Compare · 2 funds side by side · dividends reinvested

IEI and SPY

IEIiShares×SPYSPDR×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,358SPY · best of the two

Story of the two · IncomeMost incomeIEI · 3.82% · $382 a year on $10k

Story of the two · RiskSmallest drop

IEI 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%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B1.4

iShares 3-7 Year Treasury Bond ETFBonds & Cash · Treasuries0.15%3.82%−1.0%−0.6%+3.8%+0.3%−4.0%3.2%$17.0B1.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: IEI 2007 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares 3-7 Year Treasury Bond ETF · $17.0B$10,157

IEI

SPY

State Street SPDR S&P 500 ETF · $778B$17,358

$10,000 five years ago, dividends reinvested

IEIMeasureSPY

−1.0%Year to date

More Ways to See the Pairs

IEI vs SPY: Top 5 Holdings

Today

IEI

[…]in top 5

SPY

in top 527.3%

IEIStockSPY

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: IEI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IEI0.15%$15

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

Yields: IEI, SPY

1Y

3.82%highest, IEI

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Jan 1 → Nov 10

+10.8%

−0.6%1 yearTotal return+13.0%

+3.8%3 years · per year$10,000 became $11,168 · $17,888+21.4%

+0.3%5 years · per year$10,000 became $10,157 · $17,358+11.7%

0.15%Expense ratio$15 · $9 a year on $10k · lower is better0.09%

3.82%Trailing 12-mo yield$382 · $101 a year on $10k1.01%

−4.0%Worst dropSmaller is better−8.9%

3.2%VolatilityLower is calmer13.8%

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

3–5SPY wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

IEI vs SPY Returns, Every Period

5Y

iSharesIEI

+0.3%

5 years, per year

SPYSPDR

+11.7%

5 years, per year

IEISPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Bonds vs Core: IEI vs SPY

YTD

iSharesIEI

−1.0%

SPYSPDR

+10.8%

−1.0%Year to date+10.8%

−4.0%Worst drop · 1Y−8.9%

3.2%Volatility · 1Y13.8%

3.8%Yield1.0%

$17.0BAssets$778B

3–1IEI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

IEI3.82%$382

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$367most kept, IEI

IEI$382 − $15 = $367

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IEI, SPY

Today

[…]holdings […]

IEISPY

IEI—[…]

SPY[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.0%SPY, at 13.8% volatility

IEIWorst drop−4.0%3.2% vol

SPYWorst drop−8.9%13.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IEISPY

−1.0%Year to date+10.8%

3.8%Yield1.0%

−0.6%Past year+13.0%

0.15%Fee0.09%

3–1SPY wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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IEI and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two