Compare · 2 funds side by side · dividends reinvested

IDU and SPYM

IDUiShares×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

IDU 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%$185B1.1

iShares U.S. Utilities ETFSectors · Utilities0.37%2.31%+4.6%+2.0%+17.4%+8.7%−15.3%14.9%$1.4B1.9

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: IDU 2000 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Utilities ETF · $1.4B$15,157

IDU

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

IDUMeasureSPYM

+4.6%Year to dateJan 1 → Nov 4+13.4%

+2.0%1 yearTotal return+13.5%

+17.4%3 years · per year$10,000 became $16,185 · $19,186+24.3%

+8.7%5 years · per year$10,000 became $15,157 · $18,126+12.6%

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

2.31%Trailing 12-mo yield$231 · $101 a year on $10k1.01%

−15.3%Worst dropSmaller is better−8.9%

14.9%VolatilityLower is calmer12.8%

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

1–7SPYM wins

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

More Ways to See the Pairs

IDU vs SPYM: Top 5 Holdings

Today

IDU

34.4%in top 5

SPYM

in top 527.3%

IDUStockSPYM

10.9%NEEnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

6.7%SOnot top 5

6.1%DUKnot top 5

not top 5MSFT5.9%

5.4%WMnot top 5

5.2%CEGnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common2.3%

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

IDU vs SPYM Returns, Every Period

iSharesIDU

+8.7%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

IDUSPYMFaded: behind in that period

0–4SPYM wins

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

Sector vs Core: IDU vs SPYM

YTD

iSharesIDU

+4.6%

SPYMSPDR

+13.4%

+4.6%Year to date+13.4%

−15.3%Worst drop · 1Y−8.9%

14.9%Volatility · 1Y12.8%

2.3%Yield1.0%

$1.4BAssets$185B

3–1SPYM wins

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

Cost, Income and Risk

Fees: IDU, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IDU0.37%$37

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

Yields: IDU, SPYM

2.31%highest, IDU

FundTrailing yieldYield$10k

IDU2.31%$231

SPYM1.01%$101

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

Income After Fees on $10,000

$194most kept, IDU

IDU$231 − $37 = $194

SPYM$101 − $2 = $99

KeptFee

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

Overlap: IDU, SPYM

Today

2.3%most shared, IDU and SPYM

IDUSPYM

IDU—2.3%

SPYM2.3%—

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

SPYMWorst drop−8.9%12.8% vol

IDUWorst drop−15.3%14.9% vol

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

Paid More vs Made More

YTD

IDUSPYM

+4.6%Year to date+13.4%

2.3%Yield1.0%

+2.0%Past year+13.5%

0.37%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%

$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