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GFGF vs. IWY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

GFGF vs. IWY

Last updated Aug 2, 2026
Documentation

GFGF (Guru Favorite Stocks ETF) and IWY (iShares Russell Top 200 Growth ETF) are both exchange-traded funds - GFGF is a Large Cap Blend Equities fund actively managed by GuruFocus, while IWY is a Large Cap Growth Equities fund tracking the Russell Top 200 Growth Index. GFGF is actively managed, while IWY is passively managed. Over the past 3 years, GFGF returned 15.79%/yr vs 19.65%/yr for IWY. Their correlation of 0.83 means they have usually moved in the same direction. GFGF charges 0.65%/yr vs 0.20%/yr for IWY.

Performance

GFGF vs. IWY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Guru Favorite Stocks ETF (GFGF) and iShares Russell Top 200 Growth ETF (IWY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GFGF achieves a 1.58% return, which is significantly higher than IWY's -0.03% return.

GFGF

1D
1.09%
1M
-0.40%
6M
2.49%
YTD
1.58%
1Y
11.60%
3Y*
15.79%
5Y*
—
10Y*
—
ALL TIME*
8.32%

IWY

1D
0.85%
1M
-2.47%
6M
1.67%
YTD
-0.03%
1Y
10.78%
3Y*
19.65%
5Y*
12.72%
10Y*
18.31%
ALL TIME*
16.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

GFGF

Guru Favorite Stocks ETF
$312.56K$152.76K$61.08K

IWY

iShares Russell Top 200 Growth ETF
$127.32M$104.93M$113.90M

GFGF vs. IWY - Yearly Performance Comparison

2026 (YTD)20252024202320222021
GFGF
Guru Favorite Stocks ETF		1.58%13.11%26.12%24.03%-20.32%1.03%
IWY
iShares Russell Top 200 Growth ETF		-0.03%18.19%34.89%46.49%-29.91%0.35%

Correlation

The correlation between GFGF and IWY is 0.74, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.74

Correlation (3Y)
Balances recent behavior with more history.

0.82

Correlation (All Time)
Calculated using the full available price history since Dec 16, 2021

0.83

The correlation between GFGF and IWY has been stable across timeframes, ranging from 0.74 to 0.83 - a consistent structural relationship.

GFGF vs. IWY - Sectors Allocation Comparison

Sectors
GFGF
IWY

Technology

35.2%
57.1%

Financial Services

31.4%
5.0%

Healthcare

14.8%
5.0%

Communication Services

10.2%
16.4%

Consumer Cyclical

6.5%
7.3%

Consumer Defensive

3.1%
1.2%

Industrials

2.0%
6.5%

Real Estate

2.0%
0.2%

Basic Materials

-

0.1%

Energy

-

0.0%

Utilities

-

1.0%

Technology

GFGF
35.2%
IWY
57.1%

Financial Services

GFGF
31.4%
IWY
5.0%

Healthcare

GFGF
14.8%
IWY
5.0%

Communication Services

GFGF
10.2%
IWY
16.4%

Consumer Cyclical

GFGF
6.5%
IWY
7.3%

Consumer Defensive

GFGF
3.1%
IWY
1.2%

Industrials

GFGF
2.0%
IWY
6.5%

Real Estate

GFGF
2.0%
IWY
0.2%

Basic Materials

GFGF

-

IWY
0.1%

Energy

GFGF

-

IWY
0.0%

Utilities

GFGF

-

IWY
1.0%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Guru Favorite Stocks ETF

iShares Russell Top 200 Growth ETF

Often compared with GFGF:
GFGF vs. XNTKGFGF vs. SPYGFGF vs. VGTGFGF vs. VOOGFGF vs. SCHGGFGF vs. BDGSGFGF vs. guru
Often compared with IWY:
IWY vs. QQQIWY vs. SCHGIWY vs. SPYIWY vs. IWFIWY vs. MGKIWY vs. SPMOIWY vs. VONG

Return for Risk

GFGF vs. IWY — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
GFGF
GFGF Risk / Return Rank: 2828
Overall Rank
GFGF Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
GFGF Sortino Ratio Rank: 2929
Sortino Ratio Rank
GFGF Omega Ratio Rank: 2929
Omega Ratio Rank
GFGF Calmar Ratio Rank: 2222
Calmar Ratio Rank
GFGF Martin Ratio Rank: 2626
Martin Ratio Rank
IWY
IWY Risk / Return Rank: 2121
Overall Rank
IWY Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
IWY Sortino Ratio Rank: 2222
Sortino Ratio Rank
IWY Omega Ratio Rank: 2121
Omega Ratio Rank
IWY Calmar Ratio Rank: 2020
Calmar Ratio Rank
IWY Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

