+18.72%
EFG
+7.90%
Max(CAGR)
Winner
IWY
+16.91%
EFG
+6.06%
IWY vs EFG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IWY | EFG |
|---|---|---|
| 2026 | +3.22% | +5.90% |
| 2025 | +18.71% | +21.02% |
| 2024 | +36.91% | +3.20% |
| 2023 | +47.75% | +16.74% |
| 2022 | -30.61% | -23.27% |
| 2021 | +33.02% | +10.16% |
| 2020 | +37.12% | +17.02% |
| 2019 | +36.35% | +28.17% |
| 2018 | -1.70% | -13.23% |
| 2017 | +30.69% | +28.68% |
| 2016 | +8.88% | -1.54% |
| 2015 | +8.06% | +3.93% |
| 2014 | +14.33% | -4.10% |
| 2013 | +28.99% | +19.68% |
| 2012 | +13.15% | +14.71% |
| 2011 | +3.69% | -13.55% |
| 2010 | +11.40% | +9.96% |
| 2009 | +8.92% | +22.85% |
| 2008 | N/A | -40.01% |
| 2007 | N/A | +14.32% |
| 2006 | N/A | +17.74% |
| 2005 | N/A | +10.98% |
IWY vs EFG Drawdown Comparison
The maximum drawdown for IWY was -32.68%, occurring on Oct 14, 2022. Recovery took 494 trading sessions.
The maximum drawdown for EFG was -58.41%, occurring on Mar 9, 2009. Recovery took 1635 trading sessions.
The current IWY drawdown is -5.86%. The current EFG drawdown is -3.51%.
| Rank | IWY | EFG |
|---|---|---|
| #1 | -32.68% Dec 27, 2021 - Dec 13, 2023 | -58.41% Oct 31, 2007 - May 1, 2014 |
| #2 | -30.76% Feb 19, 2020 - Jun 8, 2020 | -35.76% Sep 7, 2021 - May 19, 2025 |
| #3 | -23.21% Dec 16, 2024 - Jun 27, 2025 | -29.88% Jan 17, 2020 - Jul 22, 2020 |
| #4 | -22.15% Oct 1, 2018 - Apr 23, 2019 | -20.72% Jan 26, 2018 - Nov 1, 2019 |
| #5 | -16.63% Oct 29, 2025 - May 8, 2026 | -18.90% May 21, 2015 - May 2, 2017 |
| #6 | -15.77% Jul 22, 2011 - Jan 25, 2012 | -16.38% May 9, 2006 - Nov 30, 2006 |
| #7 | -15.46% Apr 23, 2010 - Oct 18, 2010 | -13.53% Jul 3, 2014 - Apr 23, 2015 |
| #8 | -13.86% Jul 10, 2024 - Oct 29, 2024 | -12.78% Feb 25, 2026 - Jun 2, 2026 |
| #9 | -12.42% Jul 20, 2015 - Nov 2, 2015 | -12.13% Jul 12, 2007 - Sep 27, 2007 |
| #10 | -12.27% Dec 1, 2015 - Apr 18, 2016 | -7.80% Feb 16, 2021 - Apr 15, 2021 |
| #11 | -11.88% Sep 2, 2020 - Dec 17, 2020 | -7.72% Feb 26, 2007 - Mar 21, 2007 |
| #12 | -9.96% Jan 26, 2018 - Jun 6, 2018 | -7.08% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -9.27% Apr 2, 2012 - Aug 16, 2012 | -6.95% Oct 27, 2025 - Jan 5, 2026 |
| #14 | -8.77% Feb 12, 2021 - Apr 7, 2021 | -5.44% Jul 23, 2025 - Sep 11, 2025 |
| #15 | -8.58% Jun 1, 2026 - Jun 25, 2026 | -5.20% Sep 29, 2005 - Dec 1, 2005 |
Correlation
Correlation between IWY and EFG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2005 - 2026)
IWY vs EFG dividend yield comparison.
| Year | IWY | EFG |
|---|---|---|
| 2026 | 0.17% | 0.81% |
| 2025 | 0.36% | 2.53% |
| 2024 | 0.42% | 1.64% |
| 2023 | 0.68% | 1.63% |
| 2022 | 0.88% | 1.27% |
| 2021 | 0.50% | 1.54% |
| 2020 | 0.71% | 0.85% |
| 2019 | 1.06% | 1.69% |
| 2018 | 1.32% | 1.98% |
| 2017 | 1.26% | 1.56% |
| 2016 | 1.51% | 2.20% |
| 2015 | 1.58% | 1.75% |
| 2014 | 1.44% | 2.34% |
| 2013 | 1.56% | 1.86% |
| 2012 | 1.80% | 2.29% |
| 2011 | 1.58% | 2.48% |
| 2010 | 1.27% | 1.78% |
| 2009 | 0.40% | 2.09% |
| 2008 | 0.00% | 2.91% |
| 2007 | 0.00% | 0.94% |
| 2006 | 0.00% | 1.01% |
| 2005 | 0.00% | 0.41% |
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