Compare · 3 funds side by side · dividends reinvested

ITDI, 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

ITDI, 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%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.1

iShares LifePath Target Date 2065 ETFUnsorted0.12%1.50%+8.4%+11.1%+20.9%[…]−9.6%14.6%$29M2.1

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: ITDI 2023 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares LifePath Target Date 2065 ETF · $29M[…]

ITDI

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

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

ITDIMeasureSPY

+8.4%Year to dateJan 1 → Nov 5+8.3%

+11.1%1 yearTotal return+9.7%

+20.9%3 years · per year$10,000 became $17,689 · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

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

1.50%Trailing 12-mo yield$150 · $103 a year on $10k1.03%

−9.6%Worst dropSmaller is better−8.9%

14.6%VolatilityLower is calmer13.6%

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

3–4SPY wins

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

More Ways to See the Pairs

ITDI vs SPY: Top 5 Holdings

Today

ITDI

14.9%in top 5

SPY

in top 527.7%

ITDIStockSPY

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

ITDI vs SPY Returns, Every Period

iSharesITDI

+11.1%

past year

SPYSPDR

+9.7%

past year

ITDISPYFaded: behind in that period

2–1ITDI wins

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

Unsorted vs Core: ITDI vs IVV

YTD

iSharesITDI

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

−9.6%Worst drop · 1Y−8.9%

14.6%Volatility · 1Y13.6%

1.5%Yield1.1%

$29.4MAssets$850B

2–1IVV wins

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

Cost, Income and Risk

Fees: ITDI, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

ITDI0.12%$12

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

Yields: ITDI, SPY, IVV

1.50%highest, ITDI

FundTrailing yieldYield$10k

ITDI1.50%$150

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$138most kept, ITDI

ITDI$150 − $12 = $138

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: ITDI, SPY, IVV

Today

99.9%most shared, SPY and IVV

ITDISPYIVV

ITDI—54.2%54.2%

SPY54.2%—99.9%

IVV54.2%99.9%—

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

Return vs Bumpiness: 3 ETFs

+11.1%ITDI, at 14.6% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

ITDIWorst drop−9.6%14.6% vol

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

Paid More vs Made More

YTD

ITDIIVV

+8.4%Year to date+8.4%

1.5%Yield1.1%

+11.1%Past year+9.7%

0.12%Fee0.03%

2–1ITDI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026