IWD vs SPYM5YIWDIWDAvsBSPYMSPYMiShares Russell 1000 Value ETF · $84.9BState Street SPDR Portfolio S&P 500 ETF · $186BReturns · dividends in+22.8%3 years · per year$18,519 · $17,930+21.5%+11.7%5 years · per year$17,356 · $17,277+11.6%Cost and income0.18%Expense ratio$18 · $2 on $10k · lower wins0.02%1.34%
Overlap: IWD, SPYM, SPYToday99.9%most shared, SPYM and SPYIWDSPYMSPYIWD—61.3%61.2%SPYM61.3%—99.9%SPY61.2%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
IWD vs SPYM5YAIWDiShares Russell 1000 Value$17,356vsSPYMBSPDR Portfolio S&P 500$17,277$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AIWDiShares Russell 1000 Value ETFReadDesk0.18%1.34%+0.2%+26.5%+28.6%+22.8%+11.7%−6.8%$84.9B2BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.03%−0.4%+11.5%+11.6%+21.5%+11.6%−8.9%$185.8B3SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AIWDiShares Russell 1000 Value ETFReadDesk0.18%1.34%+0.2%+26.5%+28.6%+22.8%+11.7%−6.8%$84.9B2BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.03%−0.4%+11.5%+11.6%+21.5%+11.6%−8.9%$185.8B3SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: IWD, SPYM, SPYToday99.9%most shared, SPYM and SPYIWDSPYMSPYIWD—61.3%61.2%SPYM61.3%—99.9%SPY61.2%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$116most kept, IWDIWD$134 − $18 = $116SPYM$103 − $2 = $101SPY$101 − $9 = $92KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee