Compare · 3 funds side by side · dividends reinvested

IDU, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749SPYM · best of the three

02 / 04

IDU, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.0

iShares U.S. Utilities ETFSectors · Utilities0.37%2.32%+4.2%+1.6%+17.6%+8.4%−15.3%14.9%$1.4B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IDU 2000 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Utilities ETF · $1.4B$14,997

IDU

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

IDUMeasureSPYM

+4.2%Year to dateJan 1 → Nov 3+11.5%

+1.6%1 yearTotal return+11.9%

+17.6%3 years · per year$10,000 became $16,245 · $19,092+24.1%

+8.4%5 years · per year$10,000 became $14,997 · $17,749+12.2%

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

2.32%Trailing 12-mo yield$232 · $103 a year on $10k1.03%

−15.3%Worst dropSmaller is better−8.9%

14.9%VolatilityLower is calmer12.7%

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

1–7SPYM wins

End-of-day Nov 3, 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 527.4%

IDUStockSPYM

10.9%NEEnot top 5

not top 5NVDA7.8%

not top 5AAPL7.7%

6.7%SOnot top 5

6.2%DUKnot top 5

not top 5MSFT5.9%

5.4%WMnot top 5

5.2%CEGnot top 5

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common2.2%

End-of-day Nov 3, 2026 · share of each fund

IDU vs SPYM Returns, Every Period

iSharesIDU

+8.4%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

IDUSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Core: IDU vs SPYM

YTD

iSharesIDU

+4.2%

SPYMSPDR

+11.5%

+4.2%Year to date+11.5%

−15.3%Worst drop · 1Y−8.9%

14.9%Volatility · 1Y12.7%

2.3%Yield1.0%

$1.4BAssets$185B

3–1SPYM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IDU, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

IDU0.37%$37

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IDU, SPYM, SPY

2.32%highest, IDU

FundTrailing yieldYield$10k

IDU2.32%$232

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$195most kept, IDU

IDU$232 − $37 = $195

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IDU, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

IDUSPYMSPY

IDU—2.2%2.2%

SPYM2.2%—99.9%

SPY2.2%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%SPYM, at 12.7% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

IDUWorst drop−15.3%14.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IDUSPYM

+4.2%Year to date+11.5%

2.3%Yield1.0%

+1.6%Past year+11.9%

0.37%Fee0.02%

3–1SPYM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026