MSCI vs. IWF
Compare and contrast key facts about MSCI Inc. (MSCI) and iShares Russell 1000 Growth ETF (IWF).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSCI or IWF.
Correlation
The correlation between MSCI and IWF is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MSCI vs. IWF - Performance Comparison
Key characteristics
MSCI:
0.80
IWF:
0.51
MSCI:
1.16
IWF:
0.85
MSCI:
1.16
IWF:
1.12
MSCI:
0.65
IWF:
0.53
MSCI:
2.65
IWF:
1.77
MSCI:
7.08%
IWF:
6.98%
MSCI:
25.06%
IWF:
24.81%
MSCI:
-69.06%
IWF:
-64.18%
MSCI:
-14.40%
IWF:
-10.19%
Returns By Period
The year-to-date returns for both investments are quite close, with MSCI having a -6.71% return and IWF slightly higher at -6.40%. Over the past 10 years, MSCI has outperformed IWF with an annualized return of 26.04%, while IWF has yielded a comparatively lower 15.22% annualized return.
MSCI
-6.71%
10.06%
-2.51%
19.95%
11.95%
26.04%
IWF
-6.40%
17.18%
-5.30%
12.55%
17.10%
15.22%
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Risk-Adjusted Performance
MSCI vs. IWF — Risk-Adjusted Performance Rank
MSCI
IWF
MSCI vs. IWF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MSCI Inc. (MSCI) 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
MSCI vs. IWF - Dividend Comparison
MSCI's dividend yield for the trailing twelve months is around 1.18%, more than IWF's 0.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSCI MSCI Inc. | 1.18% | 1.07% | 0.98% | 0.98% | 0.59% | 0.65% | 0.98% | 1.30% | 1.04% | 1.27% | 1.11% | 0.38% |
IWF iShares Russell 1000 Growth ETF | 0.48% | 0.46% | 0.67% | 0.91% | 0.50% | 0.66% | 0.99% | 1.27% | 1.10% | 1.43% | 1.37% | 1.33% |
Drawdowns
MSCI vs. IWF - Drawdown Comparison
The maximum MSCI drawdown since its inception was -69.06%, which is greater than IWF's maximum drawdown of -64.18%. Use the drawdown chart below to compare losses from any high point for MSCI and IWF. For additional features, visit the drawdowns tool.
Volatility
MSCI vs. IWF - Volatility Comparison
The current volatility for MSCI Inc. (MSCI) is 10.87%, while iShares Russell 1000 Growth ETF (IWF) has a volatility of 13.47%. This indicates that MSCI 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.