Compare IWS and SPYM | ETF Tracker

IWS and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap Value ETFUS Stock Styles · Mid cap0.23%1.31%+20.8%+24.9%+21.2%+8.9%−7.5%13.4%$14.9B1.4

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: IWS 2001 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell Mid-Cap Value ETF · $14.9B$15,312

IWS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

IWSMeasureSPYM

+20.8%Year to dateJan 1 → Nov 5+8.4%

+24.9%1 yearTotal return+9.8%

+21.2%3 years · per year$10,000 became $17,821 · $18,222+22.1%

+8.9%5 years · per year$10,000 became $15,312 · $17,164+11.4%

0.23%Expense ratio$23 · $2 a year on $10k · lower is better0.02%

1.31%Trailing 12-mo yield$131 · $106 a year on $10k1.06%

−7.5%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer13.6%

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

5–3IWS wins

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

More Ways to See the Pairs

IWS vs SPYM: Top 5 Holdings

Today

IWS

3.7%in top 5

SPYM

in top 527.7%

IWSStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.9%PSXnot top 5

0.9%MRNAnot top 5

0.7%ALLnot top 5

0.6%DLRnot top 5

0.6%HPEnot top 5

Held in common12.0%

End-of-day Nov 5, 2026 · share of each fund

IWS vs SPYM Returns, Every Period

5Y

iSharesIWS

+8.9%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

IWSSPYMFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IWS vs SPYM

YTD

iSharesIWS

+20.8%

SPYMSPDR

+8.4%

+20.8%Year to date+8.4%

−7.5%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y13.6%

1.3%Yield1.1%

$14.9BAssets$182B

4–0IWS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWS, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IWS0.23%$23

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IWS, SPYM

1Y

1.31%highest, IWS

FundTrailing yieldYield$10k

IWS1.31%$131

SPYM1.06%$106

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IWS

IWS$131 − $23 = $108

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IWS, SPYM

Today

12.0%most shared, IWS and SPYM

IWSSPYM

IWS—12.0%

SPYM12.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+24.9%IWS, at 13.4% volatility

IWSWorst drop−7.5%13.4% vol

SPYMWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IWSSPYM

+20.8%Year to date+8.4%

1.3%Yield1.1%

+24.9%Past year+9.8%

0.23%Fee0.02%

3–1IWS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026