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SGOV vs IWM

Comparison between ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV, ETF) and ISHARES RUSSELL 2000 ETF (IWM, ETF).

5-Year PerformanceIWM has outperformed SGOV, delivering a return of +5.7% compared to +3.5%

SGOV vs IWM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SGOV
$85B
IWM
$77B
Expense Ratio
Winner
SGOV
0.09%
IWM
0.19%
Max Drawdown
Winner
SGOV
0.68%
IWM
59.89%
Sharpe Ratio
SGOV
1.42
Winner
IWM
1.51
5Y Beta
Winner
SGOV
-0.00
IWM
1.10
P/E Ratio
SGOV
N/A
IWM
-773.26
Forward P/E
SGOV
N/A
IWM
14.29
5Y Dividends CAGR
Winner
SGOV
137.06%
IWM
7.95%
5Y EPS CAGR
SGOV
N/A
IWM
12.04%
Debt to Equity
SGOV
N/A
IWM
44.17%
P/S Ratio
SGOV
N/A
IWM
1.29
P/B Ratio
SGOV
N/A
IWM
2.08

SGOV vs IWM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SGOV
+0.32%
IWM
-0.32%
3M
SGOV
+0.93%
Winner
IWM
+9.89%
6M
SGOV
+1.79%
Winner
IWM
+12.89%
1Y
SGOV
+3.97%
Winner
IWM
+36.52%
5Y(CAGR)
SGOV
+3.54%
Winner
IWM
+5.66%
10Y(CAGR)
SGOV
N/A
IWM
+10.58%
Max(CAGR)
SGOV
+2.95%
Winner
IWM
+8.62%

SGOV vs IWM - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearSGOVIWM
2026+1.52%+13.41%
2025+4.22%+12.57%
2024+5.25%+12.06%
2023+5.10%+17.49%
2022+1.58%-21.49%
2021+0.04%+16.05%
2020+0.05%+19.95%
2019N/A+24.69%
2018N/A-11.94%
2017N/A+14.02%
2016N/A+24.49%
2015N/A-3.91%
2014N/A+6.18%
2013N/A+34.73%
2012N/A+14.79%
2011N/A-6.07%
2010N/A+23.88%
2009N/A+26.00%
2008N/A-33.48%
2007N/A-1.92%
2006N/A+15.96%
2005N/A+5.83%
2004N/A+16.79%
2003N/A+43.62%
2002N/A-20.74%
2001N/A+5.46%
2000N/A+5.62%

SGOV vs IWM Drawdown Comparison

The maximum drawdown for SGOV was -0.03%, occurring on Aug 23, 2022. Recovery took 3 trading sessions.

The maximum drawdown for IWM was -59.03%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.

The current IWM drawdown is -3.55%.

RankSGOVIWM
#1-0.03%
Aug 22, 2022 - Aug 25, 2022		-59.03%
Jul 9, 2007 - Feb 11, 2011
#2-0.02%
Aug 27, 2020 - Oct 5, 2020		-41.13%
Aug 31, 2018 - Nov 9, 2020
#3-0.02%
Nov 2, 2021 - Dec 16, 2021		-38.67%
Jul 17, 2000 - Oct 13, 2003
#4-0.02%
Mar 1, 2021 - Apr 6, 2021		-31.91%
Nov 8, 2021 - Nov 6, 2024
#5-0.02%
Aug 4, 2021 - Sep 7, 2021		-28.92%
Apr 29, 2011 - Sep 13, 2012
#6-0.02%
Oct 21, 2021 - Nov 2, 2021		-27.50%
Nov 25, 2024 - Sep 11, 2025
#7-0.02%
Jul 7, 2022 - Jul 14, 2022		-25.68%
Jun 23, 2015 - Nov 11, 2016
#8-0.02%
Jun 21, 2022 - Jun 29, 2022		-14.19%
Apr 5, 2004 - Nov 5, 2004
#9-0.02%
Jul 27, 2022 - Aug 1, 2022		-14.14%
May 8, 2006 - Nov 14, 2006
#10-0.02%
Oct 11, 2022 - Oct 13, 2022		-12.70%
Jul 3, 2014 - Dec 22, 2014
#11-0.02%
Mar 24, 2023 - Mar 28, 2023		-12.14%
Dec 28, 2004 - Jul 5, 2005
#12-0.02%
Dec 23, 2021 - Feb 16, 2022		-11.03%
Jan 22, 2026 - Apr 15, 2026
#13-0.02%
Aug 19, 2020 - Aug 27, 2020		-10.72%
Sep 14, 2012 - Jan 2, 2013
#14-0.01%
Jun 2, 2022 - Jun 16, 2022		-9.60%
Aug 2, 2005 - Dec 1, 2005
#15-0.01%
Jun 8, 2021 - Jun 25, 2021		-9.55%
Mar 15, 2021 - Nov 1, 2021

Correlation

Correlation between SGOV and IWM is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (2000 - 2026)

SGOV vs IWM dividend yield comparison.

YearSGOVIWM
20261.47%0.16%
20254.10%1.04%
20245.10%1.15%
20234.87%1.35%
20221.45%1.48%
20210.03%0.94%
20200.05%1.04%
20190.00%1.26%
20180.00%1.40%
20170.00%1.26%
20160.00%1.38%
20150.00%1.54%
20140.00%1.26%
20130.00%1.23%
20120.00%2.00%
20110.00%1.40%
20100.00%1.14%
20090.00%1.15%
20080.00%1.78%
20070.00%1.02%
20060.00%1.07%
20050.00%1.32%
20040.00%0.92%
20030.00%0.83%
20020.00%1.31%
20010.00%1.08%
20000.00%0.89%

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