ITDB vs SPYM

AITDB

BSPYM

Measures won3–2ITDB wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.92%ITDB · $192 on $10k

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

Held in common30.2%ITDB and SPYM

ITDB

SPYM

iShares LifePath Target Date 2030 ETF · $84MState Street SPDR Portfolio S&P 500 ETF · $182B

+14.7%3 years · per year$15,105 · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

0.09%Expense ratio$9 · $2 on $10k · lower wins0.02%

1.92%12-mo yield$192 · $101 on $10k1.01%

−5.7%Worst dropSmaller wins−8.9%

8.0%VolatilityLower wins12.8%

3–2ITDB wins

$10,000 · 5 yearsOne scale

Shared top holdingsITDB · SPYM

2.1%NVDA7.7%

2.1%AAPL7.4%

1.7%MSFT5.9%

1.1%AMZN3.8%

Held in common30.2%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AITDB	iShares LifePath Target Date 2030 ETFRead Desk		0.09%	1.92%	+1.1%	+6.8%	+7.4%	+14.7%	new	−5.7%	$84M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AITDB	iShares LifePath Target Date 2030 ETFRead Desk		0.09%	1.92%	+1.1%	+6.8%	+7.4%	+14.7%	new	−5.7%	$84M

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

ITDB vs SPYM

ITDB

iShares LifePath Target Date 2030

[…]

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureITDBSPYM

Fee0.09%0.02%

Cost on $10k a year$9$2

Yield1.92%1.01%

5 years, per year[…]+12.6%

3 years, per year+14.7%+24.3%

Worst drop · 1Y−5.7%−8.9%

Volatility · 1Y8.0%12.8%

3–2measures won
ITDB first

30.2%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ITDB, SPYM

Today

30.2%most shared, ITDB and SPYM

ITDBSPYM

ITDB—30.2%

SPYM30.2%—

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

Income After Fees on $10,000

$183most kept, ITDB

ITDB$192 − $9 = $183

SPYM$101 − $2 = $99

KeptFee

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