Compare · 2 funds side by side · dividends reinvested

SPTM and IWB

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,437SPTM · best of the two

02 / 04

SPTM and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFUS Stock Styles · Large cap0.03%1.07%+11.8%+12.3%+23.6%+11.8%−8.7%12.7%$14.0B1.1

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: SPTM 2000 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 ETF · $47.8B$17,090

IWB

SPTM

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.0B$17,437

$10,000 five years ago, dividends reinvested · they hold 95.0% in common

IWBMeasureSPTM

+11.3%Year to dateJan 1 → Nov 3+11.8%

+11.6%1 yearTotal return+12.3%

+23.8%3 years · per year$10,000 became $18,957 · $18,889+23.6%

+11.3%5 years · per year$10,000 became $17,090 · $17,437+11.8%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

0.92%Trailing 12-mo yield$92 · $107 a year on $10k1.07%

−8.9%Worst dropSmaller is better−8.7%

12.8%VolatilityLower is calmer12.7%

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

1–7SPTM wins

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

More Ways to See the Pairs

IWB vs SPTM: Top 5 Holdings

Today

IWB

25.2%in top 5

SPTM

in top 525.4%

IWBStockSPTM

6.8%NVDA7.2%

7.1%AAPL7.1%

5.6%MSFT5.5%

3.3%AMZN3.3%

2.3%GOOGL2.3%

Held in common95.0%

End-of-day Nov 3, 2026 · share of each fund

IWB vs SPTM Returns, Every Period

iSharesIWB

+11.3%

5 years, per year

SPTMSPDR

+11.8%

5 years, per year

IWBSPTMFaded: behind in that period

1–3SPTM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IWB vs SPTM

YTD

iSharesIWB

+11.3%

SPTMSPDR

+11.8%

+11.3%Year to date+11.8%

−8.9%Worst drop · 1Y−8.7%

12.8%Volatility · 1Y12.7%

0.9%Yield1.1%

$47.8BAssets$14.0B

4–0SPTM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPTM, IWB

Today

0.03%lowest, SPTM

FundExpense ratioFee$10k

SPTM0.03%$3

IWB0.15%$15

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SPTM, IWB

1.07%highest, SPTM

FundTrailing yieldYield$10k

SPTM1.07%$107

IWB0.92%$92

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, SPTM

SPTM$107 − $3 = $104

IWB$92 − $15 = $77

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SPTM, IWB

Today

95.0%most shared, SPTM and IWB

SPTMIWB

SPTM—95.0%

IWB95.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.3%SPTM, at 12.7% volatility

SPTMWorst drop−8.7%12.7% vol

IWBWorst drop−8.9%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPTMIWB

+11.8%Year to date+11.3%

1.1%Yield0.9%

+12.3%Past year+11.6%

0.03%Fee0.15%

4–0SPTM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026