ETF Versus

IWD vs SPYG

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

State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) is an exchange-traded fund that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-10-02

Quick Verdict

Over the past year, SPYG has significantly outperformed with a 21.5% return vs 13.7%.

Key Metrics

Metric IWD SPYG
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 Growth

Performance Chart

Indexed to 100 at start (5-year comparison)

80 102 124 146 168 190 2021-04 2022-06 2023-09 2024-12 2026-04
IWD +39.4%
SPYG +69.9%

Performance Comparison

Period IWD SPYG Difference
1 Month -3.30% -3.43% +0.13%
3 Months +1.29% -7.07% +8.36%
6 Months +4.74% -5.81% +10.55%
YTD +1.29% -7.07% +8.36%
1 Year +13.65% +21.54% -7.89%
3 Years +40.40% +78.00% -37.60%
5 Years +39.38% +69.92% -30.54%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWD Fees SPYG 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 SPYG
Annualized Volatility 14.9% 21.1%
Max Drawdown -20.3% -33.1%
Sharpe Ratio 0.22 0.40

Dividend Comparison

Metric IWD SPYG
Annual Dividend (per share) $3.58 $0.56
Dividend Yield 1.67% 0.57%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose SPYG if...

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

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