ITDF vs SPYM

AITDF

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.47%ITDF · $147 on $10k

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

Held in common50.5%ITDF and SPYM

ITDF

SPYM

iShares LifePath Target Date 2050 ETF · $100MState Street SPDR Portfolio S&P 500 ETF · $185B

+22.0%3 years · per year$18,161 · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

0.11%Expense ratio$11 · $2 on $10k · lower wins0.02%

1.47%12-mo yield$147 · $101 on $10k1.01%

−9.3%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins12.8%

1–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsITDF · SPYM

3.7%NVDA7.7%

3.7%AAPL7.4%

3.0%MSFT5.9%

1.9%AMZN3.8%

Held in common50.5%

End-of-day Nov 4, 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%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	AITDF	iShares LifePath Target Date 2050 ETFRead Desk		0.11%	1.47%	+1.7%	+12.3%	+13.4%	+22.0%	new	−9.3%	$100M

End-of-day Nov 4, 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%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	AITDF	iShares LifePath Target Date 2050 ETFRead Desk		0.11%	1.47%	+1.7%	+12.3%	+13.4%	+22.0%	new	−9.3%	$100M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ITDF vs SPYM

ITDF

iShares LifePath Target Date 2050

[…]

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureITDFSPYM

Fee0.11%0.02%

Cost on $10k a year$11$2

Yield1.47%1.01%

5 years, per year[…]+12.6%

3 years, per year+22.0%+24.3%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y13.2%12.8%

4–1measures won
SPYM first

50.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: ITDF, SPYM

Today

50.5%most shared, ITDF and SPYM

ITDFSPYM

ITDF—50.5%

SPYM50.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, ITDF

ITDF$147 − $11 = $136

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee