Compare · 2 funds side by side · dividends reinvested

IWB and SPY

IWBiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

IWB 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.1

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.9

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 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 ETF · $47.8B$17,459

IWB

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 92.5% in common

IWBMeasureSPY

+13.0%Year to dateJan 1 → Nov 4+13.3%

+13.2%1 yearTotal return+13.4%

+23.9%3 years · per year$10,000 became $19,023 · $19,132+24.1%

+11.8%5 years · per year$10,000 became $17,459 · $18,060+12.6%

0.15%Expense ratio$15 · $9 a year on $10k · lower is better0.09%

0.91%Trailing 12-mo yield$91 · $99 a year on $10k0.99%

−8.9%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer12.9%

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

0–6SPY 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 SPY: Top 5 Holdings

Today

IWB

25.2%in top 5

SPY

in top 527.3%

IWBStockSPY

6.9%NVDA7.7%

6.9%AAPL7.4%

5.5%MSFT5.9%

3.5%AMZN3.8%

2.3%GOOGL2.5%

Held in common92.5%

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

IWB vs SPY Returns, Every Period

iSharesIWB

+11.8%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

IWBSPYFaded: behind in that period

0–4SPY wins

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

Stocks vs Core: IWB vs SPY

YTD

iSharesIWB

+13.0%

SPYSPDR

+13.3%

+13.0%Year to date+13.3%

−8.9%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y12.9%

0.9%Yield1.0%

$47.8BAssets$798B

2–0SPY wins

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

Cost, Income and Risk

Fees: IWB, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IWB0.15%$15

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

Yields: IWB, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

IWB0.91%$91

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

IWB$91 − $15 = $76

KeptFee

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

Overlap: IWB, SPY

Today

92.5%most shared, IWB and SPY

IWBSPY

IWB—92.5%

SPY92.5%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% 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

SPYIWB

+13.3%Year to date+13.0%

1.0%Yield0.9%

+13.4%Past year+13.2%

0.09%Fee0.15%

4–0SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026