Compare · 2 funds side by side · dividends reinvested

IBAT and SPYM

IBATiShares×SPYMSPDR×

Versus in desk

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

02 / 04

IBAT and SPYM, 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%$182B1.1

iShares Energy Storage & Materials ETFSectors · Energy0.47%0.92%+15.9%+6.1%[…][…]−30.7%33.4%$55M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: IBAT 2024 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

IBAT

SPYM

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

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

IBATMeasureSPYM

+15.9%Year to dateJan 1 → Nov 5+8.4%

+6.1%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.47%Expense ratio$47 · $2 a year on $10k · lower is better0.02%

0.92%Trailing 12-mo yield$92 · $106 a year on $10k1.06%

−30.7%Worst dropSmaller is better−8.9%

33.4%VolatilityLower is calmer13.6%

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

1–5SPYM wins

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

More Ways to See the Pairs

IBAT vs SPYM: Top 5 Holdings

Today

IBAT

34.3%in top 5

SPYM

in top 527.7%

IBATStockSPYM

not top 5AAPL7.7%

7.4%AI.PAnot top 5

7.4%APDnot top 5

not top 5NVDA7.3%

7.1%BEnot top 5

6.7%BAS.DEnot top 5

not top 5MSFT6.2%

5.7%6762.Tnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.8%

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

IBAT vs SPYM Returns, Every Period

iSharesIBAT

+6.1%

past year

SPYMSPDR

+9.8%

past year

IBATSPYMFaded: behind in that period

1–1Level

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

Sector vs Core: IBAT vs SPYM

YTD

iSharesIBAT

+15.9%

SPYMSPDR

+8.4%

+15.9%Year to date+8.4%

−30.7%Worst drop · 1Y−8.9%

33.4%Volatility · 1Y13.6%

0.9%Yield1.1%

$55.2MAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: IBAT, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IBAT0.47%$47

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

Yields: IBAT, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

IBAT0.92%$92

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

IBAT$92 − $47 = $45

KeptFee

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

Overlap: IBAT, SPYM

Today

0.8%most shared, IBAT and SPYM

IBATSPYM

IBAT—0.8%

SPYM0.8%—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

IBATWorst drop−30.7%33.4% vol

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

Paid More vs Made More

YTD

SPYMIBAT

+8.4%Year to date+15.9%

1.1%Yield0.9%

+9.8%Past year+6.1%

0.02%Fee0.47%

3–1SPYM 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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026