Compare · 2 funds side by side · dividends reinvested

ISTB and SPY

ISTBiShares×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

ISTB and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core 1-5 Year USD Bond ETFBonds & Cash · Other bonds0.06%4.35%+1.2%+1.9%+5.2%+2.1%−1.6%1.9%$5.4B1.5

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%$805B1.5

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: ISTB 2012 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core 1-5 Year USD Bond ETF · $5.4B$11,109

ISTB

SPY

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

$10,000 five years ago, dividends reinvested

ISTBMeasureSPY

+1.2%Year to dateJan 1 → Nov 5+8.3%

+1.9%1 yearTotal return+9.7%

+5.2%3 years · per year$10,000 became $11,656 · $18,174+22.0%

+2.1%5 years · per year$10,000 became $11,109 · $17,099+11.3%

0.06%Expense ratio$6 · $9 a year on $10k · lower is better0.09%

4.35%Trailing 12-mo yield$435 · $103 a year on $10k1.03%

−1.6%Worst dropSmaller is better−8.9%

1.9%VolatilityLower is calmer13.6%

ISTBSPY 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

ISTB vs SPY: Top 5 Holdings

Today

ISTB

[…]in top 5

SPY

in top 527.7%

ISTBStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

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

ISTB vs SPY Returns, Every Period

iSharesISTB

+2.1%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

ISTBSPYFaded: behind in that period

0–4SPY wins

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

Bonds vs Core: ISTB vs SPY

YTD

iSharesISTB

+1.2%

SPYSPDR

+8.3%

+1.2%Year to date+8.3%

−1.6%Worst drop · 1Y−8.9%

1.9%Volatility · 1Y13.6%

4.4%Yield1.0%

$5.4BAssets$805B

3–1ISTB wins

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

Cost, Income and Risk

Fees: ISTB, SPY

Today

0.06%lowest, ISTB

FundExpense ratioFee$10k

ISTB0.06%$6

SPY0.09%$9

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

Yields: ISTB, SPY

4.35%highest, ISTB

FundTrailing yieldYield$10k

ISTB4.35%$435

SPY1.03%$103

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

Income After Fees on $10,000

$429most kept, ISTB

ISTB$435 − $6 = $429

SPY$103 − $9 = $94

KeptFee

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

Overlap: ISTB, SPY

Today

[…]holdings […]

ISTBSPY

ISTB—[…]

SPY[…]—

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

ISTBWorst drop−1.6%1.9% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

ISTBSPY

+1.2%Year to date+8.3%

4.4%Yield1.0%

+1.9%Past year+9.7%

0.06%Fee0.09%

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$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