Compare XJR and SPY | ETF Tracker

XJR 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%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.3

iShares ESG Select Screened S&P Small-Cap ETFUS Stock Styles · Small cap0.12%0.95%+15.4%+16.8%+17.3%+5.5%−10.2%16.8%$210M1.8

Rank among the two1st → 2ndFee, 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: XJR 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares ESG Select Screened S&P Small-Cap ETF · $210M$13,084

XJR

SPY

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

XJRMeasureSPY

+15.4%Year to dateJan 1 → Nov 6+8.7%

+16.8%1 yearTotal return+9.7%

+17.3%3 years · per year$10,000 became $16,158 · $18,039+21.7%

+5.5%5 years · per year$10,000 became $13,084 · $17,118+11.3%

0.12%Expense ratio$12 · $9 a year on $10k · lower is better0.09%

0.95%Trailing 12-mo yield$95 · $103 a year on $10k1.03%

−10.2%Worst dropSmaller is better−8.9%

16.8%VolatilityLower is calmer13.6%

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

2–6SPY wins

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

More Ways to See the Pairs

XJR vs SPY: Top 5 Holdings

Today

XJR

3.0%in top 5

SPY

in top 527.8%

XJRStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.6%PAYCnot top 5

0.6%LTHnot top 5

0.6%MTCHnot top 5

0.6%RHPnot top 5

0.6%PTGXnot top 5

Held in common0.0%

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

XJR vs SPY Returns, Every Period

5Y

iSharesXJR

+5.5%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

XJRSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: XJR vs SPY

YTD

iSharesXJR

+15.4%

SPYSPDR

+8.7%

+15.4%Year to date+8.7%

−10.2%Worst drop · 1Y−8.9%

16.8%Volatility · 1Y13.6%

1.0%Yield1.0%

$210MAssets$819B

2–1SPY wins

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

Cost, Income and Risk

Fees: XJR, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

XJR0.12%$12

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

Yields: XJR, SPY

1Y

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

XJR0.95%$95

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

Income After Fees on $10,000

1Y

$94most kept, SPY

SPY$103 − $9 = $94

XJR$95 − $12 = $83

KeptFee

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

Overlap: XJR, SPY

Today

0.0%most shared, XJR and SPY

XJRSPY

XJR—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+16.8%XJR, at 16.8% volatility

SPYWorst drop−8.9%13.6% vol

XJRWorst drop−10.2%16.8% vol

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

Paid More vs Made More

YTD

SPYXJR

+8.7%Year to date+15.4%

1.0%Yield1.0%

+9.7%Past year+16.8%

0.09%Fee0.12%

2–1XJR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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