Compare · 2 funds side by side · dividends reinvested

SSPY and IWB

SSPYStratified×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,090IWB · best of the two

02 / 04

SSPY and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Stratified LargeCap Index ETFUS Stock Styles · Large cap0.45%1.19%+16.4%+19.1%+19.1%+9.1%−7.3%10.7%$133M1.4

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: SSPY 2019 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Stratified LargeCap Index ETF · $133M$15,477

SSPY

IWB

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

$10,000 five years ago, dividends reinvested · they hold 41.6% in common

SSPYMeasureIWB

+16.4%Year to dateJan 1 → Nov 3+11.3%

+19.1%1 yearTotal return+11.6%

+19.1%3 years · per year$10,000 became $16,910 · $18,957+23.8%

+9.1%5 years · per year$10,000 became $15,477 · $17,090+11.3%

0.45%Expense ratio$45 · $15 a year on $10k · lower is better0.15%

1.19%Trailing 12-mo yield$119 · $92 a year on $10k0.92%

−7.3%Worst dropSmaller is better−8.9%

10.7%VolatilityLower is calmer12.8%

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

5–3SSPY wins

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

More Ways to See the Pairs

SSPY vs IWB: Top 5 Holdings

Today

SSPY

5.0%in top 5

IWB

in top 525.2%

SSPYStockIWB

not top 5AAPL7.1%

not top 5NVDA6.8%

1.0%MSFT5.6%

not top 5AMZN3.3%

not top 5GOOGL2.3%

1.0%IBMnot top 5

1.0%COFnot top 5

1.0%SYFnot top 5

0.9%WMTnot top 5

Held in common41.6%

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

SSPY vs IWB Returns, Every Period

StratifiedSSPY

+9.1%

5 years, per year

IWBiShares

+11.3%

5 years, per year

SSPYIWBFaded: behind in that period

2–2Level

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

SSPY vs IWB

YTD

StratifiedSSPY

+16.4%

IWBiShares

+11.3%

+16.4%Year to date+11.3%

−7.3%Worst drop · 1Y−8.9%

10.7%Volatility · 1Y12.8%

1.2%Yield0.9%

$133MAssets$47.8B

4–0SSPY wins

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

Cost, Income and Risk

Fees: SSPY, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

SSPY0.45%$45

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

Yields: SSPY, IWB

1.19%highest, SSPY

FundTrailing yieldYield$10k

SSPY1.19%$119

IWB0.92%$92

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

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

SSPY$119 − $45 = $74

KeptFee

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

Overlap: SSPY, IWB

Today

41.6%most shared, SSPY and IWB

SSPYIWB

SSPY—41.6%

IWB41.6%—

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

Return vs Bumpiness: 2 ETFs

+19.1%SSPY, at 10.7% volatility

SSPYWorst drop−7.3%10.7% 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

SSPYIWB

+16.4%Year to date+11.3%

1.2%Yield0.9%

+19.1%Past year+11.6%

0.45%Fee0.15%

3–1SSPY 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