Compare · 2 funds side by side · dividends reinvested

IYG and SPY

IYGiShares×SPYSPDR×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $8,077 · 2022SPY$17,688IYG$15,177Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,688SPY · best of the two
02 / 04

IYG 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%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B1.3
iShares U.S. Financial Services ETFSectors · Financials0.37%1.08%+4.3%+9.5%+27.0%+8.7%−15.9%15.6%$2.3B1.8
Rank among the two1st → 2ndFee, 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: IYG 2000 · SPY 1993
@TheETFTracker·theetftracker.com

Head to Head

5Y
iShares U.S. Financial Services ETF · $2.3B$15,177
IYG
SPY
State Street SPDR S&P 500 ETF · $798B$17,688

$10,000 five years ago, dividends reinvested · they hold 10.1% in common

IYGMeasureSPY
+4.3%Year to dateJan 1 → Nov 3+11.5%
+9.5%1 yearTotal return+11.8%
+27.0%3 years · per year$10,000 became $20,476 · $19,046+24.0%
+8.7%5 years · per year$10,000 became $15,177 · $17,688+12.1%
0.37%Expense ratio$37 · $9 a year on $10k · lower is better0.09%
1.08%Trailing 12-mo yield$108 · $101 a year on $10k1.01%
−15.9%Worst dropSmaller is better−8.9%
15.6%VolatilityLower is calmer12.8%
IYGSPY Winner of the row, in its colourEach row: the bigger of the two fills its side
2–6SPY wins
End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

IYG vs SPY: Top 5 Holdings

Today
IYG
48.5%in top 5
SPY
in top 527.4%
IYGStockSPY
14.2%BRK-Bnot top 5
12.6%JPMnot top 5
9.9%Vnot top 5
not top 5NVDA7.8%
not top 5AAPL7.7%
7.3%MAnot top 5
not top 5MSFT5.9%
4.6%BACnot top 5
not top 5AMZN3.6%
not top 5GOOGL2.5%
Held in common10.1%
End-of-day Nov 3, 2026 · share of each fund
@TheETFTracker·theetftracker.com

IYG vs SPY Returns, Every Period

5Y
iSharesIYG
+8.7%
5 years, per year
SPYSPDR
+12.1%
5 years, per year
0%+10%+20%+30%+4.3%+11.5%YTD+9.5%+11.8%1 year+27.0%+24.0%3 yrs · yr+8.7%+12.1%5 yrs · yr
IYGSPYFaded: behind in that period
1–3SPY wins
End-of-day Nov 3, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Sector vs Core: IYG vs SPY

YTD
iSharesIYG
+4.3%
SPYSPDR
+11.5%
Jan 1Nov 3+4.3%+11.5%
+4.3%Year to date+11.5%
−15.9%Worst drop · 1Y−8.9%
15.6%Volatility · 1Y12.8%
1.1%Yield1.0%
$2.3BAssets$798B
3–1SPY wins
End-of-day Nov 3, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: IYG, SPY

Today
0.09%lowest, SPY
FundExpense ratioFee$10k
SPY0.09%$9
IYG0.37%$37
End-of-day Nov 3, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: IYG, SPY

1Y
1.08%highest, IYG
FundTrailing yieldYield$10k
IYG1.08%$108
SPY1.01%$101
End-of-day Nov 3, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$92most kept, SPY
SPY$101 − $9 = $92
IYG$108 − $37 = $71
KeptFee
End-of-day Nov 3, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: IYG, SPY

Today
10.1%most shared, IYG and SPY
IYGSPY
IYG—10.1%
SPY10.1%—
End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+11.8%SPY, at 12.8% volatility
0%+5%+10%+15%5%10%15%20%Volatility · 1 year → bumpierSPY +11.8%IYG +9.5%
SPYWorst drop−8.9%12.8% vol
IYGWorst drop−15.9%15.6% vol
End-of-day Nov 3, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
IYGSPY
Jan 1Nov 3+4.3%+11.5%
+4.3%Year to date+11.5%
1.1%Yield1.0%
+9.5%Past year+11.8%
0.37%Fee0.09%
3–1SPY wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SPYM vs SPY

YTD
SPDRSPYM
+11.5%
SPYSPDR
+11.5%
Jan 1Nov 3+11.5%+11.5%
+11.5%Year to date+11.5%
1.0%Yield1.0%
$185BAssets$798B
0–0level
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+32.8%
VIGVanguard
+14.0%
Jan 1Nov 3+32.8%+14.0%
+32.8%Year to date+14.0%
3.0%Yield1.5%
$121BAssets$109B
2–0SCHD wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+7.5%
JEPIJ.P. Morgan
+7.0%
Jan 1Nov 3+7.5%+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
@TheETFTracker·theetftracker.com