Compare · 3 funds side by side · dividends reinvested

IFRA, 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

IFRA, 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%$185B1.5

iShares U.S. Infrastructure ETFThematic · Infrastructure0.30%1.73%+12.8%+13.4%+21.5%+12.1%−13.7%15.1%$4.1B2.1

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%$798B2.4

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: IFRA 2018 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Infrastructure ETF · $4.1B$17,734

IFRA

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 4.1% in common

IFRAMeasureSPYM

+12.8%Year to dateJan 1 → Nov 3+11.5%

+13.4%1 yearTotal return+11.9%

+21.5%3 years · per year$10,000 became $17,919 · $19,092+24.1%

+12.1%5 years · per year$10,000 became $17,734 · $17,749+12.2%

0.30%Expense ratio$30 · $2 a year on $10k · lower is better0.02%

1.73%Trailing 12-mo yield$173 · $103 a year on $10k1.03%

−13.7%Worst dropSmaller is better−8.9%

15.1%VolatilityLower is calmer12.7%

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

3–5SPYM wins

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

More Ways to See the Pairs

IFRA vs SPYM: Top 5 Holdings

Today

IFRA

18.7%in top 5

SPYM

in top 527.4%

IFRAStockSPYM

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

4.2%UNPnot top 5

4.1%NEEnot top 5

3.7%CSXnot top 5

not top 5AMZN3.6%

3.6%PWRnot top 5

3.1%CATnot top 5

not top 5GOOGL2.5%

Held in common4.1%

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

IFRA vs SPYM Returns, Every Period

iSharesIFRA

+12.1%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

IFRASPYMFaded: behind in that period

2–2Level

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

Thematic vs Core: IFRA vs SPYM

YTD

iSharesIFRA

+12.8%

SPYMSPDR

+11.5%

+12.8%Year to date+11.5%

−13.7%Worst drop · 1Y−8.9%

15.1%Volatility · 1Y12.7%

1.7%Yield1.0%

$4.1BAssets$185B

2–2level

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

Cost, Income and Risk

Fees: IFRA, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

IFRA0.30%$30

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

Yields: IFRA, SPYM, SPY

1.73%highest, IFRA

FundTrailing yieldYield$10k

IFRA1.73%$173

SPYM1.03%$103

SPY1.01%$101

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

Income After Fees on $10,000

$143most kept, IFRA

IFRA$173 − $30 = $143

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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

Overlap: IFRA, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

IFRASPYMSPY

IFRA—4.1%4.1%

SPYM4.1%—99.9%

SPY4.1%99.9%—

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

Return vs Bumpiness: 3 ETFs

+13.4%IFRA, at 15.1% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

IFRAWorst drop−13.7%15.1% vol

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

Paid More vs Made More

YTD

IFRASPYM

+12.8%Year to date+11.5%

1.7%Yield1.0%

+13.4%Past year+11.9%

0.30%Fee0.02%

3–1IFRA 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