SPYG vs IWR
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG, ETF) and ISHARES RUSSELL MID-CAP ETF (IWR, ETF).
5-Year PerformanceSPYG has outperformed IWR, delivering a return of +15.5% compared to +8.3%
SPYG vs IWR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPYG
$54B
Winner
IWR
$55B
Expense Ratio
Winner
SPYG
0.04%
IWR
0.18%
Max Drawdown
SPYG
69.53%
Winner
IWR
59.73%
Sharpe Ratio
Winner
SPYG
1.34
IWR
1.24
5Y Beta
SPYG
1.22
Winner
IWR
0.91
P/E Ratio
Winner
SPYG
29.32
IWR
29.39
Forward P/E
SPYG
24.71
Winner
IWR
17.78
PEG Ratio
SPYG
0.53
IWR
N/A
5Y Dividends CAGR
SPYG
2.19%
Winner
IWR
9.85%
5Y EPS CAGR
Winner
SPYG
34.23%
IWR
12.60%
Debt to Equity
SPYG
42.13%
Winner
IWR
17.60%
P/S Ratio
SPYG
5.96
Winner
IWR
1.82
P/B Ratio
SPYG
8.62
Winner
IWR
3.17
SPYG vs IWR - Holdings Comparison
SPYG and IWR have 100 common holdings. Overlap is 6.86%
SPYG's top 25 holdings weight is 72.71%. IWR's top 25 holdings weight is 15.97%.
| Rank | SPYG | IWR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.47% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.81% |
| #2 | APPLE INC (AAPL) - 5.99% | WESTERN DIGITAL CORP (WDC) - 1.34% |
| #3 | MICROSOFT CORP (MSFT) - 5.94% | CORNING INC (GLW) - 0.99% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 5.57% | VERTIV HOLDINGS CO CLASS A (VRT) - 0.89% |
| #5 | BROADCOM INC (AVGO) - 4.95% | HOWMET AEROSPACE INC (HWM) - 0.74% |
| #6 | META PLATFORMS INC CLASS A (META) - 4.55% | QUANTA SERVICES INC (PWR) - 0.73% |
| #7 | ALPHABET INC CLASS C (GOOG) - 4.50% | BANK OF NEW YORK MELLON CORP (BNY) - 0.71% |
| #8 | TESLA INC (TSLA) - 4.23% | CUMMINS INC (CMI) - 0.64% |
| #9 | AMAZON.COM INC (AMZN) - 4.02% | DATADOG INC CLASS A (DDOG) - 0.62% |
| #10 | ELI LILLY AND CO (LLY) - 2.68% | CLOUDFLARE INC (NET) - 0.61% |
| #11 | VISA INC CLASS A (V) - 1.89% | CIENA CORP (CIEN) - 0.58% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.59% | MARATHON PETROLEUM CORP (MPC) - 0.56% |
| #13 | MASTERCARD INC CLASS A (MA) - 1.51% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.55% |
| #14 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46% | VALERO ENERGY CORP (VLO) - 0.55% |
| #15 | NETFLIX INC (NFLX) - 1.30% | ROYAL CARIBBEAN GROUP (RCL) - 0.53% |
| #16 | n/a (PLTR) - 1.30% | PHILLIPS 66 (PSX) - 0.52% |
| #17 | COSTCO WHOLESALE CORP (COST) - 1.24% | ROSS STORES INC (ROST) - 0.51% |
| #18 | WALMART INC (WMT) - 1.10% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.51% |
| #19 | ORACLE CORP (ORCL) - 0.96% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.50% |
| #20 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.91% | SIMON PROPERTY GROUP INC (SPG) - 0.47% |
| #21 | CATERPILLAR INC (CAT) - 0.85% | ANGLOGOLD ASHANTI PLC (AU) - 0.33% |
| #22 | SALESFORCE INC (CRM) - 0.80% | XCEL ENERGY INC (XEL) - 0.33% |
| #23 | AMERICAN EXPRESS CO (AXP) - 0.66% | STATE STREET CORP (STT) - 0.32% |
| #24 | INTUITIVE SURGICAL INC (ISRG) - 0.64% | FIFTH THIRD BANCORP (FITB) - 0.32% |
| #25 | INTUIT INC (INTU) - 0.60% | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 0.31% |
| Total Holdings | 217 | 732 |
SPYG vs IWR - Historical Returns
Returns include dividend reinvestment.
