Compare · 2 funds side by side · dividends reinvested

SHY and SPY

SHYiShares×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

SHY 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%$819B1.4

iShares 1-3 Year Treasury Bond ETFBonds & Cash · Treasuries0.15%3.60%+1.6%+2.3%+4.2%+2.0%−0.9%1.4%$27.5B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: SHY 2002 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares 1-3 Year Treasury Bond ETF · $27.5B$11,063

SHY

SPY

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

$10,000 five years ago, dividends reinvested

SHYMeasureSPY

+1.6%Year to dateJan 1 → Nov 5+8.3%

+2.3%1 yearTotal return+9.7%

+4.2%3 years · per year$10,000 became $11,318 · $18,174+22.0%

+2.0%5 years · per year$10,000 became $11,063 · $17,099+11.3%

0.15%Expense ratio$15 · $9 a year on $10k · lower is better0.09%

3.60%Trailing 12-mo yield$360 · $103 a year on $10k1.03%

−0.9%Worst dropSmaller is better−8.9%

1.4%VolatilityLower is calmer13.6%

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

3–5SPY wins

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

More Ways to See the Pairs

SHY vs SPY: Top 5 Holdings

Today

SHY

[…]in top 5

SPY

in top 527.7%

SHYStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

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

SHY vs SPY Returns, Every Period

iSharesSHY

+2.0%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

SHYSPYFaded: behind in that period

0–4SPY wins

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

Bonds vs Core: SHY vs SPY

YTD

iSharesSHY

+1.6%

SPYSPDR

+8.3%

+1.6%Year to date+8.3%

−0.9%Worst drop · 1Y−8.9%

1.4%Volatility · 1Y13.6%

3.6%Yield1.0%

$27.5BAssets$819B

3–1SHY wins

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

Cost, Income and Risk

Fees: SHY, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SHY0.15%$15

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

Yields: SHY, SPY

3.60%highest, SHY

FundTrailing yieldYield$10k

SHY3.60%$360

SPY1.03%$103

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

Income After Fees on $10,000

$345most kept, SHY

SHY$360 − $15 = $345

SPY$103 − $9 = $94

KeptFee

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

Overlap: SHY, SPY

Today

[…]holdings […]

SHYSPY

SHY—[…]

SPY[…]—

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

SHYWorst drop−0.9%1.4% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SHYSPY

+1.6%Year to date+8.3%

3.6%Yield1.0%

+2.3%Past year+9.7%

0.15%Fee0.09%

3–1SPY 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