Compare · 2 funds side by side · dividends reinvested

IAK and SPY

IAKiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,714IAK · best of the two

02 / 04

IAK and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Insurance ETFSectors · Financials0.37%2.35%+13.9%+21.2%+19.6%+14.5%−10.5%16.2%$493M1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: IAK 2006 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Insurance ETF · $493M$19,714

IAK

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

IAKMeasureSPY

+13.9%Year to dateJan 1 → Nov 5+8.3%

+21.2%1 yearTotal return+9.7%

+19.6%3 years · per year$10,000 became $17,089 · $18,174+22.0%

+14.5%5 years · per year$10,000 became $19,714 · $17,099+11.3%

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

2.35%Trailing 12-mo yield$235 · $103 a year on $10k1.03%

−10.5%Worst dropSmaller is better−8.9%

16.2%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

IAK vs SPY: Top 5 Holdings

Today

IAK

46.4%in top 5

SPY

in top 527.7%

IAKStockSPY

13.6%PGRnot top 5

13.0%CBnot top 5

8.5%TRVnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

6.7%ALLnot top 5

not top 5MSFT6.2%

4.6%AFLnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common1.2%

End-of-day Nov 5, 2026 · share of each fund

IAK vs SPY Returns, Every Period

iSharesIAK

+14.5%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

IAKSPYFaded: behind in that period

3–1IAK wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Core: IAK vs SPY

YTD

iSharesIAK

+13.9%

SPYSPDR

+8.3%

+13.9%Year to date+8.3%

−10.5%Worst drop · 1Y−8.9%

16.2%Volatility · 1Y13.6%

2.4%Yield1.0%

$493MAssets$819B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IAK, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IAK0.37%$37

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IAK, SPY

2.35%highest, IAK

FundTrailing yieldYield$10k

IAK2.35%$235

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$198most kept, IAK

IAK$235 − $37 = $198

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IAK, SPY

Today

1.2%most shared, IAK and SPY

IAKSPY

IAK—1.2%

SPY1.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.2%IAK, at 16.2% volatility

SPYWorst drop−8.9%13.6% vol

IAKWorst drop−10.5%16.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IAKSPY

+13.9%Year to date+8.3%

2.4%Yield1.0%

+21.2%Past year+9.7%

0.37%Fee0.09%

3–1IAK wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026