ITDB vs IVV

AITDB

BIVV

Measures won3–2ITDB wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income1.96%ITDB · $196 on $10k

Smallest drop−5.7%ITDB · worst fall in 1Y

Held in common30.4%ITDB and IVV

ITDB

IVV

iShares LifePath Target Date 2030 ETF · $82MiShares Core S&P 500 ETF · $850B

+13.9%3 years · per year$14,766 · $18,221+22.1%

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

0.09%Expense ratio$9 · $3 on $10k · lower wins0.03%

1.96%12-mo yield$196 · $114 on $10k1.14%

−5.7%Worst dropSmaller wins−8.9%

8.2%VolatilityLower wins13.6%

3–2ITDB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsITDB · IVV

2.2%AAPL7.7%

2.1%NVDA7.3%

1.8%MSFT6.2%

1.1%AMZN3.9%

Held in common30.4%

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

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	AITDB	iShares LifePath Target Date 2030 ETFRead Desk	0.09%	1.96%	−2.0%	+4.6%	+6.1%	+13.9%	new	−5.7%	$82M

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

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	AITDB	iShares LifePath Target Date 2030 ETFRead Desk	0.09%	1.96%	−2.0%	+4.6%	+6.1%	+13.9%	new	−5.7%	$82M

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

Cards for this view

ITDB vs IVV

ITDB

iShares LifePath Target Date 2030

[…]

IVV

iShares Core S&P 500

$17,151

MeasureITDBIVV

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield1.96%1.14%

5 years, per year[…]+11.4%

3 years, per year+13.9%+22.1%

Worst drop · 1Y−5.7%−8.9%

Volatility · 1Y8.2%13.6%

3–2measures won
ITDB first

30.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

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$850B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: ITDB, IVV, SPY

Today

99.9%most shared, IVV and SPY

ITDBIVVSPY

ITDB—30.4%30.4%

IVV30.4%—99.9%

SPY30.4%99.9%—

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

Income After Fees on $10,000

$187most kept, ITDB

ITDB$196 − $9 = $187

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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