Compare · 2 funds side by side · dividends reinvested

ITAN and SPY

ITANSparkline×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,831ITAN · best of the two

02 / 04

ITAN and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Sparkline Intangible Value ETFUS Stock Styles · Value0.50%0.99%+20.4%+25.0%+26.2%+12.3%−9.0%15.0%$124M1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: ITAN 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Sparkline Intangible Value ETF · $124M$17,831

ITAN

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

$10,000 five years ago, dividends reinvested · they hold 13.5% in common

ITANMeasureSPY

+20.4%Year to dateJan 1 → Nov 6+8.7%

+25.0%1 yearTotal return+9.7%

+26.2%3 years · per year$10,000 became $20,091 · $18,039+21.7%

+12.3%5 years · per year$10,000 became $17,831 · $17,118+11.3%

0.50%Expense ratio$50 · $9 a year on $10k · lower is better0.09%

0.99%Trailing 12-mo yield$99 · $103 a year on $10k1.03%

−9.0%Worst dropSmaller is better−8.9%

15.0%VolatilityLower is calmer13.6%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ITAN vs SPY: Top 5 Holdings

Today

ITAN

12.6%in top 5

SPY

in top 527.8%

ITANStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.2%AMZN4.0%

not top 5GOOGL2.6%

2.0%IBMnot top 5

1.9%INTCnot top 5

1.8%MRKnot top 5

1.7%CRMnot top 5

Held in common13.5%

End-of-day Nov 6, 2026 · share of each fund

ITAN vs SPY Returns, Every Period

SparklineITAN

+12.3%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

ITANSPYFaded: behind in that period

4–0ITAN wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ITAN vs SPY

YTD

SparklineITAN

+20.4%

SPYSPDR

+8.7%

+20.4%Year to date+8.7%

−9.0%Worst drop · 1Y−8.9%

15.0%Volatility · 1Y13.6%

1.0%Yield1.0%

$124MAssets$778B

2–1SPY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ITAN, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

ITAN0.50%$50

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ITAN, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

ITAN0.99%$99

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

ITAN$99 − $50 = $49

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ITAN, SPY

Today

13.5%most shared, ITAN and SPY

ITANSPY

ITAN—13.5%

SPY13.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.0%ITAN, at 15.0% volatility

SPYWorst drop−8.9%13.6% vol

ITANWorst drop−9.0%15.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYITAN

+8.7%Year to date+20.4%

1.0%Yield1.0%

+9.7%Past year+25.0%

0.09%Fee0.50%

2–1ITAN wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026