Compare · 2 funds side by side · dividends reinvested

IWF and SPYM

IWFiShares×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

IWF 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%$182B1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.0

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: IWF 2000 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,441

IWF

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 55.7% in common

IWFMeasureSPYM

−5.3%Year to dateJan 1 → Nov 6+8.8%

−6.5%1 yearTotal return+9.8%

+19.4%3 years · per year$10,000 became $17,022 · $18,082+21.8%

+9.1%5 years · per year$10,000 became $15,442 · $17,192+11.4%

0.18%Expense ratio$18 · $2 a year on $10k · lower is better0.02%

0.39%Trailing 12-mo yield$39 · $105 a year on $10k1.05%

−14.6%Worst dropSmaller is better−8.9%

19.4%VolatilityLower is calmer13.6%

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

0–8SPYM wins

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

More Ways to See the Pairs

IWF vs SPYM: Top 5 Holdings

Today

IWF

39.8%in top 5

SPYM

in top 527.8%

IWFStockSPYM

14.1%NVDA6.9%

9.0%AAPL7.9%

6.6%MSFT6.3%

5.5%GOOGL2.6%

4.5%AVGOnot top 5

not top 5AMZN4.0%

Held in common55.7%

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

IWF vs SPYM Returns, Every Period

iSharesIWF

+9.1%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

IWFSPYMFaded: behind in that period

0–4SPYM wins

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

Stocks vs Core: IWF vs SPYM

YTD

iSharesIWF

−5.3%

SPYMSPDR

+8.8%

−5.3%Year to date+8.8%

−14.6%Worst drop · 1Y−8.9%

19.4%Volatility · 1Y13.6%

0.4%Yield1.1%

$115BAssets$182B

4–0SPYM wins

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

Cost, Income and Risk

Fees: IWF, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IWF0.18%$18

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

Yields: IWF, SPYM

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

IWF0.39%$39

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

IWF$39 − $18 = $21

KeptFee

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

Overlap: IWF, SPYM

Today

55.7%most shared, IWF and SPYM

IWFSPYM

IWF—55.7%

SPYM55.7%—

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

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

SPYMIWF

+8.8%Year to date−5.3%

1.1%Yield0.4%

+9.8%Past year−6.5%

0.02%Fee0.18%

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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