IWY vs SPEM
Comparison between ISHARES RUSSELL TOP 200 GROWTH ETF (IWY, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO EMERGING MARKETS ETF (SPEM, ETF).
5-Year PerformanceIWY has outperformed SPEM, delivering a return of +15.6% compared to +6.1%
IWY vs SPEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWY
$18B
Winner
SPEM
$18B
Expense Ratio
IWY
0.20%
Winner
SPEM
0.07%
Max Drawdown
Winner
IWY
33.06%
SPEM
65.07%
Sharpe Ratio
IWY
1.01
Winner
SPEM
1.24
5Y Beta
IWY
1.20
Winner
SPEM
0.72
P/E Ratio
IWY
33.96
SPEM
N/A
Forward P/E
IWY
26.78
SPEM
N/A
PEG Ratio
IWY
0.57
SPEM
N/A
5Y Dividends CAGR
IWY
2.72%
Winner
SPEM
4.52%
5Y EPS CAGR
IWY
35.50%
SPEM
N/A
Debt to Equity
IWY
42.60%
SPEM
N/A
P/S Ratio
IWY
7.19
SPEM
N/A
P/B Ratio
IWY
12.99
SPEM
N/A
IWY vs SPEM - Holdings Comparison
IWY and SPEM have 2 common holdings. Overlap is 0.15%
IWY's top 25 holdings weight is 83.80%. SPEM's top 25 holdings weight is 31.81%.
| Rank | IWY | SPEM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 15.31% | n/a (n/a) - 11.97% |
| #2 | APPLE INC (AAPL) - 13.55% | TENCENT HOLDINGS LTD (n/a) - 3.43% |
| #3 | MICROSOFT CORP (MSFT) - 9.51% | n/a (n/a) - 2.49% |
| #4 | BROADCOM INC (AVGO) - 4.89% | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.97% |
| #5 | AMAZON.COM INC (AMZN) - 4.84% | DELTA ELECTRONICS INC (n/a) - 0.94% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 4.45% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 0.93% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.59% | HDFC BANK LTD (n/a) - 0.88% |
| #8 | TESLA INC (TSLA) - 3.43% | MEDIATEK INC (n/a) - 0.79% |
| #9 | META PLATFORMS INC CLASS A (META) - 3.10% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.77% |
| #10 | ELI LILLY AND CO (LLY) - 2.83% | ICICI BANK LTD ADR (IBN) - 0.70% |
| #11 | VISA INC CLASS A (V) - 2.00% | PDD HOLDINGS INC ADR (PDD) - 0.67% |
| #12 | COSTCO WHOLESALE CORP (COST) - 1.65% | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 0.66% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.59% | n/a (n/a) - 0.66% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.45% | XIAOMI CORP CLASS B (n/a) - 0.60% |
| #15 | ABBVIE INC (ABBV) - 1.38% | BHARTI AIRTEL LTD (n/a) - 0.57% |
| #16 | LAM RESEARCH CORP (LRCX) - 1.38% | AL RAJHI BANK (n/a) - 0.53% |
| #17 | NETFLIX INC (NFLX) - 1.35% | n/a (n/a) - 0.52% |
| #18 | ORACLE CORP (ORCL) - 1.17% | VALE SA ADR (VALE) - 0.50% |
| #19 | GE AEROSPACE (GE) - 1.14% | n/a (n/a) - 0.48% |
| #20 | n/a (PLTR) - 1.08% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.47% |
| #21 | GE VERNOVA INC (GEV) - 1.01% | INFOSYS LTD ADR (INFY) - 0.47% |
| #22 | KLA CORP (KLAC) - 0.90% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.46% |
| #23 | THE HOME DEPOT INC (HD) - 0.86% | BANK OF CHINA LTD CLASS H (n/a) - 0.46% |
| #24 | PALO ALTO NETWORKS INC (PANW) - 0.75% | MEITUAN CLASS B (n/a) - 0.46% |
| #25 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.59% | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 0.43% |
| Total Holdings | 114 | 2547 |
IWY vs SPEM - Historical Returns
Returns include dividend reinvestment.
