IUS vs SPY
Comparison between INVESCO RAFI(TM) STRATEGIC US ETF (IUS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceIUS has outperformed SPY, delivering a return of +14.2% compared to +13.0%
IUS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IUS
$882M
Winner
SPY
$781B
Expense Ratio
IUS
0.19%
Winner
SPY
0.09%
Max Drawdown
Winner
IUS
35.17%
SPY
56.47%
Sharpe Ratio
Winner
IUS
2.27
SPY
1.25
5Y Beta
Winner
IUS
0.77
SPY
1.00
P/E Ratio
Winner
IUS
22.67
SPY
28.78
Forward P/E
Winner
IUS
16.21
SPY
21.23
PEG Ratio
IUS
0.37
SPY
N/A
5Y Dividends CAGR
Winner
IUS
9.63%
SPY
6.00%
5Y EPS CAGR
IUS
16.29%
Winner
SPY
25.62%
Debt to Equity
Winner
IUS
26.34%
SPY
31.92%
P/S Ratio
Winner
IUS
1.23
SPY
3.76
P/B Ratio
Winner
IUS
3.35
SPY
5.64
IUS vs SPY - Holdings Comparison
IUS and SPY have 381 common holdings. Overlap is 60.05%
IUS's top 25 holdings weight is 38.98%. SPY's top 25 holdings weight is 51.74%.
| Rank | IUS | SPY |
|---|---|---|
| #1 | APPLE INC (AAPL) - 4.28% | NVIDIA CORP (NVDA) - 7.89% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 3.92% | APPLE INC (AAPL) - 7.37% |
| #3 | MICROSOFT CORP (MSFT) - 3.23% | MICROSOFT CORP (MSFT) - 4.50% |
| #4 | META PLATFORMS INC CLASS A (META) - 2.93% | AMAZON.COM INC (AMZN) - 3.82% |
| #5 | AMAZON.COM INC (AMZN) - 2.74% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #6 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.61% | BROADCOM INC (AVGO) - 2.86% |
| #7 | NVIDIA CORP (NVDA) - 2.11% | ALPHABET INC CLASS C (GOOG) - 2.68% |
| #8 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.08% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 1.45% | TESLA INC (TSLA) - 1.70% |
| #10 | CHEVRON CORP (CVX) - 1.35% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | CVS HEALTH CORP (CVS) - 1.01% | JPMORGAN CHASE & CO (JPM) - 1.42% |
| #12 | VERIZON COMMUNICATIONS INC (VZ) - 0.95% | ELI LILLY AND CO (LLY) - 1.40% |
| #13 | AT&T INC (T) - 0.95% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #14 | JOHNSON & JOHNSON (JNJ) - 0.93% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | WALMART INC (WMT) - 0.90% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% |
| #16 | COMCAST CORP CLASS A (CMCSA) - 0.88% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #17 | VISA INC CLASS A (V) - 0.86% | VISA INC CLASS A (V) - 0.90% |
| #18 | GENERAL MOTORS CO (GM) - 0.84% | WALMART INC (WMT) - 0.76% |
| #19 | BROADCOM INC (AVGO) - 0.81% | INTEL CORP (INTC) - 0.75% |
| #20 | PROCTER & GAMBLE CO (PG) - 0.74% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #21 | MCKESSON CORP (MCK) - 0.72% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #22 | THE CIGNA GROUP (CI) - 0.69% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #23 | THE HOME DEPOT INC (HD) - 0.68% | ABBVIE INC (ABBV) - 0.66% |
| #24 | FORD MOTOR CO (F) - 0.66% | CATERPILLAR INC (CAT) - 0.65% |
| #25 | MERCK & CO INC (MRK) - 0.66% | LAM RESEARCH CORP (LRCX) - 0.64% |
| Total Holdings | 542 | 505 |
IUS vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IUS
+3.13%
SPY
+0.52%
3M
Winner
IUS
+9.36%
SPY
+6.55%
6M
Winner
IUS
+14.39%
SPY
+9.76%
1Y
Winner
IUS
+31.02%
SPY
+20.32%
5Y(CAGR)
Winner
IUS
+14.21%
SPY
+13.01%
10Y(CAGR)
IUS
N/A
SPY
+15.06%
Max(CAGR)
Winner
IUS
+15.33%
SPY
+8.50%
IUS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IUS | SPY |
|---|---|---|
| 2026 | +17.39% | +10.11% |
| 2025 | +17.23% | +18.00% |
| 2024 | +16.56% | +25.59% |
| 2023 | +21.21% | +26.72% |
| 2022 | -8.85% | -18.64% |
| 2021 | +33.59% | +30.52% |
| 2020 | +14.43% | +17.28% |
| 2019 | +29.34% | +31.09% |
| 2018 | -12.48% | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
IUS vs SPY Drawdown Comparison
The maximum drawdown for IUS was -34.66%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IUS drawdown is -0.44%. The current SPY drawdown is -1.24%.
| Rank | IUS | SPY |
|---|---|---|
| #1 | -34.66% Feb 12, 2020 - Sep 2, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -18.73% Mar 29, 2022 - Jun 30, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -15.62% Nov 29, 2024 - Jul 1, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -14.49% Oct 2, 2018 - May 1, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -9.03% Jul 31, 2023 - Dec 11, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -8.08% Sep 2, 2020 - Nov 9, 2020 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.80% Jan 4, 2022 - Mar 28, 2022 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.05% Jul 24, 2019 - Sep 11, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.91% May 1, 2019 - Jun 21, 2019 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.23% Jul 16, 2024 - Aug 23, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -6.15% Feb 11, 2026 - Apr 14, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.97% Mar 28, 2024 - Jun 17, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.60% Sep 12, 2019 - Oct 25, 2019 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.52% Nov 16, 2021 - Dec 10, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.52% Sep 2, 2021 - Oct 20, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IUS and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
IUS vs SPY dividend yield comparison.
| Year | IUS | SPY |
|---|---|---|
| 2026 | 0.63% | 0.49% |
| 2025 | 1.48% | 1.07% |
| 2024 | 1.52% | 1.21% |
| 2023 | 1.72% | 1.40% |
| 2022 | 1.78% | 1.65% |
| 2021 | 1.46% | 1.20% |
| 2020 | 1.74% | 1.52% |
| 2019 | 1.77% | 1.75% |
| 2018 | 0.73% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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