IWR vs SPYG
Comparison between ISHARES RUSSELL MID-CAP ETF (IWR, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG, ETF).
5-Year PerformanceSPYG has outperformed IWR, delivering a return of +14.0% compared to +8.3%
IWR vs SPYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWR
$57B
SPYG
$53B
Expense Ratio
IWR
0.18%
Winner
SPYG
0.04%
Max Drawdown
Winner
IWR
59.73%
SPYG
69.53%
Sharpe Ratio
Winner
IWR
1.20
SPYG
1.13
5Y Beta
Winner
IWR
0.90
SPYG
1.22
P/E Ratio
Winner
IWR
27.07
SPYG
27.43
Forward P/E
Winner
IWR
18.18
SPYG
23.74
PEG Ratio
IWR
N/A
SPYG
0.36
5Y Dividends CAGR
Winner
IWR
9.85%
SPYG
4.17%
5Y EPS CAGR
IWR
12.23%
Winner
SPYG
34.78%
Debt to Equity
IWR
117.11%
Winner
SPYG
80.35%
P/S Ratio
Winner
IWR
1.79
SPYG
6.05
P/B Ratio
Winner
IWR
3.22
SPYG
8.47
IWR vs SPYG - Holdings Comparison
IWR and SPYG have 111 common holdings. Overlap is 7.83%
IWR's top 25 holdings weight is 12.32%. SPYG's top 25 holdings weight is 72.71%.
| Rank | IWR | SPYG |
|---|---|---|
| #1 | MARATHON PETROLEUM CORP (MPC) - 0.69% | NVIDIA CORP (NVDA) - 13.47% |
| #2 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.66% | APPLE INC (AAPL) - 5.99% |
| #3 | CLOUDFLARE INC (NET) - 0.63% | MICROSOFT CORP (MSFT) - 5.94% |
| #4 | PHILLIPS 66 (PSX) - 0.62% | ALPHABET INC CLASS A (GOOGL) - 5.57% |
| #5 | DATADOG INC CLASS A (DDOG) - 0.61% | BROADCOM INC (AVGO) - 4.95% |
| #6 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.60% | META PLATFORMS INC CLASS A (META) - 4.55% |
| #7 | ROYAL CARIBBEAN GROUP (RCL) - 0.53% | ALPHABET INC CLASS C (GOOG) - 4.50% |
| #8 | SIMON PROPERTY GROUP INC (SPG) - 0.53% | TESLA INC (TSLA) - 4.23% |
| #9 | ALLSTATE CORP (ALL) - 0.47% | AMAZON.COM INC (AMZN) - 4.02% |
| #10 | DIGITAL REALTY TRUST INC (DLR) - 0.47% | ELI LILLY AND CO (LLY) - 2.68% |
| #11 | KINDER MORGAN INC CLASS P (KMI) - 0.46% | VISA INC CLASS A (V) - 1.89% |
| #12 | UNITED RENTALS INC (URI) - 0.46% | JPMORGAN CHASE & CO (JPM) - 1.59% |
| #13 | COMFORT SYSTEMS USA INC (FIX) - 0.45% | MASTERCARD INC CLASS A (MA) - 1.51% |
| #14 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.45% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46% |
| #15 | n/a (WBD) - 0.45% | NETFLIX INC (NFLX) - 1.30% |
| #16 | REALTY INCOME CORP (O) - 0.44% | n/a (PLTR) - 1.30% |
| #17 | W.W. GRAINGER INC (GWW) - 0.43% | COSTCO WHOLESALE CORP (COST) - 1.24% |
| #18 | TARGA RESOURCES CORP (TRGP) - 0.43% | WALMART INC (WMT) - 1.10% |
| #19 | CORTEVA INC (CTVA) - 0.43% | ORACLE CORP (ORCL) - 0.96% |
| #20 | TERADYNE INC (TER) - 0.43% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.91% |
| #21 | LUMENTUM HOLDINGS INC (LITE) - 0.43% | CATERPILLAR INC (CAT) - 0.85% |
| #22 | ONEOK INC (OKE) - 0.42% | SALESFORCE INC (CRM) - 0.80% |
| #23 | COHERENT CORP (COHR) - 0.41% | AMERICAN EXPRESS CO (AXP) - 0.66% |
| #24 | CENCORA INC (COR) - 0.41% | INTUITIVE SURGICAL INC (ISRG) - 0.64% |
| #25 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.41% | INTUIT INC (INTU) - 0.60% |
| Total Holdings | 808 | 217 |
IWR vs SPYG - Historical Returns
Returns include dividend reinvestment.
