IWY vs SPSM
Comparison between ISHARES RUSSELL TOP 200 GROWTH ETF (IWY, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO S&P 600(TM) SMALL CAP ETF (SPSM, ETF).
5-Year PerformanceIWY has outperformed SPSM, delivering a return of +13.5% compared to +7.8%
IWY vs SPSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWY
$17B
SPSM
$17B
Expense Ratio
IWY
0.20%
Winner
SPSM
0.03%
Max Drawdown
Winner
IWY
33.06%
SPSM
44.40%
Sharpe Ratio
IWY
0.59
Winner
SPSM
1.51
5Y Beta
IWY
1.20
Winner
SPSM
1.02
P/E Ratio
Winner
IWY
38.13
SPSM
41.60
Forward P/E
IWY
23.91
Winner
SPSM
15.47
PEG Ratio
IWY
0.32
SPSM
N/A
5Y Dividends CAGR
IWY
2.72%
Winner
SPSM
9.79%
5Y EPS CAGR
Winner
IWY
39.55%
SPSM
9.95%
Debt to Equity
Winner
IWY
43.73%
SPSM
61.28%
P/S Ratio
IWY
8.69
Winner
SPSM
1.15
P/B Ratio
IWY
14.32
Winner
SPSM
2.06
IWY vs SPSM - Holdings Comparison
IWY and SPSM have 1 common holdings. Overlap is -0.10%
IWY's top 25 holdings weight is 81.73%. SPSM's top 25 holdings weight is 11.86%.
| Rank | IWY | SPSM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 15.11% | MOLINA HEALTHCARE INC (MOH) - 0.67% |
| #2 | APPLE INC (AAPL) - 7.83% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.59% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.46% | VIASAT INC (VSAT) - 0.52% |
| #4 | BROADCOM INC (AVGO) - 5.85% | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.51% |
| #5 | ALPHABET INC CLASS C (GOOG) - 5.24% | KRYSTAL BIOTECH INC (KRYS) - 0.50% |
| #6 | MICROSOFT CORP (MSFT) - 4.74% | GLAUKOS CORP (GKOS) - 0.50% |
| #7 | META PLATFORMS INC CLASS A (META) - 4.35% | ELEMENT SOLUTIONS INC (ESI) - 0.49% |
| #8 | TESLA INC (TSLA) - 4.35% | FORMFACTOR INC (FORM) - 0.49% |
| #9 | MICRON TECHNOLOGY INC (MU) - 4.18% | MILLROSE PROPERTIES INC CLASS A (MRP) - 0.48% |
| #10 | ELI LILLY AND CO (LLY) - 3.24% | MERIT MEDICAL SYSTEMS INC (MMSI) - 0.48% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 3.09% | JACKSON FINANCIAL INC (JXN) - 0.47% |
| #12 | VISA INC CLASS A (V) - 2.04% | ALKERMES PLC (ALKS) - 0.47% |
| #13 | APPLIED MATERIALS INC (AMAT) - 1.64% | CORCEPT THERAPEUTICS INC (CORT) - 0.47% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.51% | ARGAN INC (AGX) - 0.47% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.50% | CARMAX INC (KMX) - 0.46% |
| #16 | CATERPILLAR INC (CAT) - 1.47% | ESCO TECHNOLOGIES INC (ESE) - 0.46% |
| #17 | GE AEROSPACE (GE) - 1.27% | ETSY INC (ETSY) - 0.45% |
| #18 | NETFLIX INC (NFLX) - 1.07% | STONEX GROUP INC (SNEX) - 0.45% |
| #19 | KLA CORP (KLAC) - 1.05% | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.45% |
| #20 | n/a (PLTR) - 1.03% | EASTMAN CHEMICAL CO (EMN) - 0.43% |
| #21 | GE VERNOVA INC (GEV) - 1.00% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.43% |
| #22 | PALO ALTO NETWORKS INC (PANW) - 0.99% | BRINKER INTERNATIONAL INC (EAT) - 0.42% |
| #23 | TEXAS INSTRUMENTS INC (TXN) - 0.96% | HIGHWOODS PROPERTIES INC (HIW) - 0.40% |
| #24 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.89% | APPLE HOSPITALITY REIT INC (APLE) - 0.40% |
| #25 | THE HOME DEPOT INC (HD) - 0.87% | THE CHEESECAKE FACTORY INC (CAKE) - 0.40% |
| Total Holdings | 104 | 564 |
IWY vs SPSM - Historical Returns
Returns include dividend reinvestment.
