Compare · 2 funds side by side · dividends reinvested

IBTP and SPY

IBTPiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

IBTP and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBonds Dec 2034 Term Treasury ETFBonds & Cash · Treasuries0.07%4.13%−1.3%−1.0%[…][…]−6.5%4.9%$374M1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.5

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: IBTP 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2034 Term Treasury ETF · $374M[…]

IBTP

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested

IBTPMeasureSPY

−1.3%Year to dateJan 1 → Nov 4+13.3%

−1.0%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.07%Expense ratio$7 · $9 a year on $10k · lower is better0.09%

4.13%Trailing 12-mo yield$413 · $99 a year on $10k0.99%

−6.5%Worst dropSmaller is better−8.9%

4.9%VolatilityLower is calmer12.9%

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

4–2IBTP wins

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

More Ways to See the Pairs

IBTP vs SPY: Top 5 Holdings

Today

IBTP

[…]in top 5

SPY

in top 527.3%

IBTPStockSPY

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

IBTP vs SPY Returns, Every Period

iSharesIBTP

−1.0%

past year

SPYSPDR

+13.4%

past year

IBTPSPYFaded: behind in that period

0–2SPY wins

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

Bonds vs Core: IBTP vs SPY

YTD

iSharesIBTP

−1.3%

SPYSPDR

+13.3%

−1.3%Year to date+13.3%

−6.5%Worst drop · 1Y−8.9%

4.9%Volatility · 1Y12.9%

4.1%Yield1.0%

$374MAssets$798B

3–1IBTP wins

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

Cost, Income and Risk

Fees: IBTP, SPY

Today

0.07%lowest, IBTP

FundExpense ratioFee$10k

IBTP0.07%$7

SPY0.09%$9

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

Yields: IBTP, SPY

4.13%highest, IBTP

FundTrailing yieldYield$10k

IBTP4.13%$413

SPY0.99%$99

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

Income After Fees on $10,000

$406most kept, IBTP

IBTP$413 − $7 = $406

SPY$99 − $9 = $90

KeptFee

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

Overlap: IBTP, SPY

Today

[…]holdings […]

IBTPSPY

IBTP—[…]

SPY[…]—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

IBTPWorst drop−6.5%4.9% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

IBTPSPY

−1.3%Year to date+13.3%

4.1%Yield1.0%

−1.0%Past year+13.4%

0.07%Fee0.09%

2–2level

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%

$185BAssets$798B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026