Compare · 2 funds side by side · dividends reinvested

IBMS and SPYM

IBMSiShares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

IBMS 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.4

iShares iBonds Dec 2030 Term MuUnsorted0.10%2.51%+0.5%+1.2%[…][…]−4.5%2.4%$397M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: IBMS 2024 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2030 Term Mu · $397M[…]

IBMS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested

IBMSMeasureSPYM

+0.5%Year to dateJan 1 → Nov 4+13.4%

+1.2%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.10%Expense ratio$10 · $2 a year on $10k · lower is better0.02%

2.51%Trailing 12-mo yield$251 · $101 a year on $10k1.01%

−4.5%Worst dropSmaller is better−8.9%

2.4%VolatilityLower is calmer12.8%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IBMS vs SPYM: Top 5 Holdings

Today

IBMS

[…]in top 5

SPYM

in top 527.3%

IBMSStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

IBMS vs SPYM Returns, Every Period

iSharesIBMS

+1.2%

past year

SPYMSPDR

+13.5%

past year

IBMSSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: IBMS vs SPYM

YTD

iSharesIBMS

+0.5%

SPYMSPDR

+13.4%

+0.5%Year to date+13.4%

−4.5%Worst drop · 1Y−8.9%

2.4%Volatility · 1Y12.8%

2.5%Yield1.0%

$397MAssets$182B

3–1IBMS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBMS, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IBMS0.10%$10

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IBMS, SPYM

2.51%highest, IBMS

FundTrailing yieldYield$10k

IBMS2.51%$251

SPYM1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$241most kept, IBMS

IBMS$251 − $10 = $241

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IBMS, SPYM

Today

[…]holdings […]

IBMSSPYM

IBMS—[…]

SPYM[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

IBMSWorst drop−4.5%2.4% vol

SPYMWorst drop−8.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IBMSSPYM

+0.5%Year to date+13.4%

2.5%Yield1.0%

+1.2%Past year+13.5%

0.10%Fee0.02%

3–1SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026