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IWP vs SDY

Comparison between ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF) and STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF (SDY, ETF).

5-Year PerformanceSDY has outperformed IWP, delivering a return of +7.5% compared to +4.8%

IWP vs SDY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IWP
$22B
SDY
$21B
Expense Ratio
Winner
IWP
0.23%
SDY
0.35%
Max Drawdown
Winner
IWP
57.34%
SDY
58.57%
Sharpe Ratio
IWP
-0.15
Winner
SDY
0.91
5Y Beta
IWP
1.16
Winner
SDY
0.45
P/E Ratio
IWP
57.36
Winner
SDY
21.25
Forward P/E
IWP
27.11
Winner
SDY
17.52
PEG Ratio
IWP
N/A
SDY
0.10
5Y Dividends CAGR
Winner
IWP
9.93%
SDY
7.50%
5Y EPS CAGR
IWP
N/A
SDY
7.40%
Debt to Equity
IWP
90.70%
Winner
SDY
55.42%
P/S Ratio
IWP
2.52
Winner
SDY
1.92
P/B Ratio
IWP
11.95
Winner
SDY
3.18

IWP vs SDY - Holdings Comparison

IWP and SDY have 10 common holdings. Overlap is 3.99%

IWP's top 25 holdings weight is 36.04%. SDY's top 25 holdings weight is 36.60%.

RankIWPSDY
#1
SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.62%
VERIZON COMMUNICATIONS INC (VZ) - 2.14%
#2
DATADOG INC CLASS A (DDOG) - 2.52%
REALTY INCOME CORP (O) - 2.13%
#3
CLOUDFLARE INC (NET) - 2.52%
KIMBERLY-CLARK CORP (KMB) - 1.75%
#4
ROBINHOOD MARKETS INC CLASS A (HOOD) - 2.04%
KENVUE INC (KVUE) - 1.75%
#5
SIMON PROPERTY GROUP INC (SPG) - 2.00%
ABBVIE INC (ABBV) - 1.62%
#6
COMFORT SYSTEMS USA INC (FIX) - 1.75%
QUALCOMM INC (QCOM) - 1.56%
#7
TARGA RESOURCES CORP (TRGP) - 1.69%
TEXAS INSTRUMENTS INC (TXN) - 1.55%
#8
LUMENTUM HOLDINGS INC (LITE) - 1.64%
TARGET CORP (TGT) - 1.54%
#9
CENCORA INC (COR) - 1.60%
AUTOMATIC DATA PROCESSING INC (ADP) - 1.53%
#10
TERADYNE INC (TER) - 1.57%
EDISON INTERNATIONAL (EIX) - 1.44%
#11
ASTERA LABS INC (ALAB) - 1.57%
SYSCO CORP (SYY) - 1.41%
#12
VISTRA CORP (VST) - 1.51%
WEC ENERGY GROUP INC (WEC) - 1.40%
#13
W.W. GRAINGER INC (GWW) - 1.45%
EVERSOURCE ENERGY (ES) - 1.35%
#14
CHIPOTLE MEXICAN GRILL INC (CMG) - 1.32%
PEPSICO INC (PEP) - 1.33%
#15
MICROCHIP TECHNOLOGY INC (MCHP) - 1.31%
SOUTHERN CO (SO) - 1.33%
#16
MARATHON PETROLEUM CORP (MPC) - 1.29%
CONSOLIDATED EDISON INC (ED) - 1.33%
#17
AUTODESK INC (ADSK) - 1.23%
MICROCHIP TECHNOLOGY INC (MCHP) - 1.32%
#18
ROCKWELL AUTOMATION INC (ROK) - 1.23%
MEDTRONIC PLC (MDT) - 1.30%
#19
TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.23%
ARCHER-DANIELS-MIDLAND CO (ADM) - 1.30%
#20
FASTENAL CO (FAST) - 1.22%
CHEVRON CORP (CVX) - 1.27%
#21
STERLING INFRASTRUCTURE INC (STRL) - 0.58%
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.27%
#22
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.57%
XCEL ENERGY INC (XEL) - 1.26%
#23
HEICO CORP CLASS A (HEI-A) - 0.53%
COCA-COLA CO (KO) - 1.26%
#24
SYSCO CORP (SYY) - 0.53%
PROCTER & GAMBLE CO (PG) - 1.25%
#25
LATTICE SEMICONDUCTOR CORP (LSCC) - 0.52%
PPG INDUSTRIES INC (PPG) - 1.21%
Total Holdings230158

IWP vs SDY - Historical Returns

Returns include dividend reinvestment.

