Compare · 3 funds side by side · dividends reinvested

SPYM, IWF 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, IWF 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%$819B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.0

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 · IWF 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

SPYM

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 55.7% in common

SPYMMeasureIWF

+8.8%Year to dateJan 1 → Nov 6−5.3%

+9.8%1 yearTotal return−6.5%

+21.8%3 years · per year$10,000 became $18,082 · $17,022+19.4%

+11.4%5 years · per year$10,000 became $17,192 · $15,442+9.1%

0.02%Expense ratio$2 · $18 a year on $10k · lower is better0.18%

1.05%Trailing 12-mo yield$105 · $39 a year on $10k0.39%

−8.9%Worst dropSmaller is better−14.6%

13.6%VolatilityLower is calmer19.4%

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

8–0SPYM wins

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

More Ways to See the Pairs

SPYM vs IWF: Top 5 Holdings

Today

SPYM

27.8%in top 5

IWF

in top 539.8%

SPYMStockIWF

6.9%NVDA14.1%

7.9%AAPL9.0%

6.3%MSFT6.6%

2.6%GOOGL5.5%

not top 5AVGO4.5%

4.0%AMZNnot top 5

Held in common55.7%

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

SPYM vs IWF Returns, Every Period

SPDRSPYM

+11.4%

5 years, per year

IWFiShares

+9.1%

5 years, per year

SPYMIWFFaded: behind in that period

4–0SPYM wins

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

−8.9%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.6%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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

Cost, Income and Risk

Fees: SPYM, IWF, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

IWF0.18%$18

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

Yields: SPYM, IWF, SPY

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

SPY1.03%$103

IWF0.39%$39

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

IWF$39 − $18 = $21

KeptFee

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

Overlap: SPYM, IWF, SPY

Today

99.9%most shared, SPYM and SPY

SPYMIWFSPY

SPYM—55.7%99.9%

IWF55.7%—55.7%

SPY99.9%55.7%—

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

IWFWorst drop−14.6%19.4% 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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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