Compare · 2 funds side by side · dividends reinvested

IIGD and SPY

IIGDInvesco×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

IIGD 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.4

Invesco Investment Grade Defensive ETFBonds & Cash · Corporate0.13%4.30%+0.5%+1.4%+5.5%+1.8%−2.3%2.5%$24M1.6

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: IIGD 2018 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Investment Grade Defensive ETF · $24M$10,925

IIGD

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

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

IIGDMeasureSPY

+0.5%Year to dateJan 1 → Nov 4+13.3%

+1.4%1 yearTotal return+13.4%

+5.5%3 years · per year$10,000 became $11,750 · $19,132+24.1%

+1.8%5 years · per year$10,000 became $10,925 · $18,060+12.6%

0.13%Expense ratio$13 · $9 a year on $10k · lower is better0.09%

4.30%Trailing 12-mo yield$430 · $99 a year on $10k0.99%

−2.3%Worst dropSmaller is better−8.9%

2.5%VolatilityLower is calmer12.9%

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

3–5SPY wins

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

More Ways to See the Pairs

IIGD vs SPY: Top 5 Holdings

Today

IIGD

0.0%in top 5

SPY

in top 527.3%

IIGDStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.0%AGPXXnot top 5

Held in common0.0%

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

IIGD vs SPY Returns, Every Period

InvescoIIGD

+1.8%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

IIGDSPYFaded: behind in that period

0–4SPY wins

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

Bonds vs Core: IIGD vs SPY

YTD

InvescoIIGD

+0.5%

SPYSPDR

+13.3%

+0.5%Year to date+13.3%

−2.3%Worst drop · 1Y−8.9%

2.5%Volatility · 1Y12.9%

4.3%Yield1.0%

$24.1MAssets$798B

3–1IIGD wins

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

Cost, Income and Risk

Fees: IIGD, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IIGD0.13%$13

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

Yields: IIGD, SPY

4.30%highest, IIGD

FundTrailing yieldYield$10k

IIGD4.30%$430

SPY0.99%$99

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

Income After Fees on $10,000

$417most kept, IIGD

IIGD$430 − $13 = $417

SPY$99 − $9 = $90

KeptFee

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

Overlap: IIGD, SPY

Today

0.0%most shared, IIGD and SPY

IIGDSPY

IIGD—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

IIGDWorst drop−2.3%2.5% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

IIGDSPY

+0.5%Year to date+13.3%

4.3%Yield1.0%

+1.4%Past year+13.4%

0.13%Fee0.09%

3–1SPY 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