Compare · 3 funds side by side · dividends reinvested

ITDI, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

ITDI, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.6

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%$887B2.0

iShares LifePath Target Date 2065 ETFUnsorted0.12%1.50%+8.4%+11.1%+20.9%[…]−9.6%14.6%$31M2.1

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 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

ITDI

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

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

ITDIMeasureVOO

+8.4%Year to dateJan 1 → Nov 5+8.4%

+11.1%1 yearTotal return+9.8%

+20.9%3 years · per year$10,000 became $17,689 · $18,224+22.1%

[…]5 years · per year$10,000 became […] · $17,156+11.4%

0.12%Expense ratio$12 · $3 a year on $10k · lower is better0.03%

1.50%Trailing 12-mo yield$150 · $110 a year on $10k1.10%

−9.6%Worst dropSmaller is better−8.9%

14.6%VolatilityLower is calmer13.5%

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

2–4VOO 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 VOO: Top 5 Holdings

Today

ITDI

14.9%in top 5

VOO

in top 528.3%

ITDIStockVOO

3.8%NVDA8.4%

4.1%AAPL7.4%

3.4%MSFT5.8%

2.1%AMZN3.7%

not top 5GOOGL3.1%

1.5%2330.TWnot top 5

Held in common54.1%

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

ITDI vs VOO Returns, Every Period

iSharesITDI

+11.1%

past year

VOOVanguard

+9.8%

past year

ITDIVOOFaded: behind in that period

1–1Level

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%

$30.6MAssets$887B

2–1IVV wins

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

Cost, Income and Risk

Fees: ITDI, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

ITDI0.12%$12

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

Yields: ITDI, VOO, IVV

1.50%highest, ITDI

FundTrailing yieldYield$10k

ITDI1.50%$150

IVV1.14%$114

VOO1.10%$110

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

VOO$110 − $3 = $107

KeptFee

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

Overlap: ITDI, VOO, IVV

Today

93.5%most shared, VOO and IVV

ITDIVOOIVV

ITDI—54.1%54.2%

VOO54.1%—93.5%

IVV54.2%93.5%—

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

VOOWorst drop−8.9%13.5% 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

ITDIVOO

+8.4%Year to date+8.4%

1.5%Yield1.1%

+11.1%Past year+9.8%

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$805B

2–0SPYM wins

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026