Compare · 2 funds side by side · dividends reinvested

IYF and SPY

IYFiShares×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

IYF 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%$798B1.4

iShares U.S. Financials ETFSectors · Financials0.37%1.42%+7.2%+13.5%+25.7%+10.9%−13.9%14.8%$3.8B1.6

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: IYF 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Financials ETF · $3.8B$16,748

IYF

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 9.7% in common

IYFMeasureSPY

+7.2%Year to dateJan 1 → Nov 4+13.3%

+13.5%1 yearTotal return+13.4%

+25.7%3 years · per year$10,000 became $19,876 · $19,132+24.1%

+10.9%5 years · per year$10,000 became $16,748 · $18,060+12.6%

0.37%Expense ratio$37 · $9 a year on $10k · lower is better0.09%

1.42%Trailing 12-mo yield$142 · $99 a year on $10k0.99%

−13.9%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer12.9%

IYFSPY 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

IYF vs SPY: Top 5 Holdings

Today

IYF

34.5%in top 5

SPY

in top 527.3%

IYFStockSPY

12.6%BRK-Bnot top 5

11.0%JPMnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

3.8%WFCnot top 5

not top 5AMZN3.8%

3.6%BACnot top 5

3.6%GSnot top 5

not top 5GOOGL2.5%

Held in common9.7%

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

IYF vs SPY Returns, Every Period

iSharesIYF

+10.9%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

IYFSPYFaded: behind in that period

2–2Level

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

Sector vs Core: IYF vs SPY

YTD

iSharesIYF

+7.2%

SPYSPDR

+13.3%

+7.2%Year to date+13.3%

−13.9%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y12.9%

1.4%Yield1.0%

$3.8BAssets$798B

3–1SPY wins

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

Cost, Income and Risk

Fees: IYF, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IYF0.37%$37

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

Yields: IYF, SPY

1.42%highest, IYF

FundTrailing yieldYield$10k

IYF1.42%$142

SPY0.99%$99

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

Income After Fees on $10,000

$105most kept, IYF

IYF$142 − $37 = $105

SPY$99 − $9 = $90

KeptFee

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

Overlap: IYF, SPY

Today

9.7%most shared, IYF and SPY

IYFSPY

IYF—9.7%

SPY9.7%—

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

Return vs Bumpiness: 2 ETFs

+13.5%IYF, at 14.8% volatility

SPYWorst drop−8.9%12.9% vol

IYFWorst drop−13.9%14.8% vol

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

Paid More vs Made More

YTD

IYFSPY

+7.2%Year to date+13.3%

1.4%Yield1.0%

+13.5%Past year+13.4%

0.37%Fee0.09%

2–2level

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%

$185BAssets$798B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026