Compare · 2 funds side by side · dividends reinvested

IOO and SPY

IOOiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,560IOO · best of the two

02 / 04

IOO and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global 100 ETFInternational · Global0.40%0.84%+9.7%+11.6%+25.5%+14.4%−9.9%15.2%$8.9B1.5

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%$819B1.5

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: IOO 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global 100 ETF · $8.9B$19,560

IOO

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 50.2% in common

IOOMeasureSPY

+9.7%Year to dateJan 1 → Nov 5+8.3%

+11.6%1 yearTotal return+9.7%

+25.5%3 years · per year$10,000 became $19,781 · $18,174+22.0%

+14.4%5 years · per year$10,000 became $19,560 · $17,099+11.3%

0.40%Expense ratio$40 · $9 a year on $10k · lower is better0.09%

0.84%Trailing 12-mo yield$85 · $103 a year on $10k1.03%

−9.9%Worst dropSmaller is better−8.9%

15.2%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

IOO vs SPY: Top 5 Holdings

Today

IOO

44.5%in top 5

SPY

in top 527.7%

IOOStockSPY

12.4%AAPL7.7%

11.7%NVDA7.3%

10.0%MSFT6.2%

6.3%AMZN3.9%

4.1%GOOGL2.6%

Held in common50.2%

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

IOO vs SPY Returns, Every Period

iSharesIOO

+14.4%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

IOOSPYFaded: behind in that period

4–0IOO wins

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

International vs Core: IOO vs SPY

YTD

iSharesIOO

+9.7%

SPYSPDR

+8.3%

+9.7%Year to date+8.3%

−9.9%Worst drop · 1Y−8.9%

15.2%Volatility · 1Y13.6%

0.8%Yield1.0%

$8.9BAssets$819B

3–1SPY wins

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

Cost, Income and Risk

Fees: IOO, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IOO0.40%$40

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

Yields: IOO, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

IOO0.84%$85

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

IOO$85 − $40 = $45

KeptFee

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

Overlap: IOO, SPY

Today

50.2%most shared, IOO and SPY

IOOSPY

IOO—50.2%

SPY50.2%—

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

Return vs Bumpiness: 2 ETFs

+11.6%IOO, at 15.2% volatility

SPYWorst drop−8.9%13.6% vol

IOOWorst drop−9.9%15.2% vol

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

Paid More vs Made More

YTD

SPYIOO

+8.3%Year to date+9.7%

1.0%Yield0.8%

+9.7%Past year+11.6%

0.09%Fee0.40%

2–2level

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$819B

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%

$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