Compare · 3 funds side by side · dividends reinvested

IYG, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749SPYM · best of the three

02 / 04

IYG, 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%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.4

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%$798B2.1

iShares U.S. Financial Services ETFSectors · Financials0.37%1.08%+4.3%+9.5%+27.0%+8.7%−15.9%15.6%$2.3B2.5

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: IYG 2000 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Financial Services ETF · $2.3B$15,177

IYG

SPYM

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

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

IYGMeasureSPYM

+4.3%Year to dateJan 1 → Nov 3+11.5%

+9.5%1 yearTotal return+11.9%

+27.0%3 years · per year$10,000 became $20,476 · $19,092+24.1%

+8.7%5 years · per year$10,000 became $15,177 · $17,749+12.2%

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

1.08%Trailing 12-mo yield$108 · $103 a year on $10k1.03%

−15.9%Worst dropSmaller is better−8.9%

15.6%VolatilityLower is calmer12.7%

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

2–6SPYM wins

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

More Ways to See the Pairs

IYG vs SPYM: Top 5 Holdings

Today

IYG

48.5%in top 5

SPYM

in top 527.4%

IYGStockSPYM

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

IYG vs SPYM Returns, Every Period

iSharesIYG

+8.7%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

IYGSPYMFaded: behind in that period

1–3SPYM wins

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

Sector vs Core: IYG vs SPYM

YTD

iSharesIYG

+4.3%

SPYMSPDR

+11.5%

+4.3%Year to date+11.5%

−15.9%Worst drop · 1Y−8.9%

15.6%Volatility · 1Y12.7%

1.1%Yield1.0%

$2.3BAssets$185B

3–1SPYM wins

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

Cost, Income and Risk

Fees: IYG, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

IYG0.37%$37

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

Yields: IYG, SPYM, SPY

1.08%highest, IYG

FundTrailing yieldYield$10k

IYG1.08%$108

SPYM1.03%$103

SPY1.01%$101

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

IYG$108 − $37 = $71

KeptFee

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

Overlap: IYG, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

IYGSPYMSPY

IYG—10.1%10.1%

SPYM10.1%—99.9%

SPY10.1%99.9%—

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

Return vs Bumpiness: 3 ETFs

+11.9%SPYM, at 12.7% volatility

SPYMWorst drop−8.9%12.7% vol

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

Paid More vs Made More

YTD

IYGSPYM

+4.3%Year to date+11.5%

1.1%Yield1.0%

+9.5%Past year+11.9%

0.37%Fee0.02%

3–1SPYM 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