Compare · 2 funds side by side · dividends reinvested

ITDD and SPY

ITDDiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

ITDD 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%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.4

iShares LifePath Target Date 2040 ETFUnsorted0.11%1.71%+6.8%+8.3%+17.1%[…]−7.6%11.2%$123M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: ITDD 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares LifePath Target Date 2040 ETF · $123M[…]

ITDD

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 41.5% in common

ITDDMeasureSPY

+6.8%Year to dateJan 1 → Nov 6+8.7%

+8.3%1 yearTotal return+9.7%

+17.1%3 years · per year$10,000 became $16,048 · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

0.11%Expense ratio$11 · $9 a year on $10k · lower is better0.09%

1.71%Trailing 12-mo yield$171 · $103 a year on $10k1.03%

−7.6%Worst dropSmaller is better−8.9%

11.2%VolatilityLower is calmer13.6%

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

3–4SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ITDD vs SPY: Top 5 Holdings

Today

ITDD

11.0%in top 5

SPY

in top 527.8%

ITDDStockSPY

3.2%AAPL7.9%

2.7%NVDA6.9%

2.5%MSFT6.3%

1.6%AMZN4.0%

1.0%GOOGL2.6%

Held in common41.5%

End-of-day Nov 6, 2026 · share of each fund

ITDD vs SPY Returns, Every Period

iSharesITDD

+8.3%

past year

SPYSPDR

+9.7%

past year

ITDDSPYFaded: behind in that period

0–3SPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: ITDD vs SPY

YTD

iSharesITDD

+6.8%

SPYSPDR

+8.7%

+6.8%Year to date+8.7%

−7.6%Worst drop · 1Y−8.9%

11.2%Volatility · 1Y13.6%

1.7%Yield1.0%

$123MAssets$819B

3–1ITDD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ITDD, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

ITDD0.11%$11

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ITDD, SPY

1.71%highest, ITDD

FundTrailing yieldYield$10k

ITDD1.71%$171

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$160most kept, ITDD

ITDD$171 − $11 = $160

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ITDD, SPY

Today

41.5%most shared, ITDD and SPY

ITDDSPY

ITDD—41.5%

SPY41.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

ITDDWorst drop−7.6%11.2% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ITDDSPY

+6.8%Year to date+8.7%

1.7%Yield1.0%

+8.3%Past year+9.7%

0.11%Fee0.09%

3–1SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026