1M
IWP
-1.50%
Winner
SDY
+2.88%
3M
IWP
+1.92%
Winner
SDY
+4.47%
6M
IWP
+0.15%
Winner
SDY
+5.77%
1Y
IWP
+0.21%
Winner
SDY
+13.92%
5Y(CAGR)
IWP
+4.82%
Winner
SDY
+7.50%
10Y(CAGR)
Winner
IWP
+11.88%
SDY
+9.23%
Max(CAGR)
Winner
IWP
+9.19%
SDY
+9.01%

IWP vs SDY - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearIWPSDY
2026+1.19%+11.08%
2025+7.84%+8.85%
2024+23.83%+8.00%
2023+26.60%+2.35%
2022-26.14%-0.44%
2021+14.23%+27.12%
2020+33.86%+2.06%
2019+35.72%+24.12%
2018-5.68%-2.82%
2017+24.12%+15.46%
2016+8.86%+21.95%
2015-0.33%-0.69%
2014+12.77%+15.05%
2013+32.21%+27.23%
2012+14.17%+10.85%
2011-2.97%+6.44%
2010+24.30%+14.94%
2009+40.22%+16.62%
2008-43.79%-21.76%
2007+11.28%-7.06%
2006+8.69%+16.23%
2005+13.54%+1.10%
2004+15.71%N/A
2003+37.61%N/A
2002-27.76%N/A
2001-2.79%N/A

IWP vs SDY Drawdown Comparison

The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.

The maximum drawdown for SDY was -54.78%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.

The current IWP drawdown is -4.62%. The current SDY drawdown is -1.39%.

RankIWPSDY
#1-56.92%
Oct 9, 2007 - Jan 14, 2011		-54.78%
Jun 1, 2007 - Apr 28, 2011
#2-39.72%
Aug 1, 2001 - Dec 1, 2003		-36.66%
Feb 14, 2020 - Nov 24, 2020
#3-38.62%
Nov 16, 2021 - Oct 11, 2024		-16.06%
Jul 7, 2011 - Dec 27, 2011
#4-35.87%
Feb 19, 2020 - Jul 8, 2020		-15.21%
Aug 16, 2022 - Dec 2, 2022
#5-25.20%
Feb 18, 2025 - Jul 3, 2025		-15.02%
Feb 2, 2023 - Mar 12, 2024
#6-25.03%
Jul 7, 2011 - Mar 26, 2012		-14.40%
Nov 29, 2024 - Aug 13, 2025
#7-22.49%
Sep 14, 2018 - Mar 21, 2019		-14.22%
Sep 21, 2018 - Feb 19, 2019
#8-20.26%
Apr 23, 2015 - Aug 23, 2016		-13.20%
Apr 20, 2022 - Aug 15, 2022
#9-14.79%
Oct 27, 2025 - Jun 30, 2026		-10.85%
Dec 29, 2014 - Nov 2, 2015
#10-14.14%
Apr 5, 2004 - Nov 11, 2004		-9.42%
Jan 26, 2018 - Aug 6, 2018
#11-13.73%
May 8, 2006 - Nov 15, 2006		-9.33%
Nov 3, 2015 - Mar 1, 2016
#12-13.49%
Feb 12, 2021 - Jun 24, 2021		-7.67%
Feb 27, 2026 - Jul 2, 2026
#13-11.47%
Jul 19, 2007 - Oct 5, 2007		-6.96%
Jan 7, 2022 - Mar 29, 2022
#14-11.32%
Apr 2, 2012 - Sep 13, 2012		-6.93%
May 21, 2013 - Jul 18, 2013
#15-10.16%
Sep 5, 2014 - Nov 6, 2014		-6.87%
May 10, 2021 - Nov 3, 2021

Correlation

Correlation between IWP and SDY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2001 - 2026)

IWP vs SDY dividend yield comparison.

YearIWPSDY
20260.16%1.20%
20250.37%2.61%
20240.40%2.56%
20230.54%2.64%
20220.77%2.55%
20210.30%2.63%
20200.38%2.85%
20190.60%2.45%
20181.02%2.73%
20170.78%4.69%
20161.16%3.30%
20150.98%6.20%
20141.03%4.74%
20130.80%3.95%
20121.32%3.28%
20110.93%3.23%
20100.85%3.35%
20090.87%3.75%
20081.26%5.44%
20070.63%5.03%
20060.70%2.86%
20050.47%0.57%
20040.28%0.00%
20030.18%0.00%
20020.13%0.00%
20010.03%0.00%

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