ETF Versus

IWF vs SPYV

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

State Street SPDR Portfolio S&P 500 Value ETF (SPYV) 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: 2000-10-02

Quick Verdict

Over the past year, IWF has significantly outperformed with a 17.2% return vs 10.5%.

Key Metrics

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

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%
SPYV +47.1%

Performance Comparison

Period IWF SPYV Difference
1 Month -4.13% -3.87% -0.26%
3 Months -8.83% -0.54% -8.29%
6 Months -9.05% +1.51% -10.56%
YTD -8.83% -0.54% -8.29%
1 Year +17.24% +10.47% +6.77%
3 Years +75.80% +39.05% +36.75%
5 Years +71.26% +47.10% +24.16%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWF Fees SPYV 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 SPYV
Annualized Volatility 21.4% 14.4%
Max Drawdown -33.1% -19.1%
Sharpe Ratio 0.40 0.30

Dividend Comparison

Metric IWF SPYV
Annual Dividend (per share) $1.69 $1.03
Dividend Yield 0.39% 1.82%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose IWF if...

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

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