Compare · 4 funds side by side · dividends reinvested

IBGA, SPYM, SPY and VOO

IBGAiShares×SPYMSPDR×SPYSPDR×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,553SPYM · best of the four

02 / 04

IBGA, SPYM, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.1

iShares iBonds Dec 2044 Term Treasury ETFBonds & Cash · Treasuries0.07%4.88%−1.7%−2.8%[…][…]−10.5%8.3%$77M2.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IBGA 2024 · SPYM 2005 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2044 Term Treasury ETF · $77M[…]

IBGA

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested

IBGAMeasureSPYM

−1.7%Year to dateJan 1 → Nov 9+11.3%

−2.8%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,161+22.0%

[…]5 years · per year$10,000 became […] · $17,553+11.9%

0.07%Expense ratio$7 · $2 a year on $10k · lower is better0.02%

4.88%Trailing 12-mo yield$488 · $103 a year on $10k1.03%

−10.5%Worst dropSmaller is better−8.9%

8.3%VolatilityLower is calmer13.7%

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

2–4SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IBGA vs SPYM: Top 5 Holdings

Today

IBGA

[…]in top 5

SPYM

in top 527.8%

IBGAStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

IBGA vs SPYM Returns, Every Period

iSharesIBGA

−2.8%

past year

SPYMSPDR

+13.6%

past year

IBGASPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Core: IBGA vs VOO

YTD

iSharesIBGA

−1.7%

VOOVanguard

+11.3%

−1.7%Year to date+11.3%

−10.5%Worst drop · 1Y−8.9%

8.3%Volatility · 1Y13.7%

4.9%Yield1.1%

$77.0MAssets$1.00T

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBGA, SPYM, SPY, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

IBGA0.07%$7

SPY0.09%$9

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IBGA, SPYM, SPY, VOO

4.88%highest, IBGA

FundTrailing yieldYield$10k

IBGA4.88%$488

VOO1.07%$107

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$481most kept, IBGA

IBGA$488 − $7 = $481

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IBGA, SPYM, SPY, VOO

Today

99.9%most shared, SPYM and SPY

IBGASPYMSPYVOO

IBGA—[…][…][…]

SPYM[…]—99.9%92.7%

SPY[…]99.9%—92.7%

VOO[…]92.7%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.6%SPYM, at 13.7% volatility

IBGAWorst drop−10.5%8.3% vol

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IBGASPYM

−1.7%Year to date+11.3%

4.9%Yield1.0%

−2.8%Past year+13.6%

0.07%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026