Compare SIZE and SPY | ETF Tracker

SIZE and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.34%+14.9%+16.4%+20.0%+8.2%−8.0%12.7%$434M1.4

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%$798B1.6

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: SIZE 2013 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Size Factor ETF · $434M$14,800

SIZE

SPY

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

$10,000 five years ago, dividends reinvested · they hold 42.1% in common

SIZEMeasureSPY

+14.9%Year to dateJan 1 → Nov 4+13.3%

+16.4%1 yearTotal return+13.4%

+20.0%3 years · per year$10,000 became $17,299 · $19,132+24.1%

+8.2%5 years · per year$10,000 became $14,800 · $18,060+12.6%

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

1.34%Trailing 12-mo yield$134 · $99 a year on $10k0.99%

−8.0%Worst dropSmaller is better−8.9%

12.7%VolatilityLower is calmer12.9%

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

5–3SIZE wins

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

More Ways to See the Pairs

SIZE vs SPY: Top 5 Holdings

Today

SIZE

2.0%in top 5

SPY

in top 527.3%

SIZEStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.4%OKTAnot top 5

0.4%TEAMnot top 5

0.4%SNnot top 5

0.4%NTRAnot top 5

0.4%KMBnot top 5

Held in common42.1%

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

SIZE vs SPY Returns, Every Period

5Y

iSharesSIZE

+8.2%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

SIZESPYFaded: behind in that period

2–2Level

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

Stocks vs Core: SIZE vs SPY

YTD

iSharesSIZE

+14.9%

SPYSPDR

+13.3%

+14.9%Year to date+13.3%

−8.0%Worst drop · 1Y−8.9%

12.7%Volatility · 1Y12.9%

1.3%Yield1.0%

$434MAssets$798B

4–0SIZE wins

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

Cost, Income and Risk

Fees: SIZE, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SIZE0.15%$15

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

Yields: SIZE, SPY

1Y

1.34%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.34%$134

SPY0.99%$99

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

Income After Fees on $10,000

1Y

$119most kept, SIZE

SIZE$134 − $15 = $119

SPY$99 − $9 = $90

KeptFee

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

Overlap: SIZE, SPY

Today

42.1%most shared, SIZE and SPY

SIZESPY

SIZE—42.1%

SPY42.1%—

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

Return vs Bumpiness: 2 ETFs

1Y

+16.4%SIZE, at 12.7% volatility

SIZEWorst drop−8.0%12.7% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

SIZESPY

+14.9%Year to date+13.3%

1.3%Yield1.0%

+16.4%Past year+13.4%

0.15%Fee0.09%

3–1SIZE 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