ITDC vs VOO

AITDC

BVOO

Measures won3–2ITDC wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.91%ITDC · $191 on $10k

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

Held in common36.2%ITDC and VOO

ITDC

VOO

iShares LifePath Target Date 2035 ETF · $123MVanguard S&P 500 ETF · $1.00T

+15.4%3 years · per year$15,348 · $18,079+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.10%Expense ratio$10 · $3 on $10k · lower wins0.03%

1.91%12-mo yield$191 · $110 on $10k1.10%

−6.6%Worst dropSmaller wins−8.9%

9.7%VolatilityLower wins13.5%

3–2ITDC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsITDC · VOO

2.8%AAPL7.4%

2.3%NVDA8.4%

2.2%MSFT5.8%

1.4%AMZN3.7%

Held in common36.2%

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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	AITDC	iShares LifePath Target Date 2035 ETFRead Desk	0.10%	1.91%	+0.1%	+5.8%	+7.1%	+15.4%	new	−6.6%	$123M

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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	AITDC	iShares LifePath Target Date 2035 ETFRead Desk	0.10%	1.91%	+0.1%	+5.8%	+7.1%	+15.4%	new	−6.6%	$123M

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

ITDC vs VOO

ITDC

iShares LifePath Target Date 2035

[…]

VOO

Vanguard S&P 500

$17,177

MeasureITDCVOO

Fee0.10%0.03%

Cost on $10k a year$10$3

Yield1.91%1.10%

5 years, per year[…]+11.4%

3 years, per year+15.4%+21.8%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y9.7%13.5%

3–2measures won
ITDC first

36.2%

holdings shared

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

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

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

Overlap: ITDC, VOO, IVV

Today

92.2%most shared, VOO and IVV

ITDCVOOIVV

ITDC—36.2%36.4%

VOO36.2%—92.2%

IVV36.4%92.2%—

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

Income After Fees on $10,000

$181most kept, ITDC

ITDC$191 − $10 = $181

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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