PTON vs. IWM
Compare and contrast key facts about Peloton Interactive, Inc. (PTON) and iShares Russell 2000 ETF (IWM).
IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 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: PTON or IWM.
Key characteristics
| PTON | IWM | |
|---|---|---|
| YTD Return | -43.76% | 0.85% |
| 1Y Return | -55.17% | 20.11% |
| 3Y Return (Ann) | -67.21% | -2.03% |
| Sharpe Ratio | -0.77 | 0.95 |
| Daily Std Dev | 79.77% | 19.81% |
| Max Drawdown | -98.19% | -59.05% |
| Current Drawdown | -97.95% | -13.82% |
Correlation
The correlation between PTON and IWM is 0.42, 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
PTON vs. IWM - Performance Comparison
In the year-to-date period, PTON achieves a -43.76% return, which is significantly lower than IWM's 0.85% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
PTON vs. IWM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Peloton Interactive, Inc. (PTON) 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.
Dividends
PTON vs. IWM - Dividend Comparison
PTON has not paid dividends to shareholders, while IWM's dividend yield for the trailing twelve months is around 1.28%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTON Peloton Interactive, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWM iShares Russell 2000 ETF | 1.28% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% | 1.23% |
Drawdowns
PTON vs. IWM - Drawdown Comparison
The maximum PTON drawdown since its inception was -98.19%, which is greater than IWM's maximum drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for PTON and IWM. For additional features, visit the drawdowns tool.
Volatility
PTON vs. IWM - Volatility Comparison
Peloton Interactive, Inc. (PTON) has a higher volatility of 21.26% compared to iShares Russell 2000 ETF (IWM) at 5.57%. This indicates that PTON's price experiences larger fluctuations and is considered to be riskier than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.