1M
IWY
-0.30%
Winner
SPSM
+2.32%
3M
IWY
+3.36%
Winner
SPSM
+8.82%
6M
IWY
+5.60%
Winner
SPSM
+13.27%
1Y
IWY
+12.87%
Winner
SPSM
+33.10%
5Y(CAGR)
Winner
IWY
+13.51%
SPSM
+7.75%
10Y(CAGR)
Winner
IWY
+18.72%
SPSM
+11.02%
Max(CAGR)
Winner
IWY
+16.91%
SPSM
+10.16%
IWY vs SPSM - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IWY | SPSM |
|---|---|---|
| 2026 | +3.22% | +21.36% |
| 2025 | +18.71% | +6.16% |
| 2024 | +36.91% | +9.09% |
| 2023 | +47.75% | +16.28% |
| 2022 | -30.61% | -17.04% |
| 2021 | +33.02% | +28.01% |
| 2020 | +37.12% | +11.63% |
| 2019 | +36.35% | +25.19% |
| 2018 | -1.70% | -12.00% |
| 2017 | +30.69% | +14.85% |
| 2016 | +8.88% | +24.71% |
| 2015 | +8.06% | -2.60% |
| 2014 | +14.33% | +6.28% |
| 2013 | +28.99% | +15.61% |
| 2012 | +13.15% | N/A |
| 2011 | +3.69% | N/A |
| 2010 | +11.40% | N/A |
| 2009 | +8.92% | N/A |
IWY vs SPSM Drawdown Comparison
The maximum drawdown for IWY was -32.68%, occurring on Oct 14, 2022. Recovery took 494 trading sessions.
The maximum drawdown for SPSM was -42.88%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.
The current IWY drawdown is -5.86%. The current SPSM drawdown is -1.16%.
| Rank | IWY | SPSM |
|---|---|---|
| #1 | -32.68% Dec 27, 2021 - Dec 13, 2023 | -42.88% Jan 16, 2020 - Nov 17, 2020 |
| #2 | -30.76% Feb 19, 2020 - Jun 8, 2020 | -27.95% Nov 25, 2024 - Dec 11, 2025 |
| #3 | -23.21% Dec 16, 2024 - Jun 27, 2025 | -26.41% Aug 31, 2018 - Jan 16, 2020 |
| #4 | -22.15% Oct 1, 2018 - Apr 23, 2019 | -26.41% Nov 8, 2021 - Jul 16, 2024 |
| #5 | -16.63% Oct 29, 2025 - May 8, 2026 | -25.40% Jun 23, 2015 - Nov 11, 2016 |
| #6 | -15.77% Jul 22, 2011 - Jan 25, 2012 | -12.78% Jul 1, 2014 - Dec 23, 2014 |
| #7 | -15.46% Apr 23, 2010 - Oct 18, 2010 | -10.08% Mar 4, 2014 - Jul 1, 2014 |
| #8 | -13.86% Jul 10, 2024 - Oct 29, 2024 | -9.88% Jun 8, 2021 - Nov 1, 2021 |
| #9 | -12.42% Jul 20, 2015 - Nov 2, 2015 | -9.27% Mar 12, 2021 - Jun 1, 2021 |
| #10 | -12.27% Dec 1, 2015 - Apr 18, 2016 | -9.12% Jan 23, 2018 - May 16, 2018 |
| #11 | -11.88% Sep 2, 2020 - Dec 17, 2020 | -9.08% Jul 31, 2024 - Oct 16, 2024 |
| #12 | -9.96% Jan 26, 2018 - Jun 6, 2018 | -8.72% Feb 10, 2026 - Apr 14, 2026 |
| #13 | -9.27% Apr 2, 2012 - Aug 16, 2012 | -7.21% Jan 22, 2014 - Feb 26, 2014 |
| #14 | -8.77% Feb 12, 2021 - Apr 7, 2021 | -6.49% Jul 25, 2017 - Sep 25, 2017 |
| #15 | -8.58% Jun 1, 2026 - Jun 25, 2026 | -5.12% Apr 15, 2015 - Jun 18, 2015 |
Correlation
Correlation between IWY and SPSM is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2009 - 2026)
IWY vs SPSM dividend yield comparison.
| Year | IWY | SPSM |
|---|---|---|
| 2026 | 0.17% | 0.64% |
| 2025 | 0.36% | 1.62% |
| 2024 | 0.42% | 1.85% |
| 2023 | 0.68% | 1.61% |
| 2022 | 0.88% | 1.38% |
| 2021 | 0.50% | 1.40% |
| 2020 | 0.71% | 1.34% |
| 2019 | 1.06% | 1.58% |
| 2018 | 1.32% | 1.82% |
| 2017 | 1.26% | 1.51% |
| 2016 | 1.51% | 1.49% |
| 2015 | 1.58% | 2.37% |
| 2014 | 1.44% | 1.70% |
| 2013 | 1.56% | 0.68% |
| 2012 | 1.80% | 0.00% |
| 2011 | 1.58% | 0.00% |
| 2010 | 1.27% | 0.00% |
| 2009 | 0.40% | 0.00% |
Select Stocks to Compare
Popular: IWY vs SPYSPSM vs SPY
More Comparisons
Compare with similar stocks