Compare · 2 funds side by side · dividends reinvested

IXJ and SPY

IXJiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

IXJ and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$805B1.4

iShares Global Healthcare ETFSectors · Health care0.38%1.25%+19.7%+28.6%+15.2%+7.6%−10.8%16.1%$4.7B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: IXJ 2001 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Healthcare ETF · $4.7B$14,393

IXJ

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 10.2% in common

IXJMeasureSPY

+19.7%Year to dateJan 1 → Nov 4+13.3%

+28.6%1 yearTotal return+13.4%

+15.2%3 years · per year$10,000 became $15,304 · $19,132+24.1%

+7.6%5 years · per year$10,000 became $14,393 · $18,060+12.6%

0.38%Expense ratio$38 · $9 a year on $10k · lower is better0.09%

1.25%Trailing 12-mo yield$125 · $99 a year on $10k0.99%

−10.8%Worst dropSmaller is better−8.9%

16.1%VolatilityLower is calmer12.9%

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

3–5SPY wins

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

More Ways to See the Pairs

IXJ vs SPY: Top 5 Holdings

Today

IXJ

31.6%in top 5

SPY

in top 527.3%

IXJStockSPY

11.6%LLYnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

6.6%JNJnot top 5

not top 5MSFT5.9%

5.2%ABBVnot top 5

4.1%UNHnot top 5

4.0%MRKnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common10.2%

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

IXJ vs SPY Returns, Every Period

iSharesIXJ

+7.6%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

IXJSPYFaded: behind in that period

2–2Level

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

Sector vs Core: IXJ vs SPY

YTD

iSharesIXJ

+19.7%

SPYSPDR

+13.3%

+19.7%Year to date+13.3%

−10.8%Worst drop · 1Y−8.9%

16.1%Volatility · 1Y12.9%

1.2%Yield1.0%

$4.7BAssets$805B

2–2level

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

Cost, Income and Risk

Fees: IXJ, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IXJ0.38%$38

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

Yields: IXJ, SPY

1.25%highest, IXJ

FundTrailing yieldYield$10k

IXJ1.25%$125

SPY0.99%$99

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

IXJ$125 − $38 = $87

KeptFee

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

Overlap: IXJ, SPY

Today

10.2%most shared, IXJ and SPY

IXJSPY

IXJ—10.2%

SPY10.2%—

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

Return vs Bumpiness: 2 ETFs

+28.6%IXJ, at 16.1% volatility

SPYWorst drop−8.9%12.9% vol

IXJWorst drop−10.8%16.1% vol

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

Paid More vs Made More

YTD

IXJSPY

+19.7%Year to date+13.3%

1.2%Yield1.0%

+28.6%Past year+13.4%

0.38%Fee0.09%

3–1IXJ 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