Compare · 3 funds side by side · dividends reinvested

IWR, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749SPYM · best of the three

02 / 04

IWR, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.6

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IWR 2001 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap ETF · $58.2B$14,220

IWR

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 13.4% in common

IWRMeasureSPYM

+15.6%Year to dateJan 1 → Nov 3+11.5%

+16.7%1 yearTotal return+11.9%

+21.0%3 years · per year$10,000 became $17,698 · $19,092+24.1%

+7.3%5 years · per year$10,000 became $14,220 · $17,749+12.2%

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

1.15%Trailing 12-mo yield$115 · $103 a year on $10k1.03%

−8.2%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer12.7%

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

4–4Level

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

More Ways to See the Pairs

IWR vs SPYM: Top 5 Holdings

Today

IWR

3.8%in top 5

SPYM

in top 527.4%

IWRStockSPYM

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

1.0%MPCnot top 5

0.8%PSXnot top 5

0.8%SNOWnot top 5

0.7%NETnot top 5

0.6%MRNAnot top 5

Held in common13.4%

End-of-day Nov 3, 2026 · share of each fund

IWR vs SPYM Returns, Every Period

iSharesIWR

+7.3%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

IWRSPYMFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IWR vs SPYM

YTD

iSharesIWR

+15.6%

SPYMSPDR

+11.5%

+15.6%Year to date+11.5%

−8.2%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y12.7%

1.2%Yield1.0%

$58.2BAssets$185B

3–1IWR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWR, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

IWR0.18%$18

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IWR, SPYM, SPY

1.15%highest, IWR

FundTrailing yieldYield$10k

IWR1.15%$115

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

IWR$115 − $18 = $97

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IWR, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

IWRSPYMSPY

IWR—13.4%13.4%

SPYM13.4%—99.9%

SPY13.4%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.7%IWR, at 13.4% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

IWRWorst drop−8.2%13.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWRSPYM

+15.6%Year to date+11.5%

1.2%Yield1.0%

+16.7%Past year+11.9%

0.18%Fee0.02%

3–1IWR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026