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IWY vs SPMD

Comparison between ISHARES RUSSELL TOP 200 GROWTH ETF (IWY, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO S&P 400(TM) MID CAP ETF (SPMD, ETF).

5-Year PerformanceIWY has outperformed SPMD, delivering a return of +14.1% compared to +8.6%

IWY vs SPMD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IWY
$18B
SPMD
$18B
Expense Ratio
IWY
0.20%
Winner
SPMD
0.03%
Max Drawdown
Winner
IWY
33.06%
SPMD
60.53%
Sharpe Ratio
IWY
0.99
Winner
SPMD
1.31
5Y Beta
IWY
1.20
Winner
SPMD
0.98
P/E Ratio
IWY
34.70
Winner
SPMD
25.90
Forward P/E
IWY
26.54
Winner
SPMD
16.73
PEG Ratio
IWY
0.59
SPMD
N/A
5Y Dividends CAGR
IWY
2.72%
Winner
SPMD
8.64%
5Y EPS CAGR
Winner
IWY
35.27%
SPMD
13.05%
Debt to Equity
Winner
IWY
42.80%
SPMD
47.41%
P/S Ratio
IWY
7.17
Winner
SPMD
1.61
P/B Ratio
IWY
13.03
Winner
SPMD
2.81

IWY vs SPMD - Holdings Comparison

IWY and SPMD have 1 common holdings. Overlap is 0.00%

IWY's top 25 holdings weight is 83.33%. SPMD's top 25 holdings weight is 17.72%.

RankIWYSPMD
#1
NVIDIA CORP (NVDA) - 15.08%
FLEX LTD (FLEX) - 1.49%
#2
APPLE INC (AAPL) - 13.45%
CARPENTER TECHNOLOGY CORP (CRS) - 0.81%
#3
MICROSOFT CORP (MSFT) - 9.51%
TWILIO INC CLASS A (TWLO) - 0.81%
#4
BROADCOM INC (AVGO) - 4.77%
CURTISS-WRIGHT CORP (CW) - 0.81%
#5
AMAZON.COM INC (AMZN) - 4.53%
NVENT ELECTRIC PLC (NVT) - 0.78%
#6
ALPHABET INC CLASS A (GOOGL) - 4.29%
TECHNIPFMC PLC (FTI) - 0.77%
#7
ALPHABET INC CLASS C (GOOG) - 3.48%
ATI INC (ATI) - 0.76%
#8
TESLA INC (TSLA) - 3.34%
STERLING INFRASTRUCTURE INC (STRL) - 0.73%
#9
ELI LILLY AND CO (LLY) - 3.11%
WOODWARD INC (WWD) - 0.73%
#10
META PLATFORMS INC CLASS A (META) - 3.02%
MKS INC (MKSI) - 0.70%
#11
VISA INC CLASS A (V) - 1.97%
ILLUMINA INC (ILMN) - 0.69%
#12
ADVANCED MICRO DEVICES INC (AMD) - 1.69%
ENTEGRIS INC (ENTG) - 0.68%
#13
COSTCO WHOLESALE CORP (COST) - 1.59%
UNITED THERAPEUTICS CORP (UTHR) - 0.67%
#14
LAM RESEARCH CORP (LRCX) - 1.49%
XPO INC (XPO) - 0.67%
#15
ABBVIE INC (ABBV) - 1.45%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.67%
#16
MASTERCARD INC CLASS A (MA) - 1.43%
MASTEC INC (MTZ) - 0.65%
#17
ORACLE CORP (ORCL) - 1.31%
EVERPURE INC CLASS A (P) - 0.64%
#18
NETFLIX INC (NFLX) - 1.28%
RELIANCE INC (RS) - 0.60%
#19
GE AEROSPACE (GE) - 1.23%
TD SYNNEX CORP (SNX) - 0.60%
#20
n/a (PLTR) - 1.09%
TTM TECHNOLOGIES INC (TTMI) - 0.59%
#21
KLA CORP (KLAC) - 1.02%
FABRINET (FN) - 0.59%
#22
GE VERNOVA INC (GEV) - 0.92%
US FOODS HOLDING CORP (USFD) - 0.58%
#23
THE HOME DEPOT INC (HD) - 0.86%
BURLINGTON STORES INC (BURL) - 0.58%
#24
PALO ALTO NETWORKS INC (PANW) - 0.78%
RB GLOBAL INC (RBA) - 0.56%
#25
AMPHENOL CORP CLASS A (APH) - 0.64%
RBC BEARINGS INC (RBC) - 0.56%
Total Holdings113403

IWY vs SPMD - Historical Returns

Returns include dividend reinvestment.

