Compare · 2 funds side by side · dividends reinvested

ITDI and SPYM

ITDIiShares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

ITDI 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.3

iShares LifePath Target Date 2065 ETFUnsorted0.12%1.44%+12.9%+14.2%+22.7%[…]−9.6%14.1%$31M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: ITDI 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares LifePath Target Date 2065 ETF · $31M[…]

ITDI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 54.3% in common

ITDIMeasureSPYM

+12.9%Year to dateJan 1 → Nov 4+13.4%

+14.2%1 yearTotal return+13.5%

+22.7%3 years · per year$10,000 became $18,489 · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

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

1.44%Trailing 12-mo yield$144 · $101 a year on $10k1.01%

−9.6%Worst dropSmaller is better−8.9%

14.1%VolatilityLower is calmer12.8%

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

2–5SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ITDI vs SPYM: Top 5 Holdings

Today

ITDI

14.8%in top 5

SPYM

in top 527.3%

ITDIStockSPYM

4.0%NVDA7.7%

4.0%AAPL7.4%

3.2%MSFT5.9%

2.0%AMZN3.8%

not top 5GOOGL2.5%

1.5%2330.TWnot top 5

Held in common54.3%

End-of-day Nov 4, 2026 · share of each fund

ITDI vs SPYM Returns, Every Period

iSharesITDI

+14.2%

past year

SPYMSPDR

+13.5%

past year

ITDISPYMFaded: behind in that period

1–2SPYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: ITDI vs SPYM

YTD

iSharesITDI

+12.9%

SPYMSPDR

+13.4%

+12.9%Year to date+13.4%

−9.6%Worst drop · 1Y−8.9%

14.1%Volatility · 1Y12.8%

1.4%Yield1.0%

$30.6MAssets$182B

3–1SPYM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ITDI, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

ITDI0.12%$12

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ITDI, SPYM

1.44%highest, ITDI

FundTrailing yieldYield$10k

ITDI1.44%$144

SPYM1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, ITDI

ITDI$144 − $12 = $132

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ITDI, SPYM

Today

54.3%most shared, ITDI and SPYM

ITDISPYM

ITDI—54.3%

SPYM54.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.2%ITDI, at 14.1% volatility

SPYMWorst drop−8.9%12.8% vol

ITDIWorst drop−9.6%14.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ITDISPYM

+12.9%Year to date+13.4%

1.4%Yield1.0%

+14.2%Past year+13.5%

0.12%Fee0.02%

2–2level

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026