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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 +13.2% compared to +11.8%

IWD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IWD
$80B
Winner
SPY
$781B
Expense Ratio
IWD
0.18%
Winner
SPY
0.09%
Max Drawdown
IWD
61.91%
Winner
SPY
56.47%
Sharpe Ratio
Winner
IWD
2.31
SPY
1.43
5Y Beta
Winner
IWD
0.73
SPY
1.00
P/E Ratio
Winner
IWD
22.93
SPY
26.48
Forward P/E
Winner
IWD
19.06
SPY
20.89
PEG Ratio
IWD
N/A
SPY
0.30
5Y Dividends CAGR
Winner
IWD
6.22%
SPY
6.00%
5Y EPS CAGR
IWD
13.32%
Winner
SPY
26.40%
Debt to Equity
IWD
52.09%
Winner
SPY
48.17%
P/S Ratio
Winner
IWD
2.40
SPY
3.72
P/B Ratio
Winner
IWD
3.43
SPY
5.55

IWD vs SPY - Holdings Comparison

IWD and SPY have 382 common holdings. Overlap is 47.36%

IWD's top 25 holdings weight is 38.96%. SPY's top 25 holdings weight is 51.49%.

RankIWDSPY
#1
AMAZON.COM INC (AMZN) - 6.05%
NVIDIA CORP (NVDA) - 7.76%
#2
APPLE INC (AAPL) - 5.97%
APPLE INC (AAPL) - 7.44%
#3
MICROSOFT CORP (MSFT) - 4.06%
MICROSOFT CORP (MSFT) - 4.56%
#4
JPMORGAN CHASE & CO (JPM) - 2.54%
AMAZON.COM INC (AMZN) - 3.74%
#5
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.51%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
EXXONMOBIL HOLDINGS CORP (XOM) - 1.74%
BROADCOM INC (AVGO) - 2.83%
#7
JOHNSON & JOHNSON (JNJ) - 1.66%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
INTEL CORP (INTC) - 1.27%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
CISCO SYSTEMS INC (CSCO) - 1.22%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
WALMART INC (WMT) - 1.22%
TESLA INC (TSLA) - 1.65%
#11
ABBVIE INC (ABBV) - 1.15%
ELI LILLY AND CO (LLY) - 1.44%
#12
UNITEDHEALTH GROUP INC (UNH) - 1.08%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
BANK OF AMERICA CORP (BAC) - 1.04%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
CHEVRON CORP (CVX) - 0.97%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
PROCTER & GAMBLE CO (PG) - 0.95%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
THE GOLDMAN SACHS GROUP INC (GS) - 0.86%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
MERCK & CO INC (MRK) - 0.86%
VISA INC CLASS A (V) - 0.91%
#18
PHILIP MORRIS INTERNATIONAL INC (PM) - 0.81%
INTEL CORP (INTC) - 0.77%
#19
COCA-COLA CO (KO) - 0.78%
WALMART INC (WMT) - 0.75%
#20
WELLS FARGO & CO (WFC) - 0.74%
ABBVIE INC (ABBV) - 0.70%
#21
DANAHER CORP (DHR) - 0.31%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
STRYKER CORP (SYK) - 0.30%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
SOUTHERN CO (SO) - 0.29%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
n/a (DELL) - 0.29%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
MEDTRONIC PLC (MDT) - 0.29%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings815505

IWD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IWD
+3.59%
SPY
+2.30%
3M
Winner
IWD
+9.57%
SPY
+5.00%
6M
Winner
IWD
+14.84%
SPY
+11.88%
1Y
Winner
IWD
+33.73%
SPY
+22.80%
5Y(CAGR)
IWD
+11.82%
Winner
SPY
+13.20%
10Y(CAGR)
IWD
+11.59%
Winner
SPY
+15.26%
Max(CAGR)
IWD
+8.36%
Winner
SPY
+8.59%

IWD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIWDSPY
2026+21.53%+13.10%
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%
1999N/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 -0.20%. The current SPY drawdown is -0.36%.

RankIWDSPY
#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.

YearIWDSPY
20260.62%0.48%
20251.69%1.07%
20241.87%1.21%
20232.02%1.40%
20222.15%1.65%
20211.62%1.20%
20202.05%1.52%
20192.45%1.75%
20182.71%2.04%
20172.09%1.80%
20162.25%2.03%
20152.47%2.06%
20142.00%1.87%
20131.95%1.81%
20122.30%2.18%
20112.30%2.05%
20101.98%1.80%
20092.36%1.95%
20083.70%3.02%
20072.40%1.85%
20062.05%1.73%
20052.46%1.73%
20041.96%1.82%
20031.91%1.47%
20022.14%1.70%
20011.56%1.25%
20000.74%1.15%
19990.00%0.24%

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