Compare · 2 funds side by side · dividends reinvested

IWD and SPY

IWDiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,201IWD · best of the two

02 / 04

IWD and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+23.7%+28.0%+22.7%+11.5%−6.8%11.6%$82.9B1.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.9

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: IWD 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $82.9B$17,201

IWD

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 62.0% in common

IWDMeasureSPY

+23.7%Year to dateJan 1 → Nov 6+8.7%

+28.0%1 yearTotal return+9.7%

+22.7%3 years · per year$10,000 became $18,455 · $18,039+21.7%

+11.5%5 years · per year$10,000 became $17,201 · $17,118+11.3%

0.18%Expense ratio$18 · $9 a year on $10k · lower is better0.09%

1.37%Trailing 12-mo yield$137 · $103 a year on $10k1.03%

−6.8%Worst dropSmaller is better−8.9%

11.6%VolatilityLower is calmer13.6%

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

7–1IWD wins

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

More Ways to See the Pairs

IWD vs SPY: Top 5 Holdings

Today

IWD

22.6%in top 5

SPY

in top 527.8%

IWDStockSPY

6.0%AAPL7.9%

not top 5NVDA6.9%

5.3%MSFT6.3%

6.1%AMZN4.0%

2.8%BRK-Bnot top 5

not top 5GOOGL2.6%

2.4%JPMnot top 5

Held in common62.0%

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

IWD vs SPY Returns, Every Period

iSharesIWD

+11.5%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

IWDSPYFaded: behind in that period

4–0IWD wins

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

Stocks vs Core: IWD vs SPY

YTD

iSharesIWD

+23.7%

SPYSPDR

+8.7%

+23.7%Year to date+8.7%

−6.8%Worst drop · 1Y−8.9%

11.6%Volatility · 1Y13.6%

1.4%Yield1.0%

$82.9BAssets$819B

4–0IWD wins

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

Cost, Income and Risk

Fees: IWD, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IWD0.18%$18

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

Yields: IWD, SPY

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

SPY1.03%$103

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

SPY$103 − $9 = $94

KeptFee

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

Overlap: IWD, SPY

Today

62.0%most shared, IWD and SPY

IWDSPY

IWD—62.0%

SPY62.0%—

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

Return vs Bumpiness: 2 ETFs

+28.0%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

IWDSPY

+23.7%Year to date+8.7%

1.4%Yield1.0%

+28.0%Past year+9.7%

0.18%Fee0.09%

3–1IWD 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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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