IUSG vs SPY
Comparison between ISHARES CORE S&P U.S. GROWTH ETF (IUSG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceIUSG has outperformed SPY, delivering a return of +13.7% compared to +13.2%
IUSG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IUSG
$32B
Winner
SPY
$781B
Expense Ratio
Winner
IUSG
0.04%
SPY
0.09%
Max Drawdown
IUSG
65.79%
Winner
SPY
56.47%
Sharpe Ratio
IUSG
1.16
Winner
SPY
1.43
5Y Beta
IUSG
1.20
Winner
SPY
1.00
P/E Ratio
IUSG
28.12
Winner
SPY
26.48
Forward P/E
IUSG
21.25
Winner
SPY
20.89
PEG Ratio
Winner
IUSG
0.21
SPY
0.30
5Y Dividends CAGR
IUSG
3.88%
Winner
SPY
6.00%
5Y EPS CAGR
Winner
IUSG
39.13%
SPY
26.40%
Debt to Equity
Winner
IUSG
35.59%
SPY
48.17%
P/S Ratio
IUSG
7.50
Winner
SPY
3.72
P/B Ratio
IUSG
8.27
Winner
SPY
5.55
IUSG vs SPY - Holdings Comparison
IUSG and SPY have 108 common holdings. Overlap is 52.73%
IUSG's top 25 holdings weight is 71.01%. SPY's top 25 holdings weight is 51.49%.
| Rank | IUSG | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.56% | NVIDIA CORP (NVDA) - 7.76% |
| #2 | MICROSOFT CORP (MSFT) - 7.98% | APPLE INC (AAPL) - 7.44% |
| #3 | APPLE INC (AAPL) - 6.50% | MICROSOFT CORP (MSFT) - 4.56% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 5.50% | AMAZON.COM INC (AMZN) - 3.74% |
| #5 | BROADCOM INC (AVGO) - 4.94% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #6 | ALPHABET INC CLASS C (GOOG) - 4.42% | BROADCOM INC (AVGO) - 2.83% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.82% | ALPHABET INC CLASS C (GOOG) - 2.53% |
| #8 | AMAZON.COM INC (AMZN) - 3.47% | META PLATFORMS INC CLASS A (META) - 2.18% |
| #9 | MICRON TECHNOLOGY INC (MU) - 2.96% | MICRON TECHNOLOGY INC (MU) - 1.69% |
| #10 | ELI LILLY AND CO (LLY) - 2.51% | TESLA INC (TSLA) - 1.65% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.43% | ELI LILLY AND CO (LLY) - 1.44% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 2.40% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #13 | TESLA INC (TSLA) - 1.79% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | JPMORGAN CHASE & CO (JPM) - 1.70% | ADVANCED MICRO DEVICES INC (AMD) - 1.37% |
| #15 | APPLIED MATERIALS INC (AMAT) - 1.21% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.97% |
| #16 | CATERPILLAR INC (CAT) - 1.11% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #17 | LAM RESEARCH CORP (LRCX) - 1.09% | VISA INC CLASS A (V) - 0.91% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.96% | INTEL CORP (INTC) - 0.77% |
| #19 | VISA INC CLASS A (V) - 0.88% | WALMART INC (WMT) - 0.75% |
| #20 | n/a (PLTR) - 0.82% | ABBVIE INC (ABBV) - 0.70% |
| #21 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.20% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #22 | BOEING CO (BA) - 0.19% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #23 | BANK OF NEW YORK MELLON CORP (BNY) - 0.19% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #24 | ROYAL CARIBBEAN GROUP (RCL) - 0.19% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #25 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.19% | CATERPILLAR INC (CAT) - 0.63% |
| Total Holdings | 356 | 505 |
IUSG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IUSG
+2.79%
SPY
+2.30%
3M
Winner
IUSG
+5.05%
SPY
+5.00%
6M
Winner
IUSG
+16.47%
SPY
+11.88%
1Y
Winner
IUSG
+24.26%
SPY
+22.80%
5Y(CAGR)
Winner
IUSG
+13.71%
SPY
+13.20%
10Y(CAGR)
Winner
IUSG
+17.44%
SPY
+15.26%
Max(CAGR)
IUSG
+8.27%
Winner
SPY
+8.59%
IUSG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IUSG | SPY |
|---|---|---|
| 2026 | +14.94% | +13.10% |
| 2025 | +21.33% | +18.00% |
| 2024 | +36.86% | +25.59% |
| 2023 | +30.83% | +26.72% |
| 2022 | -29.33% | -18.64% |
| 2021 | +33.12% | +30.52% |
| 2020 | +31.02% | +17.28% |
| 2019 | +30.94% | +31.09% |
| 2018 | -1.58% | -5.24% |
| 2017 | +25.94% | +20.78% |
| 2016 | +9.35% | +13.59% |
| 2015 | +5.40% | +1.31% |
| 2014 | +13.35% | +14.56% |
| 2013 | +30.64% | +29.00% |
| 2012 | +13.49% | +14.17% |
| 2011 | +0.87% | +0.85% |
| 2010 | +15.79% | +13.14% |
| 2009 | +32.45% | +22.67% |
| 2008 | -37.63% | -36.25% |
| 2007 | +11.12% | +5.32% |
| 2006 | +7.90% | +13.85% |
| 2005 | +5.85% | +5.32% |
| 2004 | +6.64% | +10.75% |
| 2003 | +26.11% | +24.18% |
| 2002 | -28.32% | -22.42% |
| 2001 | -14.40% | -10.13% |
| 2000 | -19.48% | -8.84% |
| 1999 | N/A | +8.61% |
IUSG vs SPY Drawdown Comparison
The maximum drawdown for IUSG was -63.40%, occurring on Mar 9, 2009. Recovery took 3246 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IUSG drawdown is -0.23%. The current SPY drawdown is -0.36%.
