Compare · 2 funds side by side · dividends reinvested

IYRI and SPYM

IYRINEOS×SPYMSPDR×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,537SPYM · best of the two

Story of the two · IncomeMost incomeIYRI · 11.18% · $1,118 a year on $10k

Story of the two · RiskSmallest drop

IYRI 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%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.3

NEOS Real Estate High Income ETFIncome · Dividend stocks0.68%11.18%+7.1%+6.6%[…][…]−9.6%11.0%$307M1.7

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

End-of-day Nov 11, 2026 · returns include dividends · since: IYRI 2025 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

NEOS Real Estate High Income ETF · $307M[…]

IYRI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

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

IYRIMeasureSPYM

+7.1%

More Ways to See the Pairs

IYRI vs SPYM: Top 5 Holdings

Today

IYRI

33.7%in top 5

SPYM

in top 526.9%

IYRIStockSPYM

10.4%WELLnot top 5

8.5%PLDnot top 5

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

Cost, Income and Risk

Fees: IYRI, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IYRI0.68%$68

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: IYRI, SPYM

1Y

11.18%highest, IYRI

FundTrailing yield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+12.4%

+6.6%1 yearTotal return+12.8%

[…]3 years · per year$10,000 became […] · $18,134+21.9%

[…]5 years · per year$10,000 became […] · $17,537+11.9%

0.68%Expense ratio$68 · $2 a year on $10k · lower is better0.02%

11.18%Trailing 12-mo yield$1,118 · $102 a year on $10k1.02%

−9.6%Worst dropSmaller is better−8.9%

11.0%VolatilityLower is calmer13.7%

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

2–4SPYM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.1%SPGnot top 5

4.9%AMTnot top 5

4.7%EQIXnot top 5

not top 5AMZN4.1%

not top 5GOOGL2.6%

Held in common1.9%

End-of-day Nov 11, 2026 · share of each fund

IYRI vs SPYM Returns, Every Period

1Y

NEOSIYRI

+6.6%

past year

SPYMSPDR

+12.8%

past year

IYRISPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Core: IYRI vs SPYM

YTD

NEOSIYRI

+7.1%

SPYMSPDR

+12.4%

+7.1%Year to date+12.4%

−9.6%Worst drop · 1Y−8.9%

11.0%Volatility · 1Y13.7%

11.2%Yield1.0%

$307MAssets$183B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

IYRI11.18%$1,118

SPYM1.02%$102

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,050most kept, IYRI

IYRI$1,118 − $68 = $1,050

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IYRI, SPYM

Today

1.9%most shared, IYRI and SPYM

IYRISPYM

IYRI—1.9%

SPYM1.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+12.8%SPYM, at 13.7% volatility

IYRIWorst drop−9.6%11.0% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IYRISPYM

+7.1%Year to date+12.4%

11.2%Yield1.0%

+6.6%Past year+12.8%

0.68%Fee0.02%

3–1SPYM wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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IYRI and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two