Compare · 3 funds side by side · dividends reinvested

IQDF, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

IQDF, 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.5

Northern Trust International Quality Dividend ETFIncome · Dividend stocks0.49%3.47%+15.8%+21.9%+24.2%+11.2%−10.0%16.3%$1.1B2.1

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%$805B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: IQDF 2013 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Northern Trust International Quality Dividend ETF · $1.1B$17,033

IQDF

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

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

IQDFMeasureSPYM

+15.8%Year to dateJan 1 → Nov 4+13.4%

+21.9%1 yearTotal return+13.5%

+24.2%3 years · per year$10,000 became $19,182 · $19,186+24.3%

+11.2%5 years · per year$10,000 became $17,033 · $18,126+12.6%

0.49%Expense ratio$49 · $2 a year on $10k · lower is better0.02%

3.47%Trailing 12-mo yield$347 · $101 a year on $10k1.01%

−10.0%Worst dropSmaller is better−8.9%

16.3%VolatilityLower is calmer12.8%

IQDFSPYM 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

IQDF vs SPYM: Top 5 Holdings

Today

IQDF

12.2%in top 5

SPYM

in top 527.3%

IQDFStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

4.4%2330.TWnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

2.3%6857.Tnot top 5

2.0%2454.TWnot top 5

1.7%005930.Knot top 5

1.7%NOVO-B.Cnot top 5

Held in common0.0%

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

IQDF vs SPYM Returns, Every Period

FlexSharesIQDF

+11.2%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

IQDFSPYMFaded: behind in that period

2–2Level

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

Income vs Core: IQDF vs SPYM

YTD

FlexSharesIQDF

+15.8%

SPYMSPDR

+13.4%

+15.8%Year to date+13.4%

−10.0%Worst drop · 1Y−8.9%

16.3%Volatility · 1Y12.8%

3.5%Yield1.0%

$1.1BAssets$182B

2–2level

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

Cost, Income and Risk

Fees: IQDF, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

IQDF0.49%$49

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

Yields: IQDF, SPYM, SPY

3.47%highest, IQDF

FundTrailing yieldYield$10k

IQDF3.47%$347

SPYM1.01%$101

SPY0.99%$99

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

Income After Fees on $10,000

$298most kept, IQDF

IQDF$347 − $49 = $298

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

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

Overlap: IQDF, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

IQDFSPYMSPY

IQDF—0.0%0.0%

SPYM0.0%—99.8%

SPY0.0%99.8%—

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

Return vs Bumpiness: 3 ETFs

+21.9%IQDF, at 16.3% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

IQDFWorst drop−10.0%16.3% vol

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

Paid More vs Made More

YTD

IQDFSPYM

+15.8%Year to date+13.4%

3.5%Yield1.0%

+21.9%Past year+13.5%

0.49%Fee0.02%

3–1IQDF wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026