POWR vs. IWM
Compare and contrast key facts about iShares U.S. Power Infrastructure ETF (POWR) and iShares Russell 2000 ETF (IWM).
POWR and IWM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. POWR is an actively managed fund by iShares. It was launched on Jan 31, 2012. IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 Index. It was launched on May 22, 2000.
Performance
POWR vs. IWM - Performance Comparison
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POWR vs. IWM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POWR iShares U.S. Power Infrastructure ETF | 12.26% | 10.81% | -1.30% | 3.66% | 42.54% | 42.03% | -28.30% | 8.44% | -11.74% | 9.69% |
IWM iShares Russell 2000 ETF | 1.56% | 12.66% | 11.38% | 16.83% | -20.48% | 14.54% | 20.03% | 25.39% | -11.12% | 14.58% |
Returns By Period
In the year-to-date period, POWR achieves a 12.26% return, which is significantly higher than IWM's 1.56% return. Over the past 10 years, POWR has underperformed IWM with an annualized return of 8.88%, while IWM has yielded a comparatively higher 9.83% annualized return.
POWR
- 1D
- 0.42%
- 1M
- -1.18%
- YTD
- 12.26%
- 6M
- 11.01%
- 1Y
- 13.80%
- 3Y*
- 9.78%
- 5Y*
- 16.12%
- 10Y*
- 8.88%
IWM
- 1D
- 0.63%
- 1M
- -5.23%
- YTD
- 1.56%
- 6M
- 3.44%
- 1Y
- 26.43%
- 3Y*
- 13.18%
- 5Y*
- 3.47%
- 10Y*
- 9.83%
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POWR vs. IWM - Expense Ratio Comparison
POWR has a 0.40% expense ratio, which is higher than IWM's 0.19% expense ratio.
Return for Risk
POWR vs. IWM — Risk / Return Rank
POWR
IWM
POWR vs. IWM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Power Infrastructure ETF (POWR) and iShares Russell 2000 ETF (IWM). 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.
| POWR | IWM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 1.15 | -0.51 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.70 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.22 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.80 | 1.93 | -1.12 |
Martin ratioReturn relative to average drawdown | 2.84 | 7.08 | -4.24 |
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
| POWR | IWM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 1.15 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.15 | +0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.43 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.34 | -0.17 |
Correlation
The correlation between POWR and IWM is 0.53, 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.
Dividends
POWR vs. IWM - Dividend Comparison
POWR's dividend yield for the trailing twelve months is around 7.04%, more than IWM's 1.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POWR iShares U.S. Power Infrastructure ETF | 7.04% | 7.56% | 4.36% | 4.16% | 4.82% | 3.94% | 3.96% | 5.71% | 3.17% | 3.11% | 2.75% | 3.42% |
IWM iShares Russell 2000 ETF | 1.02% | 1.04% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% |
Drawdowns
POWR vs. IWM - Drawdown Comparison
The maximum POWR drawdown since its inception was -65.98%, which is greater than IWM's maximum drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for POWR and IWM.
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Drawdown Indicators
| POWR | IWM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.98% | -59.05% | -6.93% |
Max Drawdown (1Y)Largest decline over 1 year | -17.63% | -13.74% | -3.89% |
Max Drawdown (5Y)Largest decline over 5 years | -25.09% | -31.91% | +6.82% |
Max Drawdown (10Y)Largest decline over 10 years | -63.42% | -41.13% | -22.29% |
Current DrawdownCurrent decline from peak | -1.62% | -7.33% | +5.71% |
Average DrawdownAverage peak-to-trough decline | -18.35% | -10.83% | -7.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.00% | 3.73% | +1.27% |
Volatility
POWR vs. IWM - Volatility Comparison
The current volatility for iShares U.S. Power Infrastructure ETF (POWR) is 5.66%, while iShares Russell 2000 ETF (IWM) has a volatility of 7.36%. This indicates that POWR experiences smaller price fluctuations and is considered to be less risky than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POWR | IWM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 7.36% | -1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 11.94% | 14.48% | -2.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.77% | 23.18% | -1.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.22% | 22.54% | +0.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.64% | 22.99% | +2.65% |