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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

Net Assets
Winner
SPYM
$148B
IWF
$132B
Expense Ratio
Winner
SPYM
0.02%
IWF
0.18%
Max Drawdown
Winner
SPYM
55.77%
IWF
66.83%
Sharpe Ratio
Winner
SPYM
1.55
IWF
0.94
5Y Beta
Winner
SPYM
0.97
IWF
1.21
P/E Ratio
SPYM
N/A
IWF
35.86
Forward P/E
SPYM
N/A
IWF
26.42
5Y Dividends CAGR
Winner
SPYM
10.82%
IWF
3.03%
5Y EPS CAGR
SPYM
N/A
IWF
33.70%
Debt to Equity
SPYM
N/A
IWF
51.63%
P/S Ratio
SPYM
N/A
IWF
5.94
P/B Ratio
SPYM
N/A
IWF
12.64

SPYM vs IWF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPYM
-1.33%
IWF
-4.07%
3M
Winner
SPYM
+12.26%
IWF
+10.51%
6M
Winner
SPYM
+7.24%
IWF
+0.43%
1Y
Winner
SPYM
+23.72%
IWF
+18.87%
5Y(CAGR)
SPYM
+13.26%
Winner
IWF
+15.02%
10Y(CAGR)
SPYM
+16.09%
Winner
IWF
+20.91%
Max(CAGR)
Winner
SPYM
+14.82%
IWF
+11.68%

SPYM vs IWF - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearSPYMIWF
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%
2004N/A+10.20%
2003N/A+28.44%
2002N/A-27.24%
2001N/A-15.08%
2000N/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%.

RankSPYMIWF
#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.

0.99
-101

Dividend Comparison (2000 - 2026)

SPYM vs IWF dividend yield comparison.

YearSPYMIWF
20260.50%0.41%
20251.13%1.43%
20241.28%1.83%
20231.44%2.67%
20221.69%3.64%
20211.25%1.98%
20201.54%2.65%
20191.79%3.97%
20182.23%5.07%
20175.51%4.39%
20167.89%5.73%
20157.93%5.48%
20147.17%5.30%
20136.85%5.16%
20128.30%6.62%
20117.48%5.57%
20105.26%5.09%
20096.76%5.55%
200811.85%6.66%
20077.52%3.67%
20067.20%3.71%
20050.19%3.56%
20040.00%4.17%
20030.00%3.17%
20020.00%3.23%
20010.00%1.63%
20000.00%1.27%

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