Compare · 2 funds side by side · dividends reinvested

IUSG and SPY

IUSGiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,493SPY · best of the two

02 / 04

IUSG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.3

iShares Core S&P U.S. Growth ETFUS Stock Styles · Growth0.04%0.50%+8.9%+10.5%+24.9%+11.2%−13.0%19.3%$31.1B1.8

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: IUSG 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P U.S. Growth ETF · $31.1B$16,981

IUSG

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 64.6% in common

IUSGMeasureSPY

+8.9%Year to dateJan 1 → Nov 9+11.2%

+10.5%1 yearTotal return+13.5%

+24.9%3 years · per year$10,000 became $19,498 · $18,118+21.9%

+11.2%5 years · per year$10,000 became $16,981 · $17,493+11.8%

0.04%Expense ratio$4 · $9 a year on $10k · lower is better0.09%

0.50%Trailing 12-mo yield$50 · $101 a year on $10k1.01%

−13.0%Worst dropSmaller is better−8.9%

19.3%VolatilityLower is calmer13.7%

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

2–6SPY wins

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

More Ways to See the Pairs

IUSG vs SPY: Top 5 Holdings

Today

IUSG

39.7%in top 5

SPY

in top 527.8%

IUSGStockSPY

12.8%NVDA7.1%

11.2%MSFT6.2%

7.1%AAPL7.9%

4.7%GOOGL2.6%

not top 5AMZN4.0%

4.0%AVGOnot top 5

Held in common64.6%

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

IUSG vs SPY Returns, Every Period

iSharesIUSG

+11.2%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

IUSGSPYFaded: behind in that period

1–3SPY wins

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

Stocks vs Core: IUSG vs SPY

YTD

iSharesIUSG

+8.9%

SPYSPDR

+11.2%

+8.9%Year to date+11.2%

−13.0%Worst drop · 1Y−8.9%

19.3%Volatility · 1Y13.7%

0.5%Yield1.0%

$31.1BAssets$778B

4–0SPY wins

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

Cost, Income and Risk

Fees: IUSG, SPY

Today

0.04%lowest, IUSG

FundExpense ratioFee$10k

IUSG0.04%$4

SPY0.09%$9

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

Yields: IUSG, SPY

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

IUSG0.50%$50

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

IUSG$50 − $4 = $46

KeptFee

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

Overlap: IUSG, SPY

Today

64.6%most shared, IUSG and SPY

IUSGSPY

IUSG—64.6%

SPY64.6%—

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

Return vs Bumpiness: 2 ETFs

+13.5%SPY, at 13.7% volatility

SPYWorst drop−8.9%13.7% vol

IUSGWorst drop−13.0%19.3% vol

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

Paid More vs Made More

YTD

SPYIUSG

+11.2%Year to date+8.9%

1.0%Yield0.5%

+13.5%Past year+10.5%

0.09%Fee0.04%

3–1SPY 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