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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 +13.3% compared to +5.1%

IWP vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IWP
$22B
Winner
SPY
$781B
Expense Ratio
IWP
0.23%
Winner
SPY
0.09%
Max Drawdown
IWP
57.34%
Winner
SPY
56.47%
Sharpe Ratio
IWP
0.02
Winner
SPY
1.42
5Y Beta
IWP
1.16
Winner
SPY
1.00
P/E Ratio
IWP
53.89
Winner
SPY
26.48
Forward P/E
IWP
26.97
Winner
SPY
20.90
PEG Ratio
IWP
N/A
SPY
0.30
5Y Dividends CAGR
Winner
IWP
9.93%
SPY
6.00%
5Y EPS CAGR
IWP
N/A
SPY
26.40%
Debt to Equity
IWP
366.05%
Winner
SPY
48.17%
P/S Ratio
Winner
IWP
2.46
SPY
3.72
P/B Ratio
IWP
11.58
Winner
SPY
5.55

IWP vs SPY - Holdings Comparison

IWP and SPY have 64 common holdings. Overlap is 3.54%

IWP's top 25 holdings weight is 35.96%. SPY's top 25 holdings weight is 51.49%.

RankIWPSPY
#1
SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.61%
NVIDIA CORP (NVDA) - 7.76%
#2
CLOUDFLARE INC (NET) - 2.47%
APPLE INC (AAPL) - 7.44%
#3
DATADOG INC CLASS A (DDOG) - 2.40%
MICROSOFT CORP (MSFT) - 4.56%
#4
SIMON PROPERTY GROUP INC (SPG) - 2.08%
AMAZON.COM INC (AMZN) - 3.74%
#5
ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.94%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
COMFORT SYSTEMS USA INC (FIX) - 1.77%
BROADCOM INC (AVGO) - 2.83%
#7
LUMENTUM HOLDINGS INC (LITE) - 1.71%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
TARGA RESOURCES CORP (TRGP) - 1.71%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
TERADYNE INC (TER) - 1.68%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
CENCORA INC (COR) - 1.62%
TESLA INC (TSLA) - 1.65%
#11
VISTRA CORP (VST) - 1.57%
ELI LILLY AND CO (LLY) - 1.44%
#12
W.W. GRAINGER INC (GWW) - 1.46%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
ASTERA LABS INC (ALAB) - 1.40%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
MARATHON PETROLEUM CORP (MPC) - 1.38%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
AUTODESK INC (ADSK) - 1.28%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
MICROCHIP TECHNOLOGY INC (MCHP) - 1.27%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.24%
VISA INC CLASS A (V) - 0.91%
#18
ROCKWELL AUTOMATION INC (ROK) - 1.23%
INTEL CORP (INTC) - 0.77%
#19
CHIPOTLE MEXICAN GRILL INC (CMG) - 1.22%
WALMART INC (WMT) - 0.75%
#20
FASTENAL CO (FAST) - 1.21%
ABBVIE INC (ABBV) - 0.70%
#21
COUPANG INC ORDINARY SHARES CLASS A (CPNG) - 0.56%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
FABRINET (FN) - 0.54%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
HEICO CORP CLASS A (HEI-A) - 0.54%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.54%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
SYSCO CORP (SYY) - 0.53%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings230505

IWP vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IWP
+1.54%
Winner
SPY
+3.42%
3M
IWP
+4.32%
Winner
SPY
+5.97%
6M
IWP
+6.47%
Winner
SPY
+12.56%
1Y
IWP
+3.08%
Winner
SPY
+23.65%
5Y(CAGR)
IWP
+5.12%
Winner
SPY
+13.33%
10Y(CAGR)
IWP
+12.12%
Winner
SPY
+15.34%
Max(CAGR)
Winner
IWP
+9.31%
SPY
+8.61%

IWP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIWPSPY
2026+4.44%+13.79%
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+33.86%+17.28%
2019+35.72%+31.09%
2018-5.68%-5.24%
2017+24.12%+20.78%
2016+8.86%+13.59%
2015-0.33%+1.31%
2014+12.77%+14.56%
2013+32.21%+29.00%
2012+14.17%+14.17%
2011-2.97%+0.85%
2010+24.30%+13.14%
2009+40.22%+22.67%
2008-43.79%-36.25%
2007+11.28%+5.32%
2006+8.69%+13.85%
2005+13.54%+5.32%
2004+15.71%+10.75%
2003+37.61%+24.18%
2002-27.76%-22.42%
2001-2.79%-10.13%
2000N/A-8.84%
1999N/A+8.61%

IWP vs SPY Drawdown Comparison

The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 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 -1.56%.

RankIWPSPY
#1-56.92%
Oct 9, 2007 - Jan 14, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-39.72%
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 8, 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
#6-25.03%
Jul 7, 2011 - Mar 26, 2012		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-22.49%
Sep 14, 2018 - Mar 21, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-20.26%
Apr 23, 2015 - Aug 23, 2016		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.79%
Oct 27, 2025 - Jun 30, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-14.14%
Apr 5, 2004 - Nov 11, 2004		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.73%
May 8, 2006 - Nov 15, 2006		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-13.49%
Feb 12, 2021 - Jun 24, 2021		-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
#15-10.16%
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%0.48%
20250.37%1.07%
20240.40%1.21%
20230.54%1.40%
20220.77%1.65%
20210.30%1.20%
20200.38%1.52%
20190.60%1.75%
20181.02%2.04%
20170.78%1.80%
20161.16%2.03%
20150.98%2.06%
20141.03%1.87%
20130.80%1.81%
20121.32%2.18%
20110.93%2.05%
20100.85%1.80%
20090.87%1.95%
20081.26%3.02%
20070.63%1.85%
20060.70%1.73%
20050.47%1.73%
20040.28%1.82%
20030.18%1.47%
20020.13%1.70%
20010.03%1.25%
20000.00%1.15%
19990.00%0.24%

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