IWFG vs SPY

IWFG vs SPY

Which is better, IWFG or SPY?

Large Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. IWFG led over 3Y and the full window, SPY over 1Y. The two have moved almost in lockstep, correlation 0.93. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 62.4%.

Lower Fees: SPYHigher Returns: splitLess Concentrated: SPY

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricIWFGSPY
Expense Ratio0.46%0.09%Best
AUM$62M$814.4B
Dividend Yield0.00%1.01%
Holdings30505
YTD Return+2.97%+13.34%Best
1Y Return+4.19%+19.97%Best
3Y Return (annualized)+21.30%Best+21.20%
5Y Return (annualized)-+12.81%
Volatility (annualized)18.2%14.6%Best
Max Drawdown-22.0%-18.8%Best
$10,000 over 4.2 years$23,092Best$21,491
Top 10 Weight62.4%38.0%Best
Fund FamilyNew York Life InvestmentsState Street Investment Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJun 22, 2022Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 4.2 years row, are measured over the window both funds cover: Jun 23, 2022 to Sep 4, 2026 (4.2 years).

IWFG vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.2 years both funds cover.

IWFG vs SPY Performance

NYLI Winslow Focused Large Cap Growth ETF (IWFG) is an ETF from New York Life Investments and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year IWFG returned +4.19% while SPY returned +19.97%. Year to date, IWFG is up 2.97% versus a gain of 13.34% for SPY.

Over three years, IWFG compounded at +21.30% per year against +21.20% for SPY. Across the full 4-year window we track, IWFG has the edge at +22.05% annualized vs +19.98%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IWFG has been the more volatile fund, with annualized monthly volatility of 18.2% compared with 14.6% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -22.0% for IWFG and -18.8% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

IWFG charges 0.46% per year while SPY charges 0.09%. On a $10,000 position that is $46 vs $9 annually, a gap of $37 per year that compounds over a long holding period. On income, IWFG currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

IWFG already in SPY94.2%
SPY already in IWFG39.2%

94.2% of IWFG's money is in holdings SPY also owns. 39.2% of SPY's money is in holdings IWFG also owns.

Most of IWFG is already inside SPY. Owning both mostly buys the same companies twice.

25 positions in common, counted across the 27 positions we hold weights for in IWFG and 504 in SPY, against full books of 30 and 505.

What only one of them owns

Our book lists 471 positions for SPY that do not appear in our book for IWFG (60.3% of the fund), and 1 for IWFG that do not appear in SPY (2.9%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IWFGWeight in SPYDifference
NVDANvidia Corp.14.95%7.71%7.24%
GOOGAlphabet Inc. C10.93%2.67%8.26%
AAPLApple, Inc4.94%6.83%1.89%
MSFTMicrosoft Corp 4.100 Feb 06 375.34%5.50%0.16%
AMZNAmazon.Com Inc6.39%4.08%2.31%
AVGOBroadcom Inc4.04%2.97%1.07%
METAMeta Platform Inc 3.50%1.94%1.56%
STXSeagate Technology Holdings Plc5.02%0.28%4.74%
LLYEli Lilly & Co.3.09%1.33%1.76%
GEVGe Vernova, Inc.3.88%0.41%3.47%

94.2% of IWFG is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IWFGSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IWFG or SPY?

IWFG has an expense ratio of 0.46% while SPY charges 0.09%. SPY is the cheaper option, by $37 a year on a $10,000 investment.

Which performed better, IWFG or SPY?

Over the past year IWFG returned +4.19% vs +19.97% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (4 years), IWFG annualized +22.05% vs +19.98% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IWFG or SPY?

IWFG has been the more volatile fund at 18.2% annualized versus 14.6% for SPY. Worst drawdown: IWFG -22.0% vs SPY -18.8%.

Should I hold both IWFG and SPY?

IWFG and SPY have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between IWFG and SPY?

94.2% of IWFG's money is in holdings SPY also owns. 39.2% of SPY's is in holdings IWFG also owns. They hold 25 positions in common, counted across the 27 positions we hold weights for in IWFG and 504 in SPY.

Which pays a higher dividend, IWFG or SPY?

IWFG yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

Is SPY better than IWFG?

SPY has a lower expense ratio. IWFG led over 3Y and the full window, SPY over 1Y. The two have moved almost in lockstep, correlation 0.93. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 62.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.