Correlation
The correlation between IWD and IVW is 0.92, 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.
IWD vs. IVW
Compare and contrast key facts about iShares Russell 1000 Value ETF (IWD) and iShares S&P 500 Growth ETF (IVW).
IWD and IVW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IWD is a passively managed fund by iShares that tracks the performance of the Russell 1000 Value Index. It was launched on May 22, 2000. IVW is a passively managed fund by iShares that tracks the performance of the S&P 500/Citigroup Growth Index. It was launched on May 22, 2000. Both IWD and IVW are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IWD or IVW.
Performance
IWD vs. IVW - Performance Comparison
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Key characteristics
IWD:
0.50
IVW:
0.70
IWD:
0.64
IVW:
1.08
IWD:
1.09
IVW:
1.15
IWD:
0.40
IVW:
0.76
IWD:
1.41
IVW:
2.55
IWD:
4.42%
IVW:
6.63%
IWD:
16.55%
IVW:
25.03%
IWD:
-60.10%
IVW:
-57.33%
IWD:
-5.89%
IVW:
-4.82%
Returns By Period
In the year-to-date period, IWD achieves a 1.05% return, which is significantly higher than IVW's 0.02% return. Over the past 10 years, IWD has underperformed IVW with an annualized return of 8.31%, while IVW has yielded a comparatively higher 14.59% annualized return.
IWD
1.05%
3.02%
-4.90%
7.51%
8.61%
13.50%
8.31%
IVW
0.02%
9.29%
2.06%
16.35%
18.94%
16.52%
14.59%
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IWD vs. IVW - Expense Ratio Comparison
IWD has a 0.19% expense ratio, which is higher than IVW's 0.18% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IWD vs. IVW — Risk-Adjusted Performance Rank
IWD
IVW
IWD vs. IVW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 1000 Value ETF (IWD) and iShares S&P 500 Growth ETF (IVW). 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.
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Dividends
IWD vs. IVW - Dividend Comparison
IWD's dividend yield for the trailing twelve months is around 1.88%, more than IVW's 0.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWD iShares Russell 1000 Value ETF | 1.88% | 1.88% | 2.02% | 2.15% | 1.62% | 2.05% | 2.45% | 2.71% | 2.09% | 2.25% | 2.47% | 2.00% |
IVW iShares S&P 500 Growth ETF | 0.45% | 0.43% | 1.03% | 0.89% | 0.46% | 0.82% | 1.63% | 1.28% | 1.30% | 1.51% | 1.51% | 1.37% |
Drawdowns
IWD vs. IVW - Drawdown Comparison
The maximum IWD drawdown since its inception was -60.10%, roughly equal to the maximum IVW drawdown of -57.33%. Use the drawdown chart below to compare losses from any high point for IWD and IVW.
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Volatility
IWD vs. IVW - Volatility Comparison
The current volatility for iShares Russell 1000 Value ETF (IWD) is 3.92%, while iShares S&P 500 Growth ETF (IVW) has a volatility of 5.21%. This indicates that IWD experiences smaller price fluctuations and is considered to be less risky than IVW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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