IWF vs SPY

Both IWF and SPY are ETFs. IWF has a higher 5-year return than SPY (19.5% vs 13.53%). IWF has a higher expense ratio than SPY (0.19% vs 0.09%). Below is the comparison between IWF and SPY.

IWF SPY
Segment Equity: U.S. - Large Cap Growth Equity: U.S. - Large Cap
Issuer BlackRock State Street Global Advisors
Net Assets $49.46B $252.39B
Expense Ratio 0.19% 0.09%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.01% 1.99%
Underlying Index Russell 1000 Growth Index S&P 500
YTD Return 28.81% 9.49%
1-Year Return 40.39% 18.67%
3-Year Return 22.03% 12.94%
5-Year Return 19.50% 13.53%
10-Year Return 17.00% 13.68%

IWF description

The Fund seeks investment returns that correspond generally to the price and yield performance, before fees and expenses, of the Index. Uses a replication strategy. The Index measures the performance of the large-capitalization growth sector of the US equity market.

IWF performance & returns

YTD Return 28.81%
1-Month Return 5.02%
3-Month Return 12.75%
1-Year Return 40.39%
3-Year Return 22.03%
5-Year Return 19.50%
10-Year Return 17.00%
IWF expense ratio is 0.19%.

IWF holdings

Top 10 Holdings (43.91% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 10.41%
Apple Inc AAPL 10.19%
Amazon.com Inc AMZN 7.99%
Facebook Inc A FB 3.72%
Alphabet Inc A GOOGL 2.26%
Visa Inc Class A V 2.23%
Alphabet Inc Class C GOOG 2.22%
Mastercard Inc A MA 1.78%
UnitedHealth Group Inc UNH 1.58%
NVIDIA Corp NVDA 1.53%

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SPY description

The Trust seeks investment results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P 500 Index.

SPY performance & returns

YTD Return 9.49%
1-Month Return 2.92%
3-Month Return 8.70%
1-Year Return 18.67%
3-Year Return 12.94%
5-Year Return 13.53%
10-Year Return 13.68%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (26.86% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 6.00%
Apple Inc AAPL 5.78%
Amazon.com Inc AMZN 4.49%
Facebook Inc A FB 2.12%
Alphabet Inc A GOOGL 1.65%
Alphabet Inc Class C GOOG 1.61%
Johnson & Johnson JNJ 1.44%
Berkshire Hathaway Inc Class B BRK.B 1.35%
Visa Inc Class A V 1.27%
Procter & Gamble Co PG 1.15%

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