ITDD vs SPY

AITDD

BSPY

Measures won3–2ITDD wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.71%ITDD · $171 on $10k

Smallest drop−7.6%ITDD · worst fall in 1Y

Held in common41.5%ITDD and SPY

ITDD

SPY

iShares LifePath Target Date 2040 ETF · $123MState Street SPDR S&P 500 ETF · $819B

+17.1%3 years · per year$16,048 · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.11%Expense ratio$11 · $9 on $10k · lower wins0.09%

1.71%12-mo yield$171 · $103 on $10k1.03%

−7.6%Worst dropSmaller wins−8.9%

11.2%VolatilityLower wins13.6%

3–2ITDD wins

$10,000 · 5 yearsOne scale

Shared top holdingsITDD · SPY

3.2%AAPL7.9%

2.7%NVDA6.9%

2.5%MSFT6.3%

1.6%AMZN4.0%

Held in common41.5%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AITDD	iShares LifePath Target Date 2040 ETFRead Desk		0.11%	1.71%	+0.1%	+6.8%	+8.3%	+17.1%	new	−7.6%	$123M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AITDD	iShares LifePath Target Date 2040 ETFRead Desk		0.11%	1.71%	+0.1%	+6.8%	+8.3%	+17.1%	new	−7.6%	$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

ITDD vs SPY

ITDD

iShares LifePath Target Date 2040

[…]

SPY

SPDR S&P 500

$17,118

MeasureITDDSPY

Fee0.11%0.09%

Cost on $10k a year$11$9

Yield1.71%1.03%

5 years, per year[…]+11.3%

3 years, per year+17.1%+21.7%

Worst drop · 1Y−7.6%−8.9%

Volatility · 1Y11.2%13.6%

3–2measures won
ITDD first

41.5%

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: ITDD, SPY

Today

41.5%most shared, ITDD and SPY

ITDDSPY

ITDD—41.5%

SPY41.5%—

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

Income After Fees on $10,000

$160most kept, ITDD

ITDD$171 − $11 = $160

SPY$103 − $9 = $94

KeptFee

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