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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 +13.3% compared to +8.5%

IWR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IWR
$57B
Winner
SPY
$781B
Expense Ratio
IWR
0.18%
Winner
SPY
0.09%
Max Drawdown
IWR
59.73%
Winner
SPY
56.47%
Sharpe Ratio
IWR
1.30
Winner
SPY
1.42
5Y Beta
Winner
IWR
0.90
SPY
1.00
P/E Ratio
IWR
27.07
Winner
SPY
26.48
Forward P/E
Winner
IWR
18.19
SPY
20.90
PEG Ratio
IWR
N/A
SPY
0.30
5Y Dividends CAGR
Winner
IWR
9.85%
SPY
6.00%
5Y EPS CAGR
IWR
12.23%
Winner
SPY
26.40%
Debt to Equity
IWR
117.11%
Winner
SPY
48.17%
P/S Ratio
Winner
IWR
1.79
SPY
3.72
P/B Ratio
Winner
IWR
3.22
SPY
5.55

IWR vs SPY - Holdings Comparison

IWR and SPY have 301 common holdings. Overlap is 13.20%

IWR's top 25 holdings weight is 12.32%. SPY's top 25 holdings weight is 51.49%.

RankIWRSPY
#1
MARATHON PETROLEUM CORP (MPC) - 0.69%
NVIDIA CORP (NVDA) - 7.76%
#2
SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.66%
APPLE INC (AAPL) - 7.44%
#3
CLOUDFLARE INC (NET) - 0.63%
MICROSOFT CORP (MSFT) - 4.56%
#4
PHILLIPS 66 (PSX) - 0.62%
AMAZON.COM INC (AMZN) - 3.74%
#5
DATADOG INC CLASS A (DDOG) - 0.61%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.60%
BROADCOM INC (AVGO) - 2.83%
#7
ROYAL CARIBBEAN GROUP (RCL) - 0.53%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
SIMON PROPERTY GROUP INC (SPG) - 0.53%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
ALLSTATE CORP (ALL) - 0.47%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
DIGITAL REALTY TRUST INC (DLR) - 0.47%
TESLA INC (TSLA) - 1.65%
#11
KINDER MORGAN INC CLASS P (KMI) - 0.46%
ELI LILLY AND CO (LLY) - 1.44%
#12
UNITED RENTALS INC (URI) - 0.46%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
COMFORT SYSTEMS USA INC (FIX) - 0.45%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.45%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
n/a (WBD) - 0.45%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
REALTY INCOME CORP (O) - 0.44%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
W.W. GRAINGER INC (GWW) - 0.43%
VISA INC CLASS A (V) - 0.91%
#18
TARGA RESOURCES CORP (TRGP) - 0.43%
INTEL CORP (INTC) - 0.77%
#19
CORTEVA INC (CTVA) - 0.43%
WALMART INC (WMT) - 0.75%
#20
TERADYNE INC (TER) - 0.43%
ABBVIE INC (ABBV) - 0.70%
#21
LUMENTUM HOLDINGS INC (LITE) - 0.43%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
ONEOK INC (OKE) - 0.42%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
COHERENT CORP (COHR) - 0.41%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
CENCORA INC (COR) - 0.41%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.41%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings808505

IWR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IWR
+2.85%
Winner
SPY
+3.42%
3M
Winner
IWR
+8.10%
SPY
+5.97%
6M
IWR
+11.72%
Winner
SPY
+12.56%
1Y
IWR
+22.97%
Winner
SPY
+23.65%
5Y(CAGR)
IWR
+8.54%
Winner
SPY
+13.33%
10Y(CAGR)
IWR
+11.64%
Winner
SPY
+15.34%
Max(CAGR)
Winner
IWR
+10.08%
SPY
+8.61%

IWR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIWRSPY
2026+16.84%+13.79%
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%
2018-9.72%-5.24%
2017+17.37%+20.78%
2016+15.08%+13.59%
2015-2.62%+1.31%
2014+14.16%+14.56%
2013+31.20%+29.00%
2012+15.74%+14.17%
2011-2.81%+0.85%
2010+23.51%+13.14%
2009+35.99%+22.67%
2008-40.68%-36.25%
2007+4.90%+5.32%
2006+13.43%+13.85%
2005+14.09%+5.32%
2004+20.21%+10.75%
2003+35.79%+24.18%
2002-15.46%-22.42%
2001+0.35%-10.13%
2000N/A-8.84%
1999N/A+8.61%

IWR vs SPY Drawdown Comparison

The maximum drawdown for IWR was -58.78%, occurring on Mar 9, 2009. Recovery took 900 trading sessions.

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

RankIWRSPY
#1-58.78%
Jul 13, 2007 - Feb 7, 2011		-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
#3-32.26%
Mar 19, 2002 - Sep 2, 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
#5-24.17%
Jul 7, 2011 - Mar 15, 2012		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-21.21%
Aug 29, 2018 - Apr 8, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-21.09%
Nov 25, 2024 - Jul 23, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-20.33%
Aug 2, 2001 - Jan 4, 2002		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-19.42%
Apr 23, 2015 - Jul 12, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.82%
Apr 2, 2012 - Sep 6, 2012		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.11%
May 5, 2006 - Oct 16, 2006		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.68%
Jan 26, 2018 - Jul 26, 2018		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.33%
Sep 5, 2014 - Nov 7, 2014		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.91%
Apr 5, 2004 - Oct 1, 2004		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.17%
Feb 26, 2026 - Apr 17, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IWR and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

IWR vs SPY dividend yield comparison.

YearIWRSPY
20260.49%0.48%
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%
20181.98%2.04%
20171.52%1.80%
20161.72%2.03%
20151.59%2.06%
20141.45%1.87%
20131.31%1.81%
20121.81%2.18%
20111.58%2.05%
20101.45%1.80%
20091.50%1.95%
20082.09%3.02%
20071.37%1.85%
20061.31%1.73%
20051.40%1.73%
20041.11%1.82%
20031.08%1.47%
20021.08%1.70%
20010.59%1.25%
20000.00%1.15%
19990.00%0.24%

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