Compare · 2 funds side by side · dividends reinvested

ICF and SPY

ICFiShares×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

ICF 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%$805B1.4

iShares Select U.S. REIT ETFSectors · Real estate0.32%2.56%+16.0%+15.5%+14.7%+1.8%−10.6%14.5%$2.1B1.6

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: ICF 2001 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Select U.S. REIT ETF · $2.1B$10,936

ICF

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

ICFMeasureSPY

+16.0%Year to dateJan 1 → Nov 5+8.3%

+15.5%1 yearTotal return+9.7%

+14.7%3 years · per year$10,000 became $15,105 · $18,174+22.0%

+1.8%5 years · per year$10,000 became $10,936 · $17,099+11.3%

0.32%Expense ratio$32 · $9 a year on $10k · lower is better0.09%

2.56%Trailing 12-mo yield$256 · $103 a year on $10k1.03%

−10.6%Worst dropSmaller is better−8.9%

14.5%VolatilityLower is calmer13.6%

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

3–5SPY wins

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

More Ways to See the Pairs

ICF vs SPY: Top 5 Holdings

Today

ICF

37.5%in top 5

SPY

in top 527.7%

ICFStockSPY

8.3%WELLnot top 5

8.0%EQIXnot top 5

not top 5AAPL7.7%

7.6%AMTnot top 5

7.4%PLDnot top 5

not top 5NVDA7.3%

not top 5MSFT6.2%

6.2%SPGnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common1.7%

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

ICF vs SPY Returns, Every Period

iSharesICF

+1.8%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

ICFSPYFaded: behind in that period

2–2Level

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

Sector vs Core: ICF vs SPY

YTD

iSharesICF

+16.0%

SPYSPDR

+8.3%

+16.0%Year to date+8.3%

−10.6%Worst drop · 1Y−8.9%

14.5%Volatility · 1Y13.6%

2.6%Yield1.0%

$2.1BAssets$805B

2–2level

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

Cost, Income and Risk

Fees: ICF, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

ICF0.32%$32

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

Yields: ICF, SPY

2.56%highest, ICF

FundTrailing yieldYield$10k

ICF2.56%$256

SPY1.03%$103

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

Income After Fees on $10,000

$224most kept, ICF

ICF$256 − $32 = $224

SPY$103 − $9 = $94

KeptFee

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

Overlap: ICF, SPY

Today

1.7%most shared, ICF and SPY

ICFSPY

ICF—1.7%

SPY1.7%—

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

Return vs Bumpiness: 2 ETFs

+15.5%ICF, at 14.5% volatility

SPYWorst drop−8.9%13.6% vol

ICFWorst drop−10.6%14.5% vol

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

Paid More vs Made More

YTD

ICFSPY

+16.0%Year to date+8.3%

2.6%Yield1.0%

+15.5%Past year+9.7%

0.32%Fee0.09%

3–1ICF 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$805B

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%

$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