ITDC vs SPYM5YITDCITDCAvsBSPYMSPYMiShares LifePath Target Date 2035 ETF · $125MState Street SPDR Portfolio S&P 500 ETF · $186BReturns · dividends in+14.7%3 years · per year$15,079 · $17,930+21.5%[…]5 years · per year[…] · $17,277+11.6%Cost and income0.10%Expense ratio$10 · $2 on $10k · lower wins0.02%1.89%12-mo yield$189 · $103 on $10k
Overlap: ITDC, SPYM, SPYToday99.9%most shared, SPYM and SPYITDCSPYMSPYITDC—37.0%37.0%SPYM37.0%—99.9%SPY37.0%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
ITDC vs SPYM5YAITDCiShares LifePath Target Date 2035[…]vsSPYMBSPDR Portfolio S&P 500$17,277MeasureITDCSPYMFee0.10%0.02%Cost on $10k a year$10$2Yield1.89%1.03%5 years, per year[…]+11.6%3 years, per year+14.7%+21.5%Worst drop · 1Y−6.6%−8.9%Volatility · 1Y9.9%
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%1.03%−0.4%+11.5%+11.6%+21.5%+11.6%−8.9%$185.8B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B3AITDCiShares LifePath Target Date 2035 ETFReadDesk0.10%1.89%−0.2%+6.8%+7.1%+14.7%new−6.6%$125MEnd-of-day Nov 13, 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%1.03%−0.4%+11.5%+11.6%+21.5%+11.6%−8.9%$185.8B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B3AITDCiShares LifePath Target Date 2035 ETFReadDesk0.10%1.89%−0.2%+6.8%+7.1%+14.7%new−6.6%$125MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
Overlap: ITDC, SPYM, SPYToday99.9%most shared, SPYM and SPYITDCSPYMSPYITDC—37.0%37.0%SPYM37.0%—99.9%SPY37.0%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$179most kept, ITDCITDC$189 − $10 = $179SPYM$103 − $2 = $101SPY$101 − $9 = $92KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee