Compare · 3 funds side by side · dividends reinvested

SPYM, ISCG and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

SPYM, ISCG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.0

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.67%+7.9%+9.1%+18.9%+3.6%−11.4%18.5%$927M2.9

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SPYM 2005 · ISCG 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $927M$11,960

ISCG

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

ISCGMeasureSPY

+7.9%Year to dateJan 1 → Nov 6+8.7%

+9.1%1 yearTotal return+9.7%

+18.9%3 years · per year$10,000 became $16,813 · $18,039+21.7%

+3.6%5 years · per year$10,000 became $11,960 · $17,118+11.3%

0.06%Expense ratio$6 · $9 a year on $10k · lower is better0.09%

0.67%Trailing 12-mo yield$67 · $103 a year on $10k1.03%

−11.4%Worst dropSmaller is better−8.9%

18.5%VolatilityLower is calmer13.6%

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

1–7SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ISCG vs SPY: Top 5 Holdings

Today

ISCG

4.0%in top 5

SPY

in top 527.8%

ISCGStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.0%TEAMnot top 5

1.0%OKTAnot top 5

0.7%ROKUnot top 5

0.7%GHnot top 5

0.6%Unot top 5

Held in common0.7%

End-of-day Nov 6, 2026 · share of each fund

ISCG vs SPY Returns, Every Period

iSharesISCG

+3.6%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

ISCGSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ISCG vs SPYM

YTD

iSharesISCG

+7.9%

SPYMSPDR

+8.8%

+7.9%Year to date+8.8%

−11.4%Worst drop · 1Y−8.9%

18.5%Volatility · 1Y13.6%

0.7%Yield1.1%

$927MAssets$182B

4–0SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPYM, ISCG, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

ISCG0.06%$6

SPY0.09%$9

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SPYM, ISCG, SPY

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

SPY1.03%$103

ISCG0.67%$67

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

ISCG$67 − $6 = $61

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SPYM, ISCG, SPY

Today

99.9%most shared, SPYM and SPY

SPYMISCGSPY

SPYM—0.7%99.9%

ISCG0.7%—0.7%

SPY99.9%0.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

ISCGWorst drop−11.4%18.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMSPY

+8.8%Year to date+8.7%

1.1%Yield1.0%

+9.8%Past year+9.7%

0.02%Fee0.09%

4–0SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026