Compare · 3 funds side by side · dividends reinvested

ITDF, SPYM and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

ITDF, SPYM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

iShares LifePath Target Date 2050 ETFUnsorted0.11%1.52%+8.4%+10.2%+20.0%[…]−9.3%13.7%$98M2.4

Rank among the three1st → 3rdFee, 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 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

ITDF

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

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

ITDFMeasureSPYM

+8.4%Year to dateJan 1 → Nov 6+8.8%

+10.2%1 yearTotal return+9.8%

+20.0%3 years · per year$10,000 became $17,270 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.11%Expense ratio$11 · $2 a year on $10k · lower is better0.02%

1.52%Trailing 12-mo yield$152 · $105 a year on $10k1.05%

−9.3%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.6%

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

2–5SPYM 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 SPYM: Top 5 Holdings

Today

ITDF

13.7%in top 5

SPYM

in top 527.8%

ITDFStockSPYM

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 SPYM Returns, Every Period

iSharesITDF

+10.2%

past year

SPYMSPDR

+9.8%

past year

ITDFSPYMFaded: behind in that period

1–2SPYM wins

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

Unsorted vs Core: ITDF vs VOO

YTD

iSharesITDF

+8.4%

VOOVanguard

+8.7%

+8.4%Year to date+8.7%

−9.3%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.5%

1.5%Yield1.1%

$98.0MAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: ITDF, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

ITDF0.11%$11

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

Yields: ITDF, SPYM, VOO

1.52%highest, ITDF

FundTrailing yieldYield$10k

ITDF1.52%$152

VOO1.10%$110

SPYM1.05%$105

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

Income After Fees on $10,000

$141most kept, ITDF

ITDF$152 − $11 = $141

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

KeptFee

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

Overlap: ITDF, SPYM, VOO

Today

92.2%most shared, SPYM and VOO

ITDFSPYMVOO

ITDF—50.2%50.0%

SPYM50.2%—92.2%

VOO50.0%92.2%—

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

Return vs Bumpiness: 3 ETFs

+10.2%ITDF, at 13.7% volatility

VOOWorst drop−8.9%13.5% vol

SPYMWorst 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

ITDFSPYM

+8.4%Year to date+8.8%

1.5%Yield1.1%

+10.2%Past year+9.8%

0.11%Fee0.02%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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