Compare · 2 funds side by side · dividends reinvested

IBHG and SPHY

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,119SPHY · best of the two

02 / 04

IBHG and SPHY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBonds 2027 Term High Yield and Income ETFBonds & Cash · High yield0.35%5.84%+1.9%+3.1%+7.7%+3.7%−0.7%1.9%$531M1.5

State Street SPDR Portfolio High Yield Bond ETFBonds & Cash · High yield0.05%7.39%+1.0%+2.7%+8.8%+3.9%−2.8%3.8%$11.9B1.5

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: IBHG 2021 · SPHY 2012

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds 2027 Term High Yield and Income ETF · $531M$11,964

IBHG

SPHY

State Street SPDR Portfolio High Yield Bond ETF · $11.9B$12,119

$10,000 five years ago, dividends reinvested

IBHGMeasureSPHY

+1.9%Year to dateJan 1 → Nov 5+1.0%

+3.1%1 yearTotal return+2.7%

+7.7%3 years · per year$10,000 became $12,480 · $12,874+8.8%

+3.7%5 years · per year$10,000 became $11,964 · $12,119+3.9%

0.35%Expense ratio$35 · $5 a year on $10k · lower is better0.05%

5.84%Trailing 12-mo yield$584 · $739 a year on $10k7.39%

−0.7%Worst dropSmaller is better−2.8%

1.9%VolatilityLower is calmer3.8%

IBHGSPHY 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

IBHG vs SPHY: Top 5 Holdings

Today

IBHG

[…]in top 5

SPHY

in top 50.0%

IBHGStockSPHY

not top 5BTE0.0%

Held in common[…]

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

IBHG vs SPHY Returns, Every Period

iSharesIBHG

+3.7%

5 years, per year

SPHYSPDR

+3.9%

5 years, per year

IBHGSPHYFaded: behind in that period

2–2Level

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

IBHG vs SPHY

YTD

iSharesIBHG

+1.9%

SPHYSPDR

+1.0%

+1.9%Year to date+1.0%

−0.7%Worst drop · 1Y−2.8%

1.9%Volatility · 1Y3.8%

5.8%Yield7.4%

$531MAssets$11.9B

3–1IBHG wins

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

Cost, Income and Risk

Fees: IBHG, SPHY

Today

0.05%lowest, SPHY

FundExpense ratioFee$10k

SPHY0.05%$5

IBHG0.35%$35

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

Yields: IBHG, SPHY

7.39%highest, SPHY

FundTrailing yieldYield$10k

SPHY7.39%$739

IBHG5.84%$584

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

Income After Fees on $10,000

$734most kept, SPHY

SPHY$739 − $5 = $734

IBHG$584 − $35 = $549

KeptFee

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

Overlap: IBHG, SPHY

Today

[…]holdings […]

IBHGSPHY

IBHG—[…]

SPHY[…]—

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

Return vs Bumpiness: 2 ETFs

+3.1%IBHG, at 1.9% volatility

IBHGWorst drop−0.7%1.9% vol

SPHYWorst drop−2.8%3.8% vol

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

Paid More vs Made More

YTD

SPHYIBHG

+1.0%Year to date+1.9%

7.4%Yield5.8%

+2.7%Past year+3.1%

0.05%Fee0.35%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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