GSC vs. IWM
Compare and contrast key facts about Goldman Sachs Small Cap Core Equity ETF (GSC) and iShares Russell 2000 ETF (IWM).
GSC and IWM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GSC is an actively managed fund by Goldman Sachs. It was launched on Oct 3, 2023. 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: GSC or IWM.
Key characteristics
| GSC | IWM | |
|---|---|---|
| YTD Return | 15.23% | 9.90% |
| Daily Std Dev | 18.82% | 21.42% |
| Max Drawdown | -9.67% | -59.05% |
| Current Drawdown | -1.15% | -6.09% |
Correlation
The correlation between GSC and IWM is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
GSC vs. IWM - Performance Comparison
In the year-to-date period, GSC achieves a 15.23% return, which is significantly higher than IWM's 9.90% 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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GSC vs. IWM - Expense Ratio Comparison
GSC has a 0.75% expense ratio, which is higher than IWM's 0.19% expense ratio.
Risk-Adjusted Performance
GSC vs. IWM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Small Cap Core Equity ETF (GSC) and iShares Russell 2000 ETF (IWM). 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.
Not enough dataDividends
GSC vs. IWM - Dividend Comparison
GSC's dividend yield for the trailing twelve months is around 0.19%, less than IWM's 1.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSC Goldman Sachs Small Cap Core Equity ETF | 0.19% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWM iShares Russell 2000 ETF | 1.21% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% | 1.23% |
Drawdowns
GSC vs. IWM - Drawdown Comparison
The maximum GSC drawdown since its inception was -9.67%, smaller than the maximum IWM drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for GSC and IWM. For additional features, visit the drawdowns tool.
Volatility
GSC vs. IWM - Volatility Comparison
Goldman Sachs Small Cap Core Equity ETF (GSC) and iShares Russell 2000 ETF (IWM) have volatilities of 6.15% and 6.38%, 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.