ETF Versus

IWD vs SPTM

iShares Russell 1000 Value ETF vs State Street SPDR Portfolio S&P 1500 Composite Stock Market 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
SPTM

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) is an exchange-traded fund that provides exposure to the total U.S. stock market across all capitalizations. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-10-10

Quick Verdict

SPTM has edged ahead over the past year (15.9% vs 13.7%).

Key Metrics

Metric IWD SPTM
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Large Cap Value US Total Market

Performance Chart

Indexed to 100 at start (5-year comparison)

85 102 119 136 153 170 2021-04 2022-06 2023-09 2024-12 2026-04
IWD +39.4%
SPTM +58.0%

Performance Comparison

Period IWD SPTM Difference
1 Month -3.30% -3.76% +0.46%
3 Months +1.29% -3.66% +4.95%
6 Months +4.74% -2.04% +6.78%
YTD +1.29% -3.66% +4.95%
1 Year +13.65% +15.90% -2.25%
3 Years +40.40% +57.40% -17.00%
5 Years +39.38% +57.96% -18.58%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWD Fees SPTM 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 SPTM
Annualized Volatility 14.9% 16.9%
Max Drawdown -20.3% -25.0%
Sharpe Ratio 0.22 0.36

Dividend Comparison

Metric IWD SPTM
Annual Dividend (per share) $3.58 $0.95
Dividend Yield 1.67% 1.19%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose SPTM if...

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

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