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IWX vs SPY

Comparison between ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IWX, delivering a return of +13.3% compared to +12.9%

IWX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IWX
$4B
Winner
SPY
$781B
Expense Ratio
IWX
0.20%
Winner
SPY
0.09%
Max Drawdown
Winner
IWX
35.76%
SPY
56.47%
Sharpe Ratio
Winner
IWX
2.61
SPY
1.42
5Y Beta
Winner
IWX
0.68
SPY
1.00
P/E Ratio
Winner
IWX
22.23
SPY
26.48
Forward P/E
Winner
IWX
19.76
SPY
20.90
PEG Ratio
IWX
0.41
Winner
SPY
0.30
5Y Dividends CAGR
IWX
5.22%
Winner
SPY
6.00%
5Y EPS CAGR
IWX
14.39%
Winner
SPY
26.40%
Debt to Equity
Winner
IWX
-3.17%
SPY
48.17%
P/S Ratio
Winner
IWX
2.96
SPY
3.72
P/B Ratio
Winner
IWX
3.95
SPY
5.55

IWX vs SPY - Holdings Comparison

IWX and SPY have 148 common holdings. Overlap is 49.93%

IWX's top 25 holdings weight is 56.45%. SPY's top 25 holdings weight is 51.49%.

RankIWXSPY
#1
AMAZON.COM INC (AMZN) - 8.38%
NVIDIA CORP (NVDA) - 7.76%
#2
APPLE INC (AAPL) - 7.61%
APPLE INC (AAPL) - 7.44%
#3
MICROSOFT CORP (MSFT) - 5.57%
MICROSOFT CORP (MSFT) - 4.56%
#4
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.63%
AMAZON.COM INC (AMZN) - 3.74%
#5
JPMORGAN CHASE & CO (JPM) - 3.48%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
JOHNSON & JOHNSON (JNJ) - 2.39%
BROADCOM INC (AVGO) - 2.83%
#7
EXXON MOBIL CORP (XOM) - 2.21%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
INTEL CORP (INTC) - 2.17%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
CISCO SYSTEMS INC (CSCO) - 1.80%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
WALMART INC (WMT) - 1.70%
TESLA INC (TSLA) - 1.65%
#11
ABBVIE INC (ABBV) - 1.60%
ELI LILLY AND CO (LLY) - 1.44%
#12
UNITEDHEALTH GROUP INC (UNH) - 1.50%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
BANK OF AMERICA CORP (BAC) - 1.40%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
PROCTER & GAMBLE CO (PG) - 1.34%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
MERCK & CO INC (MRK) - 1.21%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
CHEVRON CORP (CVX) - 1.20%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
THE GOLDMAN SACHS GROUP INC (GS) - 1.15%
VISA INC CLASS A (V) - 0.91%
#18
COCA-COLA CO (KO) - 1.09%
INTEL CORP (INTC) - 0.77%
#19
PHILIP MORRIS INTERNATIONAL INC (PM) - 1.08%
WALMART INC (WMT) - 0.75%
#20
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.05%
ABBVIE INC (ABBV) - 0.70%
#21
WELLS FARGO & CO (WFC) - 1.03%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
RTX CORP (RTX) - 1.01%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
LINDE PLC (LIN) - 0.96%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
META PLATFORMS INC CLASS A (META) - 0.96%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
MORGAN STANLEY (MS) - 0.93%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings155505

IWX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IWX
+4.17%
SPY
+3.42%
3M
Winner
IWX
+12.10%
SPY
+5.97%
6M
Winner
IWX
+16.22%
SPY
+12.56%
1Y
Winner
IWX
+36.34%
SPY
+23.65%
5Y(CAGR)
IWX
+12.93%
Winner
SPY
+13.33%
10Y(CAGR)
IWX
+12.18%
Winner
SPY
+15.34%
Max(CAGR)
Winner
IWX
+11.84%
SPY
+8.61%

IWX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIWXSPY
2026+22.62%+13.79%
2025+18.35%+18.00%
2024+14.15%+25.59%
2023+10.40%+26.72%
2022-5.80%-18.64%
2021+24.62%+30.52%
2020+0.74%+17.28%
2019+25.79%+31.09%
2018-6.69%-5.24%
2017+13.11%+20.78%
2016+17.63%+13.59%
2015-3.41%+1.31%
2014+14.05%+14.56%
2013+28.53%+29.00%
2012+14.33%+14.17%
2011+0.04%+0.85%
2010+10.63%+13.14%
2009+3.66%+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

IWX vs SPY Drawdown Comparison

The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.

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

RankIWXSPY
#1-35.76%
Feb 12, 2020 - Dec 31, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-20.53%
May 2, 2011 - Mar 1, 2012		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-18.12%
Jan 12, 2022 - Jul 24, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-17.34%
Jan 26, 2018 - Apr 29, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-16.79%
Apr 23, 2010 - Dec 21, 2010		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.98%
May 21, 2015 - Jul 8, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.37%
Feb 19, 2025 - Jun 30, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.01%
Jul 26, 2023 - Dec 13, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.92%
Apr 2, 2012 - Aug 6, 2012		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.53%
Jan 11, 2010 - Mar 18, 2010		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.13%
Sep 19, 2014 - Nov 6, 2014		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.93%
Oct 18, 2012 - Jan 2, 2013		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.53%
Nov 29, 2024 - Feb 19, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.83%
Jul 26, 2019 - Sep 13, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.59%
Apr 30, 2019 - Jun 20, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IWX 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)

IWX vs SPY dividend yield comparison.

YearIWXSPY
20260.66%0.48%
20251.59%1.07%
20241.97%1.21%
20232.13%1.40%
20222.07%1.65%
20211.79%1.20%
20202.12%1.52%
20192.60%1.75%
20182.66%2.04%
20172.12%1.80%
20162.22%2.03%
20152.77%2.06%
20142.19%1.87%
20131.89%1.81%
20122.71%2.18%
20112.58%2.05%
20101.83%1.80%
20090.56%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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