Compare · 2 funds side by side · dividends reinvested

IYH and SPY

IYHiShares×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

IYH 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. Healthcare ETFSectors · Health care0.37%1.00%+23.7%+32.8%+17.0%+8.3%−10.6%16.7%$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: IYH 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Healthcare ETF · $4.7B$14,917

IYH

SPY

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

$10,000 five years ago, dividends reinvested · they hold 9.6% in common

IYHMeasureSPY

+23.7%Year to dateJan 1 → Nov 4+13.3%

+32.8%1 yearTotal return+13.4%

+17.0%3 years · per year$10,000 became $16,005 · $19,132+24.1%

+8.3%5 years · per year$10,000 became $14,917 · $18,060+12.6%

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

1.00%Trailing 12-mo yield$100 · $99 a year on $10k0.99%

−10.6%Worst dropSmaller is better−8.9%

16.7%VolatilityLower is calmer12.9%

IYHSPY 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

IYH vs SPY: Top 5 Holdings

Today

IYH

43.7%in top 5

SPY

in top 527.3%

IYHStockSPY

16.4%LLYnot top 5

9.4%JNJnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

7.4%ABBVnot top 5

not top 5MSFT5.9%

5.3%UNHnot top 5

5.2%MRKnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common9.6%

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

IYH vs SPY Returns, Every Period

iSharesIYH

+8.3%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

IYHSPYFaded: behind in that period

2–2Level

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

Sector vs Core: IYH vs SPY

YTD

iSharesIYH

+23.7%

SPYSPDR

+13.3%

+23.7%Year to date+13.3%

−10.6%Worst drop · 1Y−8.9%

16.7%Volatility · 1Y12.9%

1.0%Yield1.0%

$4.7BAssets$798B

2–1SPY wins

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

Cost, Income and Risk

Fees: IYH, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IYH0.37%$37

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

Yields: IYH, SPY

1.00%highest, IYH

FundTrailing yieldYield$10k

IYH1.00%$100

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

IYH$100 − $37 = $63

KeptFee

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

Overlap: IYH, SPY

Today

9.6%most shared, IYH and SPY

IYHSPY

IYH—9.6%

SPY9.6%—

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

Return vs Bumpiness: 2 ETFs

+32.8%IYH, at 16.7% volatility

SPYWorst drop−8.9%12.9% vol

IYHWorst drop−10.6%16.7% vol

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

Paid More vs Made More

YTD

IYHSPY

+23.7%Year to date+13.3%

1.0%Yield1.0%

+32.8%Past year+13.4%

0.37%Fee0.09%

2–1IYH 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%

$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