Compare · 2 funds side by side · dividends reinvested

ITDF and SPY

ITDFiShares×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

ITDF 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%$778B1.3

iShares LifePath Target Date 2050 ETFUnsorted0.11%1.52%+8.4%+10.2%+20.0%[…]−9.3%13.7%$98M1.7

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: ITDF 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares LifePath Target Date 2050 ETF · $98M[…]

ITDF

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

$10,000 five years ago, dividends reinvested · they hold 50.2% in common

ITDFMeasureSPY

+8.4%Year to dateJan 1 → Nov 6+8.7%

+10.2%1 yearTotal return+9.7%

+20.0%3 years · per year$10,000 became $17,270 · $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%

1.52%Trailing 12-mo yield$152 · $103 a year on $10k1.03%

−9.3%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.6%

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

2–5SPY wins

End-of-day Nov 6, 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

13.7%in top 5

SPY

in top 527.8%

ITDFStockSPY

3.9%AAPL7.9%

3.3%NVDA6.9%

3.1%MSFT6.3%

2.0%AMZN4.0%

not top 5GOOGL2.6%

1.3%2330.TWnot top 5

Held in common50.2%

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

ITDF vs SPY Returns, Every Period

iSharesITDF

+10.2%

past year

SPYSPDR

+9.7%

past year

ITDFSPYFaded: behind in that period

1–2SPY wins

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

Unsorted vs Core: ITDF vs SPY

YTD

iSharesITDF

+8.4%

SPYSPDR

+8.7%

+8.4%Year to date+8.7%

−9.3%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.6%

1.5%Yield1.0%

$98.3MAssets$778B

3–1SPY wins

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

Cost, Income and Risk

Fees: ITDF, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

ITDF0.11%$11

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

Yields: ITDF, SPY

1.52%highest, ITDF

FundTrailing yieldYield$10k

ITDF1.52%$152

SPY1.03%$103

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

Income After Fees on $10,000

$141most kept, ITDF

ITDF$152 − $11 = $141

SPY$103 − $9 = $94

KeptFee

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

Overlap: ITDF, SPY

Today

50.2%most shared, ITDF and SPY

ITDFSPY

ITDF—50.2%

SPY50.2%—

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

Return vs Bumpiness: 2 ETFs

+10.2%ITDF, at 13.7% volatility

SPYWorst drop−8.9%13.6% vol

ITDFWorst drop−9.3%13.7% vol

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

Paid More vs Made More

YTD

ITDFSPY

+8.4%Year to date+8.7%

1.5%Yield1.0%

+10.2%Past year+9.7%

0.11%Fee0.09%

2–2level

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026