IWF vs. IYW
Compare and contrast key facts about iShares Russell 1000 Growth ETF (IWF) and iShares U.S. Technology ETF (IYW).
IWF and IYW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. IYW is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Technology Index. It was launched on May 19, 2000. Both IWF and IYW 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: IWF or IYW.
Performance
IWF vs. IYW - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with IWF having a 28.34% return and IYW slightly lower at 26.93%. Over the past 10 years, IWF has underperformed IYW with an annualized return of 16.21%, while IYW has yielded a comparatively higher 20.46% annualized return.
IWF
28.34%
1.92%
13.33%
35.40%
18.94%
16.21%
IYW
26.93%
0.87%
12.82%
34.37%
23.49%
20.46%
Key characteristics
| IWF | IYW | |
|---|---|---|
| Sharpe Ratio | 2.13 | 1.66 |
| Sortino Ratio | 2.79 | 2.20 |
| Omega Ratio | 1.39 | 1.30 |
| Calmar Ratio | 2.70 | 2.19 |
| Martin Ratio | 10.64 | 7.58 |
| Ulcer Index | 3.36% | 4.66% |
| Daily Std Dev | 16.76% | 21.18% |
| Max Drawdown | -64.18% | -81.89% |
| Current Drawdown | -2.82% | -3.55% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IWF vs. IYW - Expense Ratio Comparison
IWF has a 0.19% expense ratio, which is lower than IYW's 0.42% expense ratio.
Correlation
The correlation between IWF and IYW is 0.91, 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.
Risk-Adjusted Performance
IWF vs. IYW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 1000 Growth ETF (IWF) and iShares U.S. Technology ETF (IYW). 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
IWF vs. IYW - Dividend Comparison
IWF's dividend yield for the trailing twelve months is around 0.52%, more than IYW's 0.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWF iShares Russell 1000 Growth ETF | 0.52% | 0.67% | 0.91% | 0.50% | 0.66% | 0.99% | 1.27% | 1.10% | 1.43% | 1.37% | 1.33% | 1.29% |
IYW iShares U.S. Technology ETF | 0.42% | 0.53% | 0.50% | 0.31% | 0.56% | 0.72% | 0.91% | 0.82% | 1.13% | 1.12% | 1.13% | 1.06% |
Drawdowns
IWF vs. IYW - Drawdown Comparison
The maximum IWF drawdown since its inception was -64.18%, smaller than the maximum IYW drawdown of -81.89%. Use the drawdown chart below to compare losses from any high point for IWF and IYW. For additional features, visit the drawdowns tool.
Volatility
IWF vs. IYW - Volatility Comparison
The current volatility for iShares Russell 1000 Growth ETF (IWF) is 5.59%, while iShares U.S. Technology ETF (IYW) has a volatility of 6.50%. This indicates that IWF experiences smaller price fluctuations and is considered to be less risky than IYW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.