Compare · 2 funds side by side · dividends reinvested

IDGT and SPYM

IDGTiShares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

IDGT 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.4

iShares U.S. Digital Infrastructure and Real Estate ETFThematic · Infrastructure0.37%0.92%+18.5%+14.9%+23.2%+7.9%−25.3%27.6%$361M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: IDGT 2001 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Digital Infrastructure and Real Estate ETF · $361M$14,607

IDGT

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

IDGTMeasureSPYM

+18.5%Year to dateJan 1 → Nov 6+8.8%

+14.9%1 yearTotal return+9.8%

+23.2%3 years · per year$10,000 became $18,695 · $18,082+21.8%

+7.9%5 years · per year$10,000 became $14,607 · $17,192+11.4%

0.37%Expense ratio$37 · $2 a year on $10k · lower is better0.02%

0.92%Trailing 12-mo yield$92 · $105 a year on $10k1.05%

−25.3%Worst dropSmaller is better−8.9%

27.6%VolatilityLower is calmer13.6%

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

3–5SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IDGT vs SPYM: Top 5 Holdings

Today

IDGT

43.7%in top 5

SPYM

in top 527.8%

IDGTStockSPYM

11.4%AMTnot top 5

10.0%EQIXnot top 5

8.9%SBACnot top 5

not top 5AAPL7.9%

7.8%CCInot top 5

not top 5NVDA6.9%

not top 5MSFT6.3%

5.5%FSLYnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common1.9%

End-of-day Nov 6, 2026 · share of each fund

IDGT vs SPYM Returns, Every Period

iSharesIDGT

+7.9%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

IDGTSPYMFaded: behind in that period

3–1IDGT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Core: IDGT vs SPYM

YTD

iSharesIDGT

+18.5%

SPYMSPDR

+8.8%

+18.5%Year to date+8.8%

−25.3%Worst drop · 1Y−8.9%

27.6%Volatility · 1Y13.6%

0.9%Yield1.1%

$361MAssets$178B

3–1SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IDGT, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IDGT0.37%$37

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IDGT, SPYM

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

IDGT0.92%$92

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

IDGT$92 − $37 = $55

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IDGT, SPYM

Today

1.9%most shared, IDGT and SPYM

IDGTSPYM

IDGT—1.9%

SPYM1.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.9%IDGT, at 27.6% volatility

SPYMWorst drop−8.9%13.6% vol

IDGTWorst drop−25.3%27.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMIDGT

+8.8%Year to date+18.5%

1.1%Yield0.9%

+9.8%Past year+14.9%

0.02%Fee0.37%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026