Compare · 3 funds side by side · dividends reinvested

IWX, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,033IWX · best of the three

02 / 04

IWX, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Top 200 Value ETFUS Stock Styles · Value0.20%1.36%+24.8%+29.5%+24.3%+12.5%−6.6%10.6%$4.0B1.3

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%$185B2.0

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%$798B2.8

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: IWX 2009 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Top 200 Value ETF · $4.0B$18,033

IWX

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 51.9% in common

IWXMeasureSPYM

+24.8%Year to dateJan 1 → Nov 3+11.5%

+29.5%1 yearTotal return+11.9%

+24.3%3 years · per year$10,000 became $19,219 · $19,092+24.1%

+12.5%5 years · per year$10,000 became $18,033 · $17,749+12.2%

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

1.36%Trailing 12-mo yield$136 · $103 a year on $10k1.03%

−6.6%Worst dropSmaller is better−8.9%

10.6%VolatilityLower is calmer12.7%

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

7–1IWX wins

End-of-day Nov 3, 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

30.1%in top 5

SPYM

in top 527.4%

IWXStockSPYM

8.3%AAPL7.7%

7.8%AMZN3.6%

not top 5NVDA7.8%

7.1%MSFT5.9%

3.7%BRK-Bnot top 5

3.3%JPMnot top 5

not top 5GOOGL2.5%

Held in common51.9%

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

IWX vs SPYM Returns, Every Period

iSharesIWX

+12.5%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

IWXSPYMFaded: behind in that period

4–0IWX wins

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

Stocks vs Core: IWX vs SPYM

YTD

iSharesIWX

+24.8%

SPYMSPDR

+11.5%

+24.8%Year to date+11.5%

−6.6%Worst drop · 1Y−8.9%

10.6%Volatility · 1Y12.7%

1.4%Yield1.0%

$4.0BAssets$185B

4–0IWX wins

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

Cost, Income and Risk

Fees: IWX, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

IWX0.20%$20

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

Yields: IWX, SPYM, SPY

1.36%highest, IWX

FundTrailing yieldYield$10k

IWX1.36%$136

SPYM1.03%$103

SPY1.01%$101

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

Income After Fees on $10,000

$116most kept, IWX

IWX$136 − $20 = $116

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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

Overlap: IWX, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

IWXSPYMSPY

IWX—51.9%51.9%

SPYM51.9%—99.9%

SPY51.9%99.9%—

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

Return vs Bumpiness: 3 ETFs

+29.5%IWX, at 10.6% volatility

IWXWorst drop−6.6%10.6% vol

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

IWXSPYM

+24.8%Year to date+11.5%

1.4%Yield1.0%

+29.5%Past year+11.9%

0.20%Fee0.02%

3–1IWX 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