IWY vs IWS
Comparison between ISHARES RUSSELL TOP 200 GROWTH ETF (IWY, ETF) and ISHARES RUSSELL MID-CAP VALUE ETF (IWS, ETF).
5-Year PerformanceIWY has outperformed IWS, delivering a return of +13.2% compared to +10.1%
IWY vs IWS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWY
$16B
IWS
$16B
Expense Ratio
Winner
IWY
0.20%
IWS
0.23%
Max Drawdown
Winner
IWY
33.06%
IWS
63.92%
Sharpe Ratio
IWY
0.52
Winner
IWS
1.64
5Y Beta
IWY
1.20
Winner
IWS
0.81
P/E Ratio
IWY
33.05
Winner
IWS
24.83
Forward P/E
IWY
23.37
Winner
IWS
16.65
PEG Ratio
IWY
0.26
IWS
N/A
5Y Dividends CAGR
IWY
2.72%
Winner
IWS
6.96%
5Y EPS CAGR
Winner
IWY
39.15%
IWS
10.12%
Debt to Equity
Winner
IWY
46.31%
IWS
63.89%
P/S Ratio
IWY
8.29
Winner
IWS
1.62
P/B Ratio
IWY
13.21
Winner
IWS
2.67
IWY vs IWS - Holdings Comparison
IWY and IWS have 1 common holdings. Overlap is 0.00%
IWY's top 25 holdings weight is 81.36%. IWS's top 25 holdings weight is 13.28%.
| Rank | IWY | IWS |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.97% | PHILLIPS 66 (PSX) - 0.80% |
| #2 | APPLE INC (AAPL) - 8.02% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.68% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.69% | DIGITAL REALTY TRUST INC (DLR) - 0.65% |
| #4 | BROADCOM INC (AVGO) - 6.12% | ALLSTATE CORP (ALL) - 0.64% |
| #5 | MICROSOFT CORP (MSFT) - 5.99% | n/a (WBD) - 0.62% |
| #6 | ALPHABET INC CLASS C (GOOG) - 5.47% | BAKER HUGHES CO CLASS A (BKR) - 0.61% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.83% | KINDER MORGAN INC CLASS P (KMI) - 0.58% |
| #8 | MICRON TECHNOLOGY INC (MU) - 3.66% | NUCOR CORP (NUE) - 0.57% |
| #9 | TESLA INC (TSLA) - 3.57% | AMETEK INC (AME) - 0.56% |
| #10 | ELI LILLY AND CO (LLY) - 3.38% | ONEOK INC (OKE) - 0.55% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 2.81% | REALTY INCOME CORP (O) - 0.55% |
| #12 | VISA INC CLASS A (V) - 2.19% | DELTA AIR LINES INC (DAL) - 0.53% |
| #13 | MASTERCARD INC CLASS A (MA) - 1.68% | FORD MOTOR CO (F) - 0.52% |
| #14 | APPLIED MATERIALS INC (AMAT) - 1.46% | UNITED RENTALS INC (URI) - 0.52% |
| #15 | GE AEROSPACE (GE) - 1.35% | EDWARDS LIFESCIENCES CORP (EW) - 0.51% |
| #16 | CATERPILLAR INC (CAT) - 1.34% | PPL CORP (PPL) - 0.50% |
| #17 | LAM RESEARCH CORP (LRCX) - 1.33% | PAYPAL HOLDINGS INC (PYPL) - 0.50% |
| #18 | NETFLIX INC (NFLX) - 1.09% | L3HARRIS TECHNOLOGIES INC (LHX) - 0.50% |
| #19 | n/a (PLTR) - 0.99% | BECTON DICKINSON & CO (BDX) - 0.49% |
| #20 | PALO ALTO NETWORKS INC (PANW) - 0.97% | CHENIERE ENERGY INC (LNG) - 0.49% |
| #21 | GE VERNOVA INC (GEV) - 0.97% | CORTEVA INC (CTVA) - 0.49% |
| #22 | TEXAS INSTRUMENTS INC (TXN) - 0.91% | TRACTOR SUPPLY CO (TSCO) - 0.36% |
| #23 | THE HOME DEPOT INC (HD) - 0.89% | SOUTHWEST AIRLINES CO (LUV) - 0.36% |
| #24 | KLA CORP (KLAC) - 0.87% | TD SYNNEX CORP (SNX) - 0.36% |
| #25 | ORACLE CORP (ORCL) - 0.81% | KENVUE INC (KVUE) - 0.34% |
| Total Holdings | 104 | 666 |
IWY vs IWS - Historical Returns
Returns include dividend reinvestment.
