Compare · 2 funds side by side · dividends reinvested

IVV and ITDF

IVViShares×ITDFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

IVV and ITDF, 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%$887B1.3

iShares LifePath Target Date 2050 ETFUnsorted0.11%1.52%+8.1%+10.6%+20.3%[…]−9.3%13.7%$102M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: IVV 2000 · ITDF 2023

Head to Head

Swap sides Versus in desk

Head to Head

iShares LifePath Target Date 2050 ETF · $102M[…]

ITDF

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 50.5% in common

ITDFMeasureIVV

+8.1%Year to dateJan 1 → Nov 5+8.4%

+10.6%1 yearTotal return+9.7%

+20.3%3 years · per year$10,000 became $17,403 · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.11%Expense ratio$11 · $3 a year on $10k · lower is better0.03%

1.52%Trailing 12-mo yield$152 · $114 a year on $10k1.14%

−9.3%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.6%

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

2–5IVV wins

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

More Ways to See the Pairs

ITDF vs IVV: Top 5 Holdings

Today

ITDF

13.8%in top 5

IVV

in top 527.7%

ITDFStockIVV

3.8%AAPL7.7%

3.5%NVDA7.3%

3.1%MSFT6.2%

2.0%AMZN3.9%

not top 5GOOGL2.6%

1.3%2330.TWnot top 5

Held in common50.5%

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

ITDF vs IVV Returns, Every Period

iSharesITDF

+10.6%

past year

IVViShares

+9.7%

past year

ITDFIVVFaded: behind in that period

1–2IVV wins

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

Unsorted vs Core: ITDF vs IVV

YTD

iSharesITDF

+8.1%

IVViShares

+8.4%

+8.1%Year to date+8.4%

−9.3%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.6%

1.5%Yield1.1%

$102MAssets$887B

3–1IVV wins

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

Cost, Income and Risk

Fees: IVV, ITDF

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

ITDF0.11%$11

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

Yields: IVV, ITDF

1.52%highest, ITDF

FundTrailing yieldYield$10k

ITDF1.52%$152

IVV1.14%$114

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

Income After Fees on $10,000

$141most kept, ITDF

ITDF$152 − $11 = $141

IVV$114 − $3 = $111

KeptFee

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

Overlap: IVV, ITDF

Today

50.5%most shared, IVV and ITDF

IVVITDF

IVV—50.5%

ITDF50.5%—

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

Return vs Bumpiness: 2 ETFs

+10.6%ITDF, at 13.7% volatility

IVVWorst drop−8.9%13.6% vol

ITDFWorst drop−9.3%13.7% vol

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

Paid More vs Made More

YTD

ITDFIVV

+8.1%Year to date+8.4%

1.5%Yield1.1%

+10.6%Past year+9.7%

0.11%Fee0.03%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026