IWB vs. PSHZF
Compare and contrast key facts about iShares Russell 1000 ETF (IWB) and Pershing Square Holdings Ltd (PSHZF).
IWB is a passively managed fund by iShares that tracks the performance of the Russell 1000 Index. It was launched on May 15, 2000.
Performance
IWB vs. PSHZF - Performance Comparison
Loading graphics...
IWB vs. PSHZF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IWB iShares Russell 1000 ETF | -3.54% | 17.18% | 24.32% | 26.39% | -19.19% | 26.32% | 20.77% | 31.06% | -4.90% | 21.52% |
PSHZF Pershing Square Holdings Ltd | -15.87% | 36.74% | 4.57% | 37.43% | -15.13% | 17.80% | 89.27% | 53.54% | -8.09% | -5.08% |
Returns By Period
In the year-to-date period, IWB achieves a -3.54% return, which is significantly higher than PSHZF's -15.87% return. Over the past 10 years, IWB has underperformed PSHZF with an annualized return of 13.82%, while PSHZF has yielded a comparatively higher 16.03% annualized return.
IWB
- 1D
- 0.79%
- 1M
- -4.37%
- YTD
- -3.54%
- 6M
- -1.52%
- 1Y
- 17.98%
- 3Y*
- 18.26%
- 5Y*
- 11.07%
- 10Y*
- 13.82%
PSHZF
- 1D
- 2.04%
- 1M
- -5.21%
- YTD
- -15.87%
- 6M
- -11.28%
- 1Y
- 12.96%
- 3Y*
- 17.48%
- 5Y*
- 9.92%
- 10Y*
- 16.03%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IWB vs. PSHZF — Risk / Return Rank
IWB
PSHZF
IWB vs. PSHZF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 1000 ETF (IWB) and Pershing Square Holdings Ltd (PSHZF). 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.
| IWB | PSHZF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.51 | +0.47 |
Sortino ratioReturn per unit of downside risk | 1.50 | 0.87 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.11 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 0.57 | +0.93 |
Martin ratioReturn relative to average drawdown | 7.11 | 1.75 | +5.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IWB | PSHZF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.51 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.41 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.64 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.30 | +0.13 |
Correlation
The correlation between IWB and PSHZF is 0.44, 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.
Dividends
IWB vs. PSHZF - Dividend Comparison
IWB's dividend yield for the trailing twelve months is around 1.05%, less than PSHZF's 1.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWB iShares Russell 1000 ETF | 1.05% | 1.00% | 1.14% | 1.31% | 1.56% | 1.09% | 1.37% | 1.71% | 2.06% | 1.64% | 1.89% | 1.95% |
PSHZF Pershing Square Holdings Ltd | 1.24% | 1.01% | 1.21% | 1.12% | 1.38% | 1.14% | 1.35% | 1.57% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IWB vs. PSHZF - Drawdown Comparison
The maximum IWB drawdown since its inception was -55.38%, roughly equal to the maximum PSHZF drawdown of -56.97%. Use the drawdown chart below to compare losses from any high point for IWB and PSHZF.
Loading graphics...
Drawdown Indicators
| IWB | PSHZF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.38% | -56.97% | +1.59% |
Max Drawdown (1Y)Largest decline over 1 year | -12.21% | -22.81% | +10.60% |
Max Drawdown (5Y)Largest decline over 5 years | -25.20% | -31.46% | +6.26% |
Max Drawdown (10Y)Largest decline over 10 years | -34.60% | -32.96% | -1.64% |
Current DrawdownCurrent decline from peak | -5.53% | -18.63% | +13.10% |
Average DrawdownAverage peak-to-trough decline | -10.92% | -23.25% | +12.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 7.49% | -4.90% |
Volatility
IWB vs. PSHZF - Volatility Comparison
The current volatility for iShares Russell 1000 ETF (IWB) is 5.38%, while Pershing Square Holdings Ltd (PSHZF) has a volatility of 8.78%. This indicates that IWB experiences smaller price fluctuations and is considered to be less risky than PSHZF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IWB | PSHZF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.38% | 8.78% | -3.40% |
Volatility (6M)Calculated over the trailing 6-month period | 9.58% | 15.73% | -6.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.34% | 25.35% | -7.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.11% | 24.16% | -7.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.12% | 25.20% | -7.08% |