IWD vs SPY
Comparison between ISHARES RUSSELL 1000 VALUE ETF (IWD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IWD, delivering a return of +13.3% compared to +9.8%
IWD vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWD
$70B
Winner
SPY
$652B
Expense Ratio
IWD
0.18%
Winner
SPY
0.09%
Max Drawdown
IWD
61.91%
Winner
SPY
56.47%
Sharpe Ratio
IWD
2.04
Winner
SPY
2.07
5Y Beta
Winner
IWD
0.73
SPY
1.00
P/E Ratio
Winner
IWD
23.06
SPY
28.24
Forward P/E
Winner
IWD
17.35
SPY
21.85
5Y Dividends CAGR
Winner
IWD
9.32%
SPY
5.43%
5Y EPS CAGR
IWD
13.73%
Winner
SPY
25.79%
Debt to Equity
Winner
IWD
15.73%
SPY
22.35%
P/S Ratio
Winner
IWD
2.26
SPY
3.55
P/B Ratio
Winner
IWD
3.08
SPY
5.29
IWD vs SPY - Holdings Comparison
IWD and SPY have 426 common holdings. Overlap is 53.16%
IWD's top 25 holdings weight is 32.17%. SPY's top 25 holdings weight is 51.32%.
| Rank | IWD | SPY |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.69% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | JPMORGAN CHASE & CO (JPM) - 2.65% | APPLE INC (AAPL) - 6.48% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 2.14% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | AMAZON.COM INC (AMZN) - 2.06% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | EXXON MOBIL CORP (XOM) - 1.95% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | ALPHABET INC CLASS C (GOOG) - 1.73% | BROADCOM INC (AVGO) - 3.09% |
| #7 | JOHNSON & JOHNSON (JNJ) - 1.70% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | WALMART INC (WMT) - 1.58% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.57% | TESLA INC (TSLA) - 1.73% |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.11% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | CHEVRON CORP (CVX) - 1.09% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | PROCTER & GAMBLE CO (PG) - 1.04% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | CATERPILLAR INC (CAT) - 1.01% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | BANK OF AMERICA CORP (BAC) - 1.01% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | UNITEDHEALTH GROUP INC (UNH) - 0.98% | WALMART INC (WMT) - 0.91% |
| #16 | INTEL CORP (INTC) - 0.91% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | MERCK & CO INC (MRK) - 0.87% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | META PLATFORMS INC CLASS A (META) - 0.81% | VISA INC CLASS A (V) - 0.85% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 0.80% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | WELLS FARGO & CO (WFC) - 0.79% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | RTX CORP (RTX) - 0.78% | INTEL CORP (INTC) - 0.65% |
| #22 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.74% | NETFLIX INC (NFLX) - 0.64% |
| #23 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.74% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | LINDE PLC (LIN) - 0.72% | CHEVRON CORP (CVX) - 0.58% |
| #25 | APPLIED MATERIALS INC (AMAT) - 0.70% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 864 | 505 |
IWD vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IWD
+5.38%
Winner
SPY
+9.11%
3M
IWD
+4.53%
Winner
SPY
+6.59%
6M
Winner
IWD
+15.41%
SPY
+10.56%
1Y
IWD
+28.60%
Winner
SPY
+32.04%
5Y(CAGR)
IWD
+9.75%
Winner
SPY
+13.35%
10Y(CAGR)
IWD
+11.28%
Winner
SPY
+15.49%
Max(CAGR)
IWD
+8.05%
Winner
SPY
+8.50%
IWD vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IWD | SPY |
|---|---|---|
| 2026 | +10.64% | +8.27% |
| 2025 | +15.91% | +18.00% |
| 2024 | +13.78% | +25.59% |
| 2023 | +11.40% | +26.72% |
| 2022 | -8.06% | -18.64% |
| 2021 | +26.65% | +30.52% |
| 2020 | +2.31% | +17.28% |
| 2019 | +26.15% | +31.09% |
| 2018 | -8.84% | -5.24% |
| 2017 | +12.65% | +20.78% |
| 2016 | +18.65% | +13.59% |
| 2015 | -3.99% | +1.31% |
| 2014 | +14.25% | +14.56% |
| 2013 | +28.94% | +29.00% |
| 2012 | +15.55% | +14.17% |
| 2011 | -1.00% | +0.85% |
| 2010 | +13.28% | +13.14% |
| 2009 | +16.61% | +22.67% |
| 2008 | -35.73% | -36.25% |
| 2007 | -0.33% | +5.32% |
| 2006 | +20.13% | +13.85% |
| 2005 | +7.79% | +5.32% |
| 2004 | +16.44% | +10.75% |
| 2003 | +25.72% | +24.18% |
| 2002 | -16.22% | -22.42% |
| 2001 | -4.66% | -10.13% |
| 2000 | +8.98% | -8.84% |
| 1999 | N/A | +8.61% |
IWD vs SPY Drawdown Comparison
The maximum drawdown for IWD was -60.09%, occurring on Mar 9, 2009. Recovery took 1424 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IWD drawdown is -0.25%.
| Rank | IWD | SPY |
|---|---|---|
| #1 | -60.09% Jun 4, 2007 - Jan 29, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -38.51% Feb 13, 2020 - Dec 4, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -34.08% May 21, 2001 - Dec 29, 2003 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -19.03% Jan 12, 2022 - Dec 14, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -18.31% Jan 26, 2018 - Apr 30, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -16.16% May 21, 2015 - Jun 8, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.71% Nov 29, 2024 - Jul 3, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -12.19% Feb 12, 2001 - May 16, 2001 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -7.85% Sep 18, 2014 - Nov 5, 2014 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.59% Mar 5, 2004 - Sep 7, 2004 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.25% May 10, 2006 - Aug 16, 2006 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.79% Feb 27, 2026 - Apr 14, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.77% Mar 4, 2005 - Jun 17, 2005 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.74% Jul 26, 2019 - Sep 12, 2019 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.50% Sep 16, 2005 - Nov 21, 2005 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IWD 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)
IWD vs SPY dividend yield comparison.
| Year | IWD | SPY |
|---|---|---|
| 2026 | 0.35% | 0.24% |
| 2025 | 1.69% | 1.07% |
| 2024 | 1.87% | 1.21% |
| 2023 | 2.02% | 1.40% |
| 2022 | 2.15% | 1.65% |
| 2021 | 1.62% | 1.20% |
| 2020 | 2.05% | 1.52% |
| 2019 | 2.45% | 1.75% |
| 2018 | 2.71% | 2.04% |
| 2017 | 2.09% | 1.80% |
| 2016 | 2.25% | 2.03% |
| 2015 | 2.47% | 2.06% |
| 2014 | 2.00% | 1.87% |
| 2013 | 1.95% | 1.81% |
| 2012 | 2.30% | 2.18% |
| 2011 | 2.30% | 2.05% |
| 2010 | 1.98% | 1.80% |
| 2009 | 2.36% | 1.95% |
| 2008 | 3.70% | 3.02% |
| 2007 | 2.40% | 1.85% |
| 2006 | 2.05% | 1.73% |
| 2005 | 2.46% | 1.73% |
| 2004 | 1.96% | 1.82% |
| 2003 | 1.91% | 1.47% |
| 2002 | 2.14% | 1.70% |
| 2001 | 1.56% | 1.25% |
| 2000 | 0.74% | 1.15% |
| 1999 | 0.00% | 0.24% |
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