Compare · 3 funds side by side · dividends reinvested

IGLB, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

IGLB, 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.5

iShares 10+ Year Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.04%5.61%−2.2%−2.6%+7.1%−3.1%−8.6%8.2%$2.7B2.1

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%$819B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: IGLB 2009 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares 10+ Year Investment Grade Corporate Bond ETF · $2.7B$8,555

IGLB

SPYM

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

$10,000 five years ago, dividends reinvested

IGLBMeasureSPYM

−2.2%Year to dateJan 1 → Nov 5+8.4%

−2.6%1 yearTotal return+9.8%

+7.1%3 years · per year$10,000 became $12,284 · $18,222+22.1%

−3.1%5 years · per year$10,000 became $8,555 · $17,164+11.4%

0.04%Expense ratio$4 · $2 a year on $10k · lower is better0.02%

5.61%Trailing 12-mo yield$561 · $106 a year on $10k1.06%

−8.6%Worst dropSmaller is better−8.9%

8.2%VolatilityLower is calmer13.6%

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

3–5SPYM wins

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

More Ways to See the Pairs

IGLB vs SPYM: Top 5 Holdings

Today

IGLB

[…]in top 5

SPYM

in top 527.7%

IGLBStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

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

IGLB vs SPYM Returns, Every Period

iSharesIGLB

−3.1%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

IGLBSPYMFaded: behind in that period

0–4SPYM wins

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

Bonds vs Core: IGLB vs SPYM

YTD

iSharesIGLB

−2.2%

SPYMSPDR

+8.4%

−2.2%Year to date+8.4%

−8.6%Worst drop · 1Y−8.9%

8.2%Volatility · 1Y13.6%

5.6%Yield1.1%

$2.7BAssets$182B

3–1IGLB wins

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

Cost, Income and Risk

Fees: IGLB, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IGLB0.04%$4

SPY0.09%$9

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

Yields: IGLB, SPYM, SPY

5.61%highest, IGLB

FundTrailing yieldYield$10k

IGLB5.61%$561

SPYM1.06%$106

SPY1.03%$103

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

Income After Fees on $10,000

$557most kept, IGLB

IGLB$561 − $4 = $557

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

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

Overlap: IGLB, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

IGLBSPYMSPY

IGLB—[…][…]

SPYM[…]—99.9%

SPY[…]99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

IGLBWorst drop−8.6%8.2% 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

IGLBSPYM

−2.2%Year to date+8.4%

5.6%Yield1.1%

−2.6%Past year+9.8%

0.04%Fee0.02%

3–1SPYM 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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026