Compare · 3 funds side by side · dividends reinvested

IAK, SPYM and SPY

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

02 / 04

IAK, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.6

iShares U.S. Insurance ETFSectors · Financials0.37%2.35%+13.9%+21.2%+19.6%+14.5%−10.5%16.2%$493M2.0

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%$819B2.4

Rank among the three1st → 3rdFee, 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 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

IAK

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

IAKMeasureSPYM

+13.9%Year to dateJan 1 → Nov 5+8.4%

+21.2%1 yearTotal return+9.8%

+19.6%3 years · per year$10,000 became $17,089 · $18,222+22.1%

+14.5%5 years · per year$10,000 became $19,714 · $17,164+11.4%

0.37%Expense ratio$37 · $2 a year on $10k · lower is better0.02%

2.35%Trailing 12-mo yield$235 · $106 a year on $10k1.06%

−10.5%Worst dropSmaller is better−8.9%

16.2%VolatilityLower is calmer13.6%

IAKSPYM 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 SPYM: Top 5 Holdings

Today

IAK

46.4%in top 5

SPYM

in top 527.7%

IAKStockSPYM

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 SPYM Returns, Every Period

iSharesIAK

+14.5%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

IAKSPYMFaded: 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 SPYM

YTD

iSharesIAK

+13.9%

SPYMSPDR

+8.4%

+13.9%Year to date+8.4%

−10.5%Worst drop · 1Y−8.9%

16.2%Volatility · 1Y13.6%

2.4%Yield1.1%

$493MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: IAK, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

IAK0.37%$37

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

Yields: IAK, SPYM, SPY

2.35%highest, IAK

FundTrailing yieldYield$10k

IAK2.35%$235

SPYM1.06%$106

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

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

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

Overlap: IAK, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

IAKSPYMSPY

IAK—1.2%1.2%

SPYM1.2%—99.9%

SPY1.2%99.9%—

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

Return vs Bumpiness: 3 ETFs

+21.2%IAK, at 16.2% volatility

SPYMWorst drop−8.9%13.6% vol

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

IAKSPYM

+13.9%Year to date+8.4%

2.4%Yield1.1%

+21.2%Past year+9.8%

0.37%Fee0.02%

3–1IAK wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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