Compare · 2 funds side by side · dividends reinvested

SPTM and IWB

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$18,957IWB · best of the two

02 / 04

SPTM and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFUS Stock Styles · Large cap0.03%1.07%+11.8%+12.3%+23.6%+11.8%−8.7%12.7%$14.0B1.1

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SPTM 2000 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.0B$17,437

SPTM

IWB

iShares Russell 1000 ETF · $47.8B$17,090

$10,000 five years ago, dividends reinvested · they hold 95.0% in common

SPTMMeasureIWB

+11.8%Year to dateJan 1 → Nov 3+11.3%

+12.3%1 yearTotal return+11.6%

+23.6%3 years · per year$10,000 became $18,889 · $18,957+23.8%

+11.8%5 years · per year$10,000 became $17,437 · $17,090+11.3%

0.03%Expense ratio$3 · $15 a year on $10k · lower is better0.15%

1.07%Trailing 12-mo yield$107 · $92 a year on $10k0.92%

−8.7%Worst dropSmaller is better−8.9%

12.7%VolatilityLower is calmer12.8%

SPTMIWB Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1SPTM wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPTM vs IWB: Top 5 Holdings

Today

SPTM

25.4%in top 5

IWB

in top 525.2%

SPTMStockIWB

7.2%NVDA6.8%

7.1%AAPL7.1%

5.5%MSFT5.6%

3.3%AMZN3.3%

2.3%GOOGL2.3%

Held in common95.0%

End-of-day Nov 3, 2026 · share of each fund

SPTM vs IWB Returns, Every Period

SPDRSPTM

+11.8%

5 years, per year

IWBiShares

+11.3%

5 years, per year

SPTMIWBFaded: behind in that period

3–1SPTM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SPTM vs IWB

YTD

SPDRSPTM

+11.8%

IWBiShares

+11.3%

+11.8%Year to date+11.3%

−8.7%Worst drop · 1Y−8.9%

12.7%Volatility · 1Y12.8%

1.1%Yield0.9%

$14.0BAssets$47.8B

4–0SPTM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPTM, IWB

Today

0.03%lowest, SPTM

FundExpense ratioFee$10k

SPTM0.03%$3

IWB0.15%$15

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SPTM, IWB

1.07%highest, SPTM

FundTrailing yieldYield$10k

SPTM1.07%$107

IWB0.92%$92

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, SPTM

SPTM$107 − $3 = $104

IWB$92 − $15 = $77

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SPTM, IWB

Today

95.0%most shared, SPTM and IWB

SPTMIWB

SPTM—95.0%

IWB95.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.3%SPTM, at 12.7% volatility

SPTMWorst drop−8.7%12.7% vol

IWBWorst drop−8.9%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPTMIWB

+11.8%Year to date+11.3%

1.1%Yield0.9%

+12.3%Past year+11.6%

0.03%Fee0.15%

4–0SPTM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026