GFGF vs. IWY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Guru Favorite Stocks ETF (GFGF) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

GFGFIWYDifference
Sharpe ratioReturn per unit of total volatility
0.76
0.48

+0.27

Sortino ratioReturn per unit of downside risk
1.11
0.79

+0.33

Omega ratioGain probability vs. loss probability

1.14

1.09

+0.04

Calmar ratioReturn relative to maximum drawdown

0.64

0.52

+0.13

Martin ratioReturn relative to average drawdown

2.17

1.50

+0.67

GFGF vs. IWY - Sharpe Ratio Comparison

The current GFGF Sharpe Ratio is 0.76, which is higher than the IWY Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of GFGF and IWY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

GFGF vs. IWY - Drawdown Comparison

The maximum GFGF drawdown since its inception was -27.98%, smaller than the maximum IWY drawdown of -32.68%. Use the drawdown chart below to compare losses from any high point for GFGF and IWY.

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Drawdown Indicators

GFGFIWYDifference

Max Drawdown

Largest peak-to-trough decline

-27.98%

-32.68%

+4.70%

Max Drawdown (1Y)

Largest decline over 1 year

-15.22%

-16.63%

+1.41%

Max Drawdown (3Y)

Largest decline over 3 years

-15.60%

-23.22%

+7.62%

Max Drawdown (5Y)

Largest decline over 5 years

—

-32.68%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-32.68%

—

Current Drawdown

Current decline from peak

-0.90%

-8.44%

+7.54%

Average Drawdown

Average peak-to-trough decline

-8.05%

-4.76%

-3.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.50%

5.70%

-1.20%

Volatility

GFGF vs. IWY - Volatility Comparison

The current volatility for Guru Favorite Stocks ETF (GFGF) is 3.53%, while iShares Russell Top 200 Growth ETF (IWY) has a volatility of 6.91%. This indicates that GFGF experiences smaller price fluctuations and is considered to be less risky 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

GFGFIWYDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.53%

6.91%

-3.38%

Volatility (6M)

Calculated over the trailing 6-month period

10.12%

14.24%

-4.12%

Volatility (1Y)

Calculated over the trailing 1-year period

12.95%

17.75%

-4.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.93%

21.81%

-2.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.93%

21.13%

-2.20%

GFGF vs. IWY - Expense Ratio Comparison

GFGF has a 0.65% expense ratio, which is higher than IWY's 0.20% expense ratio.

Dividends

GFGF vs. IWY - Dividend Comparison

GFGF's dividend yield for the trailing twelve months is around 0.21%, less than IWY's 0.36% yield.

PositionTTM20252024202320222021202020192018201720162015
GFGF
Guru Favorite Stocks ETF		0.21%0.21%0.10%0.08%0.42%0.01%0.00%0.00%0.00%0.00%0.00%0.00%
IWY
iShares Russell Top 200 Growth ETF		0.36%0.36%0.42%0.68%0.88%0.50%0.71%1.06%1.32%1.26%1.51%1.58%

Frequently Asked Questions

GFGF and IWY have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IWY has higher volatility (6.91%) compared to GFGF (3.53%). In terms of maximum drawdown, GFGF dropped -27.98% vs IWY's -32.68%.

On 3-year performance, IWY leads with 19.65% vs 15.79% for GFGF. On fees, IWY is cheaper at 0.20% per year. On volatility, GFGF has been the lower-risk option at 3.53%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, IWY has performed better with a 19.65% return vs 15.79%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IWY is cheaper with a 0.20% expense ratio, compared with 0.65% for GFGF.

IWY has the higher dividend yield at 0.36%, compared with 0.21% for GFGF.

GFGF is categorized as Large Cap Blend Equities, while IWY is Large Cap Growth Equities. They also come from different issuers: GuruFocus and iShares. Their fees differ too: 0.65% for GFGF and 0.20% for IWY.

GFGF currently has the higher Sharpe Ratio (0.76 vs 0.48), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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