ITDB vs SPYM5YITDBITDBAvsBSPYMSPYMiShares LifePath Target Date 2030 ETF · $83MState Street SPDR Portfolio S&P 500 ETF · $183BReturns · dividends in+13.2%3 years · per year$14,495 · $18,134+21.9%[…]5 years · per year[…] · $17,537+11.9%Cost and income0.09%Expense ratio$9 · $2 on $10k · lower wins0.02%1.93%12-mo yield$193 · $102 on $10k
Overlap: ITDB, SPYM, SPYToday99.9%most shared, SPYM and SPYITDBSPYMSPYITDB—30.1%30.1%SPYM30.1%—99.9%SPY30.1%99.9%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
ITDB vs SPYM5YAITDBiShares LifePath Target Date 2030[…]vsSPYMBSPDR Portfolio S&P 500$17,537MeasureITDBSPYMFee0.09%0.02%Cost on $10k a year$9$2Yield1.93%1.02%5 years, per year[…]+11.9%3 years, per year+13.2%+21.9%Worst drop · 1Y−5.7%−8.9%Volatility · 1Y8.3%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%+1.3%+12.4%+12.8%+21.9%+11.9%−8.9%$183.2B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$791.9B3AITDBiShares LifePath Target Date 2030 ETFReadDesk0.09%1.93%+0.4%+6.0%+6.7%+13.2%new−5.7%$83MEnd-of-day Nov 11, 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▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%+1.3%+12.4%+12.8%+21.9%+11.9%−8.9%$183.2B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$791.9B3AITDBiShares LifePath Target Date 2030 ETFReadDesk0.09%1.93%+0.4%+6.0%+6.7%+13.2%new−5.7%$83MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
Overlap: ITDB, SPYM, SPYToday99.9%most shared, SPYM and SPYITDBSPYMSPYITDB—30.1%30.1%SPYM30.1%—99.9%SPY30.1%99.9%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$184most kept, ITDBITDB$193 − $9 = $184SPYM$102 − $2 = $100SPY$100 − $9 = $91KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee