SPYG vs IVE
Comparison between SPDR(R) PORTFOLIO S&P 500 GROWTH ETF (SPYG, ETF) and ISHARES S&P 500 VALUE ETF (IVE, ETF).
5-Year PerformanceSPYG has outperformed IVE, delivering a return of +16.5% compared to +10.8%
SPYG vs IVE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPYG
$50B
IVE
$49B
Expense Ratio
Winner
SPYG
0.04%
IVE
0.18%
Max Drawdown
SPYG
69.53%
Winner
IVE
62.98%
Sharpe Ratio
Winner
SPYG
1.93
IVE
1.71
5Y Beta
SPYG
1.21
Winner
IVE
0.70
P/E Ratio
SPYG
31.78
Winner
IVE
24.44
Forward P/E
SPYG
25.72
Winner
IVE
18.89
PEG Ratio
SPYG
0.62
IVE
N/A
5Y Dividends CAGR
SPYG
2.19%
Winner
IVE
6.75%
5Y EPS CAGR
Winner
SPYG
33.79%
IVE
12.71%
Debt to Equity
Winner
SPYG
30.76%
IVE
34.26%
P/S Ratio
SPYG
6.16
Winner
IVE
2.19
P/B Ratio
SPYG
8.73
Winner
IVE
3.69
SPYG vs IVE - Holdings Comparison
SPYG and IVE have 164 common holdings. Overlap is 33.19%
SPYG's top 25 holdings weight is 72.71%. IVE's top 25 holdings weight is 36.95%.
| Rank | SPYG | IVE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.47% | APPLE INC (AAPL) - 7.17% |
| #2 | APPLE INC (AAPL) - 5.99% | AMAZON.COM INC (AMZN) - 4.41% |
| #3 | MICROSOFT CORP (MSFT) - 5.94% | EXXON MOBIL CORP (XOM) - 2.27% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 5.57% | WALMART INC (WMT) - 2.02% |
| #5 | BROADCOM INC (AVGO) - 4.95% | COSTCO WHOLESALE CORP (COST) - 1.59% |
| #6 | META PLATFORMS INC CLASS A (META) - 4.55% | INTEL CORP (INTC) - 1.59% |
| #7 | ALPHABET INC CLASS C (GOOG) - 4.50% | TESLA INC (TSLA) - 1.48% |
| #8 | TESLA INC (TSLA) - 4.23% | CHEVRON CORP (CVX) - 1.27% |
| #9 | AMAZON.COM INC (AMZN) - 4.02% | BANK OF AMERICA CORP (BAC) - 1.22% |
| #10 | ELI LILLY AND CO (LLY) - 2.68% | UNITEDHEALTH GROUP INC (UNH) - 1.19% |
| #11 | VISA INC CLASS A (V) - 1.89% | PROCTER & GAMBLE CO (PG) - 1.18% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.59% | THE HOME DEPOT INC (HD) - 1.10% |
| #13 | MASTERCARD INC CLASS A (MA) - 1.51% | MERCK & CO INC (MRK) - 0.99% |
| #14 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46% | JPMORGAN CHASE & CO (JPM) - 0.94% |
| #15 | NETFLIX INC (NFLX) - 1.30% | TEXAS INSTRUMENTS INC (TXN) - 0.90% |
| #16 | n/a (PLTR) - 1.30% | VISA INC CLASS A (V) - 0.87% |
| #17 | COSTCO WHOLESALE CORP (COST) - 1.24% | WELLS FARGO & CO (WFC) - 0.86% |
| #18 | WALMART INC (WMT) - 1.10% | LINDE PLC (LIN) - 0.81% |
| #19 | ORACLE CORP (ORCL) - 0.96% | JOHNSON & JOHNSON (JNJ) - 0.78% |
| #20 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.91% | CITIGROUP INC (C) - 0.77% |
| #21 | CATERPILLAR INC (CAT) - 0.85% | PEPSICO INC (PEP) - 0.75% |
| #22 | SALESFORCE INC (CRM) - 0.80% | VERIZON COMMUNICATIONS INC (VZ) - 0.71% |
| #23 | AMERICAN EXPRESS CO (AXP) - 0.66% | ABBVIE INC (ABBV) - 0.70% |
| #24 | INTUITIVE SURGICAL INC (ISRG) - 0.64% | NEXTERA ENERGY INC (NEE) - 0.70% |
| #25 | INTUIT INC (INTU) - 0.60% | ANALOG DEVICES INC (ADI) - 0.68% |
| Total Holdings | 217 | 442 |
SPYG vs IVE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPYG
+12.37%
IVE
+3.47%
3M
Winner
SPYG
+15.51%
IVE
+2.35%
6M
Winner
SPYG
+13.80%
IVE
+7.85%
1Y
Winner
SPYG
+34.58%
IVE
+20.47%
5Y(CAGR)
Winner
SPYG
+16.46%
IVE
+10.80%
10Y(CAGR)
Winner
SPYG
+18.26%
IVE
+11.96%
Max(CAGR)
Winner
SPYG
+7.57%
IVE
+7.57%
SPYG vs IVE - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SPYG | IVE |
|---|---|---|
| 2026 | +11.46% | +5.97% |
| 2025 | +22.14% | +13.56% |
| 2024 | +38.20% | +11.40% |
| 2023 | +31.60% | +21.54% |
| 2022 | -29.96% | -5.84% |
| 2021 | +33.93% | +26.39% |
| 2020 | +31.62% | +0.83% |
| 2019 | +31.17% | +31.09% |
| 2018 | -0.94% | -9.66% |
| 2017 | +26.39% | +14.31% |
| 2016 | +9.02% | +18.72% |
| 2015 | +5.36% | -3.25% |
| 2014 | +16.12% | +13.14% |
| 2013 | +29.29% | +28.54% |
| 2012 | +12.92% | +15.37% |
| 2011 | +3.55% | -1.91% |
| 2010 | +14.41% | +13.12% |
| 2009 | +32.10% | +18.11% |
| 2008 | -36.63% | -38.04% |
| 2007 | +11.12% | +1.44% |
| 2006 | +7.47% | +18.64% |
| 2005 | +3.63% | +6.29% |
| 2004 | +5.84% | +15.70% |
| 2003 | +25.42% | +27.52% |
| 2002 | -31.07% | -21.10% |
| 2001 | -19.84% | -10.41% |
| 2000 | -24.10% | +7.90% |
SPYG vs IVE Drawdown Comparison
The maximum drawdown for SPYG was -67.63%, occurring on Mar 9, 2009. Recovery took 3326 trading sessions.
