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