IWM vs. FSV
Compare and contrast key facts about iShares Russell 2000 ETF (IWM) and FirstService Corporation (FSV).
IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IWM or FSV.
Key characteristics
| IWM | FSV | |
|---|---|---|
| YTD Return | -1.26% | -4.36% |
| 1Y Return | 15.80% | 9.05% |
| 3Y Return (Ann) | -3.08% | -2.08% |
| 5Y Return (Ann) | 5.95% | 12.91% |
| Sharpe Ratio | 0.65 | 0.35 |
| Daily Std Dev | 19.91% | 20.11% |
| Max Drawdown | -59.05% | -47.45% |
| Current Drawdown | -15.62% | -22.25% |
Correlation
The correlation between IWM and FSV is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IWM vs. FSV - Performance Comparison
In the year-to-date period, IWM achieves a -1.26% return, which is significantly higher than FSV's -4.36% return. 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
IWM vs. FSV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 2000 ETF (IWM) and FirstService Corporation (FSV). 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
IWM vs. FSV - Dividend Comparison
IWM's dividend yield for the trailing twelve months is around 1.31%, more than FSV's 0.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWM iShares Russell 2000 ETF | 1.31% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% | 1.23% |
FSV FirstService Corporation | 0.60% | 0.56% | 0.66% | 0.37% | 0.48% | 0.64% | 0.79% | 0.70% | 0.93% | 0.74% | 0.00% | 0.00% |
Drawdowns
IWM vs. FSV - Drawdown Comparison
The maximum IWM drawdown since its inception was -59.05%, which is greater than FSV's maximum drawdown of -47.45%. Use the drawdown chart below to compare losses from any high point for IWM and FSV. For additional features, visit the drawdowns tool.
Volatility
IWM vs. FSV - Volatility Comparison
iShares Russell 2000 ETF (IWM) and FirstService Corporation (FSV) have volatilities of 5.51% and 5.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.