Compare · 3 funds side by side · dividends reinvested

ITDF, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

ITDF, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.4

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%$805B2.0

iShares LifePath Target Date 2050 ETFUnsorted0.11%1.47%+12.3%+13.4%+22.0%[…]−9.3%13.2%$102M2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: ITDF 2023 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares LifePath Target Date 2050 ETF · $102M[…]

ITDF

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 50.5% in common

ITDFMeasureSPY

+12.3%Year to dateJan 1 → Nov 5+13.3%

+13.4%1 yearTotal return+13.4%

+22.0%3 years · per year$10,000 became $18,161 · $19,132+24.1%

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

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

1.47%Trailing 12-mo yield$147 · $99 a year on $10k0.99%

−9.3%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer12.9%

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

1–5SPY wins

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

More Ways to See the Pairs

ITDF vs SPY: Top 5 Holdings

Today

ITDF

13.8%in top 5

SPY

in top 527.7%

ITDFStockSPY

3.8%AAPL7.7%

3.5%NVDA7.3%

3.1%MSFT6.2%

2.0%AMZN3.9%

not top 5GOOGL2.6%

1.3%2330.TWnot top 5

Held in common50.5%

End-of-day Nov 5, 2026 · share of each fund

ITDF vs SPY Returns, Every Period

iSharesITDF

+13.4%

past year

SPYSPDR

+13.4%

past year

ITDFSPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: ITDF vs IVV

YTD

iSharesITDF

+12.3%

IVViShares

+13.4%

+12.3%Year to date+13.4%

−9.3%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y12.9%

1.5%Yield1.1%

$102MAssets$887B

3–1IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ITDF, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

ITDF0.11%$11

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ITDF, SPY, IVV

1.47%highest, ITDF

FundTrailing yieldYield$10k

ITDF1.47%$147

IVV1.09%$109

SPY0.99%$99

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, ITDF

ITDF$147 − $11 = $136

IVV$109 − $3 = $106

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ITDF, SPY, IVV

Today

99.9%most shared, SPY and IVV

ITDFSPYIVV

ITDF—50.5%50.5%

SPY50.5%—99.9%

IVV50.5%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

IVVWorst drop−8.9%12.9% vol

ITDFWorst drop−9.3%13.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

ITDFIVV

+12.3%Year to date+13.4%

1.5%Yield1.1%

+13.4%Past year+13.5%

0.11%Fee0.03%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 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 5, 2026