ITDF vs SPY

AITDF

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY · VTI $16,678

Lowest cost0.03%VTI · $3 on $10k

Most income1.48%ITDF · $148 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common50.3%ITDF and SPY

iShares LifePath Target Date 2050 ETF · $100MState Street SPDR S&P 500 ETF · $792B

+19.9%3 years · per year$17,252 · $18,083+21.8%

[…]5 years · per year[…] · $17,481+11.8%

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

1.48%12-mo yield$148 · $100 on $10k

Cards for this view

ITDF

iShares LifePath Target Date 2050

[…]

SPY

SPDR S&P 500

$17,481

MeasureITDFSPY

Fee0.11%0.09%

Cost on $10k a year$11$9

Yield1.48%1.00%

5 years, per year[…]+11.8%

3 years, per year+19.9%+21.8%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y13.9%13.7%

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.3%	+12.6%	+13.0%	+21.7%	+10.8%	−8.9%	$689.2B
3	AITDF	iShares LifePath Target Date 2050 ETFRead Desk	0.11%	1.48%	+1.1%	+11.6%	+12.7%	+19.9%	new	−9.3%	$100M

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.3%	+12.6%	+13.0%	+21.7%	+10.8%	−8.9%	$689.2B
3	AITDF	iShares LifePath Target Date 2050 ETFRead Desk	0.11%	1.48%	+1.1%	+11.6%	+12.7%	+19.9%	new	−9.3%	$100M

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