Compare · 2 funds side by side · dividends reinvested

IRTR and SPYM

IRTRiShares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,553SPYM · best of the two

02 / 04

IRTR 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.4

iShares LifePath Retirement ETFUnsorted0.08%3.21%+4.0%+5.0%+12.6%[…]−4.8%6.7%$59M1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: IRTR 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares LifePath Retirement ETF · $59M[…]

IRTR

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 22.3% in common

IRTRMeasureSPYM

+4.0%Year to dateJan 1 → Nov 9+11.3%

+5.0%1 yearTotal return+13.6%

+12.6%3 years · per year$10,000 became $14,287 · $18,161+22.0%

[…]5 years · per year$10,000 became […] · $17,553+11.9%

0.08%Expense ratio$8 · $2 a year on $10k · lower is better0.02%

3.21%Trailing 12-mo yield$321 · $103 a year on $10k1.03%

−4.8%Worst dropSmaller is better−8.9%

6.7%VolatilityLower is calmer13.7%

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

3–4SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IRTR vs SPYM: Top 5 Holdings

Today

IRTR

6.0%in top 5

SPYM

in top 527.8%

IRTRStockSPYM

1.7%AAPL7.9%

1.5%NVDA7.1%

1.3%MSFT6.2%

0.9%AMZN4.0%

0.6%GOOGL2.6%

Held in common22.3%

End-of-day Nov 9, 2026 · share of each fund

IRTR vs SPYM Returns, Every Period

iSharesIRTR

+5.0%

past year

SPYMSPDR

+13.6%

past year

IRTRSPYMFaded: behind in that period

0–3SPYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: IRTR vs SPYM

YTD

iSharesIRTR

+4.0%

SPYMSPDR

+11.3%

+4.0%Year to date+11.3%

−4.8%Worst drop · 1Y−8.9%

6.7%Volatility · 1Y13.7%

3.2%Yield1.0%

$59.4MAssets$179B

3–1IRTR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IRTR, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IRTR0.08%$8

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IRTR, SPYM

3.21%highest, IRTR

FundTrailing yieldYield$10k

IRTR3.21%$321

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$313most kept, IRTR

IRTR$321 − $8 = $313

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IRTR, SPYM

Today

22.3%most shared, IRTR and SPYM

IRTRSPYM

IRTR—22.3%

SPYM22.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%SPYM, at 13.7% volatility

IRTRWorst drop−4.8%6.7% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IRTRSPYM

+4.0%Year to date+11.3%

3.2%Yield1.0%

+5.0%Past year+13.6%

0.08%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026