Compare · 2 funds side by side · dividends reinvested

IWR and SPY

IWRiShares×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

IWR and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B1.5

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%$798B1.5

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: IWR 2001 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap ETF · $58.2B$14,596

IWR

SPY

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

$10,000 five years ago, dividends reinvested · they hold 13.6% in common

IWRMeasureSPY

+16.9%Year to dateJan 1 → Nov 4+13.3%

+18.2%1 yearTotal return+13.4%

+21.2%3 years · per year$10,000 became $17,790 · $19,132+24.1%

+7.9%5 years · per year$10,000 became $14,596 · $18,060+12.6%

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

1.14%Trailing 12-mo yield$114 · $99 a year on $10k0.99%

−8.2%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer12.9%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWR vs SPY: Top 5 Holdings

Today

IWR

3.7%in top 5

SPY

in top 527.3%

IWRStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.9%MPCnot top 5

0.8%PSXnot top 5

0.7%SNOWnot top 5

0.6%NETnot top 5

0.6%MRNAnot top 5

Held in common13.6%

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

IWR vs SPY Returns, Every Period

iSharesIWR

+7.9%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

IWRSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: IWR vs SPY

YTD

iSharesIWR

+16.9%

SPYSPDR

+13.3%

+16.9%Year to date+13.3%

−8.2%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y12.9%

1.1%Yield1.0%

$58.2BAssets$798B

3–1IWR wins

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

Cost, Income and Risk

Fees: IWR, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IWR0.18%$18

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

Yields: IWR, SPY

1.14%highest, IWR

FundTrailing yieldYield$10k

IWR1.14%$114

SPY0.99%$99

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

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

SPY$99 − $9 = $90

KeptFee

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

Overlap: IWR, SPY

Today

13.6%most shared, IWR and SPY

IWRSPY

IWR—13.6%

SPY13.6%—

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

Return vs Bumpiness: 2 ETFs

+18.2%IWR, at 13.4% volatility

SPYWorst drop−8.9%12.9% vol

IWRWorst drop−8.2%13.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWRSPY

+16.9%Year to date+13.3%

1.1%Yield1.0%

+18.2%Past year+13.4%

0.18%Fee0.09%

3–1IWR 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