Compare · 2 funds side by side · dividends reinvested

IWL and SPYM

IWLiShares×SPYMSPDR×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,861IWL · best of the two

Story of the two · IncomeMost incomeSPYM · 1.02% · $102 a year on $10k

Story of the two · RiskSmallest drop

IWL 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%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.3

iShares Russell Top 200 ETFUS Stock Styles · Large cap0.15%0.85%+10.9%+11.3%+22.3%+12.3%−9.8%14.2%$2.2B1.8

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

End-of-day Nov 11, 2026 · returns include dividends · since: IWL 2009 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell Top 200 ETF · $2.2B$17,861

IWL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

$10,000 five years ago, dividends reinvested · they hold 85.9% in common

IWLMeasureSPYM

+10.9%

More Ways to See the Pairs

IWL vs SPYM: Top 5 Holdings

Today

IWL

30.9%in top 5

SPYM

in top 526.9%

IWLStockSPYM

9.0%AAPL7.8%

7.1%MSFT6.1%

7.1%NVDA6.3%

4.7%AMZN4.1%

3.0%

Cost, Income and Risk

Fees: IWL, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IWL0.15%$15

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: IWL, SPYM

1Y

1.02%highest, SPYM

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+12.4%

+11.3%1 yearTotal return+12.8%

+22.3%3 years · per year$10,000 became $18,315 · $18,134+21.9%

+12.3%5 years · per year$10,000 became $17,861 · $17,537+11.9%

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

0.85%Trailing 12-mo yield$85 · $102 a year on $10k1.02%

−9.8%Worst dropSmaller is better−8.9%

14.2%VolatilityLower is calmer13.7%

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

2–6SPYM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

GOOGL

2.6%

Held in common85.9%

End-of-day Nov 11, 2026 · share of each fund

IWL vs SPYM Returns, Every Period

5Y

iSharesIWL

+12.3%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

IWLSPYMFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IWL vs SPYM

YTD

iSharesIWL

+10.9%

SPYMSPDR

+12.4%

+10.9%Year to date+12.4%

−9.8%Worst drop · 1Y−8.9%

14.2%Volatility · 1Y13.7%

0.8%Yield1.0%

$2.2BAssets$183B

4–0SPYM wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

SPYM1.02%$102

IWL0.85%$85

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$100most kept, SPYM

SPYM$102 − $2 = $100

IWL$85 − $15 = $70

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IWL, SPYM

Today

85.9%most shared, IWL and SPYM

IWLSPYM

IWL—85.9%

SPYM85.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+12.8%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

IWLWorst drop−9.8%14.2% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMIWL

+12.4%Year to date+10.9%

1.0%Yield0.8%

+12.8%Past year+11.3%

0.02%Fee0.15%

4–0SPYM wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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IWL and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two