1M
IWR
+1.05%
Winner
SPYG
+2.92%
3M
Winner
IWR
+5.61%
SPYG
+5.20%
6M
IWR
+10.40%
Winner
SPYG
+16.69%
1Y
IWR
+21.41%
Winner
SPYG
+24.05%
5Y(CAGR)
IWR
+8.29%
Winner
SPYG
+14.02%
10Y(CAGR)
IWR
+11.49%
Winner
SPYG
+17.76%
Max(CAGR)
Winner
IWR
+10.03%
SPYG
+7.62%
IWR vs SPYG - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWR | SPYG |
|---|---|---|
| 2026 | +15.46% | +14.74% |
| 2025 | +10.50% | +22.14% |
| 2024 | +15.85% | +38.20% |
| 2023 | +17.57% | +31.60% |
| 2022 | -17.15% | -29.96% |
| 2021 | +24.43% | +33.93% |
| 2020 | +16.54% | +31.62% |
| 2019 | +30.71% | +31.17% |
| 2018 | -9.72% | -0.94% |
| 2017 | +17.37% | +26.39% |
| 2016 | +15.08% | +9.02% |
| 2015 | -2.62% | +5.36% |
| 2014 | +14.16% | +16.12% |
| 2013 | +31.20% | +29.29% |
| 2012 | +15.74% | +12.92% |
| 2011 | -2.81% | +3.55% |
| 2010 | +23.51% | +14.41% |
| 2009 | +35.99% | +32.10% |
| 2008 | -40.68% | -36.63% |
| 2007 | +4.90% | +11.12% |
| 2006 | +13.43% | +7.47% |
| 2005 | +14.09% | +3.63% |
| 2004 | +20.21% | +5.84% |
| 2003 | +35.79% | +25.42% |
| 2002 | -15.46% | -31.07% |
| 2001 | +0.35% | -19.84% |
| 2000 | N/A | -24.10% |
IWR vs SPYG Drawdown Comparison
The maximum drawdown for IWR was -58.78%, occurring on Mar 9, 2009. Recovery took 900 trading sessions.
The maximum drawdown for SPYG was -67.63%, occurring on Mar 9, 2009. Recovery took 3326 trading sessions.
The current IWR drawdown is -1.03%. The current SPYG drawdown is -0.28%.
| Rank | IWR | SPYG |
|---|---|---|
| #1 | -58.78% Jul 13, 2007 - Feb 7, 2011 | -67.63% Oct 2, 2000 - Dec 23, 2013 |
| #2 | -40.59% Feb 20, 2020 - Oct 12, 2020 | -32.67% Dec 27, 2021 - Mar 1, 2024 |
| #3 | -32.26% Mar 19, 2002 - Sep 2, 2003 | -31.26% Feb 19, 2020 - Jun 10, 2020 |
| #4 | -26.17% Nov 16, 2021 - Mar 20, 2024 | -22.15% Feb 19, 2025 - Jun 24, 2025 |
| #5 | -24.17% Jul 7, 2011 - Mar 15, 2012 | -20.60% Oct 1, 2018 - Apr 23, 2019 |
| #6 | -21.21% Aug 29, 2018 - Apr 8, 2019 | -13.76% Oct 29, 2025 - Apr 15, 2026 |
| #7 | -21.09% Nov 25, 2024 - Jul 23, 2025 | -13.33% Nov 3, 2015 - Jul 8, 2016 |
| #8 | -20.33% Aug 2, 2001 - Jan 4, 2002 | -12.75% Jul 10, 2024 - Oct 14, 2024 |
| #9 | -19.42% Apr 23, 2015 - Jul 12, 2016 | -11.79% Jul 20, 2015 - Oct 29, 2015 |
| #10 | -10.82% Apr 2, 2012 - Sep 6, 2012 | -11.02% Sep 2, 2020 - Dec 1, 2020 |
| #11 | -10.11% May 5, 2006 - Oct 16, 2006 | -9.87% Jan 26, 2018 - Jun 4, 2018 |
| #12 | -9.68% Jan 26, 2018 - Jul 26, 2018 | -8.70% Feb 12, 2021 - Apr 5, 2021 |
| #13 | -9.33% Sep 5, 2014 - Nov 7, 2014 | -8.61% Jun 1, 2026 - Aug 4, 2026 |
| #14 | -8.91% Apr 5, 2004 - Oct 1, 2004 | -7.39% Sep 19, 2014 - Oct 31, 2014 |
| #15 | -8.17% Feb 26, 2026 - Apr 17, 2026 | -7.24% Sep 3, 2021 - Oct 26, 2021 |
Correlation
Correlation between IWR and SPYG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IWR vs SPYG dividend yield comparison.
| Year | IWR | SPYG |
|---|---|---|
| 2026 | 0.49% | 0.23% |
| 2025 | 1.29% | 0.52% |
| 2024 | 1.27% | 0.60% |
| 2023 | 1.43% | 1.15% |
| 2022 | 1.59% | 1.03% |
| 2021 | 1.05% | 0.62% |
| 2020 | 1.28% | 0.90% |
| 2019 | 1.43% | 1.37% |
| 2018 | 1.98% | 1.51% |
| 2017 | 1.52% | 1.41% |
| 2016 | 1.72% | 1.55% |
| 2015 | 1.59% | 1.57% |
| 2014 | 1.45% | 1.37% |
| 2013 | 1.31% | 1.42% |
| 2012 | 1.81% | 1.81% |
| 2011 | 1.58% | 1.64% |
| 2010 | 1.45% | 0.71% |
| 2009 | 1.50% | 0.90% |
| 2008 | 2.09% | 1.35% |
| 2007 | 1.37% | 0.82% |
| 2006 | 1.31% | 0.74% |
| 2005 | 1.40% | 0.73% |
| 2004 | 1.11% | 1.33% |
| 2003 | 1.08% | 0.50% |
| 2002 | 1.08% | 0.47% |
| 2001 | 0.59% | 0.22% |
| 2000 | 0.00% | 0.03% |
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