Compare · 3 funds side by side · dividends reinvested

IDV, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,549IDV · best of the three

02 / 04

IDV, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares International Select Dividend ETFIncome · Dividend stocks0.50%5.63%+13.9%+23.4%+27.3%+13.2%−8.5%13.5%$8.5B1.3

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B2.0

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%$805B2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: IDV 2007 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares International Select Dividend ETF · $8.5B$18,549

IDV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IDVMeasureSPYM

+13.9%Year to dateJan 1 → Nov 5+8.4%

+23.4%1 yearTotal return+9.8%

+27.3%3 years · per year$10,000 became $20,647 · $18,222+22.1%

+13.2%5 years · per year$10,000 became $18,549 · $17,164+11.4%

0.50%Expense ratio$50 · $2 a year on $10k · lower is better0.02%

5.63%Trailing 12-mo yield$563 · $106 a year on $10k1.06%

−8.5%Worst dropSmaller is better−8.9%

13.5%VolatilityLower is calmer13.6%

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

7–1IDV wins

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

More Ways to See the Pairs

IDV vs SPYM: Top 5 Holdings

Today

IDV

17.2%in top 5

SPYM

in top 527.7%

IDVStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.9%TTE.PAnot top 5

3.9%BATS.Lnot top 5

not top 5AMZN3.9%

3.0%ENI.MInot top 5

3.0%ENEL.MInot top 5

not top 5GOOGL2.6%

2.4%REP.MCnot top 5

Held in common0.0%

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

IDV vs SPYM Returns, Every Period

iSharesIDV

+13.2%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

IDVSPYMFaded: behind in that period

4–0IDV wins

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

Income vs Core: IDV vs SPYM

YTD

iSharesIDV

+13.9%

SPYMSPDR

+8.4%

+13.9%Year to date+8.4%

−8.5%Worst drop · 1Y−8.9%

13.5%Volatility · 1Y13.6%

5.6%Yield1.1%

$8.5BAssets$182B

4–0IDV wins

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

Cost, Income and Risk

Fees: IDV, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

IDV0.50%$50

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

Yields: IDV, SPYM, SPY

5.63%highest, IDV

FundTrailing yieldYield$10k

IDV5.63%$563

SPYM1.06%$106

SPY1.03%$103

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

Income After Fees on $10,000

$513most kept, IDV

IDV$563 − $50 = $513

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

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

Overlap: IDV, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

IDVSPYMSPY

IDV—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+23.4%IDV, at 13.5% volatility

IDVWorst drop−8.5%13.5% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

IDVSPYM

+13.9%Year to date+8.4%

5.6%Yield1.1%

+23.4%Past year+9.8%

0.50%Fee0.02%

3–1IDV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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