Compare · 2 funds side by side · dividends reinvested

IBMR and SPY

IBMRiShares×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

IBMR 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%$819B1.4

iShares iBonds Dec 2029 Term Muni Bond ETFBonds & Cash · Municipal0.10%2.53%+1.3%+1.9%+4.6%[…]−2.9%1.9%$534M1.6

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: IBMR 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2029 Term Muni Bond ETF · $534M[…]

IBMR

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested

IBMRMeasureSPY

+1.3%Year to dateJan 1 → Nov 5+8.3%

+1.9%1 yearTotal return+9.7%

+4.6%3 years · per year$10,000 became $11,458 · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

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

2.53%Trailing 12-mo yield$253 · $103 a year on $10k1.03%

−2.9%Worst dropSmaller is better−8.9%

1.9%VolatilityLower is calmer13.6%

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

3–4SPY wins

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

More Ways to See the Pairs

IBMR vs SPY: Top 5 Holdings

Today

IBMR

[…]in top 5

SPY

in top 527.7%

IBMRStockSPY

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

IBMR vs SPY Returns, Every Period

iSharesIBMR

+1.9%

past year

SPYSPDR

+9.7%

past year

IBMRSPYFaded: behind in that period

0–3SPY wins

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

Bonds vs Core: IBMR vs SPY

YTD

iSharesIBMR

+1.3%

SPYSPDR

+8.3%

+1.3%Year to date+8.3%

−2.9%Worst drop · 1Y−8.9%

1.9%Volatility · 1Y13.6%

2.5%Yield1.0%

$534MAssets$819B

3–1IBMR wins

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

Cost, Income and Risk

Fees: IBMR, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IBMR0.10%$10

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

Yields: IBMR, SPY

2.53%highest, IBMR

FundTrailing yieldYield$10k

IBMR2.53%$253

SPY1.03%$103

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

Income After Fees on $10,000

$243most kept, IBMR

IBMR$253 − $10 = $243

SPY$103 − $9 = $94

KeptFee

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

Overlap: IBMR, SPY

Today

[…]holdings […]

IBMRSPY

IBMR—[…]

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

IBMRWorst drop−2.9%1.9% 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

IBMRSPY

+1.3%Year to date+8.3%

2.5%Yield1.0%

+1.9%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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026