ETF Versus

IWF vs SPSM

iShares Russell 1000 Growth ETF vs State Street SPDR Portfolio S&P 600 Small Cap ETF

Last updated: 2026-04-02

IWF

iShares Russell 1000 Growth ETF (IWF) 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: 2000-05-26
SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) is an exchange-traded fund that provides exposure to small-cap U.S. equities with higher growth potential and volatility. Launched in 2013, the fund has a 13-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2013-07-09

Quick Verdict

Both funds have delivered similar 1-year returns (17.2% vs 17.2%), tracking closely.

Key Metrics

Metric IWF SPSM
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Large Cap Growth US Small Cap

Performance Chart

Indexed to 100 at start (5-year comparison)

80 103 126 149 172 195 2021-04 2022-06 2023-09 2024-12 2026-04
IWF +71.3%
SPSM +13.0%

Performance Comparison

Period IWF SPSM Difference
1 Month -4.13% -3.42% -0.71%
3 Months -8.83% +2.83% -11.66%
6 Months -9.05% +4.15% -13.20%
YTD -8.83% +2.83% -11.66%
1 Year +17.24% +17.20% +0.04%
3 Years +75.80% +28.78% +47.02%
5 Years +71.26% +12.96% +58.30%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWF Fees SPSM 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 IWF SPSM
Annualized Volatility 21.4% 21.5%
Max Drawdown -33.1% -28.7%
Sharpe Ratio 0.40 0.01

Dividend Comparison

Metric IWF SPSM
Annual Dividend (per share) $1.69 $0.77
Dividend Yield 0.39% 1.58%
Distribution Frequency Quarterly Quarterly

Related Comparisons

IJR vs IWF IJR vs SPSM ITOT vs IWF ITOT vs SPSM IVV vs IWF IVV vs SPSM IWD vs IWF IWD vs SPSM