1M
SPYG
+1.59%
Winner
IWR
+5.81%
3M
Winner
SPYG
+17.62%
IWR
+12.23%
6M
Winner
SPYG
+14.08%
IWR
+13.21%
1Y
Winner
SPYG
+31.25%
IWR
+23.08%
5Y(CAGR)
Winner
SPYG
+15.47%
IWR
+8.31%
10Y(CAGR)
Winner
SPYG
+18.27%
IWR
+11.88%
Max(CAGR)
SPYG
+7.60%
Winner
IWR
+10.00%
SPYG vs IWR - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SPYG | IWR |
|---|---|---|
| 2026 | +12.79% | +13.04% |
| 2025 | +22.14% | +10.50% |
| 2024 | +38.20% | +15.85% |
| 2023 | +31.60% | +17.57% |
| 2022 | -29.96% | -17.15% |
| 2021 | +33.93% | +24.43% |
| 2020 | +31.62% | +16.54% |
| 2019 | +31.17% | +30.71% |
| 2018 | -0.94% | -9.72% |
| 2017 | +26.39% | +17.37% |
| 2016 | +9.02% | +15.08% |
| 2015 | +5.36% | -2.62% |
| 2014 | +16.12% | +14.16% |
| 2013 | +29.29% | +31.20% |
| 2012 | +12.92% | +15.74% |
| 2011 | +3.55% | -2.81% |
| 2010 | +14.41% | +23.51% |
| 2009 | +32.10% | +35.99% |
| 2008 | -36.63% | -40.68% |
| 2007 | +11.12% | +4.90% |
| 2006 | +7.47% | +13.43% |
| 2005 | +3.63% | +14.09% |
| 2004 | +5.84% | +20.21% |
| 2003 | +25.42% | +35.79% |
| 2002 | -31.07% | -15.46% |
| 2001 | -19.84% | +0.35% |
| 2000 | -24.10% | N/A |
SPYG vs IWR Drawdown Comparison
The maximum drawdown for SPYG was -67.63%, occurring on Mar 9, 2009. Recovery took 3326 trading sessions.
The maximum drawdown for IWR was -58.78%, occurring on Mar 9, 2009. Recovery took 900 trading sessions.
The current SPYG drawdown is -1.92%.
| Rank | SPYG | IWR |
|---|---|---|
| #1 | -67.63% Oct 2, 2000 - Dec 23, 2013 | -58.78% Jul 13, 2007 - Feb 7, 2011 |
| #2 | -32.67% Dec 27, 2021 - Mar 1, 2024 | -40.59% Feb 20, 2020 - Oct 12, 2020 |
| #3 | -31.26% Feb 19, 2020 - Jun 10, 2020 | -32.26% Mar 19, 2002 - Sep 2, 2003 |
| #4 | -22.15% Feb 19, 2025 - Jun 24, 2025 | -26.17% Nov 16, 2021 - Mar 20, 2024 |
| #5 | -20.60% Oct 1, 2018 - Apr 23, 2019 | -24.17% Jul 7, 2011 - Mar 15, 2012 |
| #6 | -13.76% Oct 29, 2025 - Apr 15, 2026 | -21.21% Aug 29, 2018 - Apr 8, 2019 |
| #7 | -13.33% Nov 3, 2015 - Jul 8, 2016 | -21.09% Nov 25, 2024 - Jul 23, 2025 |
| #8 | -12.75% Jul 10, 2024 - Oct 14, 2024 | -20.33% Aug 2, 2001 - Jan 4, 2002 |
| #9 | -11.79% Jul 20, 2015 - Oct 29, 2015 | -19.42% Apr 23, 2015 - Jul 12, 2016 |
| #10 | -11.02% Sep 2, 2020 - Dec 1, 2020 | -10.82% Apr 2, 2012 - Sep 6, 2012 |
| #11 | -9.87% Jan 26, 2018 - Jun 4, 2018 | -10.11% May 5, 2006 - Oct 16, 2006 |
| #12 | -8.70% Feb 12, 2021 - Apr 5, 2021 | -9.68% Jan 26, 2018 - Jul 26, 2018 |
| #13 | -7.39% Sep 19, 2014 - Oct 31, 2014 | -9.33% Sep 5, 2014 - Nov 7, 2014 |
| #14 | -7.24% Sep 3, 2021 - Oct 26, 2021 | -8.91% Apr 5, 2004 - Oct 1, 2004 |
| #15 | -7.08% Jun 1, 2026 - Jun 10, 2026 | -8.17% Feb 26, 2026 - Apr 17, 2026 |
Correlation
Correlation between SPYG and IWR 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 IWR dividend yield comparison.
| Year | SPYG | IWR |
|---|---|---|
| 2026 | 0.11% | 0.50% |
| 2025 | 0.52% | 1.29% |
| 2024 | 0.60% | 1.27% |
| 2023 | 1.15% | 1.43% |
| 2022 | 1.03% | 1.59% |
| 2021 | 0.62% | 1.05% |
| 2020 | 0.90% | 1.28% |
| 2019 | 1.37% | 1.43% |
| 2018 | 1.51% | 1.98% |
| 2017 | 1.41% | 1.52% |
| 2016 | 1.55% | 1.72% |
| 2015 | 1.57% | 1.59% |
| 2014 | 1.37% | 1.45% |
| 2013 | 1.42% | 1.31% |
| 2012 | 1.81% | 1.81% |
| 2011 | 1.64% | 1.58% |
| 2010 | 0.71% | 1.45% |
| 2009 | 0.90% | 1.50% |
| 2008 | 1.35% | 2.09% |
| 2007 | 0.82% | 1.37% |
| 2006 | 0.74% | 1.31% |
| 2005 | 0.73% | 1.40% |
| 2004 | 1.33% | 1.11% |
| 2003 | 0.50% | 1.08% |
| 2002 | 0.47% | 1.08% |
| 2001 | 0.22% | 0.59% |
| 2000 | 0.03% | 0.00% |
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