Compare RWJ and SPY | ETF Tracker

RWJ 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.4

Invesco S&P SmallCap 600 Revenue ETFUS Stock Styles · Small cap0.39%1.07%+25.1%+28.3%+22.8%+10.2%−11.3%17.2%$2.1B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: RWJ 2008 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P SmallCap 600 Revenue ETF · $2.1B$16,275

RWJ

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

RWJMeasureSPY

+25.1%Year to dateJan 1 → Nov 4+13.3%

+28.3%1 yearTotal return+13.4%

+22.8%3 years · per year$10,000 became $18,527 · $19,132+24.1%

+10.2%5 years · per year$10,000 became $16,275 · $18,060+12.6%

0.39%Expense ratio$39 · $9 a year on $10k · lower is better0.09%

1.07%Trailing 12-mo yield$107 · $99 a year on $10k0.99%

−11.3%Worst dropSmaller is better−8.9%

17.2%VolatilityLower is calmer12.9%

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

3–5SPY wins

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

More Ways to See the Pairs

RWJ vs SPY: Top 5 Holdings

Today

RWJ

8.9%in top 5

SPY

in top 527.3%

RWJStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

2.8%WKCnot top 5

not top 5GOOGL2.5%

2.0%UNFInot top 5

1.6%KMXnot top 5

1.3%KSSnot top 5

1.3%GPInot top 5

Held in common0.0%

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

RWJ vs SPY Returns, Every Period

5Y

InvescoRWJ

+10.2%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

RWJSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: RWJ vs SPY

YTD

InvescoRWJ

+25.1%

SPYSPDR

+13.3%

+25.1%Year to date+13.3%

−11.3%Worst drop · 1Y−8.9%

17.2%Volatility · 1Y12.9%

1.1%Yield1.0%

$2.1BAssets$798B

2–2level

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

Cost, Income and Risk

Fees: RWJ, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

RWJ0.39%$39

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

Yields: RWJ, SPY

1Y

1.07%highest, RWJ

FundTrailing yieldYield$10k

RWJ1.07%$107

SPY0.99%$99

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

Income After Fees on $10,000

1Y

$90most kept, SPY

SPY$99 − $9 = $90

RWJ$107 − $39 = $68

KeptFee

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

Overlap: RWJ, SPY

Today

0.0%most shared, RWJ and SPY

RWJSPY

RWJ—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+28.3%RWJ, at 17.2% volatility

SPYWorst drop−8.9%12.9% vol

RWJWorst drop−11.3%17.2% vol

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

Paid More vs Made More

YTD

RWJSPY

+25.1%Year to date+13.3%

1.1%Yield1.0%

+28.3%Past year+13.4%

0.39%Fee0.09%

3–1RWJ 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%

$185BAssets$798B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026