Compare · 2 funds side by side · dividends reinvested

ITDB and SPY

ITDBiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

ITDB 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.4

iShares LifePath Target Date 2030 ETFUnsorted0.09%1.92%+6.8%+7.4%+14.7%[…]−5.7%8.0%$84M1.4

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: ITDB 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares LifePath Target Date 2030 ETF · $84M[…]

ITDB

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 30.2% in common

ITDBMeasureSPY

+6.8%Year to dateJan 1 → Nov 4+13.3%

+7.4%1 yearTotal return+13.4%

+14.7%3 years · per year$10,000 became $15,105 · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.09%Expense ratio$9 · $9 a year on $10k · lower is better0.09%

1.92%Trailing 12-mo yield$192 · $99 a year on $10k0.99%

−5.7%Worst dropSmaller is better−8.9%

8.0%VolatilityLower is calmer12.9%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ITDB vs SPY: Top 5 Holdings

Today

ITDB

7.8%in top 5

SPY

in top 527.3%

ITDBStockSPY

2.1%NVDA7.7%

2.1%AAPL7.4%

1.7%MSFT5.9%

1.1%AMZN3.8%

0.7%GOOGL2.5%

Held in common30.2%

End-of-day Nov 4, 2026 · share of each fund

ITDB vs SPY Returns, Every Period

iSharesITDB

+7.4%

past year

SPYSPDR

+13.4%

past year

ITDBSPYFaded: behind in that period

0–3SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: ITDB vs SPY

YTD

iSharesITDB

+6.8%

SPYSPDR

+13.3%

+6.8%Year to date+13.3%

−5.7%Worst drop · 1Y−8.9%

8.0%Volatility · 1Y12.9%

1.9%Yield1.0%

$83.6MAssets$805B

3–1ITDB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ITDB, SPY

Today

0.09%lowest, ITDB

FundExpense ratioFee$10k

ITDB0.09%$9

SPY0.09%$9

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ITDB, SPY

1.92%highest, ITDB

FundTrailing yieldYield$10k

ITDB1.92%$192

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, ITDB

ITDB$192 − $9 = $183

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ITDB, SPY

Today

30.2%most shared, ITDB and SPY

ITDBSPY

ITDB—30.2%

SPY30.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

ITDBWorst drop−5.7%8.0% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ITDBSPY

+6.8%Year to date+13.3%

1.9%Yield1.0%

+7.4%Past year+13.4%

0.09%Fee0.09%

2–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026