IWP vs. NUMG
Compare and contrast key facts about iShares Russell Mid-Cap Growth ETF (IWP) and Nuveen ESG Mid-Cap Growth ETF (NUMG).
IWP and NUMG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IWP is a passively managed fund by iShares that tracks the performance of the Russell Midcap Growth Index. It was launched on Jul 17, 2001. NUMG is a passively managed fund by Nuveen that tracks the performance of the MSCI TIAA ESG USA Mid Cap Growth. It was launched on Dec 13, 2016. Both IWP and NUMG 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
IWP vs. NUMG - Performance Comparison
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IWP vs. NUMG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IWP iShares Russell Mid-Cap Growth ETF | -6.40% | 8.45% | 21.86% | 25.70% | -26.90% | 12.60% | 35.25% | 35.04% | -4.89% | 24.93% |
NUMG Nuveen ESG Mid-Cap Growth ETF | -13.96% | 0.78% | 11.99% | 20.47% | -28.31% | 12.27% | 45.73% | 34.87% | -5.79% | 19.00% |
Returns By Period
In the year-to-date period, IWP achieves a -6.40% return, which is significantly higher than NUMG's -13.96% return.
IWP
- 1D
- 3.64%
- 1M
- -6.27%
- YTD
- -6.40%
- 6M
- -9.89%
- 1Y
- 9.42%
- 3Y*
- 12.54%
- 5Y*
- 4.78%
- 10Y*
- 11.41%
NUMG
- 1D
- 3.29%
- 1M
- -6.68%
- YTD
- -13.96%
- 6M
- -15.60%
- 1Y
- -4.28%
- 3Y*
- 2.51%
- 5Y*
- -1.83%
- 10Y*
- —
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IWP vs. NUMG - Expense Ratio Comparison
IWP has a 0.23% expense ratio, which is lower than NUMG's 0.30% expense ratio.
Return for Risk
IWP vs. NUMG — Risk / Return Rank
IWP
NUMG
IWP vs. NUMG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Mid-Cap Growth ETF (IWP) and Nuveen ESG Mid-Cap Growth ETF (NUMG). 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.
| IWP | NUMG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | -0.18 | +0.59 |
Sortino ratioReturn per unit of downside risk | 0.75 | -0.10 | +0.85 |
Omega ratioGain probability vs. loss probability | 1.10 | 0.99 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | -0.21 | +0.84 |
Martin ratioReturn relative to average drawdown | 1.97 | -0.65 | +2.63 |
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
| IWP | NUMG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | -0.18 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | -0.08 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.37 | +0.04 |
Correlation
The correlation between IWP and NUMG 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.
Dividends
IWP vs. NUMG - Dividend Comparison
IWP's dividend yield for the trailing twelve months is around 0.36%, more than NUMG's 0.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWP iShares Russell Mid-Cap Growth ETF | 0.36% | 0.37% | 0.40% | 0.54% | 0.77% | 0.30% | 0.38% | 0.59% | 1.02% | 0.78% | 1.16% | 0.98% |
NUMG Nuveen ESG Mid-Cap Growth ETF | 0.01% | 0.01% | 0.06% | 0.18% | 0.18% | 12.76% | 3.82% | 0.27% | 5.14% | 0.56% | 0.00% | 0.00% |
Drawdowns
IWP vs. NUMG - Drawdown Comparison
The maximum IWP drawdown since its inception was -56.92%, which is greater than NUMG's maximum drawdown of -38.85%. Use the drawdown chart below to compare losses from any high point for IWP and NUMG.
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Drawdown Indicators
| IWP | NUMG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.92% | -38.85% | -18.07% |
Max Drawdown (1Y)Largest decline over 1 year | -14.79% | -19.71% | +4.92% |
Max Drawdown (5Y)Largest decline over 5 years | -38.62% | -38.85% | +0.23% |
Max Drawdown (10Y)Largest decline over 10 years | -38.62% | — | — |
Current DrawdownCurrent decline from peak | -11.69% | -21.68% | +9.99% |
Average DrawdownAverage peak-to-trough decline | -9.71% | -11.30% | +1.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.70% | 6.47% | -1.77% |
Volatility
IWP vs. NUMG - Volatility Comparison
iShares Russell Mid-Cap Growth ETF (IWP) and Nuveen ESG Mid-Cap Growth ETF (NUMG) have volatilities of 7.01% and 6.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IWP | NUMG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 6.83% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 13.18% | 14.15% | -0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.08% | 23.42% | -0.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.36% | 22.83% | -0.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.63% | 21.92% | -0.29% |