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IWR vs SPY

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

5-Year PerformanceSPY has outperformed IWR, delivering a return of +13.2% compared to +8.1%

IWR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IWR
$55B
Winner
SPY
$784B
Expense Ratio
IWR
0.18%
Winner
SPY
0.09%
Max Drawdown
IWR
59.73%
Winner
SPY
56.47%
Sharpe Ratio
IWR
1.24
Winner
SPY
1.54
5Y Beta
Winner
IWR
0.91
SPY
1.00
P/E Ratio
Winner
IWR
26.66
SPY
27.62
Forward P/E
Winner
IWR
16.90
SPY
21.11
5Y Dividends CAGR
Winner
IWR
9.85%
SPY
6.00%
5Y EPS CAGR
IWR
13.39%
Winner
SPY
25.30%
Debt to Equity
Winner
IWR
20.43%
SPY
31.11%
P/S Ratio
Winner
IWR
1.72
SPY
3.49
P/B Ratio
Winner
IWR
2.99
SPY
5.30

IWR vs SPY - Holdings Comparison

IWR and SPY have 269 common holdings. Overlap is 11.49%

IWR's top 25 holdings weight is 16.38%. SPY's top 25 holdings weight is 51.24%.

RankIWRSPY
#1
SANDISK CORP ORDINARY SHARES (SNDK) - 2.02%
NVIDIA CORP (NVDA) - 7.81%
#2
WESTERN DIGITAL CORP (WDC) - 1.65%
APPLE INC (AAPL) - 6.81%
#3
CORNING INC (GLW) - 0.98%
MICROSOFT CORP (MSFT) - 4.53%
#4
VERTIV HOLDINGS CO CLASS A (VRT) - 0.81%
AMAZON.COM INC (AMZN) - 3.72%
#5
HOWMET AEROSPACE INC (HWM) - 0.79%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
QUANTA SERVICES INC (PWR) - 0.75%
BROADCOM INC (AVGO) - 2.77%
#7
BANK OF NEW YORK MELLON CORP (BNY) - 0.71%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
CUMMINS INC (CMI) - 0.68%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.57%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
ROYAL CARIBBEAN GROUP (RCL) - 0.56%
TESLA INC (TSLA) - 1.76%
#11
ROSS STORES INC (ROST) - 0.53%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
VALERO ENERGY CORP (VLO) - 0.53%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
MARATHON PETROLEUM CORP (MPC) - 0.53%
ELI LILLY AND CO (LLY) - 1.38%
#14
ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.52%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
DATADOG INC CLASS A (DDOG) - 0.51%
EXXON MOBIL CORP (XOM) - 0.92%
#16
CLOUDFLARE INC (NET) - 0.51%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
SIMON PROPERTY GROUP INC (SPG) - 0.50%
VISA INC CLASS A (V) - 0.87%
#18
MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.49%
INTEL CORP (INTC) - 0.85%
#19
PHILLIPS 66 (PSX) - 0.49%
WALMART INC (WMT) - 0.82%
#20
COHERENT CORP (COHR) - 0.48%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
INGERSOLL RAND INC (IR) - 0.44%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
XPO INC (XPO) - 0.34%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
EXELON CORP (EXC) - 0.33%
CATERPILLAR INC (CAT) - 0.68%
#24
ASTERA LABS INC (ALAB) - 0.33%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
XCEL ENERGY INC (XEL) - 0.33%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings762505

IWR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IWR
+2.08%
SPY
-1.37%
3M
IWR
+11.45%
Winner
SPY
+12.22%
6M
Winner
IWR
+11.09%
SPY
+7.20%
1Y
IWR
+20.95%
Winner
SPY
+23.58%
5Y(CAGR)
IWR
+8.06%
Winner
SPY
+13.19%
10Y(CAGR)
IWR
+12.87%
Winner
SPY
+15.12%
Max(CAGR)
Winner
IWR
+13.39%
SPY
+8.44%

IWR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIWRSPY
2026+11.40%+7.95%
2025+10.50%+18.00%
2024+15.85%+25.59%
2023+17.57%+26.72%
2022-17.15%-18.64%
2021+24.43%+30.52%
2020+16.54%+17.28%
2019+30.71%+31.09%
2018-6.12%-5.24%
2017+23.15%+20.78%
2016+21.40%+13.59%
2015+1.95%+1.31%
2014+19.34%+14.56%
2013+36.96%+29.00%
2012+22.31%+14.17%
2011+1.76%+0.85%
2010+29.68%+13.14%
2009+43.41%+22.67%
2008-37.72%-36.25%
2007+9.16%+5.32%
2006+18.22%+13.85%
2005+19.19%+5.32%
2004+24.66%+10.75%
2003+40.93%+24.18%
2002-12.85%-22.42%
2001+2.33%-10.13%
2000N/A-8.84%
1999N/A+8.61%

IWR vs SPY Drawdown Comparison

The maximum drawdown for IWR was -55.82%, occurring on Mar 9, 2009. Recovery took 639 trading sessions.

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

The current IWR drawdown is -1.45%. The current SPY drawdown is -3.18%.

RankIWRSPY
#1-55.82%
Oct 9, 2007 - Apr 23, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-40.59%
Feb 20, 2020 - Oct 12, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-31.10%
Mar 19, 2002 - Jul 8, 2003		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-26.17%
Nov 16, 2021 - Mar 20, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-23.35%
Jul 7, 2011 - Feb 9, 2012		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-21.09%
Nov 25, 2024 - Jul 23, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-20.37%
Sep 28, 2018 - Apr 3, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-20.33%
Aug 2, 2001 - Dec 26, 2001		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-16.40%
Apr 23, 2015 - Apr 13, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-15.99%
Apr 23, 2010 - Oct 11, 2010		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.59%
Jul 13, 2007 - Oct 9, 2007		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.82%
Apr 2, 2012 - Aug 17, 2012		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.11%
May 5, 2006 - Oct 5, 2006		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.68%
Jan 26, 2018 - Jun 12, 2018		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.58%
Sep 5, 2014 - Oct 31, 2014		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IWR 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)

IWR vs SPY dividend yield comparison.

YearIWRSPY
20260.51%0.50%
20251.29%1.07%
20241.27%1.21%
20231.43%1.40%
20221.59%1.65%
20211.05%1.20%
20201.28%1.52%
20191.43%1.75%
20186.52%2.04%
20176.07%1.80%
20166.87%2.03%
20156.37%2.06%
20145.80%1.87%
20135.26%1.81%
20127.26%2.18%
20116.33%2.05%
20105.81%1.80%
20096.02%1.95%
20088.34%3.02%
20075.49%1.85%
20065.25%1.73%
20055.62%1.73%
20044.43%1.82%
20034.31%1.47%
20024.33%1.70%
20012.37%1.25%
20000.00%1.15%
19990.00%0.24%

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