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iShares made investors more money ($415B). SPDR had more funds that made money (79%).
The past year, all their funds · Data as of Oct 30, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one thematic fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.
| BOX SCORE · THEMATIC | SPDR | iShares |
|---|---|---|
| Funds in the category | 4 | 25 |
| Made money (W–L) | 2–2 | 13–10 |
| Win % | 50% | 57% |
| Money made | $351M | $21.8B |
| Typical return | +9.2% | +4.5% |
| Launches · 2026 | 0 | 2 |
| Assets | $9.3B | $135B |
| Fee per $100 | $0.37 | $0.41 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| XAR | State Street SPDR S&P Aerospace & Defense ETF | $5.3B | −5.9% ✕ |
| XSD | State Street SPDR S&P Semiconductor ETF | $2.6B | +38.0% ✓ |
| GII | State Street SPDR S&P Global Infrastructure ETF | $948M | +9.2% ✓ |
| GXC | State Street SPDR S&P China ETF | $426M | −20.6% ✕ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| SOXX | iShares Semiconductor ETF | $47.4B | +69.3% ✓ |
| IGV | iShares Expanded Tech-Software Sector ETF | $14.2B | −7.5% ✕ |
| BAI | iShares A.I. Innovation and Tech Active ETF | $13.2B | +16.2% ✓ |
| ITA | iShares U.S. Aerospace & Defense ETF | $12.5B | −1.2% ✕ |
| IGM | iShares Expanded Tech Sector ETF | $10.9B | +19.0% ✓ |
| IGF | iShares Global Infrastructure ETF | $10.9B | +9.3% ✓ |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.