Compare · 2 funds side by side · dividends reinvested

IYK and SPY

IYKiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

IYK 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%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.4

iShares U.S. Consumer Staples ETFSectors · Consumer0.37%2.41%+19.1%+20.9%+11.4%+7.6%−10.7%14.8%$1.5B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IYK 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Consumer Staples ETF · $1.5B$14,419

IYK

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 3.9% in common

IYKMeasureSPY

+19.1%Year to dateJan 1 → Nov 6+8.7%

+20.9%1 yearTotal return+9.7%

+11.4%3 years · per year$10,000 became $13,831 · $18,039+21.7%

+7.6%5 years · per year$10,000 became $14,419 · $17,118+11.3%

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

2.41%Trailing 12-mo yield$241 · $103 a year on $10k1.03%

−10.7%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer13.6%

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

3–5SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IYK vs SPY: Top 5 Holdings

Today

IYK

50.6%in top 5

SPY

in top 527.8%

IYKStockSPY

14.1%PGnot top 5

13.4%KOnot top 5

11.4%PMnot top 5

not top 5AAPL7.9%

7.2%PEPnot top 5

not top 5NVDA6.9%

not top 5MSFT6.3%

4.5%MOnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common3.9%

End-of-day Nov 6, 2026 · share of each fund

IYK vs SPY Returns, Every Period

iSharesIYK

+7.6%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

IYKSPYFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Core: IYK vs SPY

YTD

iSharesIYK

+19.1%

SPYSPDR

+8.7%

+19.1%Year to date+8.7%

−10.7%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y13.6%

2.4%Yield1.0%

$1.5BAssets$819B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IYK, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IYK0.37%$37

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IYK, SPY

2.41%highest, IYK

FundTrailing yieldYield$10k

IYK2.41%$241

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$204most kept, IYK

IYK$241 − $37 = $204

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IYK, SPY

Today

3.9%most shared, IYK and SPY

IYKSPY

IYK—3.9%

SPY3.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.9%IYK, at 14.8% volatility

SPYWorst drop−8.9%13.6% vol

IYKWorst drop−10.7%14.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IYKSPY

+19.1%Year to date+8.7%

2.4%Yield1.0%

+20.9%Past year+9.7%

0.37%Fee0.09%

3–1IYK wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026