Compare · 2 funds side by side · dividends reinvested

IWB and SPTM

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,822SPTM · best of the two

02 / 04

IWB and SPTM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFUS Stock Styles · Large cap0.03%1.06%+13.5%+13.8%+23.8%+12.3%−8.7%12.8%$14.0B1.1

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$48.5B1.9

Rank among the two1st → 2ndFee, 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: IWB 2000 · SPTM 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 ETF · $48.5B$17,459

IWB

SPTM

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.0B$17,822

$10,000 five years ago, dividends reinvested · they hold 95.8% in common

IWBMeasureSPTM

+13.0%Year to dateJan 1 → Nov 4+13.5%

+13.2%1 yearTotal return+13.8%

+23.9%3 years · per year$10,000 became $19,023 · $18,972+23.8%

+11.8%5 years · per year$10,000 became $17,459 · $17,822+12.3%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

0.91%Trailing 12-mo yield$91 · $106 a year on $10k1.06%

−8.9%Worst dropSmaller is better−8.7%

12.9%VolatilityLower is calmer12.8%

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

1–7SPTM wins

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

More Ways to See the Pairs

IWB vs SPTM: Top 5 Holdings

Today

IWB

25.2%in top 5

SPTM

in top 525.2%

IWBStockSPTM

6.9%NVDA7.1%

6.9%AAPL6.9%

5.5%MSFT5.5%

3.5%AMZN3.5%

2.3%GOOGL2.3%

Held in common95.8%

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

IWB vs SPTM Returns, Every Period

iSharesIWB

+11.8%

5 years, per year

SPTMSPDR

+12.3%

5 years, per year

IWBSPTMFaded: behind in that period

1–3SPTM wins

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

IWB vs SPTM

YTD

iSharesIWB

+13.0%

SPTMSPDR

+13.5%

+13.0%Year to date+13.5%

−8.9%Worst drop · 1Y−8.7%

12.9%Volatility · 1Y12.8%

0.9%Yield1.1%

$48.5BAssets$14.0B

4–0SPTM wins

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

Cost, Income and Risk

Fees: IWB, SPTM

Today

0.03%lowest, SPTM

FundExpense ratioFee$10k

SPTM0.03%$3

IWB0.15%$15

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

Yields: IWB, SPTM

1.06%highest, SPTM

FundTrailing yieldYield$10k

SPTM1.06%$106

IWB0.91%$91

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

Income After Fees on $10,000

$103most kept, SPTM

SPTM$106 − $3 = $103

IWB$91 − $15 = $76

KeptFee

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

Overlap: IWB, SPTM

Today

95.8%most shared, IWB and SPTM

IWBSPTM

IWB—95.8%

SPTM95.8%—

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

Return vs Bumpiness: 2 ETFs

+13.8%SPTM, at 12.8% volatility

SPTMWorst drop−8.7%12.8% vol

IWBWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

SPTMIWB

+13.5%Year to date+13.0%

1.1%Yield0.9%

+13.8%Past year+13.2%

0.03%Fee0.15%

4–0SPTM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026