IESC vs. IWY
Compare and contrast key facts about IES Holdings, Inc. (IESC) 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: IESC or IWY.
Key characteristics
| IESC | IWY | |
|---|---|---|
| YTD Return | 97.13% | 16.22% |
| 1Y Return | 226.17% | 37.07% |
| 3Y Return (Ann) | 43.52% | 13.55% |
| 5Y Return (Ann) | 56.38% | 21.06% |
| 10Y Return (Ann) | 36.99% | 17.10% |
| Sharpe Ratio | 4.96 | 2.60 |
| Daily Std Dev | 44.82% | 15.21% |
| Max Drawdown | -99.54% | -32.68% |
| Current Drawdown | -61.53% | 0.00% |
Correlation
The correlation between IESC and IWY is 0.25, 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
IESC vs. IWY - Performance Comparison
In the year-to-date period, IESC achieves a 97.13% return, which is significantly higher than IWY's 16.22% return. Over the past 10 years, IESC has outperformed IWY with an annualized return of 36.99%, while IWY has yielded a comparatively lower 17.10% annualized 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
IESC vs. IWY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for IES Holdings, Inc. (IESC) 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
IESC vs. IWY - Dividend Comparison
IESC has not paid dividends to shareholders, while IWY's dividend yield for the trailing twelve months is around 0.57%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IESC IES Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWY iShares Russell Top 200 Growth ETF | 0.57% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% | 1.44% | 1.56% |
Drawdowns
IESC vs. IWY - Drawdown Comparison
The maximum IESC drawdown since its inception was -99.54%, which is greater than IWY's maximum drawdown of -32.68%. Use the drawdown chart below to compare losses from any high point for IESC and IWY. For additional features, visit the drawdowns tool.
Volatility
IESC vs. IWY - Volatility Comparison
IES Holdings, Inc. (IESC) has a higher volatility of 23.82% compared to iShares Russell Top 200 Growth ETF (IWY) at 3.63%. This indicates that IESC'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.