Compare · 3 funds side by side · dividends reinvested

IXN, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,940IXN · best of the three

02 / 04

IXN, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$182B1.6

iShares Global Tech ETFSectors · Technology0.37%0.83%+26.4%+20.3%+33.0%+18.1%−16.1%29.2%$8.8B2.0

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%$805B2.4

Rank among the three1st → 3rdFee, 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: IXN 2001 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Tech ETF · $8.8B$22,940

IXN

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 37.0% in common

IXNMeasureSPYM

+26.4%Year to dateJan 1 → Nov 4+13.4%

+20.3%1 yearTotal return+13.5%

+33.0%3 years · per year$10,000 became $23,518 · $19,186+24.3%

+18.1%5 years · per year$10,000 became $22,940 · $18,126+12.6%

0.37%Expense ratio$37 · $2 a year on $10k · lower is better0.02%

0.83%Trailing 12-mo yield$83 · $101 a year on $10k1.01%

−16.1%Worst dropSmaller is better−8.9%

29.2%VolatilityLower is calmer12.8%

IXNSPYM 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

IXN vs SPYM: Top 5 Holdings

Today

IXN

45.7%in top 5

SPYM

in top 527.3%

IXNStockSPYM

13.5%NVDA7.7%

13.0%AAPL7.4%

10.4%MSFT5.9%

4.5%2330.TWnot top 5

4.3%AVGOnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common37.0%

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

IXN vs SPYM Returns, Every Period

iSharesIXN

+18.1%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

IXNSPYMFaded: behind in that period

4–0IXN wins

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

Sector vs Core: IXN vs SPYM

YTD

iSharesIXN

+26.4%

SPYMSPDR

+13.4%

+26.4%Year to date+13.4%

−16.1%Worst drop · 1Y−8.9%

29.2%Volatility · 1Y12.8%

0.8%Yield1.0%

$8.8BAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: IXN, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

IXN0.37%$37

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

Yields: IXN, SPYM, SPY

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

SPY0.99%$99

IXN0.83%$83

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

IXN$83 − $37 = $46

KeptFee

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

Overlap: IXN, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

IXNSPYMSPY

IXN—37.0%37.0%

SPYM37.0%—99.8%

SPY37.0%99.8%—

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

Return vs Bumpiness: 3 ETFs

+20.3%IXN, at 29.2% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

IXNWorst drop−16.1%29.2% vol

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

Paid More vs Made More

YTD

SPYMIXN

+13.4%Year to date+26.4%

1.0%Yield0.8%

+13.5%Past year+20.3%

0.02%Fee0.37%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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