IWY vs. IWF
Compare and contrast key facts about iShares Russell Top 200 Growth ETF (IWY) and iShares Russell 1000 Growth ETF (IWF).
IWY and IWF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IWY is a passively managed fund by iShares that tracks the performance of the Russell Top 200 Growth Index. It was launched on Sep 22, 2009. 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 IWY 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IWY or IWF.
Performance
IWY vs. IWF - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with IWY having a 29.23% return and IWF slightly lower at 28.34%. Over the past 10 years, IWY has outperformed IWF with an annualized return of 17.41%, while IWF has yielded a comparatively lower 16.21% annualized return.
IWY
29.23%
1.55%
13.28%
35.29%
20.44%
17.41%
IWF
28.34%
1.92%
13.33%
35.40%
18.94%
16.21%
Key characteristics
| IWY | IWF | |
|---|---|---|
| Sharpe Ratio | 2.07 | 2.13 |
| Sortino Ratio | 2.71 | 2.79 |
| Omega Ratio | 1.38 | 1.39 |
| Calmar Ratio | 2.59 | 2.70 |
| Martin Ratio | 9.85 | 10.64 |
| Ulcer Index | 3.64% | 3.36% |
| Daily Std Dev | 17.32% | 16.76% |
| Max Drawdown | -32.68% | -64.18% |
| Current Drawdown | -2.88% | -2.82% |
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IWY vs. IWF - Expense Ratio Comparison
IWY has a 0.20% expense ratio, which is higher than IWF's 0.19% 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%.
Correlation
The correlation between IWY and IWF is 0.98, 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
IWY vs. IWF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Top 200 Growth ETF (IWY) 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.
Dividends
IWY vs. IWF - Dividend Comparison
IWY's dividend yield for the trailing twelve months is around 0.50%, less than IWF's 0.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWY iShares Russell Top 200 Growth ETF | 0.50% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% | 1.44% | 1.56% |
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% |
Drawdowns
IWY vs. IWF - Drawdown Comparison
The maximum IWY drawdown since its inception was -32.68%, smaller than the maximum IWF drawdown of -64.18%. Use the drawdown chart below to compare losses from any high point for IWY and IWF. For additional features, visit the drawdowns tool.
Volatility
IWY vs. IWF - Volatility Comparison
iShares Russell Top 200 Growth ETF (IWY) and iShares Russell 1000 Growth ETF (IWF) have volatilities of 5.70% and 5.59%, 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.