Compare · 3 funds side by side · dividends reinvested

IUSG, SPYM and SPY

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

02 / 04

IUSG, 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.3

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%$778B2.1

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%$31.1B2.6

Rank among the three1st → 3rdFee, 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 · SPYM 2005 · 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

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 64.7% in common

IUSGMeasureSPYM

+8.9%Year to dateJan 1 → Nov 9+11.3%

+10.5%1 yearTotal return+13.6%

+24.9%3 years · per year$10,000 became $19,498 · $18,161+22.0%

+11.2%5 years · per year$10,000 became $16,981 · $17,553+11.9%

0.04%Expense ratio$4 · $2 a year on $10k · lower is better0.02%

0.50%Trailing 12-mo yield$50 · $103 a year on $10k1.03%

−13.0%Worst dropSmaller is better−8.9%

19.3%VolatilityLower is calmer13.7%

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

1–7SPYM 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 SPYM: Top 5 Holdings

Today

IUSG

39.7%in top 5

SPYM

in top 527.8%

IUSGStockSPYM

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 common64.7%

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

IUSG vs SPYM Returns, Every Period

iSharesIUSG

+11.2%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

IUSGSPYMFaded: behind in that period

1–3SPYM wins

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

Stocks vs Core: IUSG vs SPYM

YTD

iSharesIUSG

+8.9%

SPYMSPDR

+11.3%

+8.9%Year to date+11.3%

−13.0%Worst drop · 1Y−8.9%

19.3%Volatility · 1Y13.7%

0.5%Yield1.0%

$31.1BAssets$179B

4–0SPYM wins

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

Cost, Income and Risk

Fees: IUSG, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IUSG0.04%$4

SPY0.09%$9

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

Yields: IUSG, SPYM, SPY

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

SPY1.01%$101

IUSG0.50%$50

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

IUSG$50 − $4 = $46

KeptFee

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

Overlap: IUSG, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

IUSGSPYMSPY

IUSG—64.7%64.6%

SPYM64.7%—99.9%

SPY64.6%99.9%—

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

Return vs Bumpiness: 3 ETFs

+13.6%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

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

SPYMSPY

+11.3%Year to date+11.2%

1.0%Yield1.0%

+13.6%Past year+13.5%

0.02%Fee0.09%

3–0SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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