Compare · 2 funds side by side · dividends reinvested

IGM and SPYM

IGMiShares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,692IGM · best of the two

02 / 04

IGM and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.4

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.15%+16.9%+12.7%+34.9%+16.8%−15.5%25.9%$10.3B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: IGM 2001 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Expanded Tech Sector ETF · $10.3B$21,692

IGM

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

$10,000 five years ago, dividends reinvested · they hold 44.2% in common

IGMMeasureSPYM

+16.9%Year to dateJan 1 → Nov 4+13.4%

+12.7%1 yearTotal return+13.5%

+34.9%3 years · per year$10,000 became $24,548 · $19,186+24.3%

+16.8%5 years · per year$10,000 became $21,692 · $18,126+12.6%

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

0.15%Trailing 12-mo yield$15 · $101 a year on $10k1.01%

−15.5%Worst dropSmaller is better−8.9%

25.9%VolatilityLower is calmer12.8%

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

3–5SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IGM vs SPYM: Top 5 Holdings

Today

IGM

39.7%in top 5

SPYM

in top 527.3%

IGMStockSPYM

9.7%MSFT5.9%

9.6%AAPL7.4%

8.5%NVDA7.7%

7.4%AVGOnot top 5

4.6%METAnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common44.2%

End-of-day Nov 4, 2026 · share of each fund

IGM vs SPYM Returns, Every Period

iSharesIGM

+16.8%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

IGMSPYMFaded: behind in that period

3–1IGM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Core: IGM vs SPYM

YTD

iSharesIGM

+16.9%

SPYMSPDR

+13.4%

+16.9%Year to date+13.4%

−15.5%Worst drop · 1Y−8.9%

25.9%Volatility · 1Y12.8%

0.1%Yield1.0%

$10.3BAssets$185B

3–1SPYM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IGM, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IGM0.37%$37

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IGM, SPYM

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

IGM0.15%$15

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

IGM$15 − $37 = −$22

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IGM, SPYM

Today

44.2%most shared, IGM and SPYM

IGMSPYM

IGM—44.2%

SPYM44.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% vol

IGMWorst drop−15.5%25.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMIGM

+13.4%Year to date+16.9%

1.0%Yield0.1%

+13.5%Past year+12.7%

0.02%Fee0.37%

3–1SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026