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 +14.7% compared to +13.3%
IWF vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWF
$112B
Winner
SPY
$652B
Expense Ratio
IWF
0.18%
Winner
SPY
0.09%
Max Drawdown
IWF
66.83%
Winner
SPY
56.47%
Sharpe Ratio
IWF
1.64
Winner
SPY
2.07
5Y Beta
IWF
1.21
Winner
SPY
1.00
P/E Ratio
IWF
36.20
Winner
SPY
28.24
Forward P/E
IWF
27.33
Winner
SPY
21.85
5Y Dividends CAGR
Winner
IWF
5.52%
SPY
5.43%
5Y EPS CAGR
Winner
IWF
36.83%
SPY
25.79%
Debt to Equity
IWF
24.55%
Winner
SPY
22.35%
P/S Ratio
IWF
6.72
Winner
SPY
3.55
P/B Ratio
IWF
13.30
Winner
SPY
5.29
IWF vs SPY - Holdings Comparison
IWF and SPY have 153 common holdings. Overlap is 51.17%
IWF's top 25 holdings weight is 73.81%. SPY's top 25 holdings weight is 51.32%.
| Rank | IWF | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.26% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | APPLE INC (AAPL) - 10.90% | APPLE INC (AAPL) - 6.48% |
| #3 | MICROSOFT CORP (MSFT) - 8.99% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | BROADCOM INC (AVGO) - 5.75% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | AMAZON.COM INC (AMZN) - 5.19% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.83% | BROADCOM INC (AVGO) - 3.09% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.64% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | TESLA INC (TSLA) - 3.21% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | ALPHABET INC CLASS C (GOOG) - 3.10% | TESLA INC (TSLA) - 1.73% |
| #10 | ELI LILLY AND CO (LLY) - 2.23% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | VISA INC CLASS A (V) - 1.67% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | COSTCO WHOLESALE CORP (COST) - 1.42% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | MASTERCARD INC CLASS A (MA) - 1.31% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | NETFLIX INC (NFLX) - 1.24% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | ABBVIE INC (ABBV) - 1.12% | WALMART INC (WMT) - 0.91% |
| #16 | LAM RESEARCH CORP (LRCX) - 1.04% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 1.01% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | n/a (PLTR) - 1.00% | VISA INC CLASS A (V) - 0.85% |
| #19 | GE VERNOVA INC (GEV) - 0.97% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | GE AEROSPACE (GE) - 0.95% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.20% | INTEL CORP (INTC) - 0.65% |
| #22 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.20% | NETFLIX INC (NFLX) - 0.64% |
| #23 | AON PLC CLASS A (AON) - 0.20% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | CINTAS CORP (CTAS) - 0.19% | CHEVRON CORP (CVX) - 0.58% |
| #25 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.19% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 347 | 505 |
IWF vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWF
+11.51%
SPY
+9.11%
3M
Winner
IWF
+7.29%
SPY
+6.59%
6M
IWF
+5.02%
Winner
SPY
+10.56%
1Y
Winner
IWF
+32.11%
SPY
+32.04%
5Y(CAGR)
Winner
IWF
+14.65%
SPY
+13.35%
10Y(CAGR)
Winner
IWF
+18.44%
SPY
+15.49%
Max(CAGR)
IWF
+8.48%
Winner
SPY
+8.50%
IWF vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IWF | SPY |
|---|---|---|
| 2026 | +4.84% | +8.27% |
| 2025 | +18.60% | +18.00% |
| 2024 | +35.13% | +25.59% |
| 2023 | +43.68% | +26.72% |
| 2022 | -29.81% | -18.64% |
| 2021 | +29.26% | +30.52% |
| 2020 | +36.37% | +17.28% |
| 2019 | +35.96% | +31.09% |
| 2018 | -2.59% | -5.24% |
| 2017 | +28.98% | +20.78% |
| 2016 | +8.87% | +13.59% |
| 2015 | +5.60% | +1.31% |
| 2014 | +13.77% | +14.56% |
| 2013 | +29.76% | +29.00% |
| 2012 | +13.57% | +14.17% |
| 2011 | +1.37% | +0.85% |
| 2010 | +15.02% | +13.14% |
| 2009 | +32.66% | +22.67% |
| 2008 | -37.54% | -36.25% |
| 2007 | +11.18% | +5.32% |
| 2006 | +7.07% | +13.85% |
| 2005 | +5.74% | +5.32% |
| 2004 | +6.73% | +10.75% |
| 2003 | +25.08% | +24.18% |
| 2002 | -28.80% | -22.42% |
| 2001 | -16.14% | -10.13% |
| 2000 | -17.06% | -8.84% |
| 1999 | N/A | +8.61% |
IWF vs SPY Drawdown Comparison
The maximum drawdown for IWF was -64.25%, occurring on Mar 9, 2009. Recovery took 3313 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | IWF | SPY |
|---|---|---|
| #1 | -64.25% Jul 17, 2000 - Sep 18, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -32.72% Dec 27, 2021 - Jan 10, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -31.55% Feb 19, 2020 - Jun 8, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -23.36% Dec 16, 2024 - Jun 26, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -21.90% Oct 1, 2018 - Apr 12, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -16.27% Oct 29, 2025 - May 7, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -13.84% Jul 20, 2015 - Jul 8, 2016 | -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 | -11.31% Sep 2, 2020 - Dec 1, 2020 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.88% Jan 26, 2018 - Jun 5, 2018 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.68% Feb 12, 2021 - Apr 8, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.88% Apr 29, 2019 - Jun 20, 2019 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.26% Sep 18, 2014 - Oct 31, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.26% Sep 3, 2021 - Oct 25, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.76% Apr 26, 2021 - Jun 14, 2021 | -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 | 0.08% | 0.24% |
| 2025 | 0.36% | 1.07% |
| 2024 | 0.46% | 1.21% |
| 2023 | 0.67% | 1.40% |
| 2022 | 0.91% | 1.65% |
| 2021 | 0.50% | 1.20% |
| 2020 | 0.66% | 1.52% |
| 2019 | 0.99% | 1.75% |
| 2018 | 1.27% | 2.04% |
| 2017 | 1.10% | 1.80% |
| 2016 | 1.43% | 2.03% |
| 2015 | 1.37% | 2.06% |
| 2014 | 1.33% | 1.87% |
| 2013 | 1.29% | 1.81% |
| 2012 | 1.65% | 2.18% |
| 2011 | 1.39% | 2.05% |
| 2010 | 1.27% | 1.80% |
| 2009 | 1.39% | 1.95% |
| 2008 | 1.66% | 3.02% |
| 2007 | 0.92% | 1.85% |
| 2006 | 0.93% | 1.73% |
| 2005 | 0.89% | 1.73% |
| 2004 | 1.04% | 1.82% |
| 2003 | 0.79% | 1.47% |
| 2002 | 0.81% | 1.70% |
| 2001 | 0.41% | 1.25% |
| 2000 | 0.32% | 1.15% |
| 1999 | 0.00% | 0.24% |
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