1M
IWY
-0.22%
Winner
SPEM
+4.58%
3M
Winner
IWY
+12.67%
SPEM
+11.33%
6M
IWY
+6.65%
Winner
SPEM
+15.57%
1Y
IWY
+22.68%
Winner
SPEM
+28.93%
5Y(CAGR)
Winner
IWY
+15.59%
SPEM
+6.12%
10Y(CAGR)
Winner
IWY
+19.54%
SPEM
+9.76%
Max(CAGR)
Winner
IWY
+17.20%
SPEM
+5.75%
IWY vs SPEM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | IWY | SPEM |
|---|---|---|
| 2026 | +5.84% | +11.26% |
| 2025 | +18.71% | +26.06% |
| 2024 | +36.91% | +12.77% |
| 2023 | +47.75% | +9.34% |
| 2022 | -30.61% | -18.38% |
| 2021 | +33.02% | +0.94% |
| 2020 | +37.12% | +12.23% |
| 2019 | +36.35% | +19.24% |
| 2018 | -1.70% | -15.13% |
| 2017 | +30.69% | +33.44% |
| 2016 | +8.88% | +14.74% |
| 2015 | +8.06% | -14.68% |
| 2014 | +14.33% | +1.97% |
| 2013 | +28.99% | -3.47% |
| 2012 | +13.15% | +14.83% |
| 2011 | +3.69% | -19.79% |
| 2010 | +11.40% | +15.47% |
| 2009 | +8.92% | +65.42% |
| 2008 | N/A | -48.76% |
| 2007 | N/A | +36.13% |
IWY vs SPEM Drawdown Comparison
The maximum drawdown for IWY was -32.68%, occurring on Oct 14, 2022. Recovery took 494 trading sessions.
The maximum drawdown for SPEM was -64.42%, occurring on Nov 20, 2008. Recovery took 1721 trading sessions.
The current IWY drawdown is -3.47%. The current SPEM drawdown is -0.41%.
| Rank | IWY | SPEM |
|---|---|---|
| #1 | -32.68% Dec 27, 2021 - Dec 13, 2023 | -64.42% Oct 31, 2007 - Sep 3, 2014 |
| #2 | -30.76% Feb 19, 2020 - Jun 8, 2020 | -36.05% Jan 26, 2018 - Nov 9, 2020 |
| #3 | -23.21% Dec 16, 2024 - Jun 27, 2025 | -34.89% Sep 5, 2014 - Jul 12, 2017 |
| #4 | -22.15% Oct 1, 2018 - Apr 23, 2019 | -33.40% Feb 17, 2021 - Oct 7, 2024 |
| #5 | -16.63% Oct 29, 2025 - May 8, 2026 | -17.89% Jul 23, 2007 - Sep 19, 2007 |
| #6 | -15.77% Jul 22, 2011 - Jan 25, 2012 | -17.63% Oct 7, 2024 - Jun 9, 2025 |
| #7 | -15.46% Apr 23, 2010 - Oct 18, 2010 | -11.36% Feb 25, 2026 - Apr 17, 2026 |
| #8 | -13.86% Jul 10, 2024 - Oct 29, 2024 | -5.47% Jun 2, 2026 - Jun 10, 2026 |
| #9 | -12.42% Jul 20, 2015 - Nov 2, 2015 | -5.02% Jan 20, 2021 - Feb 5, 2021 |
| #10 | -12.27% Dec 1, 2015 - Apr 18, 2016 | -4.86% Oct 29, 2025 - Jan 2, 2026 |
| #11 | -11.88% Sep 2, 2020 - Dec 17, 2020 | -4.56% May 6, 2026 - Jun 2, 2026 |
| #12 | -9.96% Jan 26, 2018 - Jun 6, 2018 | -4.38% Oct 8, 2025 - Oct 20, 2025 |
| #13 | -9.27% Apr 2, 2012 - Aug 16, 2012 | -4.30% Nov 22, 2017 - Dec 28, 2017 |
| #14 | -8.77% Feb 12, 2021 - Apr 7, 2021 | -4.11% Oct 18, 2007 - Oct 26, 2007 |
| #15 | -8.34% Sep 19, 2012 - Jan 23, 2013 | -3.46% Sep 19, 2017 - Oct 13, 2017 |
Correlation
Correlation between IWY and SPEM is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2007 - 2026)
IWY vs SPEM dividend yield comparison.
| Year | IWY | SPEM |
|---|---|---|
| 2026 | 0.16% | 0.00% |
| 2025 | 0.36% | 2.77% |
| 2024 | 0.42% | 2.78% |
| 2023 | 0.68% | 2.80% |
| 2022 | 0.88% | 3.38% |
| 2021 | 0.50% | 3.14% |
| 2020 | 0.71% | 1.92% |
| 2019 | 1.06% | 2.94% |
| 2018 | 1.32% | 2.34% |
| 2017 | 1.26% | 1.12% |
| 2016 | 1.51% | 1.52% |
| 2015 | 1.58% | 2.40% |
| 2014 | 1.44% | 2.26% |
| 2013 | 1.56% | 1.91% |
| 2012 | 1.80% | 1.99% |
| 2011 | 1.58% | 3.64% |
| 2010 | 1.27% | 2.32% |
| 2009 | 0.40% | 0.71% |
| 2008 | 0.00% | 3.69% |
| 2007 | 0.00% | 1.82% |
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