| Rank | IUSG | SPY |
|---|---|---|
| #1 | -63.40% Sep 1, 2000 - Aug 1, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -32.35% Feb 19, 2020 - Jul 6, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -32.21% Dec 27, 2021 - Feb 29, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -22.28% Jan 23, 2025 - Jun 24, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -20.69% Oct 1, 2018 - Apr 23, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -14.84% Jul 20, 2015 - Jul 11, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -13.07% Oct 29, 2025 - Apr 15, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -12.54% Jul 10, 2024 - Oct 11, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -10.96% Sep 2, 2020 - Dec 1, 2020 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.87% Jan 26, 2018 - Jun 5, 2018 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -8.61% Feb 12, 2021 - Apr 5, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.34% Jun 1, 2026 - Aug 4, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.30% Sep 2, 2014 - Oct 31, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.18% Sep 3, 2021 - Oct 26, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.73% Mar 22, 2024 - May 14, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IUSG and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
IUSG vs SPY dividend yield comparison.
| Year | IUSG | SPY |
|---|---|---|
| 2026 | 0.21% | 0.48% |
| 2025 | 0.54% | 1.07% |
| 2024 | 0.59% | 1.21% |
| 2023 | 1.12% | 1.40% |
| 2022 | 1.07% | 1.65% |
| 2021 | 0.59% | 1.20% |
| 2020 | 0.93% | 1.52% |
| 2019 | 1.64% | 1.75% |
| 2018 | 1.32% | 2.04% |
| 2017 | 1.28% | 1.80% |
| 2016 | 1.48% | 2.03% |
| 2015 | 1.29% | 2.06% |
| 2014 | 1.21% | 1.87% |
| 2013 | 1.22% | 1.81% |
| 2012 | 1.56% | 2.18% |
| 2011 | 1.31% | 2.05% |
| 2010 | 1.17% | 1.80% |
| 2009 | 1.30% | 1.95% |
| 2008 | 1.49% | 3.02% |
| 2007 | 0.85% | 1.85% |
| 2006 | 0.82% | 1.73% |
| 2005 | 0.84% | 1.73% |
| 2004 | 1.03% | 1.82% |
| 2003 | 0.66% | 1.47% |
| 2002 | 0.81% | 1.70% |
| 2001 | 0.36% | 1.25% |
| 2000 | 0.06% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
Popular: IUSG vs SPY
More Comparisons
Compare with similar stocks
Compare IUSG with:
Compare SPY with:
Popular suggestions:
IUSG vs QQQ
ISHARES CORE S&P U.S. GROWTH ETF vs Invesco QQQ Trust Series 1
SPY vs VOO
SPDR S&P 500 ETF Trust vs VANGUARD 500 INDEX FUND ETF SHARES
SPY vs BRK-B
SPDR S&P 500 ETF Trust vs Berkshire Hathaway Inc - Class B
SPY vs SCHD
SPDR S&P 500 ETF Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
GARP vs IUSG
ISHARES MSCI USA QUALITY GARP ETF vs ISHARES CORE S&P U.S. GROWTH ETF
IUSV vs IUSG
ISHARES CORE S&P U.S. VALUE ETF vs ISHARES CORE S&P U.S. GROWTH ETF
SPY vs GLD
SPDR S&P 500 ETF Trust vs SPDR Gold Shares ETF
SPY vs SPYG
SPDR S&P 500 ETF Trust vs STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF