Compare IWS and SPY | ETF Tracker

IWS and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap Value ETFUS Stock Styles · Mid cap0.23%1.27%+24.2%+27.4%+22.7%+9.8%−7.5%13.1%$14.9B1.5

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: IWS 2001 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell Mid-Cap Value ETF · $14.9B$15,956

IWS

SPY

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

$10,000 five years ago, dividends reinvested · they hold 12.0% in common

IWSMeasureSPY

+24.2%Year to dateJan 1 → Nov 4+13.3%

+27.4%1 yearTotal return+13.4%

+22.7%3 years · per year$10,000 became $18,488 · $19,132+24.1%

+9.8%5 years · per year$10,000 became $15,956 · $18,060+12.6%

0.23%Expense ratio$23 · $9 a year on $10k · lower is better0.09%

1.27%Trailing 12-mo yield$127 · $99 a year on $10k0.99%

−7.5%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer12.9%

IWSSPY 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

IWS vs SPY: Top 5 Holdings

Today

IWS

3.7%in top 5

SPY

in top 527.3%

IWSStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

1.0%PSXnot top 5

0.8%MRNAnot top 5

0.7%HPEnot top 5

0.6%ALLnot top 5

0.6%DLRnot top 5

Held in common12.0%

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

IWS vs SPY Returns, Every Period

5Y

iSharesIWS

+9.8%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

IWSSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: IWS vs SPY

YTD

iSharesIWS

+24.2%

SPYSPDR

+13.3%

+24.2%Year to date+13.3%

−7.5%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y12.9%

1.3%Yield1.0%

$14.9BAssets$798B

3–1IWS wins

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

Cost, Income and Risk

Fees: IWS, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IWS0.23%$23

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

Yields: IWS, SPY

1Y

1.27%highest, IWS

FundTrailing yieldYield$10k

IWS1.27%$127

SPY0.99%$99

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

Income After Fees on $10,000

1Y

$104most kept, IWS

IWS$127 − $23 = $104

SPY$99 − $9 = $90

KeptFee

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

Overlap: IWS, SPY

Today

12.0%most shared, IWS and SPY

IWSSPY

IWS—12.0%

SPY12.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+27.4%IWS, at 13.1% volatility

SPYWorst drop−8.9%12.9% vol

IWSWorst drop−7.5%13.1% vol

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

Paid More vs Made More

YTD

IWSSPY

+24.2%Year to date+13.3%

1.3%Yield1.0%

+27.4%Past year+13.4%

0.23%Fee0.09%

3–1IWS 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