Compare · 2 funds side by side · dividends reinvested

IBAT and SPY

IBATiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

IBAT 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.3

iShares Energy Storage & Materials ETFSectors · Energy0.47%0.84%+27.5%+13.5%[…][…]−25.9%32.1%$55M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: IBAT 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Energy Storage & Materials ETF · $55M[…]

IBAT

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

IBATMeasureSPY

+27.5%Year to dateJan 1 → Nov 4+13.3%

+13.5%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.47%Expense ratio$47 · $9 a year on $10k · lower is better0.09%

0.84%Trailing 12-mo yield$84 · $99 a year on $10k0.99%

−25.9%Worst dropSmaller is better−8.9%

32.1%VolatilityLower is calmer12.9%

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

2–4SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IBAT vs SPY: Top 5 Holdings

Today

IBAT

34.3%in top 5

SPY

in top 527.3%

IBATStockSPY

not top 5NVDA7.7%

7.5%BEnot top 5

not top 5AAPL7.4%

7.2%APDnot top 5

7.2%AI.PAnot top 5

6.5%BAS.DEnot top 5

not top 5MSFT5.9%

5.8%6762.Tnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common0.8%

End-of-day Nov 4, 2026 · share of each fund

IBAT vs SPY Returns, Every Period

iSharesIBAT

+13.5%

past year

SPYSPDR

+13.4%

past year

IBATSPYFaded: behind in that period

2–0IBAT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Core: IBAT vs SPY

YTD

iSharesIBAT

+27.5%

SPYSPDR

+13.3%

+27.5%Year to date+13.3%

−25.9%Worst drop · 1Y−8.9%

32.1%Volatility · 1Y12.9%

0.8%Yield1.0%

$55.2MAssets$805B

3–1SPY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBAT, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IBAT0.47%$47

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IBAT, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

IBAT0.84%$84

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

IBAT$84 − $47 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IBAT, SPY

Today

0.8%most shared, IBAT and SPY

IBATSPY

IBAT—0.8%

SPY0.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%IBAT, at 32.1% volatility

SPYWorst drop−8.9%12.9% vol

IBATWorst drop−25.9%32.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYIBAT

+13.3%Year to date+27.5%

1.0%Yield0.8%

+13.4%Past year+13.5%

0.09%Fee0.47%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026