ITDB vs VYM

AITDB

BVYM

Measures won2–3VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM

Lowest cost0.04%VYM · $4 on $10k

Most income2.31%VYM · $231 on $10k

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

Held in common10.7%ITDB and VYM

ITDB

VYM

iShares LifePath Target Date 2030 ETF · $82MVanguard High Dividend Yield ETF · $78.9B

+13.5%3 years · per year$14,616 · $17,107+19.6%

[…]5 years · per year[…] · $16,941+11.1%

0.09%Expense ratio$9 · $4 on $10k · lower wins0.04%

1.96%12-mo yield$196 · $231 on $10k2.31%

−5.7%Worst dropSmaller wins−6.7%

8.2%VolatilityLower wins10.6%

2–3VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsITDB · VYM

0.6%AVGO6.9%

0.4%JPM3.8%

0.3%XOM2.8%

0.3%JNJ2.7%

Held in common10.7%

End-of-day Nov 6, 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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AITDB	iShares LifePath Target Date 2030 ETFRead Desk		0.09%	1.96%	0.0%	+4.6%	+5.8%	+13.5%	new	−5.7%	$82M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AITDB	iShares LifePath Target Date 2030 ETFRead Desk		0.09%	1.96%	0.0%	+4.6%	+5.8%	+13.5%	new	−5.7%	$82M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ITDB vs VYM

ITDB

iShares LifePath Target Date 2030

[…]

VYM

Vanguard High Dividend Yield

$16,941

MeasureITDBVYM

Fee0.09%0.04%

Cost on $10k a year$9$4

Yield1.96%2.31%

5 years, per year[…]+11.1%

3 years, per year+13.5%+19.6%

Worst drop · 1Y−5.7%−6.7%

Volatility · 1Y8.2%10.6%

3–2measures won
VYM first

10.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ITDB, VYM

Today

10.7%most shared, ITDB and VYM

ITDBVYM

ITDB—10.7%

VYM10.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

ITDB$196 − $9 = $187

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee