IWP vs SPHQ
Comparison between ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF) and INVESCO S&P 500 QUALITY ETF (SPHQ, ETF).
5-Year PerformanceSPHQ has outperformed IWP, delivering a return of +12.8% compared to +5.3%
IWP vs SPHQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWP
$20B
SPHQ
$19B
Expense Ratio
IWP
0.23%
Winner
SPHQ
0.15%
Max Drawdown
Winner
IWP
57.34%
SPHQ
57.83%
Sharpe Ratio
IWP
0.06
Winner
SPHQ
1.07
5Y Beta
IWP
1.16
Winner
SPHQ
0.86
P/E Ratio
IWP
50.35
Winner
SPHQ
27.02
Forward P/E
IWP
27.43
Winner
SPHQ
23.64
PEG Ratio
IWP
N/A
SPHQ
0.26
5Y Dividends CAGR
Winner
IWP
9.93%
SPHQ
7.55%
5Y EPS CAGR
IWP
N/A
SPHQ
18.47%
Debt to Equity
IWP
336.52%
Winner
SPHQ
150.95%
P/S Ratio
Winner
IWP
2.48
SPHQ
4.52
P/B Ratio
IWP
11.70
Winner
SPHQ
10.10
IWP vs SPHQ - Holdings Comparison
IWP and SPHQ have 19 common holdings. Overlap is 4.30%
IWP's top 25 holdings weight is 35.76%. SPHQ's top 25 holdings weight is 70.87%.
| Rank | IWP | SPHQ |
|---|---|---|
| #1 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 3.06% | MASTERCARD INC CLASS A (MA) - 5.58% |
| #2 | CLOUDFLARE INC (NET) - 2.70% | VISA INC CLASS A (V) - 5.47% |
| #3 | DATADOG INC CLASS A (DDOG) - 2.17% | APPLE INC (AAPL) - 5.07% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 1.94% | LAM RESEARCH CORP (LRCX) - 4.18% |
| #5 | LUMENTUM HOLDINGS INC (LITE) - 1.82% | GE VERNOVA INC (GEV) - 4.13% |
| #6 | TERADYNE INC (TER) - 1.73% | GE AEROSPACE (GE) - 4.03% |
| #7 | COMFORT SYSTEMS USA INC (FIX) - 1.66% | COSTCO WHOLESALE CORP (COST) - 3.87% |
| #8 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.66% | CISCO SYSTEMS INC (CSCO) - 3.81% |
| #9 | CENCORA INC (COR) - 1.61% | NETFLIX INC (NFLX) - 3.70% |
| #10 | TARGA RESOURCES CORP (TRGP) - 1.57% | WESTERN DIGITAL CORP (WDC) - 3.02% |
| #11 | AUTODESK INC (ADSK) - 1.45% | PROCTER & GAMBLE CO (PG) - 2.84% |
| #12 | MARATHON PETROLEUM CORP (MPC) - 1.44% | APPLIED MATERIALS INC (AMAT) - 2.75% |
| #13 | VISTRA CORP (VST) - 1.36% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.71% |
| #14 | FASTENAL CO (FAST) - 1.35% | KLA CORP (KLAC) - 2.46% |
| #15 | ASTERA LABS INC (ALAB) - 1.34% | TEXAS INSTRUMENTS INC (TXN) - 2.21% |
| #16 | W.W. GRAINGER INC (GWW) - 1.34% | QUALCOMM INC (QCOM) - 2.19% |
| #17 | AXON ENTERPRISE INC (AXON) - 1.27% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 2.13% |
| #18 | ANGLOGOLD ASHANTI PLC (AU) - 1.23% | TJX COMPANIES INC (TJX) - 1.54% |
| #19 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.22% | FORTINET INC (FTNT) - 1.46% |
| #20 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.21% | NEWMONT CORP (NEM) - 1.46% |
| #21 | TEXAS PACIFIC LAND CORP (TPL) - 0.55% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.44% |
| #22 | SYSCO CORP (SYY) - 0.53% | PROGRESSIVE CORP (PGR) - 1.29% |
| #23 | FAIR ISAAC CORP (FICO) - 0.53% | INTUITIVE SURGICAL INC (ISRG) - 1.24% |
| #24 | VIKING HOLDINGS LTD (VIK) - 0.51% | ADOBE INC (ADBE) - 1.21% |
| #25 | ZSCALER INC (ZS) - 0.51% | LOCKHEED MARTIN CORP (LMT) - 1.08% |
| Total Holdings | 229 | 103 |
IWP vs SPHQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWP
+2.88%
SPHQ
+0.28%
3M
Winner
IWP
+4.36%
SPHQ
+2.92%
6M
IWP
+5.68%
Winner
SPHQ
+7.54%
1Y
IWP
+3.53%
Winner
SPHQ
+20.64%
5Y(CAGR)
IWP
+5.31%
Winner
SPHQ
+12.77%
10Y(CAGR)
IWP
+12.00%
Winner
SPHQ
+14.67%
Max(CAGR)
IWP
+9.28%
Winner
SPHQ
+10.02%
IWP vs SPHQ - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWP | SPHQ |
|---|---|---|
| 2026 | +4.10% | +14.67% |
| 2025 | +7.84% | +13.53% |
| 2024 | +23.83% | +26.32% |
| 2023 | +26.60% | +25.85% |
| 2022 | -26.14% | -16.09% |
| 2021 | +14.23% | +29.54% |
| 2020 | +33.86% | +16.35% |
| 2019 | +35.72% | +33.63% |
| 2018 | -5.68% | -7.53% |
| 2017 | +24.12% | +18.59% |
| 2016 | +8.86% | +15.55% |
| 2015 | -0.33% | +1.80% |
| 2014 | +12.77% | +17.17% |
| 2013 | +32.21% | +29.38% |
| 2012 | +14.17% | +13.50% |
| 2011 | -2.97% | +5.34% |
| 2010 | +24.30% | +19.12% |
| 2009 | +40.22% | +10.06% |
| 2008 | -43.79% | -45.68% |
| 2007 | +11.28% | +16.62% |
| 2006 | +8.69% | +1.98% |
| 2005 | +13.54% | -2.05% |
| 2004 | +15.71% | N/A |
| 2003 | +37.61% | N/A |
| 2002 | -27.76% | N/A |
| 2001 | -2.79% | N/A |
IWP vs SPHQ Drawdown Comparison
The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.
