ITDC vs SPYM

AITDC

BSPYM

Measures won3–2ITDC wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.92%ITDC · $192 on $10k

Smallest drop−6.6%ITDC · worst fall in 1Y

Held in common37.0%ITDC and SPYM

ITDC

SPYM

iShares LifePath Target Date 2035 ETF · $127MState Street SPDR Portfolio S&P 500 ETF · $182B

+15.7%3 years · per year$15,490 · $18,222+22.1%

[…]5 years · per year[…] · $17,164+11.4%

0.10%Expense ratio$10 · $2 on $10k · lower wins0.02%

1.92%12-mo yield$192 · $106 on $10k1.06%

−6.6%Worst dropSmaller wins−8.9%

9.7%VolatilityLower wins13.6%

3–2ITDC wins

$10,000 · 5 yearsOne scale

Shared top holdingsITDC · SPYM

2.7%AAPL7.7%

2.5%NVDA7.3%

2.2%MSFT6.2%

1.4%AMZN3.9%

Held in common37.0%

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AITDC	iShares LifePath Target Date 2035 ETFRead Desk		0.10%	1.92%	−2.5%	+5.7%	+7.3%	+15.7%	new	−6.6%	$127M

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AITDC	iShares LifePath Target Date 2035 ETFRead Desk		0.10%	1.92%	−2.5%	+5.7%	+7.3%	+15.7%	new	−6.6%	$127M

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

ITDC vs SPYM

ITDC

iShares LifePath Target Date 2035

[…]

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureITDCSPYM

Fee0.10%0.02%

Cost on $10k a year$10$2

Yield1.92%1.06%

5 years, per year[…]+11.4%

3 years, per year+15.7%+22.1%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y9.7%13.6%

3–2measures won
ITDC first

37.0%

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$805B

2–0SPYM wins

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ITDC, SPYM

Today

37.0%most shared, ITDC and SPYM

ITDCSPYM

ITDC—37.0%

SPYM37.0%—

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

Income After Fees on $10,000

$182most kept, ITDC

ITDC$192 − $10 = $182

SPYM$106 − $2 = $104

KeptFee

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