ETF Versus

IWM vs SPYG

iShares Russell 2000 ETF vs State Street SPDR Portfolio S&P 500 Growth ETF

Last updated: 2026-04-02

IWM

iShares Russell 2000 ETF (IWM) is an exchange-traded fund that provides exposure to small-cap U.S. equities with higher growth potential and volatility. 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

IWM has edged ahead over the past year (23.1% vs 21.5%).

Key Metrics

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

Performance Chart

Indexed to 100 at start (5-year comparison)

70 94 118 142 166 190 2021-04 2022-06 2023-09 2024-12 2026-04
IWM +10.9%
SPYG +69.9%

Performance Comparison

Period IWM SPYG Difference
1 Month -3.73% -3.43% -0.30%
3 Months +0.31% -7.07% +7.38%
6 Months +1.11% -5.81% +6.92%
YTD +0.31% -7.07% +7.38%
1 Year +23.14% +21.54% +1.60%
3 Years +39.83% +78.00% -38.17%
5 Years +10.93% +69.92% -58.99%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWM 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 IWM SPYG
Annualized Volatility 22.6% 21.1%
Max Drawdown -33.1% -33.1%
Sharpe Ratio 0.01 0.40

Dividend Comparison

Metric IWM SPYG
Annual Dividend (per share) $2.54 $0.56
Dividend Yield 1.02% 0.57%
Distribution Frequency Quarterly Quarterly

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IJR vs IWM IJR vs SPYG ITOT vs IWM ITOT vs SPYG IVV vs IWM IVV vs SPYG IWD vs IWM IWD vs SPYG