SPYM vs IWF
Comparison between SPDR Portfolio S&P 500 ETF (SPYM, ETF) and ISHARES RUSSELL 1000 GROWTH ETF (IWF, ETF).
5-Year PerformanceIWF has outperformed SPYM, delivering a return of +15.0% compared to +13.3%
SPYM vs IWF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPYM vs IWF - Historical Returns
Returns include dividend reinvestment.
SPYM vs IWF - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SPYM | IWF |
|---|---|---|
| 2026 | +7.98% | +2.03% |
| 2025 | +18.09% | +20.02% |
| 2024 | +25.67% | +37.15% |
| 2023 | +26.80% | +47.01% |
| 2022 | -18.62% | -28.04% |
| 2021 | +30.56% | +31.43% |
| 2020 | +17.52% | +39.91% |
| 2019 | +31.99% | +40.48% |
| 2018 | -5.82% | +0.88% |
| 2017 | +25.98% | +33.72% |
| 2016 | +22.20% | +13.74% |
| 2015 | +7.47% | +10.05% |
| 2014 | +20.97% | +18.53% |
| 2013 | +36.86% | +35.43% |
| 2012 | +20.92% | +19.30% |
| 2011 | +6.14% | +5.64% |
| 2010 | +18.40% | +20.01% |
| 2009 | +32.04% | +39.19% |
| 2008 | -31.54% | -35.05% |
| 2007 | +12.50% | +14.34% |
| 2006 | +21.01% | +10.22% |
| 2005 | +2.08% | +8.69% |
| 2004 | N/A | +10.20% |
| 2003 | N/A | +28.44% |
| 2002 | N/A | -27.24% |
| 2001 | N/A | -15.08% |
| 2000 | N/A | -16.38% |
SPYM vs IWF Drawdown Comparison
The maximum drawdown for SPYM was -50.38%, occurring on Mar 9, 2009. Recovery took 774 trading sessions.
The maximum drawdown for IWF was -62.39%, occurring on Oct 9, 2002. Recovery took 2657 trading sessions.
The current SPYM drawdown is -3.15%. The current IWF drawdown is -6.88%.
| Rank | SPYM | IWF |
|---|---|---|
| #1 | -50.38% Oct 10, 2007 - Nov 4, 2010 | -62.39% Jul 17, 2000 - Feb 8, 2011 |
| #2 | -33.86% Feb 19, 2020 - Aug 10, 2020 | -31.55% Feb 19, 2020 - Jun 5, 2020 |
| #3 | -24.49% Jan 3, 2022 - Dec 13, 2023 | -31.53% Dec 27, 2021 - Dec 8, 2023 |
| #4 | -19.77% Sep 20, 2018 - Apr 5, 2019 | -22.87% Jan 23, 2025 - Jun 24, 2025 |
| #5 | -18.78% Jul 7, 2011 - Jan 18, 2012 | -21.25% Oct 1, 2018 - Apr 1, 2019 |
| #6 | -18.72% Feb 19, 2025 - Jun 26, 2025 | -17.52% Jul 7, 2011 - Jan 25, 2012 |
| #7 | -12.05% Nov 3, 2015 - Mar 18, 2016 | -15.80% Oct 29, 2025 - May 6, 2026 |
| #8 | -11.41% Jul 20, 2015 - Nov 2, 2015 | -13.26% Jul 10, 2024 - Oct 14, 2024 |
| #9 | -9.93% Jan 26, 2018 - Jul 25, 2018 | -12.78% Dec 29, 2015 - Mar 30, 2016 |
| #10 | -9.91% Apr 2, 2012 - Aug 8, 2012 | -11.68% Jul 20, 2015 - Nov 2, 2015 |
| #11 | -9.43% Sep 2, 2020 - Nov 11, 2020 | -10.76% Sep 2, 2020 - Dec 1, 2020 |
| #12 | -8.93% Jul 17, 2007 - Oct 3, 2007 | -9.88% Jan 26, 2018 - Jun 4, 2018 |
| #13 | -8.90% Jan 27, 2026 - Apr 14, 2026 | -9.80% Apr 2, 2012 - Aug 16, 2012 |
| #14 | -8.43% Jul 16, 2024 - Sep 19, 2024 | -9.68% Feb 12, 2021 - Apr 8, 2021 |
| #15 | -7.70% Sep 19, 2014 - Nov 5, 2014 | -7.88% Apr 29, 2019 - Jun 18, 2019 |
Correlation
Correlation between SPYM and IWF is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
SPYM vs IWF dividend yield comparison.
| Year | SPYM | IWF |
|---|---|---|
| 2026 | 0.50% | 0.41% |
| 2025 | 1.13% | 1.43% |
| 2024 | 1.28% | 1.83% |
| 2023 | 1.44% | 2.67% |
| 2022 | 1.69% | 3.64% |
| 2021 | 1.25% | 1.98% |
| 2020 | 1.54% | 2.65% |
| 2019 | 1.79% | 3.97% |
| 2018 | 2.23% | 5.07% |
| 2017 | 5.51% | 4.39% |
| 2016 | 7.89% | 5.73% |
| 2015 | 7.93% | 5.48% |
| 2014 | 7.17% | 5.30% |
| 2013 | 6.85% | 5.16% |
| 2012 | 8.30% | 6.62% |
| 2011 | 7.48% | 5.57% |
| 2010 | 5.26% | 5.09% |
| 2009 | 6.76% | 5.55% |
| 2008 | 11.85% | 6.66% |
| 2007 | 7.52% | 3.67% |
| 2006 | 7.20% | 3.71% |
| 2005 | 0.19% | 3.56% |
| 2004 | 0.00% | 4.17% |
| 2003 | 0.00% | 3.17% |
| 2002 | 0.00% | 3.23% |
| 2001 | 0.00% | 1.63% |
| 2000 | 0.00% | 1.27% |
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