Compare · 2 funds side by side · dividends reinvested

IYLD and SPYM

IYLDiShares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,553SPYM · best of the two

02 / 04

IYLD and SPYM, 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%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.4

iShares Morningstar Multi-Asset Income ETFIncome · Dividend stocks0.50%4.80%+5.0%+6.9%+10.2%+3.1%−4.7%6.1%$129M1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: IYLD 2012 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Multi-Asset Income ETF · $129M$11,653

IYLD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

IYLDMeasureSPYM

+5.0%Year to dateJan 1 → Nov 9+11.3%

+6.9%1 yearTotal return+13.6%

+10.2%3 years · per year$10,000 became $13,376 · $18,161+22.0%

+3.1%5 years · per year$10,000 became $11,653 · $17,553+11.9%

0.50%Expense ratio$50 · $2 a year on $10k · lower is better0.02%

4.80%Trailing 12-mo yield$480 · $103 a year on $10k1.03%

−4.7%Worst dropSmaller is better−8.9%

6.1%VolatilityLower is calmer13.7%

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

3–5SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IYLD vs SPYM: Top 5 Holdings

Today

IYLD

3.3%in top 5

SPYM

in top 527.8%

IYLDStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.7%HSBA.Lnot top 5

0.7%SHEL.Lnot top 5

0.7%NESN.SWnot top 5

0.6%8306.Tnot top 5

0.6%7203.Tnot top 5

Held in common2.4%

End-of-day Nov 9, 2026 · share of each fund

IYLD vs SPYM Returns, Every Period

iSharesIYLD

+3.1%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

IYLDSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: IYLD vs SPYM

YTD

iSharesIYLD

+5.0%

SPYMSPDR

+11.3%

+5.0%Year to date+11.3%

−4.7%Worst drop · 1Y−8.9%

6.1%Volatility · 1Y13.7%

4.8%Yield1.0%

$129MAssets$179B

3–1IYLD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IYLD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IYLD0.50%$50

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IYLD, SPYM

4.80%highest, IYLD

FundTrailing yieldYield$10k

IYLD4.80%$480

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$430most kept, IYLD

IYLD$480 − $50 = $430

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IYLD, SPYM

Today

2.4%most shared, IYLD and SPYM

IYLDSPYM

IYLD—2.4%

SPYM2.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%SPYM, at 13.7% volatility

IYLDWorst drop−4.7%6.1% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IYLDSPYM

+5.0%Year to date+11.3%

4.8%Yield1.0%

+6.9%Past year+13.6%

0.50%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026