Compare · 3 funds side by side · dividends reinvested

ITB, 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

ITB, 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%$182B1.3

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%$805B2.0

iShares U.S. Home Construction ETFUS Stock Styles · Large cap0.37%1.26%+5.4%+3.0%+12.8%+8.2%−25.7%31.1%$2.4B2.8

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: ITB 2006 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Home Construction ETF · $2.4B$14,809

ITB

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

ITBMeasureSPYM

+5.4%Year to dateJan 1 → Nov 4+13.4%

+3.0%1 yearTotal return+13.5%

+12.8%3 years · per year$10,000 became $14,337 · $19,186+24.3%

+8.2%5 years · per year$10,000 became $14,809 · $18,126+12.6%

0.37%Expense ratio$37 · $2 a year on $10k · lower is better0.02%

1.26%Trailing 12-mo yield$126 · $101 a year on $10k1.01%

−25.7%Worst dropSmaller is better−8.9%

31.1%VolatilityLower is calmer12.8%

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

1–7SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ITB vs SPYM: Top 5 Holdings

Today

ITB

49.0%in top 5

SPYM

in top 527.3%

ITBStockSPYM

17.7%DHInot top 5

11.4%PHMnot top 5

8.0%LENnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

7.3%NVRnot top 5

not top 5MSFT5.9%

4.8%TOLnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common1.0%

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

ITB vs SPYM Returns, Every Period

iSharesITB

+8.2%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

ITBSPYMFaded: behind in that period

0–4SPYM wins

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

Stocks vs Core: ITB vs SPYM

YTD

iSharesITB

+5.4%

SPYMSPDR

+13.4%

+5.4%Year to date+13.4%

−25.7%Worst drop · 1Y−8.9%

31.1%Volatility · 1Y12.8%

1.3%Yield1.0%

$2.4BAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: ITB, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

ITB0.37%$37

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

Yields: ITB, SPYM, SPY

1.26%highest, ITB

FundTrailing yieldYield$10k

ITB1.26%$126

SPYM1.01%$101

SPY0.99%$99

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

ITB$126 − $37 = $89

KeptFee

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

Overlap: ITB, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

ITBSPYMSPY

ITB—1.0%1.0%

SPYM1.0%—99.8%

SPY1.0%99.8%—

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

Return vs Bumpiness: 3 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

ITBWorst drop−25.7%31.1% vol

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

Paid More vs Made More

YTD

ITBSPYM

+5.4%Year to date+13.4%

1.3%Yield1.0%

+3.0%Past year+13.5%

0.37%Fee0.02%

3–1SPYM 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