1M
IWY
+0.54%
Winner
IWS
+4.10%
3M
IWY
-2.34%
Winner
IWS
+9.50%
6M
IWY
+8.15%
Winner
IWS
+12.61%
1Y
IWY
+12.69%
Winner
IWS
+28.51%
5Y(CAGR)
Winner
IWY
+13.21%
IWS
+10.13%
10Y(CAGR)
Winner
IWY
+18.65%
IWS
+10.44%
Max(CAGR)
Winner
IWY
+16.86%
IWS
+10.07%
IWY vs IWS - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWY | IWS |
|---|---|---|
| 2026 | +3.78% | +21.33% |
| 2025 | +18.71% | +11.21% |
| 2024 | +36.91% | +13.15% |
| 2023 | +47.75% | +12.89% |
| 2022 | -30.61% | -12.25% |
| 2021 | +33.02% | +30.37% |
| 2020 | +37.12% | +5.02% |
| 2019 | +36.35% | +27.04% |
| 2018 | -1.70% | -12.90% |
| 2017 | +30.69% | +12.25% |
| 2016 | +8.88% | +20.88% |
| 2015 | +8.06% | -5.09% |
| 2014 | +14.33% | +15.69% |
| 2013 | +28.99% | +30.20% |
| 2012 | +13.15% | +17.01% |
| 2011 | +3.69% | -2.83% |
| 2010 | +11.40% | +22.53% |
| 2009 | +8.92% | +30.81% |
| 2008 | N/A | -37.02% |
| 2007 | N/A | -1.77% |
| 2006 | N/A | +18.55% |
| 2005 | N/A | +14.38% |
| 2004 | N/A | +23.59% |
| 2003 | N/A | +34.22% |
| 2002 | N/A | -10.03% |
| 2001 | N/A | +2.75% |
IWY vs IWS Drawdown Comparison
The maximum drawdown for IWY was -32.68%, occurring on Oct 14, 2022. Recovery took 494 trading sessions.
The maximum drawdown for IWS was -62.39%, occurring on Mar 9, 2009. Recovery took 1327 trading sessions.
The current IWY drawdown is -5.35%. The current IWS drawdown is -0.84%.
| Rank | IWY | IWS |
|---|---|---|
| #1 | -32.68% Dec 27, 2021 - Dec 13, 2023 | -62.39% Jun 4, 2007 - Sep 6, 2012 |
| #2 | -30.76% Feb 19, 2020 - Jun 8, 2020 | -43.83% Feb 20, 2020 - Nov 24, 2020 |
| #3 | -23.21% Dec 16, 2024 - Jun 27, 2025 | -30.36% Apr 10, 2002 - Sep 2, 2003 |
| #4 | -22.15% Oct 1, 2018 - Apr 23, 2019 | -21.22% Jan 4, 2022 - Feb 29, 2024 |
| #5 | -16.63% Oct 29, 2025 - May 8, 2026 | -20.75% Sep 21, 2018 - Jul 5, 2019 |
| #6 | -15.77% Jul 22, 2011 - Jan 25, 2012 | -20.57% Nov 25, 2024 - Aug 22, 2025 |
| #7 | -15.46% Apr 23, 2010 - Oct 18, 2010 | -19.03% Mar 20, 2015 - Jun 7, 2016 |
| #8 | -13.86% Jul 10, 2024 - Oct 29, 2024 | -17.20% Aug 3, 2001 - Jan 4, 2002 |
| #9 | -12.42% Jul 20, 2015 - Nov 2, 2015 | -9.60% Jan 26, 2018 - Aug 29, 2018 |
| #10 | -12.27% Dec 1, 2015 - Apr 18, 2016 | -8.91% Mar 5, 2004 - Sep 7, 2004 |
| #11 | -12.02% Jun 1, 2026 - Jul 29, 2026 | -8.62% Sep 5, 2014 - Nov 10, 2014 |
| #12 | -11.88% Sep 2, 2020 - Dec 17, 2020 | -7.80% May 10, 2006 - Sep 26, 2006 |
| #13 | -9.96% Jan 26, 2018 - Jun 6, 2018 | -7.54% Mar 2, 2026 - Apr 16, 2026 |
| #14 | -9.27% Apr 2, 2012 - Aug 16, 2012 | -7.25% Mar 7, 2005 - Jun 13, 2005 |
| #15 | -8.77% Feb 12, 2021 - Apr 7, 2021 | -7.19% May 20, 2013 - Jul 12, 2013 |
Correlation
Correlation between IWY and IWS is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2001 - 2026)
IWY vs IWS dividend yield comparison.
| Year | IWY | IWS |
|---|---|---|
| 2026 | 0.17% | 0.56% |
| 2025 | 0.36% | 1.53% |
| 2024 | 0.42% | 1.50% |
| 2023 | 0.68% | 1.76% |
| 2022 | 0.88% | 1.93% |
| 2021 | 0.50% | 1.39% |
| 2020 | 0.71% | 1.87% |
| 2019 | 1.06% | 1.97% |
| 2018 | 1.32% | 2.53% |
| 2017 | 1.26% | 1.96% |
| 2016 | 1.51% | 2.10% |
| 2015 | 1.58% | 2.14% |
| 2014 | 1.44% | 1.84% |
| 2013 | 1.56% | 1.71% |
| 2012 | 1.80% | 2.09% |
| 2011 | 1.58% | 2.12% |
| 2010 | 1.27% | 1.95% |
| 2009 | 0.40% | 2.09% |
| 2008 | 0.00% | 3.09% |
| 2007 | 0.00% | 2.29% |
| 2006 | 0.00% | 1.83% |
| 2005 | 0.00% | 1.95% |
| 2004 | 0.00% | 1.54% |
| 2003 | 0.00% | 1.70% |
| 2002 | 0.00% | 1.91% |
| 2001 | 0.00% | 0.86% |
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