Compare IAI and SPY | ETF Tracker

IAI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.3

iShares U.S. Broker-Dealers & Securities Exchanges ETFUS Stock Styles · Large cap0.37%1.20%+0.1%+2.8%+28.1%+11.1%−16.5%21.2%$1.3B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: IAI 2006 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares U.S. Broker-Dealers & Securities Exchanges ETF · $1.3B$16,893

IAI

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

IAIMeasureSPY

+0.1%Year to dateJan 1 → Nov 6+8.7%

+2.8%1 yearTotal return+9.7%

+28.1%3 years · per year$10,000 became $21,009 · $18,039+21.7%

+11.1%5 years · per year$10,000 became $16,893 · $17,118+11.3%

0.37%Expense ratio$37 · $9 a year on $10k · lower is better0.09%

1.20%Trailing 12-mo yield$120 · $103 a year on $10k1.03%

−16.5%Worst dropSmaller is better−8.9%

21.2%VolatilityLower is calmer13.6%

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

2–6SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IAI vs SPY: Top 5 Holdings

Today

IAI

51.7%in top 5

SPY

in top 527.8%

IAIStockSPY

17.2%GSnot top 5

14.8%MSnot top 5

8.8%SCHWnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.4%SPGInot top 5

5.4%CMEnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common2.1%

End-of-day Nov 6, 2026 · share of each fund

IAI vs SPY Returns, Every Period

5Y

iSharesIAI

+11.1%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

IAISPYFaded: behind in that period

1–3SPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IAI vs SPY

YTD

iSharesIAI

+0.1%

SPYSPDR

+8.7%

+0.1%Year to date+8.7%

−16.5%Worst drop · 1Y−8.9%

21.2%Volatility · 1Y13.6%

1.2%Yield1.0%

$1.3BAssets$819B

3–1SPY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IAI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IAI0.37%$37

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IAI, SPY

1Y

1.20%highest, IAI

FundTrailing yieldYield$10k

IAI1.20%$120

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$94most kept, SPY

SPY$103 − $9 = $94

IAI$120 − $37 = $83

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IAI, SPY

Today

2.1%most shared, IAI and SPY

IAISPY

IAI—2.1%

SPY2.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

IAIWorst drop−16.5%21.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IAISPY

+0.1%Year to date+8.7%

1.2%Yield1.0%

+2.8%Past year+9.7%

0.37%Fee0.09%

3–1SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026