Compare · 2 funds side by side · dividends reinvested

ILCG and SPY

ILCGiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

ILCG 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%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.1

iShares Morningstar Growth ETFUS Stock Styles · Growth0.04%0.46%−0.2%−1.6%+21.5%+8.6%−14.2%20.5%$3.0B1.9

Rank among the two1st → 2ndFee, 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: ILCG 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Growth ETF · $3.0B$15,085

ILCG

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 63.7% in common

ILCGMeasureSPY

−0.2%Year to dateJan 1 → Nov 5+8.3%

−1.6%1 yearTotal return+9.7%

+21.5%3 years · per year$10,000 became $17,937 · $18,174+22.0%

+8.6%5 years · per year$10,000 became $15,085 · $17,099+11.3%

0.04%Expense ratio$4 · $9 a year on $10k · lower is better0.09%

0.46%Trailing 12-mo yield$46 · $103 a year on $10k1.03%

−14.2%Worst dropSmaller is better−8.9%

20.5%VolatilityLower is calmer13.6%

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

1–7SPY wins

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

More Ways to See the Pairs

ILCG vs SPY: Top 5 Holdings

Today

ILCG

36.4%in top 5

SPY

in top 527.7%

ILCGStockSPY

15.0%NVDA7.3%

8.2%AAPL7.7%

not top 5MSFT6.2%

4.9%AVGOnot top 5

4.6%AMZN3.9%

3.6%LLYnot top 5

not top 5GOOGL2.6%

Held in common63.7%

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

ILCG vs SPY Returns, Every Period

iSharesILCG

+8.6%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

ILCGSPYFaded: behind in that period

0–4SPY wins

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

Stocks vs Core: ILCG vs SPY

YTD

iSharesILCG

−0.2%

SPYSPDR

+8.3%

−0.2%Year to date+8.3%

−14.2%Worst drop · 1Y−8.9%

20.5%Volatility · 1Y13.6%

0.5%Yield1.0%

$3.0BAssets$805B

4–0SPY wins

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

Cost, Income and Risk

Fees: ILCG, SPY

Today

0.04%lowest, ILCG

FundExpense ratioFee$10k

ILCG0.04%$4

SPY0.09%$9

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

Yields: ILCG, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

ILCG0.46%$46

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

ILCG$46 − $4 = $42

KeptFee

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

Overlap: ILCG, SPY

Today

63.7%most shared, ILCG and SPY

ILCGSPY

ILCG—63.7%

SPY63.7%—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

ILCGWorst drop−14.2%20.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYILCG

+8.3%Year to date−0.2%

1.0%Yield0.5%

+9.7%Past year−1.6%

0.09%Fee0.04%

3–1SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026