IWY vs SPY
Comparison between ISHARES RUSSELL TOP 200 GROWTH ETF (IWY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceIWY has outperformed SPY, delivering a return of +15.8% compared to +13.3%
IWY vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWY
$15B
Winner
SPY
$652B
Expense Ratio
IWY
0.20%
Winner
SPY
0.09%
Max Drawdown
Winner
IWY
33.06%
SPY
56.47%
Sharpe Ratio
IWY
1.67
Winner
SPY
2.07
5Y Beta
IWY
1.20
Winner
SPY
1.00
P/E Ratio
IWY
35.40
Winner
SPY
28.24
Forward P/E
IWY
27.49
Winner
SPY
21.85
PEG Ratio
IWY
0.61
SPY
N/A
5Y Dividends CAGR
IWY
4.97%
Winner
SPY
5.43%
5Y EPS CAGR
Winner
IWY
35.86%
SPY
25.79%
Debt to Equity
Winner
IWY
18.87%
SPY
22.35%
P/S Ratio
IWY
7.55
Winner
SPY
3.55
P/B Ratio
IWY
13.87
Winner
SPY
5.29
IWY vs SPY - Holdings Comparison
IWY and SPY have 104 common holdings. Overlap is 56.32%
IWY's top 25 holdings weight is 83.52%. SPY's top 25 holdings weight is 51.32%.
| Rank | IWY | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 15.94% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | APPLE INC (AAPL) - 12.49% | APPLE INC (AAPL) - 6.48% |
| #3 | MICROSOFT CORP (MSFT) - 10.25% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | BROADCOM INC (AVGO) - 4.97% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | AMAZON.COM INC (AMZN) - 4.96% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 4.27% | BROADCOM INC (AVGO) - 3.09% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.58% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | ALPHABET INC CLASS C (GOOG) - 3.45% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | TESLA INC (TSLA) - 3.18% | TESLA INC (TSLA) - 1.73% |
| #10 | ELI LILLY AND CO (LLY) - 2.44% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | VISA INC CLASS A (V) - 1.97% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | COSTCO WHOLESALE CORP (COST) - 1.67% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | MASTERCARD INC CLASS A (MA) - 1.55% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | NETFLIX INC (NFLX) - 1.48% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | ABBVIE INC (ABBV) - 1.33% | WALMART INC (WMT) - 0.91% |
| #16 | LAM RESEARCH CORP (LRCX) - 1.20% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | n/a (PLTR) - 1.17% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | ADVANCED MICRO DEVICES INC (AMD) - 1.15% | VISA INC CLASS A (V) - 0.85% |
| #19 | GE AEROSPACE (GE) - 1.14% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | GE VERNOVA INC (GEV) - 1.11% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | ORACLE CORP (ORCL) - 1.06% | INTEL CORP (INTC) - 0.65% |
| #22 | THE HOME DEPOT INC (HD) - 0.95% | NETFLIX INC (NFLX) - 0.64% |
| #23 | KLA CORP (KLAC) - 0.90% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | AMPHENOL CORP CLASS A (APH) - 0.66% | CHEVRON CORP (CVX) - 0.58% |
| #25 | ARISTA NETWORKS INC (ANET) - 0.65% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 113 | 505 |
IWY vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWY
+12.10%
SPY
+9.11%
3M
Winner
IWY
+7.78%
SPY
+6.59%
6M
IWY
+5.31%
Winner
SPY
+10.56%
1Y
Winner
IWY
+33.24%
SPY
+32.04%
5Y(CAGR)
Winner
IWY
+15.83%
SPY
+13.35%
10Y(CAGR)
Winner
IWY
+19.51%
SPY
+15.49%
Max(CAGR)
Winner
IWY
+17.27%
SPY
+8.50%
IWY vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IWY | SPY |
|---|---|---|
| 2026 | +5.16% | +8.27% |
| 2025 | +18.71% | +18.00% |
| 2024 | +36.91% | +25.59% |
| 2023 | +47.75% | +26.72% |
| 2022 | -30.61% | -18.64% |
| 2021 | +33.02% | +30.52% |
| 2020 | +37.12% | +17.28% |
| 2019 | +36.35% | +31.09% |
| 2018 | -1.70% | -5.24% |
| 2017 | +30.69% | +20.78% |
| 2016 | +8.88% | +13.59% |
| 2015 | +8.06% | +1.31% |
| 2014 | +14.33% | +14.56% |
| 2013 | +28.99% | +29.00% |
| 2012 | +13.15% | +14.17% |
| 2011 | +3.69% | +0.85% |
| 2010 | +11.40% | +13.14% |
| 2009 | +8.92% | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
IWY vs SPY Drawdown Comparison
The maximum drawdown for IWY was -32.68%, occurring on Oct 14, 2022. Recovery took 494 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | IWY | SPY |
|---|---|---|
| #1 | -32.68% Dec 27, 2021 - Dec 13, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -30.76% Feb 19, 2020 - Jun 8, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -23.21% Dec 16, 2024 - Jun 27, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -22.15% Oct 1, 2018 - Apr 23, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -16.63% Oct 29, 2025 - May 8, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -15.77% Jul 22, 2011 - Jan 25, 2012 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.46% Apr 23, 2010 - Oct 18, 2010 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -13.86% Jul 10, 2024 - Oct 29, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.42% Jul 20, 2015 - Nov 2, 2015 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.27% Dec 1, 2015 - Apr 18, 2016 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -11.88% Sep 2, 2020 - Dec 17, 2020 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -9.96% Jan 26, 2018 - Jun 6, 2018 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.27% Apr 2, 2012 - Aug 16, 2012 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.77% Feb 12, 2021 - Apr 7, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.34% Sep 19, 2012 - Jan 23, 2013 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IWY and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
IWY vs SPY dividend yield comparison.
| Year | IWY | SPY |
|---|---|---|
| 2026 | 0.07% | 0.24% |
| 2025 | 0.36% | 1.07% |
| 2024 | 0.42% | 1.21% |
| 2023 | 0.68% | 1.40% |
| 2022 | 0.88% | 1.65% |
| 2021 | 0.50% | 1.20% |
| 2020 | 0.71% | 1.52% |
| 2019 | 1.06% | 1.75% |
| 2018 | 1.32% | 2.04% |
| 2017 | 1.26% | 1.80% |
| 2016 | 1.51% | 2.03% |
| 2015 | 1.58% | 2.06% |
| 2014 | 1.44% | 1.87% |
| 2013 | 1.56% | 1.81% |
| 2012 | 1.80% | 2.18% |
| 2011 | 1.58% | 2.05% |
| 2010 | 1.27% | 1.80% |
| 2009 | 0.40% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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