IWF vs SPY
Comparison between ISHARES RUSSELL 1000 GROWTH ETF (IWF, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceIWF has outperformed SPY, delivering a return of +15.0% compared to +13.2%
IWF vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWF
$132B
Winner
SPY
$784B
Expense Ratio
IWF
0.18%
Winner
SPY
0.09%
Max Drawdown
IWF
66.83%
Winner
SPY
56.47%
Sharpe Ratio
IWF
0.94
Winner
SPY
1.54
5Y Beta
IWF
1.21
Winner
SPY
1.00
P/E Ratio
IWF
35.86
Winner
SPY
27.62
Forward P/E
IWF
26.42
Winner
SPY
21.11
5Y Dividends CAGR
IWF
3.03%
Winner
SPY
6.00%
5Y EPS CAGR
Winner
IWF
33.70%
SPY
25.30%
Debt to Equity
IWF
51.63%
Winner
SPY
31.11%
P/S Ratio
IWF
5.94
Winner
SPY
3.49
P/B Ratio
IWF
12.64
Winner
SPY
5.30
IWF vs SPY - Holdings Comparison
IWF and SPY have 192 common holdings. Overlap is 58.38%
IWF's top 25 holdings weight is 76.09%. SPY's top 25 holdings weight is 51.24%.
| Rank | IWF | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.29% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | APPLE INC (AAPL) - 11.90% | APPLE INC (AAPL) - 6.81% |
| #3 | MICROSOFT CORP (MSFT) - 7.92% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | BROADCOM INC (AVGO) - 5.33% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | AMAZON.COM INC (AMZN) - 4.66% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.93% | BROADCOM INC (AVGO) - 2.77% |
| #7 | TESLA INC (TSLA) - 3.32% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | ALPHABET INC CLASS C (GOOG) - 3.19% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | META PLATFORMS INC CLASS A (META) - 3.01% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | ELI LILLY AND CO (LLY) - 2.82% | TESLA INC (TSLA) - 1.76% |
| #11 | VISA INC CLASS A (V) - 1.76% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.53% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.49% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | COSTCO WHOLESALE CORP (COST) - 1.36% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | MASTERCARD INC CLASS A (MA) - 1.25% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | ABBVIE INC (ABBV) - 1.24% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | GE AEROSPACE (GE) - 1.17% | VISA INC CLASS A (V) - 0.87% |
| #18 | NETFLIX INC (NFLX) - 1.03% | INTEL CORP (INTC) - 0.85% |
| #19 | KLA CORP (KLAC) - 0.99% | WALMART INC (WMT) - 0.82% |
| #20 | ORACLE CORP (ORCL) - 0.98% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | n/a (PLTR) - 0.90% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | GE VERNOVA INC (GEV) - 0.90% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | THE HOME DEPOT INC (HD) - 0.79% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | PALO ALTO NETWORKS INC (PANW) - 0.71% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | AMPHENOL CORP CLASS A (APH) - 0.62% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 385 | 505 |
IWF vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IWF
-4.07%
Winner
SPY
-1.37%
3M
IWF
+10.51%
Winner
SPY
+12.22%
6M
IWF
+0.43%
Winner
SPY
+7.20%
1Y
IWF
+18.87%
Winner
SPY
+23.58%
5Y(CAGR)
Winner
IWF
+15.02%
SPY
+13.19%
10Y(CAGR)
Winner
IWF
+20.91%
SPY
+15.12%
Max(CAGR)
Winner
IWF
+11.68%
SPY
+8.44%
IWF vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IWF | SPY |
|---|---|---|
| 2026 | +2.03% | +7.95% |
| 2025 | +20.02% | +18.00% |
| 2024 | +37.15% | +25.59% |
| 2023 | +47.01% | +26.72% |
| 2022 | -28.04% | -18.64% |
| 2021 | +31.43% | +30.52% |
| 2020 | +39.91% | +17.28% |
| 2019 | +40.48% | +31.09% |
| 2018 | +0.88% | -5.24% |
| 2017 | +33.72% | +20.78% |
| 2016 | +13.74% | +13.59% |
| 2015 | +10.05% | +1.31% |
| 2014 | +18.53% | +14.56% |
| 2013 | +35.43% | +29.00% |
| 2012 | +19.30% | +14.17% |
| 2011 | +5.64% | +0.85% |
| 2010 | +20.01% | +13.14% |
| 2009 | +39.19% | +22.67% |
| 2008 | -35.05% | -36.25% |
| 2007 | +14.34% | +5.32% |
| 2006 | +10.22% | +13.85% |
| 2005 | +8.69% | +5.32% |
| 2004 | +10.20% | +10.75% |
| 2003 | +28.44% | +24.18% |
| 2002 | -27.24% | -22.42% |
| 2001 | -15.08% | -10.13% |
| 2000 | -16.38% | -8.84% |
| 1999 | N/A | +8.61% |
IWF vs SPY Drawdown Comparison
The maximum drawdown for IWF was -62.39%, occurring on Oct 9, 2002. Recovery took 2657 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IWF drawdown is -6.88%. The current SPY drawdown is -3.18%.
| Rank | IWF | SPY |
|---|---|---|
| #1 | -62.39% Jul 17, 2000 - Feb 8, 2011 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -31.55% Feb 19, 2020 - Jun 5, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -31.53% Dec 27, 2021 - Dec 8, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -22.87% Jan 23, 2025 - Jun 24, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -21.25% Oct 1, 2018 - Apr 1, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -17.52% Jul 7, 2011 - Jan 25, 2012 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.80% Oct 29, 2025 - May 6, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -13.26% Jul 10, 2024 - Oct 14, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.78% Dec 29, 2015 - Mar 30, 2016 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -11.68% Jul 20, 2015 - Nov 2, 2015 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.76% Sep 2, 2020 - Dec 1, 2020 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -9.88% Jan 26, 2018 - Jun 4, 2018 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.80% Apr 2, 2012 - Aug 16, 2012 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.68% Feb 12, 2021 - Apr 8, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.88% Apr 29, 2019 - Jun 18, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IWF 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)
IWF vs SPY dividend yield comparison.
| Year | IWF | SPY |
|---|---|---|
| 2026 | 0.41% | 0.50% |
| 2025 | 1.43% | 1.07% |
| 2024 | 1.83% | 1.21% |
| 2023 | 2.67% | 1.40% |
| 2022 | 3.64% | 1.65% |
| 2021 | 1.98% | 1.20% |
| 2020 | 2.65% | 1.52% |
| 2019 | 3.97% | 1.75% |
| 2018 | 5.07% | 2.04% |
| 2017 | 4.39% | 1.80% |
| 2016 | 5.73% | 2.03% |
| 2015 | 5.48% | 2.06% |
| 2014 | 5.30% | 1.87% |
| 2013 | 5.16% | 1.81% |
| 2012 | 6.62% | 2.18% |
| 2011 | 5.57% | 2.05% |
| 2010 | 5.09% | 1.80% |
| 2009 | 5.55% | 1.95% |
| 2008 | 6.66% | 3.02% |
| 2007 | 3.67% | 1.85% |
| 2006 | 3.71% | 1.73% |
| 2005 | 3.56% | 1.73% |
| 2004 | 4.17% | 1.82% |
| 2003 | 3.17% | 1.47% |
| 2002 | 3.23% | 1.70% |
| 2001 | 1.63% | 1.25% |
| 2000 | 1.27% | 1.15% |
| 1999 | 0.00% | 0.24% |
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