IVW vs SPY
Comparison between ISHARES S&P 500 GROWTH ETF (IVW, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceIVW has outperformed SPY, delivering a return of +14.1% compared to +13.2%
IVW vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVW
$76B
Winner
SPY
$784B
Expense Ratio
IVW
0.18%
Winner
SPY
0.09%
Max Drawdown
IVW
61.38%
Winner
SPY
56.47%
Sharpe Ratio
IVW
1.33
Winner
SPY
1.54
5Y Beta
IVW
1.22
Winner
SPY
1.00
P/E Ratio
IVW
29.87
Winner
SPY
27.62
Forward P/E
IVW
24.28
Winner
SPY
21.11
PEG Ratio
IVW
0.48
SPY
N/A
5Y Dividends CAGR
IVW
1.24%
Winner
SPY
6.00%
5Y EPS CAGR
Winner
IVW
35.27%
SPY
25.30%
Debt to Equity
Winner
IVW
7.33%
SPY
31.11%
P/S Ratio
IVW
5.85
Winner
SPY
3.49
P/B Ratio
IVW
8.58
Winner
SPY
5.30
IVW vs SPY - Holdings Comparison
IVW and SPY have 213 common holdings. Overlap is 63.05%
IVW's top 25 holdings weight is 73.33%. SPY's top 25 holdings weight is 51.24%.
| Rank | IVW | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.12% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | APPLE INC (AAPL) - 5.92% | APPLE INC (AAPL) - 6.81% |
| #3 | MICROSOFT CORP (MSFT) - 5.92% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | BROADCOM INC (AVGO) - 5.88% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 5.69% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | ALPHABET INC CLASS C (GOOG) - 4.58% | BROADCOM INC (AVGO) - 2.77% |
| #7 | META PLATFORMS INC CLASS A (META) - 4.51% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | AMAZON.COM INC (AMZN) - 3.98% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | TESLA INC (TSLA) - 3.85% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | ELI LILLY AND CO (LLY) - 2.47% | TESLA INC (TSLA) - 1.76% |
| #11 | VISA INC CLASS A (V) - 1.73% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.54% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.39% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | n/a (PLTR) - 1.29% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | NETFLIX INC (NFLX) - 1.28% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | COSTCO WHOLESALE CORP (COST) - 1.23% | VISA INC CLASS A (V) - 0.87% |
| #18 | ORACLE CORP (ORCL) - 1.14% | INTEL CORP (INTC) - 0.85% |
| #19 | WALMART INC (WMT) - 1.04% | WALMART INC (WMT) - 0.82% |
| #20 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | CATERPILLAR INC (CAT) - 0.87% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | SALESFORCE INC (CRM) - 0.77% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | INTUITIVE SURGICAL INC (ISRG) - 0.63% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | AMERICAN EXPRESS CO (AXP) - 0.61% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | UBER TECHNOLOGIES INC (UBER) - 0.60% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 220 | 505 |
IVW vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IVW
-2.04%
Winner
SPY
-1.37%
3M
Winner
IVW
+15.78%
SPY
+12.22%
6M
Winner
IVW
+7.44%
SPY
+7.20%
1Y
Winner
IVW
+26.74%
SPY
+23.58%
5Y(CAGR)
Winner
IVW
+14.09%
SPY
+13.19%
10Y(CAGR)
Winner
IVW
+19.61%
SPY
+15.12%
Max(CAGR)
Winner
IVW
+12.33%
SPY
+8.44%
IVW vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IVW | SPY |
|---|---|---|
| 2026 | +8.60% | +7.95% |
| 2025 | +21.97% | +18.00% |
| 2024 | +38.04% | +25.59% |
| 2023 | +31.48% | +26.72% |
| 2022 | -30.04% | -18.64% |
| 2021 | +33.79% | +30.52% |
| 2020 | +34.55% | +17.28% |
| 2019 | +37.93% | +31.09% |
| 2018 | +2.49% | -5.24% |
| 2017 | +31.77% | +20.78% |
| 2016 | +13.89% | +13.59% |
| 2015 | +10.41% | +1.31% |
| 2014 | +20.63% | +14.56% |
| 2013 | +35.40% | +29.00% |
| 2012 | +19.34% | +14.17% |
| 2011 | +8.74% | +0.85% |
| 2010 | +18.40% | +13.14% |
| 2009 | +33.37% | +22.67% |
| 2008 | -31.43% | -36.25% |
| 2007 | +13.01% | +5.32% |
| 2006 | +13.02% | +13.85% |
| 2005 | +8.74% | +5.32% |
| 2004 | +11.52% | +10.75% |
| 2003 | +25.75% | +24.18% |
| 2002 | -22.05% | -22.42% |
| 2001 | -6.64% | -10.13% |
| 2000 | -14.56% | -8.84% |
| 1999 | N/A | +8.61% |
IVW vs SPY Drawdown Comparison
The maximum drawdown for IVW was -53.83%, occurring on Jul 23, 2002. Recovery took 1718 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IVW drawdown is -5.48%. The current SPY drawdown is -3.18%.
| Rank | IVW | SPY |
|---|---|---|
| #1 | -53.83% Jul 17, 2000 - May 18, 2007 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -46.68% Oct 12, 2007 - Oct 13, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -32.72% Dec 27, 2021 - Mar 1, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -31.35% Feb 19, 2020 - Jun 8, 2020 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -22.15% Feb 19, 2025 - Jun 24, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -19.85% Oct 1, 2018 - Mar 21, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.81% Jul 7, 2011 - Jan 18, 2012 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -13.75% Oct 29, 2025 - Apr 15, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.73% Jul 10, 2024 - Oct 14, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.51% Dec 29, 2015 - Mar 30, 2016 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -11.46% Jul 20, 2015 - Oct 23, 2015 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.43% Sep 2, 2020 - Dec 1, 2020 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.87% Jan 26, 2018 - Jun 1, 2018 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.68% Jul 19, 2007 - Sep 26, 2007 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.65% Feb 12, 2021 - Apr 5, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IVW 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)
IVW vs SPY dividend yield comparison.
| Year | IVW | SPY |
|---|---|---|
| 2026 | 0.17% | 0.50% |
| 2025 | 0.40% | 1.07% |
| 2024 | 0.43% | 1.21% |
| 2023 | 1.03% | 1.40% |
| 2022 | 0.92% | 1.65% |
| 2021 | 0.46% | 1.20% |
| 2020 | 2.60% | 1.52% |
| 2019 | 6.51% | 1.75% |
| 2018 | 5.11% | 2.04% |
| 2017 | 5.21% | 1.80% |
| 2016 | 6.06% | 2.03% |
| 2015 | 6.05% | 2.06% |
| 2014 | 5.47% | 1.87% |
| 2013 | 5.79% | 1.81% |
| 2012 | 7.28% | 2.18% |
| 2011 | 6.46% | 2.05% |
| 2010 | 5.52% | 1.80% |
| 2009 | 5.51% | 1.95% |
| 2008 | 6.67% | 3.02% |
| 2007 | 4.66% | 1.85% |
| 2006 | 4.72% | 1.73% |
| 2005 | 5.07% | 1.73% |
| 2004 | 6.76% | 1.82% |
| 2003 | 4.37% | 1.47% |
| 2002 | 4.28% | 1.70% |
| 2001 | 2.71% | 1.25% |
| 2000 | 1.56% | 1.15% |
| 1999 | 0.00% | 0.24% |
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