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IWD vs. IWF
Performance
Return for Risk
Dividends
Drawdowns
Volatility

IWD vs. IWF

Last updated Apr 1, 2026

Compare and contrast key facts about iShares Russell 1000 Value ETF (IWD) and iShares Russell 1000 Growth ETF (IWF).

IWD and IWF 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. IWF is a passively managed fund by iShares that tracks the performance of the Russell 1000 Growth Index. It was launched on May 22, 2000. Both IWD and IWF are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

IWD vs. IWF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Russell 1000 Value ETF (IWD) and iShares Russell 1000 Growth ETF (IWF). The values are adjusted to include any dividend payments, if applicable.

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IWD vs. IWF - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
IWD
iShares Russell 1000 Value ETF		1.97%15.68%14.17%11.34%-7.75%24.95%2.73%26.12%-8.45%13.45%
IWF
iShares Russell 1000 Growth ETF		-9.83%18.33%33.12%42.59%-29.31%27.43%38.25%35.86%-1.67%29.95%

Returns By Period

In the year-to-date period, IWD achieves a 1.97% return, which is significantly higher than IWF's -9.83% return. Over the past 10 years, IWD has underperformed IWF with an annualized return of 10.33%, while IWF has yielded a comparatively higher 16.53% annualized return.

IWD

1D
2.03%
1M
-4.89%
YTD
1.97%
6M
5.86%
1Y
15.56%
3Y*
14.10%
5Y*
9.01%
10Y*
10.33%

IWF

1D
3.77%
1M
-5.20%
YTD
-9.83%
6M
-8.80%
1Y
18.54%
3Y*
21.01%
5Y*
12.22%
10Y*
16.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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

iShares Russell 1000 Value ETF

iShares Russell 1000 Growth ETF

Often compared with IWD:
IWD vs. VTVIWD vs. IWBIWD vs. QQQIWD vs. VONVIWD vs. IWVIWD vs. IWRIWD vs. EIMI.L
Often compared with IWF:
IWF vs. VUGIWF vs. SPYIWF vs. IWMIWF vs. VOOIWF vs. VONGIWF vs. IWYIWF vs. IVW

IWD vs. IWF - Expense Ratio Comparison

IWD has a 0.18% expense ratio, which is lower than IWF's 0.19% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

IWF
iShares Russell 1000 Growth ETF
IWD
iShares Russell 1000 Value ETF

Return for Risk

IWD vs. IWF — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IWD
IWD Risk / Return Rank: 6262
Overall Rank
IWD Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
IWD Sortino Ratio Rank: 6060
Sortino Ratio Rank
IWD Omega Ratio Rank: 6262
Omega Ratio Rank
IWD Calmar Ratio Rank: 6161
Calmar Ratio Rank
IWD Martin Ratio Rank: 7070
Martin Ratio Rank
IWF
IWF Risk / Return Rank: 5151
Overall Rank
IWF Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
IWF Sortino Ratio Rank: 5555
Sortino Ratio Rank
IWF Omega Ratio Rank: 5454
Omega Ratio Rank
IWF Calmar Ratio Rank: 5050
Calmar Ratio Rank
IWF Martin Ratio Rank: 4545
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IWD vs. IWF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Russell 1000 Value ETF (IWD) and iShares Russell 1000 Growth ETF (IWF). 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.

IWDIWFDifference

Sharpe ratio

Return per unit of total volatility

0.99

0.83

+0.16

Sortino ratio

Return per unit of downside risk

1.45

1.35

+0.10

Omega ratio

Gain probability vs. loss probability

1.22

1.19

+0.03

Calmar ratio

Return relative to maximum drawdown

1.42

1.15

+0.27

Martin ratio

Return relative to average drawdown

6.68

3.95

+2.73

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IWD vs. IWF - Sharpe Ratio Comparison

The current IWD Sharpe Ratio is 0.99, which is comparable to the IWF Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of IWD and IWF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

IWDIWFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.99

0.83

+0.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.61

0.57

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

0.79

-0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.36

+0.04

Correlation

The correlation between IWD and IWF is 0.79, 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.

Dividends

IWD vs. IWF - Dividend Comparison

IWD's dividend yield for the trailing twelve months is around 1.67%, more than IWF's 0.40% yield.

TTM20252024202320222021202020192018201720162015
IWD
iShares Russell 1000 Value ETF		1.67%1.69%1.87%2.02%2.15%1.62%2.05%2.45%2.71%2.09%2.25%2.47%
IWF
iShares Russell 1000 Growth ETF		0.40%0.36%0.46%0.67%0.91%0.49%0.66%0.99%1.27%1.10%1.43%1.37%

Drawdowns

IWD vs. IWF - Drawdown Comparison

The maximum IWD drawdown since its inception was -60.10%, smaller than the maximum IWF drawdown of -64.25%. Use the drawdown chart below to compare losses from any high point for IWD and IWF.

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Drawdown Indicators

IWDIWFDifference

Max Drawdown

Largest peak-to-trough decline

-60.10%

-64.25%

+4.15%

Max Drawdown (1Y)

Largest decline over 1 year

-11.80%

-16.27%

+4.47%

Max Drawdown (5Y)

Largest decline over 5 years

-19.04%

-32.72%

+13.68%

Max Drawdown (10Y)

Largest decline over 10 years

-38.51%

-32.72%

-5.79%

Current Drawdown

Current decline from peak

-4.89%

-13.12%

+8.23%

Average Drawdown

Average peak-to-trough decline

-8.71%

-22.21%

+13.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.50%

4.74%

-2.24%

Volatility

IWD vs. IWF - Volatility Comparison

The current volatility for iShares Russell 1000 Value ETF (IWD) is 4.33%, while iShares Russell 1000 Growth ETF (IWF) has a volatility of 6.74%. This indicates that IWD experiences smaller price fluctuations and is considered to be less risky than IWF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IWDIWFDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.33%

6.74%

-2.41%

Volatility (6M)

Calculated over the trailing 6-month period

8.26%

12.36%

-4.10%

Volatility (1Y)

Calculated over the trailing 1-year period

15.76%

22.40%

-6.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.80%

21.41%

-6.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.28%

20.92%

-3.64%