Compare · 2 funds side by side · dividends reinvested

PABU and SPY

PABUiShares×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

PABU 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%$819B1.0

iShares Paris-Aligned Climate Optimized MSCI USA ETFUS Stock Styles · Large cap0.10%1.00%+3.0%+2.5%+18.7%[…]−12.8%16.3%$2.3B2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: PABU 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Paris-Aligned Climate Optimized MSCI USA ETF · $2.3B[…]

PABU

SPY

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

$10,000 five years ago, dividends reinvested · they hold 45.0% in common

PABUMeasureSPY

+3.0%Year to dateJan 1 → Nov 6+8.7%

+2.5%1 yearTotal return+9.7%

+18.7%3 years · per year$10,000 became $16,710 · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

0.10%Expense ratio$10 · $9 a year on $10k · lower is better0.09%

1.00%Trailing 12-mo yield$100 · $103 a year on $10k1.03%

−12.8%Worst dropSmaller is better−8.9%

16.3%VolatilityLower is calmer13.6%

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

0–7SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PABU vs SPY: Top 5 Holdings

Today

PABU

32.5%in top 5

SPY

in top 527.8%

PABUStockSPY

8.6%MSFT6.3%

8.3%NVDA6.9%

8.2%AAPL7.9%

4.0%LLYnot top 5

not top 5AMZN4.0%

3.4%GOOGnot top 5

not top 5GOOGL2.6%

Held in common45.0%

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

PABU vs SPY Returns, Every Period

iSharesPABU

+2.5%

past year

SPYSPDR

+9.7%

past year

PABUSPYFaded: behind in that period

0–3SPY wins

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

Stocks vs Core: PABU vs SPY

YTD

iSharesPABU

+3.0%

SPYSPDR

+8.7%

+3.0%Year to date+8.7%

−12.8%Worst drop · 1Y−8.9%

16.3%Volatility · 1Y13.6%

1.0%Yield1.0%

$2.3BAssets$819B

3–0SPY wins

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

Cost, Income and Risk

Fees: PABU, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

PABU0.10%$10

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

Yields: PABU, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

PABU1.00%$100

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

PABU$100 − $10 = $90

KeptFee

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

Overlap: PABU, SPY

Today

45.0%most shared, PABU and SPY

PABUSPY

PABU—45.0%

SPY45.0%—

End-of-day Nov 6, 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

PABUWorst drop−12.8%16.3% vol

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

Paid More vs Made More

YTD

SPYPABU

+8.7%Year to date+3.0%

1.0%Yield1.0%

+9.7%Past year+2.5%

0.09%Fee0.10%

3–0SPY 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