1M
IWY
-4.55%
Winner
SPMD
+3.31%
3M
IWY
+11.82%
Winner
SPMD
+12.26%
6M
IWY
-0.22%
Winner
SPMD
+13.05%
1Y
IWY
+16.91%
Winner
SPMD
+24.68%
5Y(CAGR)
Winner
IWY
+14.12%
SPMD
+8.62%
10Y(CAGR)
Winner
IWY
+19.32%
SPMD
+11.93%
Max(CAGR)
Winner
IWY
+16.88%
SPMD
+9.89%

IWY vs SPMD - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearIWYSPMD
2026+1.61%+13.78%
2025+18.71%+7.70%
2024+36.91%+14.26%
2023+47.75%+16.97%
2022-30.61%-13.41%
2021+33.02%+26.68%
2020+37.12%+13.36%
2019+36.35%+25.15%
2018-1.70%-11.76%
2017+30.69%+14.82%
2016+8.88%+20.57%
2015+8.06%-2.73%
2014+14.33%+9.38%
2013+28.99%+35.41%
2012+13.15%+15.80%
2011+3.69%-2.07%
2010+11.40%+23.61%
2009+8.92%+43.74%
2008N/A-37.86%
2007N/A+4.98%
2006N/A+11.73%
2005N/A+3.21%

IWY vs SPMD Drawdown Comparison

The maximum drawdown for IWY was -32.68%, occurring on Oct 14, 2022. Recovery took 494 trading sessions.

The maximum drawdown for SPMD was -57.65%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.

The current IWY drawdown is -7.33%. The current SPMD drawdown is -0.54%.

RankIWYSPMD
#1-32.68%
Dec 27, 2021 - Dec 13, 2023		-57.65%
Jul 17, 2007 - Dec 17, 2010
#2-30.76%
Feb 19, 2020 - Jun 8, 2020		-41.85%
Feb 20, 2020 - Nov 9, 2020
#3-23.21%
Dec 16, 2024 - Jun 27, 2025		-27.47%
Apr 29, 2011 - Mar 15, 2012
#4-22.15%
Oct 1, 2018 - Apr 23, 2019		-24.96%
Jun 22, 2015 - Nov 14, 2016
#5-16.63%
Oct 29, 2025 - May 8, 2026		-24.31%
Aug 29, 2018 - Dec 19, 2019
#6-15.77%
Jul 22, 2011 - Jan 25, 2012		-24.09%
Nov 25, 2024 - Dec 10, 2025
#7-15.46%
Apr 23, 2010 - Oct 18, 2010		-23.70%
Nov 16, 2021 - Feb 9, 2024
#8-13.86%
Jul 10, 2024 - Oct 29, 2024		-12.22%
Mar 19, 2012 - Sep 13, 2012
#9-12.42%
Jul 20, 2015 - Nov 2, 2015		-11.85%
May 8, 2006 - Nov 15, 2006
#10-12.27%
Dec 1, 2015 - Apr 18, 2016		-11.64%
Jul 2, 2014 - Nov 25, 2014
#11-11.88%
Sep 2, 2020 - Dec 17, 2020		-9.37%
Jan 26, 2018 - May 21, 2018
#12-9.96%
Jan 26, 2018 - Jun 6, 2018		-8.86%
Feb 20, 2026 - Apr 17, 2026
#13-9.27%
Apr 2, 2012 - Aug 16, 2012		-7.83%
Jul 16, 2024 - Sep 19, 2024
#14-8.77%
Feb 12, 2021 - Apr 7, 2021		-7.14%
Sep 14, 2012 - Dec 18, 2012
#15-8.34%
Sep 19, 2012 - Jan 23, 2013		-7.12%
Mar 28, 2024 - May 15, 2024

Correlation

Correlation between IWY and SPMD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2005 - 2026)

IWY vs SPMD dividend yield comparison.

YearIWYSPMD
20260.17%0.60%
20250.36%1.39%
20240.42%1.42%
20230.68%1.47%
20220.88%1.64%
20210.50%1.24%
20200.71%1.30%
20191.06%1.57%
20181.32%1.85%
20171.26%1.97%
20161.51%2.13%
20151.58%5.33%
20141.44%5.71%
20131.56%10.67%
20121.80%2.48%
20111.58%1.34%
20101.27%1.13%
20090.40%1.31%
20080.00%2.34%
20070.00%6.04%
20060.00%2.73%
20050.00%0.18%

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