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 +14.7% compared to +13.4%
SPYM vs IWF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPYM
$118B
IWF
$112B
Expense Ratio
Winner
SPYM
0.02%
IWF
0.18%
Max Drawdown
Winner
SPYM
55.77%
IWF
66.83%
Sharpe Ratio
Winner
SPYM
2.08
IWF
1.64
5Y Beta
Winner
SPYM
0.97
IWF
1.21
P/E Ratio
SPYM
N/A
IWF
36.20
Forward P/E
SPYM
N/A
IWF
27.33
5Y Dividends CAGR
Winner
SPYM
10.23%
IWF
5.52%
5Y EPS CAGR
SPYM
N/A
IWF
36.83%
Debt to Equity
SPYM
N/A
IWF
24.55%
P/S Ratio
SPYM
N/A
IWF
6.72
P/B Ratio
SPYM
N/A
IWF
13.30
SPYM vs IWF - Historical Returns
Returns include dividend reinvestment.
1M
SPYM
+9.14%
Winner
IWF
+11.51%
3M
SPYM
+6.60%
Winner
IWF
+7.29%
6M
Winner
SPYM
+10.59%
IWF
+5.02%
1Y
Winner
SPYM
+32.16%
IWF
+32.11%
5Y(CAGR)
SPYM
+13.42%
Winner
IWF
+14.65%
10Y(CAGR)
SPYM
+15.61%
Winner
IWF
+18.44%
Max(CAGR)
Winner
SPYM
+11.21%
IWF
+8.48%
SPYM vs IWF - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SPYM | IWF |
|---|---|---|
| 2026 | +8.27% | +4.84% |
| 2025 | +18.09% | +18.60% |
| 2024 | +25.67% | +35.13% |
| 2023 | +26.80% | +43.68% |
| 2022 | -18.62% | -29.81% |
| 2021 | +30.56% | +29.26% |
| 2020 | +17.52% | +36.37% |
| 2019 | +31.99% | +35.96% |
| 2018 | -5.82% | -2.59% |
| 2017 | +20.95% | +28.98% |
| 2016 | +14.91% | +8.87% |
| 2015 | +1.36% | +5.60% |
| 2014 | +14.49% | +13.77% |
| 2013 | +29.42% | +29.76% |
| 2012 | +13.68% | +13.57% |
| 2011 | +0.35% | +1.37% |
| 2010 | +13.53% | +15.02% |
| 2009 | +24.31% | +32.66% |
| 2008 | -36.07% | -37.54% |
| 2007 | +6.43% | +11.18% |
| 2006 | +14.21% | +7.07% |
| 2005 | +1.93% | +5.74% |
| 2004 | N/A | +6.73% |
| 2003 | N/A | +25.08% |
| 2002 | N/A | -28.80% |
| 2001 | N/A | -16.14% |
| 2000 | N/A | -17.06% |
SPYM vs IWF Drawdown Comparison
The maximum drawdown for SPYM was -54.47%, occurring on Mar 9, 2009. Recovery took 1118 trading sessions.
The maximum drawdown for IWF was -64.25%, occurring on Mar 9, 2009. Recovery took 3313 trading sessions.
| Rank | SPYM | IWF |
|---|---|---|
| #1 | -54.47% Oct 10, 2007 - Mar 19, 2012 | -64.25% Jul 17, 2000 - Sep 18, 2013 |
| #2 | -33.86% Feb 19, 2020 - Aug 10, 2020 | -32.72% Dec 27, 2021 - Jan 10, 2024 |
| #3 | -24.49% Jan 3, 2022 - Dec 13, 2023 | -31.55% Feb 19, 2020 - Jun 8, 2020 |
| #4 | -19.77% Sep 20, 2018 - Apr 5, 2019 | -23.36% Dec 16, 2024 - Jun 26, 2025 |
| #5 | -18.72% Feb 19, 2025 - Jun 26, 2025 | -21.90% Oct 1, 2018 - Apr 12, 2019 |
| #6 | -14.24% Jul 20, 2015 - Jun 6, 2016 | -16.27% Oct 29, 2025 - May 7, 2026 |
| #7 | -9.93% Jan 26, 2018 - Jul 25, 2018 | -13.84% Jul 20, 2015 - Jul 8, 2016 |
| #8 | -9.91% Apr 2, 2012 - Aug 17, 2012 | -13.26% Jul 10, 2024 - Oct 14, 2024 |
| #9 | -9.43% Sep 2, 2020 - Nov 11, 2020 | -11.31% Sep 2, 2020 - Dec 1, 2020 |
| #10 | -8.93% Jul 17, 2007 - Oct 5, 2007 | -9.88% Jan 26, 2018 - Jun 5, 2018 |
| #11 | -8.90% Jan 27, 2026 - Apr 14, 2026 | -9.68% Feb 12, 2021 - Apr 8, 2021 |
| #12 | -8.43% Jul 16, 2024 - Sep 19, 2024 | -7.88% Apr 29, 2019 - Jun 20, 2019 |
| #13 | -7.70% Sep 19, 2014 - Nov 5, 2014 | -7.26% Sep 18, 2014 - Oct 31, 2014 |
| #14 | -7.67% May 5, 2006 - Sep 15, 2006 | -7.26% Sep 3, 2021 - Oct 25, 2021 |
| #15 | -7.34% Sep 14, 2012 - Jan 2, 2013 | -6.76% Apr 26, 2021 - Jun 14, 2021 |
Correlation
Correlation between SPYM and IWF is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2000 - 2026)
SPYM vs IWF dividend yield comparison.
| Year | SPYM | IWF |
|---|---|---|
| 2026 | 0.22% | 0.08% |
| 2025 | 1.13% | 0.36% |
| 2024 | 1.28% | 0.46% |
| 2023 | 1.44% | 0.67% |
| 2022 | 1.69% | 0.91% |
| 2021 | 1.25% | 0.50% |
| 2020 | 1.54% | 0.66% |
| 2019 | 1.79% | 0.99% |
| 2018 | 2.23% | 1.27% |
| 2017 | 1.75% | 1.10% |
| 2016 | 1.97% | 1.43% |
| 2015 | 1.98% | 1.37% |
| 2014 | 1.79% | 1.33% |
| 2013 | 1.71% | 1.29% |
| 2012 | 2.08% | 1.65% |
| 2011 | 1.87% | 1.39% |
| 2010 | 1.31% | 1.27% |
| 2009 | 1.69% | 1.39% |
| 2008 | 2.96% | 1.66% |
| 2007 | 1.88% | 0.92% |
| 2006 | 1.80% | 0.93% |
| 2005 | 0.05% | 0.89% |
| 2004 | 0.00% | 1.04% |
| 2003 | 0.00% | 0.79% |
| 2002 | 0.00% | 0.81% |
| 2001 | 0.00% | 0.41% |
| 2000 | 0.00% | 0.32% |
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