Compare · 3 funds side by side · dividends reinvested

ITDI, SPY and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

ITDI, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$1.00T1.4

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%$819B2.3

iShares LifePath Target Date 2065 ETFUnsorted0.12%1.50%+8.7%+10.7%+20.7%[…]−9.6%14.6%$29M2.3

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: ITDI 2023 · SPY 1993 · VOO 2010

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$17,118

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

ITDIMeasureSPY

+8.7%Year to dateJan 1 → Nov 6+8.7%

+10.7%1 yearTotal return+9.7%

+20.7%3 years · per year$10,000 became $17,564 · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+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

2–4SPY wins

End-of-day Nov 6, 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

14.8%in top 5

SPY

in top 527.8%

ITDIStockSPY

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

ITDI vs SPY Returns, Every Period

iSharesITDI

+10.7%

past year

SPYSPDR

+9.7%

past year

ITDISPYFaded: behind in that period

1–1Level

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

Unsorted vs Core: ITDI vs VOO

YTD

iSharesITDI

+8.7%

VOOVanguard

+8.7%

+8.7%Year to date+8.7%

−9.6%Worst drop · 1Y−8.9%

14.6%Volatility · 1Y13.5%

1.5%Yield1.1%

$29.4MAssets$1.00T

2–1VOO wins

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

Cost, Income and Risk

Fees: ITDI, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

ITDI0.12%$12

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

Yields: ITDI, SPY, VOO

1.50%highest, ITDI

FundTrailing yieldYield$10k

ITDI1.50%$150

VOO1.10%$110

SPY1.03%$103

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

Income After Fees on $10,000

$138most kept, ITDI

ITDI$150 − $12 = $138

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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

Overlap: ITDI, SPY, VOO

Today

92.2%most shared, SPY and VOO

ITDISPYVOO

ITDI—54.1%53.9%

SPY54.1%—92.2%

VOO53.9%92.2%—

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

Return vs Bumpiness: 3 ETFs

+10.7%ITDI, at 14.6% volatility

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

ITDIWorst drop−9.6%14.6% vol

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

Paid More vs Made More

YTD

ITDIVOO

+8.7%Year to date+8.7%

1.5%Yield1.1%

+10.7%Past year+9.8%

0.12%Fee0.03%

2–1ITDI wins

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