IWL vs. ABALX
Compare and contrast key facts about iShares Russell Top 200 ETF (IWL) and American Funds American Balanced Fund Class A (ABALX).
IWL is a passively managed fund by iShares that tracks the performance of the Russell Top 200 Index. It was launched on Sep 22, 2009. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
IWL vs. ABALX - Performance Comparison
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IWL vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IWL iShares Russell Top 200 ETF | -4.96% | 19.09% | 27.12% | 29.77% | -19.89% | 27.79% | 22.10% | 31.42% | -3.30% | 22.90% |
ABALX American Funds American Balanced Fund Class A | -1.12% | 18.45% | 14.63% | 13.65% | -12.13% | 15.75% | 10.85% | 18.60% | -3.35% | 14.69% |
Returns By Period
In the year-to-date period, IWL achieves a -4.96% return, which is significantly lower than ABALX's -1.12% return. Over the past 10 years, IWL has outperformed ABALX with an annualized return of 14.87%, while ABALX has yielded a comparatively lower 9.17% annualized return.
IWL
- 1D
- 0.84%
- 1M
- -4.26%
- YTD
- -4.96%
- 6M
- -2.52%
- 1Y
- 18.46%
- 3Y*
- 19.81%
- 5Y*
- 12.42%
- 10Y*
- 14.87%
ABALX
- 1D
- 1.79%
- 1M
- -4.88%
- YTD
- -1.12%
- 6M
- 2.08%
- 1Y
- 16.95%
- 3Y*
- 14.07%
- 5Y*
- 8.20%
- 10Y*
- 9.17%
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IWL vs. ABALX - Expense Ratio Comparison
IWL has a 0.15% expense ratio, which is lower than ABALX's 0.56% expense ratio.
Return for Risk
IWL vs. ABALX — Risk / Return Rank
IWL
ABALX
IWL vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Top 200 ETF (IWL) and American Funds American Balanced Fund Class A (ABALX). 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.
| IWL | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.56 | -0.56 |
Sortino ratioReturn per unit of downside risk | 1.53 | 2.28 | -0.75 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.32 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 2.43 | -0.83 |
Martin ratioReturn relative to average drawdown | 6.94 | 10.15 | -3.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IWL | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.56 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.79 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.87 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.79 | +0.04 |
Correlation
The correlation between IWL and ABALX is 0.89, 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
IWL vs. ABALX - Dividend Comparison
IWL's dividend yield for the trailing twelve months is around 0.95%, less than ABALX's 8.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWL iShares Russell Top 200 ETF | 0.95% | 0.90% | 1.04% | 1.30% | 1.54% | 1.12% | 1.30% | 1.96% | 1.93% | 1.69% | 1.96% | 2.14% |
ABALX American Funds American Balanced Fund Class A | 8.39% | 8.27% | 6.87% | 2.05% | 2.30% | 4.30% | 4.35% | 3.49% | 5.49% | 4.72% | 4.24% | 5.60% |
Drawdowns
IWL vs. ABALX - Drawdown Comparison
The maximum IWL drawdown since its inception was -32.71%, smaller than the maximum ABALX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for IWL and ABALX.
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Drawdown Indicators
| IWL | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.71% | -40.20% | +7.49% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -7.33% | -4.48% |
Max Drawdown (5Y)Largest decline over 5 years | -25.65% | -18.76% | -6.89% |
Max Drawdown (10Y)Largest decline over 10 years | -32.71% | -22.34% | -10.37% |
Current DrawdownCurrent decline from peak | -6.46% | -5.37% | -1.09% |
Average DrawdownAverage peak-to-trough decline | -3.92% | -3.86% | -0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 1.76% | +0.96% |
Volatility
IWL vs. ABALX - Volatility Comparison
iShares Russell Top 200 ETF (IWL) has a higher volatility of 5.43% compared to American Funds American Balanced Fund Class A (ABALX) at 3.89%. This indicates that IWL's price experiences larger fluctuations and is considered to be riskier than ABALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IWL | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.43% | 3.89% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 9.72% | 6.96% | +2.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.49% | 11.22% | +7.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.17% | 10.45% | +6.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.06% | 10.63% | +7.43% |