Compare · 2 funds side by side · dividends reinvested

IYR and SPY

IYRiShares×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

IYR 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. Real Estate ETFSectors · Real estate0.37%2.35%+9.9%+9.9%+13.0%+1.1%−11.8%14.4%$4.0B1.6

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: IYR 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Real Estate ETF · $4.0B$10,558

IYR

SPY

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

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

IYRMeasureSPY

+9.9%Year to dateJan 1 → Nov 6+8.7%

+9.9%1 yearTotal return+9.7%

+13.0%3 years · per year$10,000 became $14,416 · $18,039+21.7%

+1.1%5 years · per year$10,000 became $10,558 · $17,118+11.3%

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

2.35%Trailing 12-mo yield$235 · $103 a year on $10k1.03%

−11.8%Worst dropSmaller is better−8.9%

14.4%VolatilityLower is calmer13.6%

IYRSPY 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

IYR vs SPY: Top 5 Holdings

Today

IYR

33.0%in top 5

SPY

in top 527.8%

IYRStockSPY

10.2%WELLnot top 5

8.6%PLDnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.0%AMTnot top 5

4.8%SPGnot top 5

4.4%EQIXnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common1.9%

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

IYR vs SPY Returns, Every Period

iSharesIYR

+1.1%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

IYRSPYFaded: behind in that period

2–2Level

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

Sector vs Core: IYR vs SPY

YTD

iSharesIYR

+9.9%

SPYSPDR

+8.7%

+9.9%Year to date+8.7%

−11.8%Worst drop · 1Y−8.9%

14.4%Volatility · 1Y13.6%

2.3%Yield1.0%

$4.0BAssets$819B

2–2level

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

Cost, Income and Risk

Fees: IYR, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IYR0.37%$37

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

Yields: IYR, SPY

2.35%highest, IYR

FundTrailing yieldYield$10k

IYR2.35%$235

SPY1.03%$103

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

Income After Fees on $10,000

$198most kept, IYR

IYR$235 − $37 = $198

SPY$103 − $9 = $94

KeptFee

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

Overlap: IYR, SPY

Today

1.9%most shared, IYR and SPY

IYRSPY

IYR—1.9%

SPY1.9%—

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

Return vs Bumpiness: 2 ETFs

+9.9%IYR, at 14.4% volatility

SPYWorst drop−8.9%13.6% vol

IYRWorst drop−11.8%14.4% vol

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

Paid More vs Made More

YTD

IYRSPY

+9.9%Year to date+8.7%

2.3%Yield1.0%

+9.9%Past year+9.7%

0.37%Fee0.09%

3–1IYR 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