Compare · 3 funds side by side · dividends reinvested

IAT, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

IAT, 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. Regional Banks ETFSectors · Financials0.37%2.75%+10.3%+24.7%+27.2%+1.7%−17.5%20.8%$636M2.0

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: IAT 2006 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Regional Banks ETF · $636M$10,886

IAT

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

IATMeasureSPYM

+10.3%Year to dateJan 1 → Nov 5+8.4%

+24.7%1 yearTotal return+9.8%

+27.2%3 years · per year$10,000 became $20,600 · $18,222+22.1%

+1.7%5 years · per year$10,000 became $10,886 · $17,164+11.4%

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

2.75%Trailing 12-mo yield$275 · $106 a year on $10k1.06%

−17.5%Worst dropSmaller is better−8.9%

20.8%VolatilityLower is calmer13.6%

IATSPYM 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

IAT vs SPYM: Top 5 Holdings

Today

IAT

49.1%in top 5

SPYM

in top 527.7%

IATStockSPYM

15.0%USBnot top 5

14.7%PNCnot top 5

9.8%TFCnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

5.2%FITBnot top 5

4.4%HBANnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.7%

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

IAT vs SPYM Returns, Every Period

iSharesIAT

+1.7%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

IATSPYMFaded: behind in that period

3–1IAT wins

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

Sector vs Core: IAT vs SPYM

YTD

iSharesIAT

+10.3%

SPYMSPDR

+8.4%

+10.3%Year to date+8.4%

−17.5%Worst drop · 1Y−8.9%

20.8%Volatility · 1Y13.6%

2.7%Yield1.1%

$636MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: IAT, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

IAT0.37%$37

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

Yields: IAT, SPYM, SPY

2.75%highest, IAT

FundTrailing yieldYield$10k

IAT2.75%$275

SPYM1.06%$106

SPY1.03%$103

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

Income After Fees on $10,000

$238most kept, IAT

IAT$275 − $37 = $238

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

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

Overlap: IAT, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

IATSPYMSPY

IAT—0.7%0.7%

SPYM0.7%—99.9%

SPY0.7%99.9%—

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

Return vs Bumpiness: 3 ETFs

+24.7%IAT, at 20.8% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

IATWorst drop−17.5%20.8% vol

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

Paid More vs Made More

YTD

IATSPYM

+10.3%Year to date+8.4%

2.7%Yield1.1%

+24.7%Past year+9.8%

0.37%Fee0.02%

3–1IAT 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