Compare · 2 funds side by side · dividends reinvested

IBDS and SPY

IBDSiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

IBDS 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%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.4

iShares iBonds Dec 2027 Term Corporate ETFBonds & Cash · Corporate0.10%4.27%+2.8%+3.7%+6.2%+1.8%−0.4%0.8%$4.0B1.6

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: IBDS 2017 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2027 Term Corporate ETF · $4.0B$10,955

IBDS

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested

IBDSMeasureSPY

+2.8%Year to dateJan 1 → Nov 5+8.3%

+3.7%1 yearTotal return+9.7%

+6.2%3 years · per year$10,000 became $11,978 · $18,174+22.0%

+1.8%5 years · per year$10,000 became $10,955 · $17,099+11.3%

0.10%Expense ratio$10 · $9 a year on $10k · lower is better0.09%

4.27%Trailing 12-mo yield$427 · $103 a year on $10k1.03%

−0.4%Worst dropSmaller is better−8.9%

0.8%VolatilityLower is calmer13.6%

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

3–5SPY wins

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

More Ways to See the Pairs

IBDS vs SPY: Top 5 Holdings

Today

IBDS

[…]in top 5

SPY

in top 527.7%

IBDSStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

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

IBDS vs SPY Returns, Every Period

iSharesIBDS

+1.8%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

IBDSSPYFaded: behind in that period

0–4SPY wins

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

Bonds vs Core: IBDS vs SPY

YTD

iSharesIBDS

+2.8%

SPYSPDR

+8.3%

+2.8%Year to date+8.3%

−0.4%Worst drop · 1Y−8.9%

0.8%Volatility · 1Y13.6%

4.3%Yield1.0%

$4.0BAssets$805B

3–1IBDS wins

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

Cost, Income and Risk

Fees: IBDS, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IBDS0.10%$10

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

Yields: IBDS, SPY

4.27%highest, IBDS

FundTrailing yieldYield$10k

IBDS4.27%$427

SPY1.03%$103

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

Income After Fees on $10,000

$417most kept, IBDS

IBDS$427 − $10 = $417

SPY$103 − $9 = $94

KeptFee

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

Overlap: IBDS, SPY

Today

[…]holdings […]

IBDSSPY

IBDS—[…]

SPY[…]—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

IBDSWorst drop−0.4%0.8% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

IBDSSPY

+2.8%Year to date+8.3%

4.3%Yield1.0%

+3.7%Past year+9.7%

0.10%Fee0.09%

3–1SPY 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