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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CASY or IWY.
Key characteristics
| CASY | IWY | |
|---|---|---|
| YTD Return | 52.63% | 32.94% |
| 1Y Return | 50.24% | 42.23% |
| 3Y Return (Ann) | 28.82% | 11.84% |
| 5Y Return (Ann) | 20.41% | 21.39% |
| 10Y Return (Ann) | 18.59% | 17.82% |
| Sharpe Ratio | 1.81 | 2.44 |
| Sortino Ratio | 3.03 | 3.14 |
| Omega Ratio | 1.38 | 1.44 |
| Calmar Ratio | 5.62 | 3.03 |
| Martin Ratio | 16.35 | 11.56 |
| Ulcer Index | 3.18% | 3.64% |
| Daily Std Dev | 28.75% | 17.22% |
| Max Drawdown | -74.33% | -32.68% |
| Current Drawdown | 0.00% | -0.09% |
Correlation
The correlation between CASY and IWY is 0.38, 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.
Performance
CASY vs. IWY - Performance Comparison
In the year-to-date period, CASY achieves a 52.63% return, which is significantly higher than IWY's 32.94% return. Both investments have delivered pretty close results over the past 10 years, with CASY having a 18.59% annualized return and IWY not far behind at 17.82%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
CASY vs. IWY - Risk-Adjusted Performance 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.
Dividends
CASY vs. IWY - Dividend Comparison
CASY's dividend yield for the trailing twelve months is around 0.45%, less than IWY's 0.49% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CASY Casey's General Stores, Inc. | 0.45% | 0.59% | 0.65% | 0.69% | 0.72% | 0.77% | 0.86% | 1.13% | 0.77% | 0.70% | 0.84% | 0.98% |
IWY iShares Russell Top 200 Growth ETF | 0.49% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% | 1.44% | 1.56% |
Drawdowns
CASY vs. IWY - Drawdown Comparison
The maximum CASY drawdown since its inception was -74.33%, 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. For additional features, visit the drawdowns tool.
Volatility
CASY vs. IWY - Volatility Comparison
Casey's General Stores, Inc. (CASY) has a higher volatility of 7.11% compared to iShares Russell Top 200 Growth ETF (IWY) at 5.21%. 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.