CASY vs. IWY
Compare and contrast key facts about Casey's General Stores, Inc. (CASY) and iShares Russell Top 200 Growth ETF (IWY).
IWY is a passively managed fund by iShares that tracks the performance of the Russell Top 200 Growth Index. It was launched on Sep 22, 2009.
Performance
CASY vs. IWY - Performance Comparison
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CASY vs. IWY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CASY Casey's General Stores, Inc. | 33.50% | 40.12% | 45.01% | 23.27% | 14.49% | 11.25% | 13.24% | 25.12% | 15.59% | -4.99% |
IWY iShares Russell Top 200 Growth ETF | -9.30% | 18.19% | 34.89% | 46.49% | -29.91% | 31.05% | 39.01% | 36.20% | -0.72% | 31.69% |
Returns By Period
In the year-to-date period, CASY achieves a 33.50% return, which is significantly higher than IWY's -9.30% return. Over the past 10 years, CASY has outperformed IWY with an annualized return of 21.37%, while IWY has yielded a comparatively lower 17.59% annualized return.
CASY
- 1D
- 1.28%
- 1M
- 7.30%
- YTD
- 33.50%
- 6M
- 32.10%
- 1Y
- 68.00%
- 3Y*
- 51.25%
- 5Y*
- 28.50%
- 10Y*
- 21.37%
IWY
- 1D
- 0.87%
- 1M
- -4.60%
- YTD
- -9.30%
- 6M
- -8.67%
- 1Y
- 18.58%
- 3Y*
- 22.41%
- 5Y*
- 13.61%
- 10Y*
- 17.59%
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Return for Risk
CASY vs. IWY — Risk / Return Rank
CASY
IWY
CASY vs. IWY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Casey's General Stores, Inc. (CASY) and iShares Russell Top 200 Growth ETF (IWY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CASY | IWY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.55 | 0.84 | +1.71 |
Sortino ratioReturn per unit of downside risk | 3.58 | 1.35 | +2.23 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.19 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 7.45 | 1.17 | +6.28 |
Martin ratioReturn relative to average drawdown | 21.84 | 3.89 | +17.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CASY | IWY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.55 | 0.84 | +1.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.10 | 0.64 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.84 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.87 | -0.36 |
Correlation
The correlation between CASY and IWY is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CASY vs. IWY - Dividend Comparison
CASY's dividend yield for the trailing twelve months is around 0.30%, less than IWY's 0.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CASY Casey's General Stores, Inc. | 0.30% | 0.39% | 0.47% | 0.59% | 0.65% | 0.69% | 0.72% | 0.77% | 0.86% | 0.89% | 0.77% | 0.70% |
IWY iShares Russell Top 200 Growth ETF | 0.39% | 0.36% | 0.42% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% |
Drawdowns
CASY vs. IWY - Drawdown Comparison
The maximum CASY drawdown since its inception was -74.32%, which is greater than IWY's maximum drawdown of -32.68%. Use the drawdown chart below to compare losses from any high point for CASY and IWY.
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Drawdown Indicators
| CASY | IWY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.32% | -32.68% | -41.64% |
Max Drawdown (1Y)Largest decline over 1 year | -9.47% | -16.63% | +7.16% |
Max Drawdown (5Y)Largest decline over 5 years | -23.64% | -32.68% | +9.04% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | -32.68% | -0.73% |
Current DrawdownCurrent decline from peak | 0.00% | -12.77% | +12.77% |
Average DrawdownAverage peak-to-trough decline | -15.20% | -4.77% | -10.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 4.99% | -1.76% |
Volatility
CASY vs. IWY - Volatility Comparison
Casey's General Stores, Inc. (CASY) has a higher volatility of 9.30% compared to iShares Russell Top 200 Growth ETF (IWY) at 6.70%. This indicates that CASY's price experiences larger fluctuations and is considered to be riskier than IWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CASY | IWY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.30% | 6.70% | +2.60% |
Volatility (6M)Calculated over the trailing 6-month period | 17.35% | 12.40% | +4.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.86% | 22.29% | +4.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.05% | 21.49% | +4.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.40% | 20.92% | +6.48% |