Compare · 2 funds side by side · dividends reinvested

ITDH and SPYM

ITDHiShares×SPYMSPDR×

Versus in desk

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

02 / 04

ITDH and SPYM, 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%$182B1.4

iShares LifePath Target Date 2060 ETFUnsorted0.12%1.47%+8.9%+10.7%+20.7%[…]−9.7%14.6%$47M1.6

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: ITDH 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares LifePath Target Date 2060 ETF · $47M[…]

ITDH

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 54.1% in common

ITDHMeasureSPYM

+8.9%Year to dateJan 1 → Nov 6+8.8%

+10.7%1 yearTotal return+9.8%

+20.7%3 years · per year$10,000 became $17,570 · $18,082+21.8%

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

0.12%Expense ratio$12 · $2 a year on $10k · lower is better0.02%

1.47%Trailing 12-mo yield$147 · $105 a year on $10k1.05%

−9.7%Worst dropSmaller is better−8.9%

14.6%VolatilityLower is calmer13.6%

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

3–4SPYM wins

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

More Ways to See the Pairs

ITDH vs SPYM: Top 5 Holdings

Today

ITDH

14.8%in top 5

SPYM

in top 527.8%

ITDHStockSPYM

4.2%AAPL7.9%

3.6%NVDA6.9%

3.4%MSFT6.3%

2.2%AMZN4.0%

not top 5GOOGL2.6%

1.4%2330.TWnot top 5

Held in common54.1%

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

ITDH vs SPYM Returns, Every Period

iSharesITDH

+10.7%

past year

SPYMSPDR

+9.8%

past year

ITDHSPYMFaded: behind in that period

2–1ITDH wins

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

Unsorted vs Core: ITDH vs SPYM

YTD

iSharesITDH

+8.9%

SPYMSPDR

+8.8%

+8.9%Year to date+8.8%

−9.7%Worst drop · 1Y−8.9%

14.6%Volatility · 1Y13.6%

1.5%Yield1.1%

$46.5MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: ITDH, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

ITDH0.12%$12

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

Yields: ITDH, SPYM

1.47%highest, ITDH

FundTrailing yieldYield$10k

ITDH1.47%$147

SPYM1.05%$105

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

Income After Fees on $10,000

$135most kept, ITDH

ITDH$147 − $12 = $135

SPYM$105 − $2 = $103

KeptFee

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

Overlap: ITDH, SPYM

Today

54.1%most shared, ITDH and SPYM

ITDHSPYM

ITDH—54.1%

SPYM54.1%—

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

Return vs Bumpiness: 2 ETFs

+10.7%ITDH, at 14.6% volatility

SPYMWorst drop−8.9%13.6% vol

ITDHWorst drop−9.7%14.6% vol

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

Paid More vs Made More

YTD

ITDHSPYM

+8.9%Year to date+8.8%

1.5%Yield1.1%

+10.7%Past year+9.8%

0.12%Fee0.02%

3–1ITDH 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