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IWP vs SPY

Comparison between ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IWP, delivering a return of +13.2% compared to +5.2%

IWP vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IWP
$21B
Winner
SPY
$784B
Expense Ratio
IWP
0.23%
Winner
SPY
0.09%
Max Drawdown
IWP
57.34%
Winner
SPY
56.47%
Sharpe Ratio
IWP
0.13
Winner
SPY
1.54
5Y Beta
IWP
1.15
Winner
SPY
1.00
P/E Ratio
IWP
42.53
Winner
SPY
27.62
Forward P/E
IWP
24.16
Winner
SPY
21.11
5Y Dividends CAGR
Winner
IWP
9.93%
SPY
6.00%
5Y EPS CAGR
IWP
18.56%
Winner
SPY
25.30%
Debt to Equity
IWP
118.69%
Winner
SPY
31.11%
P/S Ratio
Winner
IWP
2.23
SPY
3.49
P/B Ratio
IWP
9.93
Winner
SPY
5.30

IWP vs SPY - Holdings Comparison

IWP and SPY have 89 common holdings. Overlap is 4.82%

IWP's top 25 holdings weight is 46.34%. SPY's top 25 holdings weight is 51.24%.

RankIWPSPY
#1
VERTIV HOLDINGS CO CLASS A (VRT) - 3.97%
NVIDIA CORP (NVDA) - 7.81%
#2
HOWMET AEROSPACE INC (HWM) - 3.73%
APPLE INC (AAPL) - 6.81%
#3
QUANTA SERVICES INC (PWR) - 2.68%
MICROSOFT CORP (MSFT) - 4.53%
#4
HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.62%
AMAZON.COM INC (AMZN) - 3.72%
#5
ROYAL CARIBBEAN GROUP (RCL) - 2.51%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
CLOUDFLARE INC (NET) - 2.34%
BROADCOM INC (AVGO) - 2.77%
#7
DATADOG INC CLASS A (DDOG) - 2.33%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
COMFORT SYSTEMS USA INC (FIX) - 2.21%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.20%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
TARGA RESOURCES CORP (TRGP) - 1.82%
TESLA INC (TSLA) - 1.76%
#11
VISTRA CORP (VST) - 1.77%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
ROCKET LAB CORP (RKLB) - 1.74%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
CENCORA INC (COR) - 1.67%
ELI LILLY AND CO (LLY) - 1.38%
#14
W.W. GRAINGER INC (GWW) - 1.61%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
ASTERA LABS INC (ALAB) - 1.59%
EXXON MOBIL CORP (XOM) - 0.92%
#16
IDEXX LABORATORIES INC (IDXX) - 1.43%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
CARVANA CO CLASS A (CVNA) - 1.40%
VISA INC CLASS A (V) - 0.87%
#18
FASTENAL CO (FAST) - 1.39%
INTEL CORP (INTC) - 0.85%
#19
AMERIPRISE FINANCIAL INC (AMP) - 1.29%
WALMART INC (WMT) - 0.82%
#20
ALNYLAM PHARMACEUTICALS INC (ALNY) - 1.18%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
AXON ENTERPRISE INC (AXON) - 1.05%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
NATERA INC (NTRA) - 0.98%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 0.98%
CATERPILLAR INC (CAT) - 0.68%
#24
FTAI AVIATION LTD (FTAI) - 0.93%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
DEXCOM INC (DXCM) - 0.92%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings276505

IWP vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IWP
+0.47%
SPY
-1.37%
3M
IWP
+7.74%
Winner
SPY
+12.22%
6M
IWP
+0.42%
Winner
SPY
+7.20%
1Y
IWP
+3.69%
Winner
SPY
+23.58%
5Y(CAGR)
IWP
+5.19%
Winner
SPY
+13.19%
10Y(CAGR)
IWP
+12.57%
Winner
SPY
+15.12%
Max(CAGR)
Winner
IWP
+10.13%
SPY
+8.44%

IWP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIWPSPY
2026+1.40%+7.95%
2025+7.84%+18.00%
2024+23.83%+25.59%
2023+26.60%+26.72%
2022-26.14%-18.64%
2021+14.23%+30.52%
2020+34.44%+17.28%
2019+36.59%+31.09%
2018-4.81%-5.24%
2017+25.18%+20.78%
2016+10.16%+13.59%
2015+0.63%+1.31%
2014+13.97%+14.56%
2013+33.37%+29.00%
2012+15.69%+14.17%
2011-2.10%+0.85%
2010+25.49%+13.14%
2009+41.66%+22.67%
2008-42.83%-36.25%
2007+13.43%+5.32%
2006+11.11%+13.85%
2005+15.23%+5.32%
2004+16.75%+10.75%
2003+38.47%+24.18%
2002-27.50%-22.42%
2001-2.70%-10.13%
2000N/A-8.84%
1999N/A+8.61%

IWP vs SPY Drawdown Comparison

The maximum drawdown for IWP was -56.10%, occurring on Nov 20, 2008. Recovery took 800 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IWP drawdown is -3.44%. The current SPY drawdown is -3.18%.

RankIWPSPY
#1-56.10%
Oct 9, 2007 - Dec 10, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-39.55%
Aug 1, 2001 - Dec 1, 2003		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-38.62%
Nov 16, 2021 - Oct 11, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-35.87%
Feb 19, 2020 - Jul 6, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-25.20%
Feb 18, 2025 - Jul 3, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-24.88%
Jul 7, 2011 - Mar 19, 2012		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-22.11%
Sep 14, 2018 - Mar 21, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-19.65%
Apr 23, 2015 - Jul 26, 2016		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.79%
Oct 27, 2025 - Mar 30, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.98%
Apr 5, 2004 - Nov 11, 2004		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.49%
Feb 12, 2021 - Jun 24, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.91%
May 8, 2006 - Nov 8, 2006		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.47%
Jul 19, 2007 - Oct 5, 2007		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.32%
Apr 2, 2012 - Sep 13, 2012		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.99%
Sep 5, 2014 - Nov 6, 2014		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

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

0.98
-101

Dividend Comparison (1999 - 2026)

IWP vs SPY dividend yield comparison.

YearIWPSPY
20260.15%0.50%
20250.37%1.07%
20240.40%1.21%
20230.54%1.40%
20220.77%1.65%
20210.30%1.20%
20200.68%1.52%
20191.19%1.75%
20182.04%2.04%
20171.56%1.80%
20162.33%2.03%
20151.97%2.06%
20142.05%1.87%
20131.59%1.81%
20122.63%2.18%
20111.86%2.05%
20101.69%1.80%
20091.75%1.95%
20083.74%3.02%
20072.53%1.85%
20062.78%1.73%
20051.87%1.73%
20041.11%1.82%
20030.73%1.47%
20020.50%1.70%
20010.12%1.25%
20000.00%1.15%
19990.00%0.24%

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