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SPMD vs IWY

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

5-Year PerformanceIWY has outperformed SPMD, delivering a return of +15.6% compared to +8.6%

SPMD vs IWY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPMD
$18B
Winner
IWY
$18B
Expense Ratio
Winner
SPMD
0.03%
IWY
0.20%
Max Drawdown
SPMD
60.53%
Winner
IWY
33.06%
Sharpe Ratio
Winner
SPMD
1.31
IWY
1.01
5Y Beta
Winner
SPMD
0.99
IWY
1.20
P/E Ratio
Winner
SPMD
25.18
IWY
33.96
Forward P/E
Winner
SPMD
16.62
IWY
26.78
PEG Ratio
SPMD
N/A
IWY
0.57
5Y Dividends CAGR
Winner
SPMD
8.69%
IWY
2.72%
5Y EPS CAGR
SPMD
13.14%
Winner
IWY
35.50%
Debt to Equity
SPMD
47.70%
Winner
IWY
42.60%
P/S Ratio
Winner
SPMD
1.55
IWY
7.19
P/B Ratio
Winner
SPMD
2.71
IWY
12.99

SPMD vs IWY - Holdings Comparison

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

SPMD's top 25 holdings weight is 16.37%. IWY's top 25 holdings weight is 83.80%.

RankSPMDIWY
#1
FLEX LTD (FLEX) - 1.48%
NVIDIA CORP (NVDA) - 15.31%
#2
TWILIO INC CLASS A (TWLO) - 0.90%
APPLE INC (AAPL) - 13.55%
#3
TECHNIPFMC PLC (FTI) - 0.82%
MICROSOFT CORP (MSFT) - 9.51%
#4
CURTISS-WRIGHT CORP (CW) - 0.76%
BROADCOM INC (AVGO) - 4.89%
#5
CARPENTER TECHNOLOGY CORP (CRS) - 0.75%
AMAZON.COM INC (AMZN) - 4.84%
#6
NVENT ELECTRIC PLC (NVT) - 0.73%
ALPHABET INC CLASS A (GOOGL) - 4.45%
#7
XPO INC (XPO) - 0.73%
ALPHABET INC CLASS C (GOOG) - 3.59%
#8
ILLUMINA INC (ILMN) - 0.72%
TESLA INC (TSLA) - 3.43%
#9
ATI INC (ATI) - 0.72%
META PLATFORMS INC CLASS A (META) - 3.10%
#10
STERLING INFRASTRUCTURE INC (STRL) - 0.68%
ELI LILLY AND CO (LLY) - 2.83%
#11
UNITED THERAPEUTICS CORP (UTHR) - 0.68%
VISA INC CLASS A (V) - 2.00%
#12
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.66%
COSTCO WHOLESALE CORP (COST) - 1.65%
#13
WOODWARD INC (WWD) - 0.63%
ADVANCED MICRO DEVICES INC (AMD) - 1.59%
#14
MKS INC (MKSI) - 0.61%
MASTERCARD INC CLASS A (MA) - 1.45%
#15
EVERPURE INC CLASS A (P) - 0.60%
ABBVIE INC (ABBV) - 1.38%
#16
FABRINET (FN) - 0.60%
LAM RESEARCH CORP (LRCX) - 1.38%
#17
BURLINGTON STORES INC (BURL) - 0.59%
NETFLIX INC (NFLX) - 1.35%
#18
MASTEC INC (MTZ) - 0.59%
ORACLE CORP (ORCL) - 1.17%
#19
RELIANCE INC (RS) - 0.59%
GE AEROSPACE (GE) - 1.14%
#20
TD SYNNEX CORP (SNX) - 0.58%
n/a (PLTR) - 1.08%
#21
CARLISLE COMPANIES INC (CSL) - 0.39%
GE VERNOVA INC (GEV) - 1.01%
#22
REINSURANCE GROUP OF AMERICA INC (RGA) - 0.39%
KLA CORP (KLAC) - 0.90%
#23
GAMING AND LEISURE PROPERTIES INC (GLPI) - 0.39%
THE HOME DEPOT INC (HD) - 0.86%
#24
DYCOM INDUSTRIES INC (DY) - 0.39%
PALO ALTO NETWORKS INC (PANW) - 0.75%
#25
EXELIXIS INC (EXEL) - 0.39%
CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.59%
Total Holdings363114

SPMD vs IWY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPMD
+5.72%
IWY
-0.22%
3M
Winner
SPMD
+13.60%
IWY
+12.67%
6M
Winner
SPMD
+14.70%
IWY
+6.65%
1Y
Winner
SPMD
+27.02%
IWY
+22.68%
5Y(CAGR)
SPMD
+8.57%
Winner
IWY
+15.59%
10Y(CAGR)
SPMD
+11.78%
Winner
IWY
+19.54%
Max(CAGR)
SPMD
+9.93%
Winner
IWY
+17.20%

SPMD vs IWY - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearSPMDIWY
2026+14.40%+5.84%
2025+7.70%+18.71%
2024+14.26%+36.91%
2023+16.97%+47.75%
2022-13.41%-30.61%
2021+26.68%+33.02%
2020+13.36%+37.12%
2019+25.15%+36.35%
2018-11.76%-1.70%
2017+14.82%+30.69%
2016+20.57%+8.88%
2015-2.73%+8.06%
2014+9.38%+14.33%
2013+35.41%+28.99%
2012+15.80%+13.15%
2011-2.07%+3.69%
2010+23.61%+11.40%
2009+43.74%+8.92%
2008-37.86%N/A
2007+4.98%N/A
2006+11.73%N/A
2005+3.21%N/A

SPMD vs IWY Drawdown Comparison

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

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

The current IWY drawdown is -3.47%.

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

Correlation

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

0.97
-101

Dividend Comparison (2005 - 2026)

SPMD vs IWY dividend yield comparison.

YearSPMDIWY
20260.28%0.16%
20251.39%0.36%
20241.42%0.42%
20231.47%0.68%
20221.64%0.88%
20211.24%0.50%
20201.30%0.71%
20191.57%1.06%
20181.85%1.32%
20171.97%1.26%
20162.13%1.51%
20155.33%1.58%
20145.71%1.44%
201310.67%1.56%
20122.48%1.80%
20111.34%1.58%
20101.13%1.27%
20091.31%0.40%
20082.34%0.00%
20076.04%0.00%
20062.73%0.00%
20050.18%0.00%

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