The maximum drawdown for SPHQ was -57.83%, occurring on Nov 20, 2008. Recovery took 1393 trading sessions.
The current IWP drawdown is -2.74%. The current SPHQ drawdown is -4.61%.
| Rank | IWP | SPHQ |
|---|---|---|
| #1 | -56.92% Oct 9, 2007 - Jan 14, 2011 | -57.83% Oct 29, 2007 - May 14, 2013 |
| #2 | -39.72% Aug 1, 2001 - Dec 1, 2003 | -31.58% Feb 12, 2020 - Aug 4, 2020 |
| #3 | -38.62% Nov 16, 2021 - Oct 11, 2024 | -25.05% Jan 4, 2022 - Jul 31, 2023 |
| #4 | -35.87% Feb 19, 2020 - Jul 8, 2020 | -22.35% May 8, 2006 - May 4, 2007 |
| #5 | -25.20% Feb 18, 2025 - Jul 3, 2025 | -20.74% Oct 1, 2018 - Apr 5, 2019 |
| #6 | -25.03% Jul 7, 2011 - Mar 26, 2012 | -16.57% Feb 19, 2025 - Jun 4, 2025 |
| #7 | -22.49% Sep 14, 2018 - Mar 21, 2019 | -11.71% Jul 19, 2007 - Sep 25, 2007 |
| #8 | -20.26% Apr 23, 2015 - Aug 23, 2016 | -9.77% Jan 26, 2018 - Aug 29, 2018 |
| #9 | -14.79% Oct 27, 2025 - Jun 30, 2026 | -8.90% Feb 27, 2026 - Apr 24, 2026 |
| #10 | -14.14% Apr 5, 2004 - Nov 11, 2004 | -8.76% Sep 2, 2020 - Nov 16, 2020 |
| #11 | -13.73% May 8, 2006 - Nov 15, 2006 | -8.51% Dec 1, 2015 - Mar 1, 2016 |
| #12 | -13.49% Feb 12, 2021 - Jun 24, 2021 | -8.47% Sep 1, 2023 - Dec 11, 2023 |
| #13 | -11.47% Jul 19, 2007 - Oct 5, 2007 | -8.30% May 21, 2015 - Nov 2, 2015 |
| #14 | -11.32% Apr 2, 2012 - Sep 13, 2012 | -7.64% Jun 30, 2026 - Jul 29, 2026 |
| #15 | -10.16% Sep 5, 2014 - Nov 6, 2014 | -6.82% Apr 30, 2019 - Jun 19, 2019 |
Correlation
Correlation between IWP and SPHQ 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 SPHQ dividend yield comparison.
| Year | IWP | SPHQ |
|---|---|---|
| 2026 | 0.15% | 0.57% |
| 2025 | 0.37% | 1.09% |
| 2024 | 0.40% | 1.15% |
| 2023 | 0.54% | 1.42% |
| 2022 | 0.77% | 1.85% |
| 2021 | 0.30% | 1.19% |
| 2020 | 0.38% | 1.55% |
| 2019 | 0.60% | 1.51% |
| 2018 | 1.02% | 1.85% |
| 2017 | 0.78% | 1.57% |
| 2016 | 1.16% | 1.67% |
| 2015 | 0.98% | 2.29% |
| 2014 | 1.03% | 1.66% |
| 2013 | 0.80% | 1.70% |
| 2012 | 1.32% | 1.97% |
| 2011 | 0.93% | 1.76% |
| 2010 | 0.85% | 0.59% |
| 2009 | 0.87% | 0.30% |
| 2008 | 1.26% | 0.11% |
| 2007 | 0.63% | 0.00% |
| 2006 | 0.70% | 0.00% |
| 2005 | 0.47% | 0.00% |
| 2004 | 0.28% | 0.00% |
| 2003 | 0.18% | 0.00% |
| 2002 | 0.13% | 0.00% |
| 2001 | 0.03% | 0.00% |
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