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 +13.9% compared to +13.2%
IUSG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IUSG
$33B
Winner
SPY
$784B
Expense Ratio
Winner
IUSG
0.04%
SPY
0.09%
Max Drawdown
IUSG
65.79%
Winner
SPY
56.47%
Sharpe Ratio
IUSG
1.35
Winner
SPY
1.54
5Y Beta
IUSG
1.20
Winner
SPY
1.00
P/E Ratio
IUSG
33.00
Winner
SPY
27.62
Forward P/E
IUSG
24.64
Winner
SPY
21.11
5Y Dividends CAGR
IUSG
3.88%
Winner
SPY
6.00%
5Y EPS CAGR
Winner
IUSG
34.61%
SPY
25.30%
Debt to Equity
Winner
IUSG
21.80%
SPY
31.11%
P/S Ratio
IUSG
7.45
Winner
SPY
3.49
P/B Ratio
IUSG
8.85
Winner
SPY
5.30
IUSG vs SPY - Holdings Comparison
IUSG and SPY have 146 common holdings. Overlap is 64.77%
IUSG's top 25 holdings weight is 73.65%. SPY's top 25 holdings weight is 51.24%.
| Rank | IUSG | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.55% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | MICROSOFT CORP (MSFT) - 7.67% | APPLE INC (AAPL) - 6.81% |
| #3 | APPLE INC (AAPL) - 5.92% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 5.81% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | BROADCOM INC (AVGO) - 5.08% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | ALPHABET INC CLASS C (GOOG) - 4.66% | BROADCOM INC (AVGO) - 2.77% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.38% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | AMAZON.COM INC (AMZN) - 3.35% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | MICRON TECHNOLOGY INC (MU) - 3.20% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.46% | TESLA INC (TSLA) - 1.76% |
| #11 | ELI LILLY AND CO (LLY) - 2.40% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 2.28% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | TESLA INC (TSLA) - 1.88% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | JPMORGAN CHASE & CO (JPM) - 1.67% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | APPLIED MATERIALS INC (AMAT) - 1.28% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | LAM RESEARCH CORP (LRCX) - 1.27% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | CATERPILLAR INC (CAT) - 1.21% | VISA INC CLASS A (V) - 0.87% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.91% | INTEL CORP (INTC) - 0.85% |
| #19 | NETFLIX INC (NFLX) - 0.89% | WALMART INC (WMT) - 0.82% |
| #20 | KLA CORP (KLAC) - 0.85% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | VISA INC CLASS A (V) - 0.83% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | n/a (PLTR) - 0.81% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.79% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | GE VERNOVA INC (GEV) - 0.77% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | MASTERCARD INC CLASS A (MA) - 0.73% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 391 | 505 |
IUSG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IUSG
-1.86%
Winner
SPY
-1.37%
3M
Winner
IUSG
+15.68%
SPY
+12.22%
6M
Winner
IUSG
+7.86%
SPY
+7.20%
1Y
Winner
IUSG
+26.96%
SPY
+23.58%
5Y(CAGR)
Winner
IUSG
+13.91%
SPY
+13.19%
10Y(CAGR)
Winner
IUSG
+17.41%
SPY
+15.12%
Max(CAGR)
Winner
IUSG
+8.81%
SPY
+8.44%
IUSG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IUSG | SPY |
|---|---|---|
| 2026 | +9.05% | +7.95% |
| 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 | +10.28% | +13.59% |
| 2015 | +6.78% | +1.31% |
| 2014 | +14.78% | +14.56% |
| 2013 | +32.44% | +29.00% |
| 2012 | +15.27% | +14.17% |
| 2011 | +2.19% | +0.85% |
| 2010 | +17.32% | +13.14% |
| 2009 | +34.48% | +22.67% |
| 2008 | -36.89% | -36.25% |
| 2007 | +12.09% | +5.32% |
| 2006 | +8.84% | +13.85% |
| 2005 | +6.78% | +5.32% |
| 2004 | +7.76% | +10.75% |
| 2003 | +27.05% | +24.18% |
| 2002 | -27.80% | -22.42% |
| 2001 | -14.08% | -10.13% |
| 2000 | -19.43% | -8.84% |
| 1999 | N/A | +8.61% |
IUSG vs SPY Drawdown Comparison
The maximum drawdown for IUSG was -62.94%, occurring on Oct 7, 2002. Recovery took 3121 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 -5.23%. The current SPY drawdown is -3.18%.
| Rank | IUSG | SPY |
|---|---|---|
| #1 | -62.94% Sep 1, 2000 - Feb 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 | -14.34% Jul 20, 2015 - Jun 8, 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 | -7.18% Sep 3, 2021 - Oct 26, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.00% Sep 2, 2014 - Oct 30, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.85% Jun 1, 2026 - Jun 10, 2026 | -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 | 0.22% | 0.50% |
| 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 | 2.28% | 2.03% |
| 2015 | 2.59% | 2.06% |
| 2014 | 2.42% | 1.87% |
| 2013 | 2.45% | 1.81% |
| 2012 | 3.12% | 2.18% |
| 2011 | 2.62% | 2.05% |
| 2010 | 2.35% | 1.80% |
| 2009 | 2.60% | 1.95% |
| 2008 | 2.97% | 3.02% |
| 2007 | 1.69% | 1.85% |
| 2006 | 1.65% | 1.73% |
| 2005 | 1.67% | 1.73% |
| 2004 | 2.05% | 1.82% |
| 2003 | 1.32% | 1.47% |
| 2002 | 1.63% | 1.70% |
| 2001 | 0.73% | 1.25% |
| 2000 | 0.13% | 1.15% |
| 1999 | 0.00% | 0.24% |
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