IUS vs SPY
Comparison between INVESCO RAFI(TM) STRATEGIC US ETF (IUS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IUS, delivering a return of +13.3% compared to +13.2%
IUS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IUS
$785M
Winner
SPY
$735B
Expense Ratio
IUS
0.19%
Winner
SPY
0.09%
Max Drawdown
Winner
IUS
35.17%
SPY
56.47%
Sharpe Ratio
Winner
IUS
2.32
SPY
1.62
5Y Beta
Winner
IUS
0.78
SPY
1.00
P/E Ratio
Winner
IUS
28.81
SPY
28.99
Forward P/E
Winner
IUS
18.31
SPY
22.37
5Y Dividends CAGR
Winner
IUS
8.99%
SPY
5.43%
5Y EPS CAGR
IUS
18.91%
Winner
SPY
26.05%
Debt to Equity
Winner
IUS
30.57%
SPY
32.40%
P/S Ratio
Winner
IUS
1.54
SPY
3.74
P/B Ratio
Winner
IUS
3.77
SPY
5.61
IUS vs SPY - Holdings Comparison
IUS and SPY have 332 common holdings. Overlap is 48.84%
IUS's top 25 holdings weight is 42.61%. SPY's top 25 holdings weight is 52.37%.
| Rank | IUS | SPY |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 7.51% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | APPLE INC (AAPL) - 4.83% | APPLE INC (AAPL) - 7.02% |
| #3 | EXXON MOBIL CORP (XOM) - 2.62% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | AMAZON.COM INC (AMZN) - 2.52% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | INTEL CORP (INTC) - 2.30% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | MICROSOFT CORP (MSFT) - 2.26% | BROADCOM INC (AVGO) - 3.10% |
| #7 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.02% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | NVIDIA CORP (NVDA) - 1.94% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.86% | TESLA INC (TSLA) - 1.89% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.84% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | CHEVRON CORP (CVX) - 1.63% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 1.36% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | BROADCOM INC (AVGO) - 1.21% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | GENERAL MOTORS CO (GM) - 1.11% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | CVS HEALTH CORP (CVS) - 1.11% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | JOHNSON & JOHNSON (JNJ) - 1.04% | INTEL CORP (INTC) - 0.90% |
| #17 | CATERPILLAR INC (CAT) - 1.01% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | WALMART INC (WMT) - 0.97% | VISA INC CLASS A (V) - 0.85% |
| #19 | VERIZON COMMUNICATIONS INC (VZ) - 0.93% | WALMART INC (WMT) - 0.81% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.88% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | NEWMONT CORP (NEM) - 0.34% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | LOCKHEED MARTIN CORP (LMT) - 0.33% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 0.33% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | GE AEROSPACE (GE) - 0.33% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | TEXAS INSTRUMENTS INC (TXN) - 0.33% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 506 | 505 |
IUS vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IUS
+2.16%
SPY
+1.90%
3M
Winner
IUS
+8.96%
SPY
+8.55%
6M
Winner
IUS
+13.74%
SPY
+8.18%
1Y
Winner
IUS
+31.79%
SPY
+25.79%
5Y(CAGR)
IUS
+13.22%
Winner
SPY
+13.32%
10Y(CAGR)
IUS
N/A
SPY
+15.19%
Max(CAGR)
Winner
IUS
+15.05%
SPY
+8.47%
IUS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IUS | SPY |
|---|---|---|
| 2026 | +13.17% | +8.26% |
| 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 -2.12%. The current SPY drawdown is -2.90%.
| 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 | 0.33% | 0.24% |
| 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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