Compare · 2 funds side by side · dividends reinvested

ITDH and SPY

ITDHiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

ITDH 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%$805B1.3

iShares LifePath Target Date 2060 ETFUnsorted0.12%1.42%+13.1%+14.3%+22.7%[…]−9.7%14.1%$48M1.7

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

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

Head to Head

Swap sides Versus in desk

Head to Head

iShares LifePath Target Date 2060 ETF · $48M[…]

ITDH

SPY

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

$10,000 five years ago, dividends reinvested · they hold 54.2% in common

ITDHMeasureSPY

+13.1%Year to dateJan 1 → Nov 5+13.3%

+14.3%1 yearTotal return+13.4%

+22.7%3 years · per year$10,000 became $18,490 · $19,132+24.1%

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

0.12%Expense ratio$12 · $9 a year on $10k · lower is better0.09%

1.42%Trailing 12-mo yield$142 · $99 a year on $10k0.99%

−9.7%Worst dropSmaller is better−8.9%

14.1%VolatilityLower is calmer12.9%

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

2–5SPY wins

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

More Ways to See the Pairs

ITDH vs SPY: Top 5 Holdings

Today

ITDH

14.9%in top 5

SPY

in top 527.7%

ITDHStockSPY

4.1%AAPL7.7%

3.8%NVDA7.3%

3.4%MSFT6.2%

2.1%AMZN3.9%

not top 5GOOGL2.6%

1.5%2330.TWnot top 5

Held in common54.2%

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

ITDH vs SPY Returns, Every Period

iSharesITDH

+14.3%

past year

SPYSPDR

+13.4%

past year

ITDHSPYFaded: behind in that period

1–2SPY wins

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

Unsorted vs Core: ITDH vs SPY

YTD

iSharesITDH

+13.1%

SPYSPDR

+13.3%

+13.1%Year to date+13.3%

−9.7%Worst drop · 1Y−8.9%

14.1%Volatility · 1Y12.9%

1.4%Yield1.0%

$48.5MAssets$805B

3–1SPY wins

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

Cost, Income and Risk

Fees: ITDH, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

ITDH0.12%$12

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

Yields: ITDH, SPY

1.42%highest, ITDH

FundTrailing yieldYield$10k

ITDH1.42%$142

SPY0.99%$99

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

Income After Fees on $10,000

$130most kept, ITDH

ITDH$142 − $12 = $130

SPY$99 − $9 = $90

KeptFee

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

Overlap: ITDH, SPY

Today

54.2%most shared, ITDH and SPY

ITDHSPY

ITDH—54.2%

SPY54.2%—

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

Return vs Bumpiness: 2 ETFs

+14.3%ITDH, at 14.1% volatility

SPYWorst drop−8.9%12.9% vol

ITDHWorst drop−9.7%14.1% vol

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

Paid More vs Made More

YTD

ITDHSPY

+13.1%Year to date+13.3%

1.4%Yield1.0%

+14.3%Past year+13.4%

0.12%Fee0.09%

2–2level

End-of-day Nov 5, 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 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

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 5, 2026