Compare · 2 funds side by side · dividends reinvested

IYY and SPY

IYYiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

IYY 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%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.0

iShares Dow Jones U.S. ETFUS Stock Styles · Large cap0.20%0.91%+8.2%+9.5%+21.8%+10.4%−8.9%13.7%$2.9B2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: IYY 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Dow Jones U.S. ETF · $2.9B$16,435

IYY

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 93.1% in common

IYYMeasureSPY

+8.2%Year to dateJan 1 → Nov 5+8.3%

+9.5%1 yearTotal return+9.7%

+21.8%3 years · per year$10,000 became $18,070 · $18,174+22.0%

+10.4%5 years · per year$10,000 became $16,435 · $17,099+11.3%

0.20%Expense ratio$20 · $9 a year on $10k · lower is better0.09%

0.91%Trailing 12-mo yield$91 · $103 a year on $10k1.03%

−8.9%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.6%

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

0–7SPY wins

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

More Ways to See the Pairs

IYY vs SPY: Top 5 Holdings

Today

IYY

25.8%in top 5

SPY

in top 527.7%

IYYStockSPY

7.2%AAPL7.7%

6.8%NVDA7.3%

5.8%MSFT6.2%

3.7%AMZN3.9%

2.4%GOOGL2.6%

Held in common93.1%

End-of-day Nov 5, 2026 · share of each fund

IYY vs SPY Returns, Every Period

iSharesIYY

+10.4%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

IYYSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IYY vs SPY

YTD

iSharesIYY

+8.2%

SPYSPDR

+8.3%

+8.2%Year to date+8.3%

−8.9%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.6%

0.9%Yield1.0%

$2.9BAssets$819B

3–0SPY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IYY, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IYY0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IYY, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

IYY0.91%$91

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

IYY$91 − $20 = $71

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IYY, SPY

Today

93.1%most shared, IYY and SPY

IYYSPY

IYY—93.1%

SPY93.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

IYYWorst drop−8.9%13.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYIYY

+8.3%Year to date+8.2%

1.0%Yield0.9%

+9.7%Past year+9.5%

0.09%Fee0.20%

4–0SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026