Compare · 2 funds side by side · dividends reinvested

IWB and SPYM

IWBiShares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

IWB and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.1

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.5%+9.6%+21.6%+10.6%−8.9%13.6%$46.6B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IWB 2000 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 ETF · $46.6B$16,575

IWB

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

$10,000 five years ago, dividends reinvested · they hold 92.2% in common

IWBMeasureSPYM

+8.5%Year to dateJan 1 → Nov 6+8.8%

+9.6%1 yearTotal return+9.8%

+21.6%3 years · per year$10,000 became $17,966 · $18,082+21.8%

+10.6%5 years · per year$10,000 became $16,575 · $17,192+11.4%

0.15%Expense ratio$15 · $2 a year on $10k · lower is better0.02%

0.95%Trailing 12-mo yield$95 · $105 a year on $10k1.05%

−8.9%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer13.6%

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

0–6SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWB vs SPYM: Top 5 Holdings

Today

IWB

25.6%in top 5

SPYM

in top 527.8%

IWBStockSPYM

7.1%AAPL7.9%

6.6%NVDA6.9%

5.8%MSFT6.3%

3.6%AMZN4.0%

2.4%GOOGL2.6%

Held in common92.2%

End-of-day Nov 6, 2026 · share of each fund

IWB vs SPYM Returns, Every Period

iSharesIWB

+10.6%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

IWBSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IWB vs SPYM

YTD

iSharesIWB

+8.5%

SPYMSPDR

+8.8%

+8.5%Year to date+8.8%

−8.9%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.6%

0.9%Yield1.1%

$46.6BAssets$178B

2–0SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWB, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IWB0.15%$15

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IWB, SPYM

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

IWB0.95%$95

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

IWB$95 − $15 = $80

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IWB, SPYM

Today

92.2%most shared, IWB and SPYM

IWBSPYM

IWB—92.2%

SPYM92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

IWBWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMIWB

+8.8%Year to date+8.5%

1.1%Yield0.9%

+9.8%Past year+9.6%

0.02%Fee0.15%

4–0SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026