STNC vs. IWY
Compare and contrast key facts about Stance Equity ESG Large Cap Core ETF (STNC) and iShares Russell Top 200 Growth ETF (IWY).
STNC and IWY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. STNC is an actively managed fund by Red Gate Advisers LLC. It was launched on Mar 16, 2021. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STNC or IWY.
Correlation
The correlation between STNC and IWY is 0.73, 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.
Performance
STNC vs. IWY - Performance Comparison
Key characteristics
STNC:
1.05
IWY:
1.54
STNC:
1.51
IWY:
2.06
STNC:
1.18
IWY:
1.28
STNC:
1.65
IWY:
2.03
STNC:
4.10
IWY:
7.41
STNC:
2.86%
IWY:
3.80%
STNC:
11.19%
IWY:
18.34%
STNC:
-22.33%
IWY:
-32.68%
STNC:
-0.27%
IWY:
-0.85%
Returns By Period
In the year-to-date period, STNC achieves a 5.78% return, which is significantly higher than IWY's 3.02% return.
STNC
5.78%
3.49%
8.59%
12.67%
N/A
N/A
IWY
3.02%
2.21%
12.11%
30.31%
19.42%
17.73%
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STNC vs. IWY - Expense Ratio Comparison
STNC has a 0.85% expense ratio, which is higher than IWY's 0.20% expense ratio.
Risk-Adjusted Performance
STNC vs. IWY — Risk-Adjusted Performance Rank
STNC
IWY
STNC vs. IWY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Stance Equity ESG Large Cap Core ETF (STNC) and iShares Russell Top 200 Growth ETF (IWY). 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
STNC vs. IWY - Dividend Comparison
STNC's dividend yield for the trailing twelve months is around 0.91%, more than IWY's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STNC Stance Equity ESG Large Cap Core ETF | 0.91% | 0.96% | 0.08% | 0.58% | 0.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWY iShares Russell Top 200 Growth ETF | 0.41% | 0.42% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% | 1.44% |
Drawdowns
STNC vs. IWY - Drawdown Comparison
The maximum STNC drawdown since its inception was -22.33%, smaller than the maximum IWY drawdown of -32.68%. Use the drawdown chart below to compare losses from any high point for STNC and IWY. For additional features, visit the drawdowns tool.
Volatility
STNC vs. IWY - Volatility Comparison
The current volatility for Stance Equity ESG Large Cap Core ETF (STNC) is 3.38%, while iShares Russell Top 200 Growth ETF (IWY) has a volatility of 5.17%. This indicates that STNC experiences smaller price fluctuations and is considered to be less risky than IWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.