IRTR vs VOO5YIRTRIRTRAvsBVOOVOOiShares LifePath Retirement ETF · $60MVanguard S&P 500 ETF · $1.00TReturns · dividends in+11.9%3 years · per year$14,021 · $18,015+21.7%[…]5 years · per year[…] · $17,393+11.7%Cost and income0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%3.20%12-mo yield$320 · $107 on $10k
Overlap: IRTR, VOO, IVVToday93.3%most shared, VOO and IVVIRTRVOOIVVIRTR—22.8%22.9%VOO22.8%—93.3%IVV22.9%93.3%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
IRTR vs VOO5YAIRTRiShares LifePath Retirement[…]vsVOOBVanguard S&P 500$17,393MeasureIRTRVOOFee0.08%0.03%Cost on $10k a year$8$3Yield3.20%1.07%5 years, per year[…]+11.7%3 years, per year+11.9%+21.7%Worst drop · 1Y−4.8%−8.9%Volatility · 1Y6.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IVViShares Core S&P 500 ETFReadDesk0.03%1.10%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$879.1B2BVOOVanguard S&P 500 ETFReadDesk0.03%1.07%−0.3%+11.9%+12.1%+21.7%+11.7%−8.9%$1.00T3AIRTRiShares LifePath Retirement ETFReadDesk0.08%3.20%−0.6%+4.1%+4.4%+11.9%new−4.8%$60MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IVViShares Core S&P 500 ETFReadDesk0.03%1.10%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$879.1B2BVOOVanguard S&P 500 ETFReadDesk0.03%1.07%−0.3%+11.9%+12.1%+21.7%+11.7%−8.9%$1.00T3AIRTRiShares LifePath Retirement ETFReadDesk0.08%3.20%−0.6%+4.1%+4.4%+11.9%new−4.8%$60MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: IRTR, VOO, IVVToday93.3%most shared, VOO and IVVIRTRVOOIVVIRTR—22.8%22.9%VOO22.8%—93.3%IVV22.9%93.3%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$312most kept, IRTRIRTR$320 − $8 = $312IVV$110 − $3 = $107VOO$107 − $3 = $104KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee