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ITOT vs SPY

iShares Core S&P Total U.S. Stock Market ETF vs State Street SPDR S&P 500 ETF Trust

ITOT

iShares Core S&P Total U.S. Stock Market ETF

iShares

Annual cost

0.03%

Fund size

$88.9B

SPY

State Street SPDR S&P 500 ETF Trust

State Street Investment Management

Annual cost

0.09%

Fund size

$735.1B

Key differences

  • ITOT costs 0.06% less per year.
  • SPY is significantly larger than ITOT — larger funds tend to be more liquid and less likely to close.
  • SPY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ITOTSPY
Annual cost (TER)0.03%0.09%
Fund size (AUM)$88.9B$735.1B
Since20041993
Dividend yield1.03%1.03%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.5%+29.4%
CAGR 3Y+22.8%+23.1%
CAGR 5Y+12.9%+14.0%
Sharpe 3Y1.201.22
Volatility 1Y12.36%12.00%
Max drawdown-35.00%-33.72%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to ITOT and SPY