OEF vs IWP
Comparison between ISHARES S&P 100 ETF (OEF, ETF) and ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF).
5-Year PerformanceOEF has outperformed IWP, delivering a return of +14.4% compared to +5.3%
OEF vs IWP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
OEF
$20B
IWP
$20B
Expense Ratio
Winner
OEF
0.20%
IWP
0.23%
Max Drawdown
Winner
OEF
57.29%
IWP
57.34%
Sharpe Ratio
Winner
OEF
1.16
IWP
0.06
5Y Beta
Winner
OEF
1.03
IWP
1.16
P/E Ratio
Winner
OEF
26.19
IWP
50.35
Forward P/E
Winner
OEF
21.11
IWP
27.43
PEG Ratio
OEF
0.30
IWP
N/A
5Y Dividends CAGR
OEF
5.69%
Winner
IWP
9.93%
5Y EPS CAGR
OEF
30.62%
IWP
N/A
Debt to Equity
Winner
OEF
28.99%
IWP
336.52%
P/S Ratio
OEF
5.03
Winner
IWP
2.48
P/B Ratio
Winner
OEF
6.57
IWP
11.70
OEF vs IWP - Holdings Comparison
OEF and IWP have 2 common holdings. Overlap is 0.15%
OEF's top 25 holdings weight is 70.90%. IWP's top 25 holdings weight is 35.76%.
| Rank | OEF | IWP |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 11.26% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 3.06% |
| #2 | APPLE INC (AAPL) - 9.21% | CLOUDFLARE INC (NET) - 2.70% |
| #3 | MICROSOFT CORP (MSFT) - 7.59% | DATADOG INC CLASS A (DDOG) - 2.17% |
| #4 | AMAZON.COM INC (AMZN) - 5.43% | SIMON PROPERTY GROUP INC (SPG) - 1.94% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.18% | LUMENTUM HOLDINGS INC (LITE) - 1.82% |
| #6 | BROADCOM INC (AVGO) - 4.09% | TERADYNE INC (TER) - 1.73% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.36% | COMFORT SYSTEMS USA INC (FIX) - 1.66% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.64% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.66% |
| #9 | MICRON TECHNOLOGY INC (MU) - 2.13% | CENCORA INC (COR) - 1.61% |
| #10 | JPMORGAN CHASE & CO (JPM) - 2.03% | TARGA RESOURCES CORP (TRGP) - 1.57% |
| #11 | ELI LILLY AND CO (LLY) - 2.00% | AUTODESK INC (ADSK) - 1.45% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.94% | MARATHON PETROLEUM CORP (MPC) - 1.44% |
| #13 | TESLA INC (TSLA) - 1.91% | VISTRA CORP (VST) - 1.36% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.63% | FASTENAL CO (FAST) - 1.35% |
| #15 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.37% | ASTERA LABS INC (ALAB) - 1.34% |
| #16 | JOHNSON & JOHNSON (JNJ) - 1.30% | W.W. GRAINGER INC (GWW) - 1.34% |
| #17 | VISA INC CLASS A (V) - 1.24% | AXON ENTERPRISE INC (AXON) - 1.27% |
| #18 | WALMART INC (WMT) - 1.05% | ANGLOGOLD ASHANTI PLC (AU) - 1.23% |
| #19 | INTEL CORP (INTC) - 1.03% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.22% |
| #20 | CISCO SYSTEMS INC (CSCO) - 1.01% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.21% |
| #21 | MASTERCARD INC CLASS A (MA) - 0.94% | TEXAS PACIFIC LAND CORP (TPL) - 0.55% |
| #22 | ABBVIE INC (ABBV) - 0.91% | SYSCO CORP (SYY) - 0.53% |
| #23 | APPLIED MATERIALS INC (AMAT) - 0.90% | FAIR ISAAC CORP (FICO) - 0.53% |
| #24 | BANK OF AMERICA CORP (BAC) - 0.88% | VIKING HOLDINGS LTD (VIK) - 0.51% |
| #25 | COSTCO WHOLESALE CORP (COST) - 0.87% | ZSCALER INC (ZS) - 0.51% |
| Total Holdings | 104 | 229 |
OEF vs IWP - Historical Returns
Returns include dividend reinvestment.
