IRTR vs VOO

AIRTR

BVOO

Measures won3–2IRTR wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO

Lowest cost0.03%VOO · $3 on $10k

Most income3.17%IRTR · $317 on $10k

Smallest drop−4.8%IRTR · worst fall in 1Y

Held in common22.7%IRTR and VOO

IRTR

VOO

iShares LifePath Retirement ETF · $60MVanguard S&P 500 ETF · $1.00T

+13.5%3 years · per year$14,637 · $19,172+24.2%

[…]5 years · per year[…] · $18,115+12.6%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

3.17%12-mo yield$317 · $105 on $10k1.05%

−4.8%Worst dropSmaller wins−8.9%

6.6%VolatilityLower wins12.8%

3–2IRTR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIRTR · VOO

1.6%NVDA8.4%

1.6%AAPL7.4%

1.3%MSFT5.8%

0.8%AMZN3.7%

Held in common22.7%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AIRTR	iShares LifePath Retirement ETFRead Desk		0.08%	3.17%	+0.8%	+5.3%	+6.0%	+13.5%	new	−4.8%	$60M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AIRTR	iShares LifePath Retirement ETFRead Desk		0.08%	3.17%	+0.8%	+5.3%	+6.0%	+13.5%	new	−4.8%	$60M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IRTR vs VOO

IRTR

iShares LifePath Retirement

[…]

VOO

Vanguard S&P 500

$18,115

MeasureIRTRVOO

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield3.17%1.05%

5 years, per year[…]+12.6%

3 years, per year+13.5%+24.2%

Worst drop · 1Y−4.8%−8.9%

Volatility · 1Y6.6%12.8%

3–2measures won
IRTR first

22.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: IRTR, VOO

Today

22.7%most shared, IRTR and VOO

IRTRVOO

IRTR—22.7%

VOO22.7%—

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

Income After Fees on $10,000

$309most kept, IRTR

IRTR$317 − $8 = $309

VOO$105 − $3 = $102

KeptFee

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