The maximum drawdown for IVE was -61.33%, occurring on Mar 9, 2009. Recovery took 1362 trading sessions.
The current IVE drawdown is -0.06%.
| Rank | SPYG | IVE |
|---|---|---|
| #1 | -67.63% Oct 2, 2000 - Dec 23, 2013 | -61.33% Oct 9, 2007 - Mar 8, 2013 |
| #2 | -32.67% Dec 27, 2021 - Mar 1, 2024 | -44.22% Feb 1, 2001 - Dec 21, 2004 |
| #3 | -31.26% Feb 19, 2020 - Jun 10, 2020 | -37.04% Feb 12, 2020 - Jan 6, 2021 |
| #4 | -22.15% Feb 19, 2025 - Jun 24, 2025 | -19.24% Jan 26, 2018 - May 3, 2019 |
| #5 | -20.60% Oct 1, 2018 - Apr 23, 2019 | -18.03% Apr 20, 2022 - Feb 1, 2023 |
| #6 | -13.76% Oct 29, 2025 - Apr 15, 2026 | -17.58% Nov 29, 2024 - Aug 22, 2025 |
| #7 | -13.33% Nov 3, 2015 - Jul 8, 2016 | -15.03% May 21, 2015 - Jun 7, 2016 |
| #8 | -12.75% Jul 10, 2024 - Oct 14, 2024 | -10.98% Jul 31, 2023 - Dec 1, 2023 |
| #9 | -11.79% Jul 20, 2015 - Oct 29, 2015 | -10.18% Jul 13, 2007 - Oct 9, 2007 |
| #10 | -11.02% Sep 2, 2020 - Dec 1, 2020 | -9.57% Feb 2, 2023 - Jun 13, 2023 |
| #11 | -9.87% Jan 26, 2018 - Jun 4, 2018 | -7.86% Sep 11, 2000 - Oct 31, 2000 |
| #12 | -8.70% Feb 12, 2021 - Apr 5, 2021 | -7.84% May 9, 2006 - Sep 20, 2006 |
| #13 | -7.39% Sep 19, 2014 - Oct 31, 2014 | -7.64% May 3, 2019 - Jul 1, 2019 |
| #14 | -7.24% Sep 3, 2021 - Oct 26, 2021 | -7.51% Mar 7, 2005 - Jun 17, 2005 |
| #15 | -6.81% Mar 22, 2024 - May 14, 2024 | -7.29% Jan 12, 2022 - Apr 20, 2022 |
Correlation
Correlation between SPYG and IVE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
SPYG vs IVE dividend yield comparison.
| Year | SPYG | IVE |
|---|---|---|
| 2026 | 0.11% | 0.35% |
| 2025 | 0.52% | 1.61% |
| 2024 | 0.60% | 2.04% |
| 2023 | 1.15% | 1.65% |
| 2022 | 1.03% | 2.10% |
| 2021 | 0.62% | 1.81% |
| 2020 | 0.90% | 2.37% |
| 2019 | 1.37% | 2.11% |
| 2018 | 1.51% | 2.74% |
| 2017 | 1.41% | 2.12% |
| 2016 | 1.55% | 2.26% |
| 2015 | 1.57% | 2.44% |
| 2014 | 1.37% | 2.14% |
| 2013 | 1.42% | 2.04% |
| 2012 | 1.81% | 2.34% |
| 2011 | 1.64% | 2.29% |
| 2010 | 0.71% | 2.08% |
| 2009 | 0.90% | 2.56% |
| 2008 | 1.35% | 4.26% |
| 2007 | 0.82% | 2.32% |
| 2006 | 0.74% | 1.91% |
| 2005 | 0.73% | 2.02% |
| 2004 | 1.33% | 1.62% |
| 2003 | 0.50% | 1.60% |
| 2002 | 0.47% | 1.92% |
| 2001 | 0.22% | 1.50% |
| 2000 | 0.03% | 0.94% |
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