ETF Versus

IWD vs SPLG

iShares Russell 1000 Value ETF vs State Street SPDR Portfolio S&P 500 ETF

Last updated: 2026-04-02

IWD

iShares Russell 1000 Value ETF (IWD) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-05-26
SPLG

State Street SPDR Portfolio S&P 500 ETF (SPLG) is an exchange-traded fund that provides exposure to large-cap U.S. equities across growth and value styles. Launched in 2009, the fund has a 17-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2009-01-02

Quick Verdict

SPLG has edged ahead over the past year (16.2% vs 13.7%).

Key Metrics

Metric IWD SPLG
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Large Cap Value US Large Cap Blend

Performance Chart

Indexed to 100 at start (5-year comparison)

85 103 121 139 157 175 2021-04 2022-06 2023-09 2024-12 2026-04
IWD +39.4%
SPLG +61.4%

Performance Comparison

Period IWD SPLG Difference
1 Month -3.30% -3.66% +0.36%
3 Months +1.29% -4.07% +5.36%
6 Months +4.74% -2.39% +7.13%
YTD +1.29% -4.07% +5.36%
1 Year +13.65% +16.16% -2.51%
3 Years +40.40% +59.57% -19.17%
5 Years +39.38% +61.44% -22.06%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWD Fees SPLG Fees You Save
$10,000 10 years $0 $0 $0
$10,000 20 years $0 $0 $0
$10,000 30 years $0 $0 $0
$50,000 10 years $0 $0 $0
$50,000 30 years $0 $0 $0
$100,000 30 years $0 $0 $0

Risk Metrics

Based on 5 years of daily returns

Metric IWD SPLG
Annualized Volatility 14.9% 16.8%
Max Drawdown -20.3% -25.4%
Sharpe Ratio 0.22 0.39

Dividend Comparison

Metric IWD SPLG
Annual Dividend (per share) $3.58 $0.88
Dividend Yield 1.67% 1.15%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose SPLG if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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