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 +15.5% compared to +8.3%
IWR vs SPYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWR
$55B
SPYG
$54B
Expense Ratio
IWR
0.18%
Winner
SPYG
0.04%
Max Drawdown
Winner
IWR
59.73%
SPYG
69.53%
Sharpe Ratio
IWR
1.24
Winner
SPYG
1.34
5Y Beta
Winner
IWR
0.91
SPYG
1.22
P/E Ratio
IWR
29.39
Winner
SPYG
29.32
Forward P/E
Winner
IWR
17.78
SPYG
24.71
PEG Ratio
IWR
N/A
SPYG
0.53
5Y Dividends CAGR
Winner
IWR
9.85%
SPYG
2.19%
5Y EPS CAGR
IWR
12.60%
Winner
SPYG
34.23%
Debt to Equity
Winner
IWR
17.60%
SPYG
42.13%
P/S Ratio
Winner
IWR
1.82
SPYG
5.96
P/B Ratio
Winner
IWR
3.17
SPYG
8.62
IWR vs SPYG - Holdings Comparison
IWR and SPYG have 100 common holdings. Overlap is 6.86%
IWR's top 25 holdings weight is 15.97%. SPYG's top 25 holdings weight is 72.71%.
| Rank | IWR | SPYG |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.81% | NVIDIA CORP (NVDA) - 13.47% |
| #2 | WESTERN DIGITAL CORP (WDC) - 1.34% | APPLE INC (AAPL) - 5.99% |
| #3 | CORNING INC (GLW) - 0.99% | MICROSOFT CORP (MSFT) - 5.94% |
| #4 | VERTIV HOLDINGS CO CLASS A (VRT) - 0.89% | ALPHABET INC CLASS A (GOOGL) - 5.57% |
| #5 | HOWMET AEROSPACE INC (HWM) - 0.74% | BROADCOM INC (AVGO) - 4.95% |
| #6 | QUANTA SERVICES INC (PWR) - 0.73% | META PLATFORMS INC CLASS A (META) - 4.55% |
| #7 | BANK OF NEW YORK MELLON CORP (BNY) - 0.71% | ALPHABET INC CLASS C (GOOG) - 4.50% |
| #8 | CUMMINS INC (CMI) - 0.64% | TESLA INC (TSLA) - 4.23% |
| #9 | DATADOG INC CLASS A (DDOG) - 0.62% | AMAZON.COM INC (AMZN) - 4.02% |
| #10 | CLOUDFLARE INC (NET) - 0.61% | ELI LILLY AND CO (LLY) - 2.68% |
| #11 | CIENA CORP (CIEN) - 0.58% | VISA INC CLASS A (V) - 1.89% |
| #12 | MARATHON PETROLEUM CORP (MPC) - 0.56% | JPMORGAN CHASE & CO (JPM) - 1.59% |
| #13 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.55% | MASTERCARD INC CLASS A (MA) - 1.51% |
| #14 | VALERO ENERGY CORP (VLO) - 0.55% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46% |
| #15 | ROYAL CARIBBEAN GROUP (RCL) - 0.53% | NETFLIX INC (NFLX) - 1.30% |
| #16 | PHILLIPS 66 (PSX) - 0.52% | n/a (PLTR) - 1.30% |
| #17 | ROSS STORES INC (ROST) - 0.51% | COSTCO WHOLESALE CORP (COST) - 1.24% |
| #18 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.51% | WALMART INC (WMT) - 1.10% |
| #19 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.50% | ORACLE CORP (ORCL) - 0.96% |
| #20 | SIMON PROPERTY GROUP INC (SPG) - 0.47% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.91% |
| #21 | ANGLOGOLD ASHANTI PLC (AU) - 0.33% | CATERPILLAR INC (CAT) - 0.85% |
| #22 | XCEL ENERGY INC (XEL) - 0.33% | SALESFORCE INC (CRM) - 0.80% |
| #23 | STATE STREET CORP (STT) - 0.32% | AMERICAN EXPRESS CO (AXP) - 0.66% |
| #24 | FIFTH THIRD BANCORP (FITB) - 0.32% | INTUITIVE SURGICAL INC (ISRG) - 0.64% |
| #25 | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 0.31% | INTUIT INC (INTU) - 0.60% |
| Total Holdings | 732 | 217 |
IWR vs SPYG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWR
+5.81%
SPYG
+1.59%
3M
IWR
+12.23%
Winner
SPYG
+17.62%
6M
IWR
+13.21%
Winner
SPYG
+14.08%
1Y
IWR
+23.08%
Winner
SPYG
+31.25%
5Y(CAGR)
IWR
+8.31%
Winner
SPYG
+15.47%
10Y(CAGR)
IWR
+11.88%
Winner
SPYG
+18.27%
Max(CAGR)
Winner
IWR
+10.00%
SPYG
+7.60%
IWR vs SPYG - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWR | SPYG |
|---|---|---|
| 2026 | +13.04% | +12.79% |
| 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 SPYG drawdown is -1.92%.
| 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 | -7.39% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -8.91% Apr 5, 2004 - Oct 1, 2004 | -7.24% Sep 3, 2021 - Oct 26, 2021 |
| #15 | -8.17% Feb 26, 2026 - Apr 17, 2026 | -7.08% Jun 1, 2026 - Jun 10, 2026 |
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 | 0.50% | 0.11% |
| 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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