Which returned more over the last year, IYE or SPYM?

In the year to Oct 28, 2026, with distributions reinvested, IYE returned +58.8% and SPYM +13.7%.

Which is cheaper, IYE or SPYM?

SPYM is cheaper, by 0.35 percentage points a year. That is about $35 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do IYE and SPYM overlap with the S&P 500?

By their latest filed holdings, 67% of IYE and 100% of SPYM by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IYE vs SPYM: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IYE returned +58.8% to SPYM's +13.7%; 4% of their weight is in the same names.

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Net assets: $1.8bn on Oct 28, 2026 for iShares U.S. Energy ETF, and $185.0bn on Oct 27, 2026 for State Street SPDR Portfolio S&P 500 ETF.

IYE on its own →SPYM on its own →

At a glance

+58.8%

IYE total return, 1 year

+13.7%

SPYM total return, 1 year

0.37%

IYE expense ratio

0.02%

SPYM expense ratio

Pair scorecard

SPYM costs 0.35 points a year less; their one-year returns differ by 45.1 points; SPYM is far larger, $185.0bn against $1.8bn.

IYE vs SPYM: Differences, Returns & Fees
Measure	IYE	SPYM
Return
Measure	IYE	SPYM
Total return, 1 year	+58.8%	+13.7%
Benchmark
Measure	IYE	SPYM
What it tracks	Russell 1000 Energy RIC 22	S&P 500 Index
Cost and size
Measure	IYE	SPYM
Expense ratio	0.37%	0.02%
Net assets, as of Oct 27, 2026	$1.8bn	$185.0bn
Holdings
Measure	IYE	SPYM
Holdings in common	4%
Top ten holdings, share of the fund	71.5%	38.1%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

By the books each fund has filed, IYE and SPYM hold 4% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

4% in common

Positions both hold · largest shared weight first IYE SPYM

EXXONMOBIL HOLDINGS CORP 23.48% 1.11%

CHEVRON 16.24% 0.68%

CONOCOPHILLIPS 6.74% 0.27%

MARATHON PETROLEUM 4.68% 0.18%

VALERO ENERGY CORP 4.07% 0.17%

PHILLIPS 66 3.97% 0.16%

WILLIAMS 3.37% 0.14%

EOG RESOURCES 3.28% 0.13%

SLB 3.04% 0.12%

KINDER MORGAN 2.59% 0.10%

TARGA RESOURCES 2.52% 0.10%

ONEOK 2.38% 0.09%

Only in one fund ↓

Only in IYE

CHENIERE ENERGY 2.49%

TECHNIPFMC PLC 1.10%

PERMIAN RESOURCES CLASS A 0.80%

OVINTIV 0.78%

HF SINCLAIR 0.69%

DT MIDSTREAM 0.52%

RANGE RESOURCES 0.52%

ANTERO RESOURCES 0.50%

Only in SPYM

NVIDIA CORP 7.92%

APPLE INC 7.61%

MICROSOFT CORP 5.92%

AMAZON.COM INC 3.73%

ALPHABET INC CL A 2.83%

BROADCOM INC 2.44%

ALPHABET INC CL C 2.26%

META PLATFORMS INC CLASS A 2.05%

Check overlap with more funds →

Side by side

IYE iShares U.S. Energy ETF SPYM State Street SPDR Portfolio S&P 500 ETF

Where it sits Stock ETF Stock ETF

Issuer iShares State Street

What it is Tracks an index of U.S. Energy Tracks the S&P 500

Total return, 1 year +58.8% +13.7%

Its benchmark over the same days not measured +13.7% (IVV)

Gap to its benchmark not measured 0.0 pts vs IVV

Expense ratio 0.37% 0.02%

Already in the S&P 500 67.1% 99.8%

Holdings 41 506

Net assets, IYE as of Oct 28, 2026 and SPYM as of Oct 27, 2026 $1.8bn $185.0bn

Former ticker none SPLG

IYE and SPYM on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

IYE

IYE tracks an index of U.S. Energy. Over the year to Oct 28, 2026 it returned +58.8% with distributions reinvested. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 27, 2026, 67% of the fund by weight is stocks the S&P 500 also holds, across 41 positions, with the top ten at 71.5%.

SPYM

SPYM tracks the S&P 500. Over the year to Oct 28, 2026 it returned +13.7% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.02% a year. By its holdings published by its issuer for Oct 27, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 506 positions, with the top ten at 38.1%.

Questions people ask

Which returned more over the last year, IYE or SPYM?: In the year to Oct 28, 2026, with distributions reinvested, IYE returned +58.8% and SPYM +13.7%.
Which is cheaper, IYE or SPYM?: SPYM is cheaper, by 0.35 percentage points a year. That is about $35 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IYE and SPYM overlap with the S&P 500?: By their latest filed holdings, 67% of IYE and 100% of SPYM by weight is stocks the S&P 500 already holds.

Other comparisons

IYE vs SCHX IYE vs QUAL IYE vs SCHB IYE vs SPY SPYM vs XOP SPYM vs VDE SPYM vs XLE SPYM vs XHB

Where to next

IYE on its own →SPYM on its own →Hold both: look the portfolio through →Rankings →IYE dividend history →IYE holdings →SPYM dividend history →SPYM holdings →Standards and sources →

Sources and dates

IYE filings on SEC EDGAR ↗

IYE prospectus with the expense ratio (SEC) ↗

iShares page for IYE ↗

SPYM filings on SEC EDGAR ↗

SPYM prospectus with the expense ratio (SEC) ↗

State Street website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

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ETFIQ, IYE against SPYM, data as of Oct 28, 2026. https://etfiq.com/compare/any/iye-vs-spym

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