Compare · 2 funds side by side · dividends reinvested

LRGF and SPYM

LRGFiShares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,018LRGF · best of the two

02 / 04

LRGF and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Equity Factor ETFUS Stock Styles · Large cap0.08%1.06%+13.3%+12.4%+24.5%+13.7%−8.7%12.9%$3.7B1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: LRGF 2015 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Equity Factor ETF · $3.7B$19,018

LRGF

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 67.9% in common

LRGFMeasureSPYM

+13.3%Year to dateJan 1 → Nov 4+13.4%

+12.4%1 yearTotal return+13.5%

+24.5%3 years · per year$10,000 became $19,310 · $19,186+24.3%

+13.7%5 years · per year$10,000 became $19,018 · $18,126+12.6%

0.08%Expense ratio$8 · $2 a year on $10k · lower is better0.02%

1.06%Trailing 12-mo yield$106 · $101 a year on $10k1.01%

−8.7%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer12.8%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LRGF vs SPYM: Top 5 Holdings

Today

LRGF

25.8%in top 5

SPYM

in top 527.3%

LRGFStockSPYM

7.1%NVDA7.7%

6.9%AAPL7.4%

5.4%MSFT5.9%

3.2%AMZN3.8%

3.3%GOOGnot top 5

not top 5GOOGL2.5%

Held in common67.9%

End-of-day Nov 4, 2026 · share of each fund

LRGF vs SPYM Returns, Every Period

iSharesLRGF

+13.7%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

LRGFSPYMFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: LRGF vs SPYM

YTD

iSharesLRGF

+13.3%

SPYMSPDR

+13.4%

+13.3%Year to date+13.4%

−8.7%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y12.8%

1.1%Yield1.0%

$3.7BAssets$182B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LRGF, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

LRGF0.08%$8

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: LRGF, SPYM

1.06%highest, LRGF

FundTrailing yieldYield$10k

LRGF1.06%$106

SPYM1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

LRGF$106 − $8 = $98

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: LRGF, SPYM

Today

67.9%most shared, LRGF and SPYM

LRGFSPYM

LRGF—67.9%

SPYM67.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% vol

LRGFWorst drop−8.7%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

LRGFSPYM

+13.3%Year to date+13.4%

1.1%Yield1.0%

+12.4%Past year+13.5%

0.08%Fee0.02%

3–1SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026