1M
OEF
+2.21%
Winner
IWP
+2.88%
3M
OEF
+2.22%
Winner
IWP
+4.36%
6M
Winner
OEF
+12.38%
IWP
+5.68%
1Y
Winner
OEF
+21.18%
IWP
+3.53%
5Y(CAGR)
Winner
OEF
+14.42%
IWP
+5.31%
10Y(CAGR)
Winner
OEF
+16.35%
IWP
+12.00%
Max(CAGR)
OEF
+8.52%
Winner
IWP
+9.28%
OEF vs IWP - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | OEF | IWP |
|---|---|---|
| 2026 | +10.91% | +4.10% |
| 2025 | +20.13% | +7.84% |
| 2024 | +31.60% | +23.83% |
| 2023 | +33.30% | +26.60% |
| 2022 | -21.91% | -26.14% |
| 2021 | +30.85% | +14.23% |
| 2020 | +19.79% | +33.86% |
| 2019 | +31.43% | +35.72% |
| 2018 | -4.86% | -5.68% |
| 2017 | +20.87% | +24.12% |
| 2016 | +13.07% | +8.86% |
| 2015 | +2.55% | -0.33% |
| 2014 | +13.43% | +12.77% |
| 2013 | +26.61% | +32.21% |
| 2012 | +13.86% | +14.17% |
| 2011 | +1.76% | -2.97% |
| 2010 | +10.53% | +24.30% |
| 2009 | +18.79% | +40.22% |
| 2008 | -34.69% | -43.79% |
| 2007 | +6.16% | +11.28% |
| 2006 | +16.48% | +8.69% |
| 2005 | +1.65% | +13.54% |
| 2004 | +6.48% | +15.71% |
| 2003 | +21.32% | +37.61% |
| 2002 | -23.52% | -27.76% |
| 2001 | -10.74% | -2.79% |
| 2000 | -4.82% | N/A |
OEF vs IWP Drawdown Comparison
The maximum drawdown for OEF was -54.12%, occurring on Mar 9, 2009. Recovery took 1238 trading sessions.
The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.
The current OEF drawdown is -1.55%. The current IWP drawdown is -2.74%.
| Rank | OEF | IWP |
|---|---|---|
| #1 | -54.12% Oct 9, 2007 - Sep 6, 2012 | -56.92% Oct 9, 2007 - Jan 14, 2011 |
| #2 | -47.06% Nov 7, 2000 - Apr 25, 2007 | -39.72% Aug 1, 2001 - Dec 1, 2003 |
| #3 | -31.44% Feb 19, 2020 - Aug 3, 2020 | -38.62% Nov 16, 2021 - Oct 11, 2024 |
| #4 | -26.46% Jan 3, 2022 - Dec 7, 2023 | -35.87% Feb 19, 2020 - Jul 8, 2020 |
| #5 | -19.80% Feb 19, 2025 - Jun 26, 2025 | -25.20% Feb 18, 2025 - Jul 3, 2025 |
| #6 | -19.59% Oct 3, 2018 - Apr 22, 2019 | -25.03% Jul 7, 2011 - Mar 26, 2012 |
| #7 | -13.13% Jul 20, 2015 - Nov 3, 2015 | -22.49% Sep 14, 2018 - Mar 21, 2019 |
| #8 | -12.26% Nov 3, 2015 - Apr 19, 2016 | -20.26% Apr 23, 2015 - Aug 23, 2016 |
| #9 | -11.06% Oct 29, 2025 - Apr 17, 2026 | -14.79% Oct 27, 2025 - Jun 30, 2026 |
| #10 | -10.85% Jan 26, 2018 - Aug 6, 2018 | -14.14% Apr 5, 2004 - Nov 11, 2004 |
| #11 | -10.48% Sep 2, 2020 - Dec 1, 2020 | -13.73% May 8, 2006 - Nov 15, 2006 |
| #12 | -9.73% Jul 10, 2024 - Sep 24, 2024 | -13.49% Feb 12, 2021 - Jun 24, 2021 |
| #13 | -8.47% Jul 19, 2007 - Sep 27, 2007 | -11.47% Jul 19, 2007 - Oct 5, 2007 |
| #14 | -8.14% Oct 4, 2012 - Jan 17, 2013 | -11.32% Apr 2, 2012 - Sep 13, 2012 |
| #15 | -7.51% Apr 29, 2019 - Jun 20, 2019 | -10.16% Sep 5, 2014 - Nov 6, 2014 |
Correlation
Correlation between OEF and IWP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
OEF vs IWP dividend yield comparison.
| Year | OEF | IWP |
|---|---|---|
| 2026 | 0.44% | 0.15% |
| 2025 | 0.81% | 0.37% |
| 2024 | 1.03% | 0.40% |
| 2023 | 1.19% | 0.54% |
| 2022 | 1.55% | 0.77% |
| 2021 | 1.06% | 0.30% |
| 2020 | 1.43% | 0.38% |
| 2019 | 1.87% | 0.60% |
| 2018 | 2.09% | 1.02% |
| 2017 | 1.81% | 0.78% |
| 2016 | 2.07% | 1.16% |
| 2015 | 2.11% | 0.98% |
| 2014 | 1.85% | 1.03% |
| 2013 | 1.96% | 0.80% |
| 2012 | 2.17% | 1.32% |
| 2011 | 2.07% | 0.93% |
| 2010 | 1.93% | 0.85% |
| 2009 | 2.17% | 0.87% |
| 2008 | 3.38% | 1.26% |
| 2007 | 1.91% | 0.63% |
| 2006 | 1.59% | 0.70% |
| 2005 | 1.86% | 0.47% |
| 2004 | 2.17% | 0.28% |
| 2003 | 1.50% | 0.18% |
| 2002 | 1.53% | 0.13% |
| 2001 | 1.01% | 0.03% |
| 2000 | 0.21% | 0.00% |
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