IWY vs STIP

Comparison between ISHARES RUSSELL TOP 200 GROWTH ETF (IWY, ETF) and ISHARES 0-5 YEAR TIPS BOND ETF (STIP, ETF).

5-Year PerformanceIWY has outperformed STIP, delivering a return of +15.8% compared to +3.4%

IWY vs STIP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWY(ETF)	STIP(ETF)
Net Assets	$15B	$15B
Expense Ratio	0.20%	0.03%
Max Drawdown	33.06%	10.26%
Sharpe Ratio	1.67	0.46
5Y Beta	1.20	-0.00
P/E Ratio	35.40	N/A
Forward P/E	27.49	N/A
PEG Ratio	0.61	N/A
5Y Dividends CAGR	4.97%	22.62%
5Y EPS CAGR	35.86%	N/A
Debt to Equity	18.87%	N/A
P/S Ratio	7.55	N/A
P/B Ratio	13.87	N/A

Net Assets

Winner

IWY

$15B

STIP

$15B

Expense Ratio

IWY

0.20%

Winner

STIP

0.03%

Max Drawdown

IWY

33.06%

Winner

STIP

10.26%

Sharpe Ratio

Winner

IWY

1.67

STIP

0.46

5Y Beta

IWY

1.20

Winner

STIP

-0.00

P/E Ratio

IWY

35.40

STIP

N/A

Forward P/E

IWY

27.49

STIP

N/A

PEG Ratio

IWY

0.61

STIP

N/A

5Y Dividends CAGR

IWY

4.97%

Winner

STIP

22.62%

5Y EPS CAGR

IWY

35.86%

STIP

N/A

Debt to Equity

IWY

18.87%

STIP

N/A

P/S Ratio

IWY

7.55

STIP

N/A

P/B Ratio

IWY

13.87

STIP

N/A

IWY vs STIP - Historical Returns

Returns include dividend reinvestment.

Period	IWY	STIP
1 month	+12.10%	+0.80%
3 months	+7.78%	+1.37%
6 months	+5.31%	+2.17%
1 year	+33.24%	+4.56%
5 years(CAGR)	+15.83%	+3.43%
10 years(CAGR)	+19.51%	+3.20%
Max(CAGR)	+17.27%	+2.41%

Winner

IWY

+12.10%

STIP

+0.80%

Winner

IWY

+7.78%

STIP

+1.37%

Winner

IWY

+5.31%

STIP

+2.17%

Winner

IWY

+33.24%

STIP

+4.56%

5Y(CAGR)

Winner

IWY

+15.83%

STIP

+3.43%

10Y(CAGR)

Winner

IWY

+19.51%

STIP

+3.20%

Max(CAGR)

Winner

IWY

+17.27%

STIP

+2.41%

IWY vs STIP - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IWY	STIP
2026	+5.16%	+1.96%
2025	+18.71%	+5.96%
2024	+36.91%	+4.84%
2023	+47.75%	+4.59%
2022	-30.61%	-2.92%
2021	+33.02%	+5.58%
2020	+37.12%	+5.02%
2019	+36.35%	+4.87%
2018	-1.70%	+0.52%
2017	+30.69%	+0.75%
2016	+8.88%	+2.66%
2015	+8.06%	-0.19%
2014	+14.33%	-1.27%
2013	+28.99%	-1.75%
2012	+13.15%	+2.10%
2011	+3.69%	+4.36%
2010	+11.40%	+0.22%
2009	+8.92%	N/A

IWY vs STIP Drawdown Comparison

The maximum drawdown for IWY was -32.68%, occurring on Oct 14, 2022. Recovery took 494 trading sessions.

The maximum drawdown for STIP was -5.49%, occurring on Sep 30, 2022. Recovery took 443 trading sessions.

The current STIP drawdown is -0.06%.

Rank	IWY	STIP
#1	-32.68% Dec 27, 2021 - Dec 13, 2023	-5.49% Mar 11, 2022 - Dec 14, 2023
#2	-30.76% Feb 19, 2020 - Jun 8, 2020	-5.29% Mar 5, 2020 - May 29, 2020
#3	-23.21% Dec 16, 2024 - Jun 27, 2025	-3.85% Sep 14, 2012 - Apr 13, 2017
#4	-22.15% Oct 1, 2018 - Apr 23, 2019	-2.00% Nov 17, 2021 - Feb 28, 2022
#5	-16.63% Oct 29, 2025 - May 8, 2026	-1.61% Aug 1, 2011 - Nov 4, 2011
#6	-15.77% Jul 22, 2011 - Jan 25, 2012	-1.01% Nov 7, 2011 - Jan 27, 2012
#7	-15.46% Apr 23, 2010 - Oct 18, 2010	-0.98% Mar 9, 2012 - Aug 31, 2012
#8	-13.86% Jul 10, 2024 - Oct 29, 2024	-0.98% Apr 13, 2017 - Sep 7, 2017
#9	-12.42% Jul 20, 2015 - Nov 2, 2015	-0.97% Feb 1, 2011 - Feb 22, 2011
#10	-12.27% Dec 1, 2015 - Apr 18, 2016	-0.95% Apr 3, 2025 - Apr 28, 2025
#11	-11.88% Sep 2, 2020 - Dec 17, 2020	-0.88% Aug 24, 2018 - Jan 30, 2019
#12	-9.96% Jan 26, 2018 - Jun 6, 2018	-0.84% Apr 30, 2025 - Jun 26, 2025
#13	-9.27% Apr 2, 2012 - Aug 16, 2012	-0.76% Sep 24, 2024 - Jan 15, 2025
#14	-8.77% Feb 12, 2021 - Apr 7, 2021	-0.69% Mar 17, 2026 - Apr 13, 2026
#15	-8.34% Sep 19, 2012 - Jan 23, 2013	-0.69% Dec 6, 2010 - Jan 3, 2011

Correlation

Correlation between IWY and STIP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2009 - 2026)

IWY vs STIP dividend yield comparison.

Year	IWY	STIP
2026	0.07%	0.76%
2025	0.36%	4.11%
2024	0.42%	2.62%
2023	0.68%	2.84%
2022	0.88%	6.04%
2021	0.50%	4.15%
2020	0.71%	1.40%
2019	1.06%	2.06%
2018	1.32%	2.44%
2017	1.26%	1.59%
2016	1.51%	0.89%
2015	1.58%	0.00%
2014	1.44%	0.74%
2013	1.56%	0.31%
2012	1.80%	1.05%
2011	1.58%	2.47%
2010	1.27%	0.07%
2009	0.40%	0.00%