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%1.36%+13.4%+16.0%+18.1%+7.5%−8.0%13.4%$425M1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.6

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

End-of-day Nov 9, 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 · $425M$14,354

SIZE

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 42.0% in common

SIZEMeasureSPY

+13.4%Year to dateJan 1 → Nov 9+11.2%

+16.0%1 yearTotal return+13.5%

+18.1%3 years · per year$10,000 became $16,483 · $18,118+21.9%

+7.5%5 years · per year$10,000 became $14,354 · $17,493+11.8%

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

1.36%Trailing 12-mo yield$136 · $101 a year on $10k1.01%

−8.0%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer13.7%

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

5–3SIZE wins

End-of-day Nov 9, 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

1.9%in top 5

SPY

in top 527.8%

SIZEStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.4%SNnot top 5

0.4%KMBnot top 5

0.4%OKTAnot top 5

0.4%VMRKnot top 5

0.4%VEEVnot top 5

Held in common42.0%

End-of-day Nov 9, 2026 · share of each fund

SIZE vs SPY Returns, Every Period

5Y

iSharesSIZE

+7.5%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

SIZESPYFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SIZE vs SPY

YTD

iSharesSIZE

+13.4%

SPYSPDR

+11.2%

+13.4%Year to date+11.2%

−8.0%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y13.7%

1.4%Yield1.0%

$425MAssets$778B

4–0SIZE wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: SIZE, SPY

1Y

1.36%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.36%$136

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$121most kept, SIZE

SIZE$136 − $15 = $121

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SIZE, SPY

Today

42.0%most shared, SIZE and SPY

SIZESPY

SIZE—42.0%

SPY42.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.0%SIZE, at 13.4% volatility

SIZEWorst drop−8.0%13.4% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SIZESPY

+13.4%Year to date+11.2%

1.4%Yield1.0%

+16.0%Past year+13.5%

0.15%Fee0.09%

3–1SIZE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026