IWLvsLDRXETF Comparison
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iShares Russell Top 200 ETF (IWL) belongs to the US Large Cap segment. SGI Enhanced Market Leaders ETF (LDRX) is part of the Options Strategies segment. Both ETFs have the same top 3 sector exposures: Technology, Finance and Consumer Non-Cyclicals. IWL is less expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.59% for LDRX. IWL is up 7.38% year-to-date (YTD) with +$3M in YTD flows. LDRX performs worse with 6.75% YTD performance, and +$30M in YTD flows. Run a side-by-side ETF comparison of IWL and LDRX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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IWL vs LDRX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWL LDRX | +0.70%+0.99% | +3.13%+3.10% | +7.38%+6.75% | +17.21%+16.75% | +72.73%n/a | +82.20%n/a |
| Flows | IWL LDRX | +$18M+$1M | +$211K+$4M | +$3M+$30M | +$105M+$18M | +$431M- | +$385M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWL LDRX | +13.51%+14.41% | +13.25%+13.63% | +15.55%n/a | +17.42%n/a |
| Max drawdown | IWL LDRX | -4.76%-5.50% | -9.79%-10.72% | -19.22%n/a | -25.69%n/a |
| Max drawdown duration | IWL LDRX | 52d53d | 92d167d | 126dn/a | 707dn/a |
Trading data
IWL | LDRX | |
Last sale 7/27/2026 at 1:30 PM | $182.27 | $34.90 |
| Previous close 07/24/2026 | $182.37 | $34.98 |
| Consolidated volume 07/24/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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LDRX
is actively managed and doesn’t replicate an indexIWL | LDRX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/27/2026 at 1:30 PM
Live
Closed
IWL | LDRX | |
|---|---|---|
| Last price | $182.27 | $34.90 |
| 1D performance | -0.05% | -0.22% |
| AuM | $2.17 B | $241.26 M |
| E/R | 0.15% | 0.59% |
Characteristics
IWL | LDRX | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | Summit Global Investments |
| Benchmark | Russell Top 200 Index | - |
| N° of holdings | 198 | 100 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 22, 2009 | May 2, 2025 |
| ESG | No | No |
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Exposure
Countries
IWL
USA
97.69%
Other
2.31%
LDRX
USA
98.48%
Other
1.52%
Sectors
IWL
Technology
49.96%
Finance
11.96%
Consumer Non-Cycl.
9.2%
Healthcare
8.44%
Industrials
7.19%
Other
13.26%
LDRX
Technology
53.33%
Finance
11.35%
Consumer Non-Cycl.
10.32%
Healthcare
8.63%
Other
16.37%
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Diversification
IWL
Total weight of top 15 holdings out of 15
49.56%
LDRX
Total weight of top 15 holdings out of 15
60.9%
Top 15 holdings
Data as of June 30, 2026
IWL
NVIDIA Corp.
8.40%
Apple, Inc.
7.53%
Microsoft Corp.
4.99%
Amazon.com, Inc.
4.16%
Alphabet, Inc.
3.75%
Broadcom Inc.
3.16%
Alphabet, Inc.
3.02%
Micron Technology, Inc.
2.34%
Meta Platforms, Inc.
2.23%
Tesla, Inc.
2.21%
Eli Lilly & Co.
1.72%
Advanced Micro Devices, Inc.
1.70%
Berkshire Hathaway, Inc.
1.68%
JPMorgan Chase & Co.
1.57%
Intel Corp.
1.10%
LDRX
NVIDIA Corp.
10.30%
Apple, Inc.
9.20%
Alphabet, Inc.
8.01%
Microsoft Corp.
6.10%
Amazon.com, Inc.
5.01%
Broadcom Inc.
3.86%
Micron Technology, Inc.
2.93%
Meta Platforms, Inc.
2.67%
Tesla, Inc.
2.39%
Eli Lilly & Co.
2.05%
Berkshire Hathaway, Inc.
1.98%
JPMorgan Chase & Co.
1.95%
Advanced Micro Devices, Inc.
1.88%
Johnson & Johnson
1.29%
Intel Corp.
1.28%
Frequently asked questions about IWL and LDRX
How have the IWL and LDRX ETFs performed in 2026?
As of July 24, 2026, IWL is up 7.38% year-to-date (YTD), while LDRX has returned 6.75%. That puts IWL better performer ahead so far this year.
Which ETF is attracting more investor money: IWL or LDRX?
Year-to-date, the IWL ETF saw +$3M in flows, compared to +$30M for LDRX.
Which ETF is more volatile: IWL or LDRX?
Over the past year, IWL had a volatility of 13.25%, while LDRX experienced 13.63%.
Which ETF is bigger: IWL or LDRX?
As of July 24, 2026, IWL holds $2.17 B in assets under management (AUM), while LDRX manages $241.26 M.
What sectors do the IWL and LDRX ETFs invest in?
IWL leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, LDRX focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the IWL ETF and LDRX ETF?
IWL top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. LDRX holds in its top three: NVIDIA Corp., Apple, Inc. and Alphabet, Inc..
Which ETF is more diversified: IWL or LDRX?
IWL holds 201 securities with 49.56% of its assets in the top 15. LDRX has 100 securities and a top 15 weight of 60.9%.
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