TDF vs IWLG
Comparison between Templeton Dragon Fund Inc (TDF, ETF) and NYLI WINSLOW LARGE CAP GROWTH ETF (IWLG, ETF).
TDF vs IWLG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TDF
$321M
IWLG
$321M
Expense Ratio
TDF
N/A
IWLG
0.50%
Max Drawdown
TDF
80.16%
Winner
IWLG
23.65%
Sharpe Ratio
Winner
TDF
0.39
IWLG
0.26
5Y Beta
Winner
TDF
0.54
IWLG
1.24
P/E Ratio
TDF
N/A
IWLG
39.93
Forward P/E
TDF
N/A
IWLG
26.09
PEG Ratio
TDF
N/A
IWLG
0.46
5Y Dividends CAGR
TDF
-39.97%
IWLG
N/A
5Y EPS CAGR
TDF
N/A
IWLG
35.32%
Debt to Equity
TDF
N/A
IWLG
32.42%
P/S Ratio
TDF
N/A
IWLG
6.23
P/B Ratio
TDF
N/A
IWLG
12.45
TDF vs IWLG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TDF
+0.95%
IWLG
-1.31%
3M
TDF
-3.67%
Winner
IWLG
+5.64%
6M
TDF
-5.82%
Winner
IWLG
+6.37%
1Y
Winner
TDF
+9.47%
IWLG
+7.11%
5Y(CAGR)
TDF
-8.42%
Winner
IWLG
+21.69%
10Y(CAGR)
TDF
+4.43%
IWLG
N/A
Max(CAGR)
TDF
+10.36%
Winner
IWLG
+21.69%
TDF vs IWLG - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | TDF | IWLG |
|---|---|---|
| 2026 | -5.34% | +3.49% |
| 2025 | +39.46% | +14.91% |
| 2024 | +7.27% | +33.88% |
| 2023 | -22.26% | +43.98% |
| 2022 | -33.30% | -0.01% |
| 2021 | -18.29% | N/A |
| 2020 | +47.84% | N/A |
| 2019 | +28.46% | N/A |
| 2018 | -12.48% | N/A |
| 2017 | +40.43% | N/A |
| 2016 | +2.68% | N/A |
| 2015 | -9.97% | N/A |
| 2014 | +10.33% | N/A |
| 2013 | -5.53% | N/A |
| 2012 | +16.74% | N/A |
| 2011 | -11.66% | N/A |
| 2010 | +18.51% | N/A |
| 2009 | +56.73% | N/A |
| 2008 | -38.63% | N/A |
| 2007 | +29.15% | N/A |
| 2006 | +49.59% | N/A |
| 2005 | +17.89% | N/A |
| 2004 | -4.02% | N/A |
| 2003 | +105.30% | N/A |
| 2002 | +21.17% | N/A |
| 2001 | +16.16% | N/A |
| 2000 | -15.70% | N/A |
| 1999 | +23.89% | N/A |
TDF vs IWLG Drawdown Comparison
The maximum drawdown for TDF was -66.88%, occurring on Feb 2, 2024. This drawdown has not yet recovered.
The maximum drawdown for IWLG was -23.19%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The current TDF drawdown is -46.74%. The current IWLG drawdown is -3.79%.
| Rank | TDF | IWLG |
|---|---|---|
| #1 | -66.88% Feb 17, 2021 - Feb 2, 2024 | -23.19% Jan 23, 2025 - Jun 24, 2025 |
| #2 | -61.05% Oct 31, 2007 - Oct 5, 2010 | -19.45% Oct 29, 2025 - May 29, 2026 |
| #3 | -39.37% Jan 5, 2004 - Jul 21, 2005 | -19.40% Aug 15, 2022 - May 15, 2023 |
| #4 | -34.62% Apr 28, 2015 - Jul 11, 2017 | -12.90% Jul 10, 2024 - Oct 11, 2024 |
| #5 | -33.00% May 8, 2006 - Dec 18, 2006 | -10.69% Jul 18, 2023 - Nov 10, 2023 |
| #6 | -30.39% Jun 12, 2001 - Apr 23, 2002 | -7.89% Jun 2, 2026 - Jun 10, 2026 |
| #7 | -29.56% Jan 16, 2020 - Jun 23, 2020 | -7.05% Mar 22, 2024 - May 15, 2024 |
| #8 | -26.65% Jan 26, 2018 - Jan 2, 2020 | -5.42% Dec 16, 2024 - Jan 22, 2025 |
| #9 | -24.73% Apr 8, 2011 - Dec 31, 2012 | -4.61% Jun 24, 2022 - Jul 20, 2022 |
| #10 | -24.09% Jun 3, 2002 - Jan 14, 2003 | -3.56% Jul 21, 2022 - Jul 27, 2022 |
| #11 | -22.30% Oct 28, 2003 - Dec 29, 2003 | -3.41% Oct 29, 2024 - Nov 6, 2024 |
| #12 | -22.09% Jan 3, 2000 - Jan 31, 2001 | -3.36% Oct 8, 2025 - Oct 24, 2025 |
| #13 | -21.68% Jan 16, 2007 - Jun 18, 2007 | -3.27% Dec 28, 2023 - Jan 10, 2024 |
| #14 | -20.66% Feb 1, 2013 - Sep 9, 2014 | -2.94% Nov 13, 2024 - Dec 3, 2024 |
| #15 | -18.02% Jul 12, 2007 - Sep 12, 2007 | -2.94% Sep 22, 2025 - Oct 8, 2025 |
Correlation
Correlation between TDF and IWLG is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.32
-101
Dividend Comparison (1999 - 2026)
TDF vs IWLG dividend yield comparison.
| Year | TDF | IWLG |
|---|---|---|
| 2026 | 2.31% | 0.00% |
| 2025 | 3.55% | 0.00% |
| 2024 | 1.36% | 1.34% |
| 2023 | 0.00% | 0.01% |
| 2022 | 12.73% | 0.05% |
| 2021 | 14.13% | 0.00% |
| 2020 | 24.72% | 0.00% |
| 2019 | 10.75% | 0.00% |
| 2018 | 12.43% | 0.00% |
| 2017 | 7.95% | 0.00% |
| 2016 | 10.34% | 0.00% |
| 2015 | 22.49% | 0.00% |
| 2014 | 17.94% | 0.00% |
| 2013 | 6.44% | 0.00% |
| 2012 | 5.18% | 0.00% |
| 2011 | 8.81% | 0.00% |
| 2010 | 5.74% | 0.00% |
| 2009 | 3.39% | 0.00% |
| 2008 | 9.79% | 0.00% |
| 2007 | 10.49% | 0.00% |
| 2006 | 10.18% | 0.00% |
| 2005 | 4.73% | 0.00% |
| 2004 | 3.21% | 0.00% |
| 2003 | 3.21% | 0.00% |
| 2002 | 1.91% | 0.00% |
| 2001 | 13.22% | 0.00% |
| 2000 | 16.14% | 0.00% |
| 1999 | 3.06% | 0.00% |
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