StockComparison Logo
vs

IWF vs SPYM

Comparison between ISHARES RUSSELL 1000 GROWTH ETF (IWF, ETF) and SPDR Portfolio S&P 500 ETF (SPYM, ETF).

5-Year PerformanceIWF has outperformed SPYM, delivering a return of +14.5% compared to +13.4%

IWF vs SPYM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IWF
$125B
Winner
SPYM
$138B
Expense Ratio
IWF
0.18%
Winner
SPYM
0.02%
Max Drawdown
IWF
66.83%
Winner
SPYM
55.77%
Sharpe Ratio
IWF
1.08
Winner
SPYM
1.63
5Y Beta
IWF
1.21
Winner
SPYM
0.97
P/E Ratio
IWF
36.51
SPYM
N/A
Forward P/E
IWF
27.84
SPYM
N/A
5Y Dividends CAGR
IWF
5.52%
Winner
SPYM
10.23%
5Y EPS CAGR
IWF
34.70%
SPYM
N/A
Debt to Equity
IWF
51.12%
SPYM
N/A
P/S Ratio
IWF
6.16
SPYM
N/A
P/B Ratio
IWF
12.94
SPYM
N/A

IWF vs SPYM - Historical Returns

Returns include dividend reinvestment.

1M
IWF
+1.89%
Winner
SPYM
+1.90%
3M
IWF
+8.43%
Winner
SPYM
+8.55%
6M
IWF
+2.69%
Winner
SPYM
+8.21%
1Y
IWF
+22.07%
Winner
SPYM
+25.87%
5Y(CAGR)
Winner
IWF
+14.51%
SPYM
+13.39%
10Y(CAGR)
Winner
IWF
+18.09%
SPYM
+15.27%
Max(CAGR)
IWF
+8.42%
Winner
SPYM
+11.16%

IWF vs SPYM - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIWFSPYM
2026+4.12%+8.26%
2025+18.60%+18.09%
2024+35.13%+25.67%
2023+43.68%+26.80%
2022-29.81%-18.62%
2021+29.26%+30.56%
2020+36.37%+17.52%
2019+35.96%+31.99%
2018-2.59%-5.82%
2017+28.98%+20.95%
2016+8.87%+14.91%
2015+5.60%+1.36%
2014+13.77%+14.49%
2013+29.76%+29.42%
2012+13.57%+13.68%
2011+1.37%+0.35%
2010+15.02%+13.53%
2009+32.66%+24.31%
2008-37.54%-36.07%
2007+11.18%+6.43%
2006+7.07%+14.21%
2005+5.74%+1.93%
2004+6.73%N/A
2003+25.08%N/A
2002-28.80%N/A
2001-16.14%N/A
2000-17.06%N/A

IWF vs SPYM Drawdown Comparison

The maximum drawdown for IWF was -64.25%, occurring on Mar 9, 2009. Recovery took 3313 trading sessions.

The maximum drawdown for SPYM was -54.47%, occurring on Mar 9, 2009. Recovery took 1118 trading sessions.

The current IWF drawdown is -4.72%. The current SPYM drawdown is -2.90%.

RankIWFSPYM
#1-64.25%
Jul 17, 2000 - Sep 18, 2013
-54.47%
Oct 10, 2007 - Mar 19, 2012
#2-32.72%
Dec 27, 2021 - Jan 10, 2024
-33.86%
Feb 19, 2020 - Aug 10, 2020
#3-31.55%
Feb 19, 2020 - Jun 8, 2020
-24.49%
Jan 3, 2022 - Dec 13, 2023
#4-23.36%
Dec 16, 2024 - Jun 26, 2025
-19.77%
Sep 20, 2018 - Apr 5, 2019
#5-21.90%
Oct 1, 2018 - Apr 12, 2019
-18.72%
Feb 19, 2025 - Jun 26, 2025
#6-16.27%
Oct 29, 2025 - May 7, 2026
-14.24%
Jul 20, 2015 - Jun 6, 2016
#7-13.84%
Jul 20, 2015 - Jul 8, 2016
-9.93%
Jan 26, 2018 - Jul 25, 2018
#8-13.26%
Jul 10, 2024 - Oct 14, 2024
-9.91%
Apr 2, 2012 - Aug 17, 2012
#9-11.31%
Sep 2, 2020 - Dec 1, 2020
-9.43%
Sep 2, 2020 - Nov 11, 2020
#10-9.88%
Jan 26, 2018 - Jun 5, 2018
-8.93%
Jul 17, 2007 - Oct 5, 2007
#11-9.68%
Feb 12, 2021 - Apr 8, 2021
-8.90%
Jan 27, 2026 - Apr 14, 2026
#12-7.88%
Apr 29, 2019 - Jun 20, 2019
-8.43%
Jul 16, 2024 - Sep 19, 2024
#13-7.26%
Sep 18, 2014 - Oct 31, 2014
-7.70%
Sep 19, 2014 - Nov 5, 2014
#14-7.26%
Sep 3, 2021 - Oct 25, 2021
-7.67%
May 5, 2006 - Sep 15, 2006
#15-6.76%
Apr 26, 2021 - Jun 14, 2021
-7.34%
Sep 14, 2012 - Jan 2, 2013

Correlation

Correlation between IWF and SPYM is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2000 - 2026)

IWF vs SPYM dividend yield comparison.

YearIWFSPYM
20260.08%0.22%
20250.36%1.13%
20240.46%1.28%
20230.67%1.44%
20220.91%1.69%
20210.50%1.25%
20200.66%1.54%
20190.99%1.79%
20181.27%2.23%
20171.10%1.75%
20161.43%1.97%
20151.37%1.98%
20141.33%1.79%
20131.29%1.71%
20121.65%2.08%
20111.39%1.87%
20101.27%1.31%
20091.39%1.69%
20081.66%2.96%
20070.92%1.88%
20060.93%1.80%
20050.89%0.05%
20041.04%0.00%
20030.79%0.00%
20020.81%0.00%
20010.41%0.00%
20000.32%0.00%

Select Stocks to Compare