Compare · 2 funds side by side · dividends reinvested

IWX and SPYM

IWXiShares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,791IWX · best of the two

02 / 04

IWX and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Top 200 Value ETFUS Stock Styles · Value0.20%1.32%+28.5%+33.7%+25.1%+13.4%−6.6%11.0%$4.1B1.1

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.9

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: IWX 2009 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Top 200 Value ETF · $4.1B$18,791

IWX

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 52.2% in common

IWXMeasureSPYM

+28.5%Year to dateJan 1 → Nov 4+13.4%

+33.7%1 yearTotal return+13.5%

+25.1%3 years · per year$10,000 became $19,579 · $19,186+24.3%

+13.4%5 years · per year$10,000 became $18,791 · $18,126+12.6%

0.20%Expense ratio$20 · $2 a year on $10k · lower is better0.02%

1.32%Trailing 12-mo yield$132 · $101 a year on $10k1.01%

−6.6%Worst dropSmaller is better−8.9%

11.0%VolatilityLower is calmer12.8%

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

7–1IWX wins

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

More Ways to See the Pairs

IWX vs SPYM: Top 5 Holdings

Today

IWX

30.3%in top 5

SPYM

in top 527.3%

IWXStockSPYM

8.1%AMZN3.8%

8.0%AAPL7.4%

not top 5NVDA7.7%

7.1%MSFT5.9%

3.8%BRK-Bnot top 5

3.3%JPMnot top 5

not top 5GOOGL2.5%

Held in common52.2%

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

IWX vs SPYM Returns, Every Period

iSharesIWX

+13.4%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

IWXSPYMFaded: behind in that period

4–0IWX wins

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

Stocks vs Core: IWX vs SPYM

YTD

iSharesIWX

+28.5%

SPYMSPDR

+13.4%

+28.5%Year to date+13.4%

−6.6%Worst drop · 1Y−8.9%

11.0%Volatility · 1Y12.8%

1.3%Yield1.0%

$4.1BAssets$182B

4–0IWX wins

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

Cost, Income and Risk

Fees: IWX, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IWX0.20%$20

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

Yields: IWX, SPYM

1.32%highest, IWX

FundTrailing yieldYield$10k

IWX1.32%$132

SPYM1.01%$101

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

Income After Fees on $10,000

$112most kept, IWX

IWX$132 − $20 = $112

SPYM$101 − $2 = $99

KeptFee

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

Overlap: IWX, SPYM

Today

52.2%most shared, IWX and SPYM

IWXSPYM

IWX—52.2%

SPYM52.2%—

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

Return vs Bumpiness: 2 ETFs

+33.7%IWX, at 11.0% volatility

IWXWorst drop−6.6%11.0% vol

SPYMWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

IWXSPYM

+28.5%Year to date+13.4%

1.3%Yield1.0%

+33.7%Past year+13.5%

0.20%Fee0.02%

3–1IWX 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%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026