Compare · 2 funds side by side · dividends reinvested

USXF and SPY

USXFiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

USXF and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.1

iShares ESG Advanced MSCI USA ETFUS Stock Styles · Large cap0.10%0.94%+7.0%+6.7%+23.1%+11.0%−12.9%20.6%$1.3B1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: USXF 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Advanced MSCI USA ETF · $1.3B$16,860

USXF

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 38.4% in common

USXFMeasureSPY

+7.0%Year to dateJan 1 → Nov 5+8.3%

+6.7%1 yearTotal return+9.7%

+23.1%3 years · per year$10,000 became $18,648 · $18,174+22.0%

+11.0%5 years · per year$10,000 became $16,860 · $17,099+11.3%

0.10%Expense ratio$10 · $9 a year on $10k · lower is better0.09%

0.94%Trailing 12-mo yield$94 · $103 a year on $10k1.03%

−12.9%Worst dropSmaller is better−8.9%

20.6%VolatilityLower is calmer13.6%

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

1–7SPY wins

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

More Ways to See the Pairs

USXF vs SPY: Top 5 Holdings

Today

USXF

28.0%in top 5

SPY

in top 527.7%

USXFStockSPY

12.0%NVDA7.3%

not top 5AAPL7.7%

not top 5MSFT6.2%

6.1%AVGOnot top 5

not top 5AMZN3.9%

3.7%MUnot top 5

3.3%AMDnot top 5

3.0%Vnot top 5

not top 5GOOGL2.6%

Held in common38.4%

End-of-day Nov 5, 2026 · share of each fund

USXF vs SPY Returns, Every Period

iSharesUSXF

+11.0%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

USXFSPYFaded: behind in that period

1–3SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: USXF vs SPY

YTD

iSharesUSXF

+7.0%

SPYSPDR

+8.3%

+7.0%Year to date+8.3%

−12.9%Worst drop · 1Y−8.9%

20.6%Volatility · 1Y13.6%

0.9%Yield1.0%

$1.3BAssets$819B

4–0SPY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USXF, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

USXF0.10%$10

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: USXF, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

USXF0.94%$94

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

USXF$94 − $10 = $84

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: USXF, SPY

Today

38.4%most shared, USXF and SPY

USXFSPY

USXF—38.4%

SPY38.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

USXFWorst drop−12.9%20.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYUSXF

+8.3%Year to date+7.0%

1.0%Yield0.9%

+9.7%Past year+6.7%

0.09%Fee0.10%

4–0SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026