ITDF vs SPYM

AITDF

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · SPY $17,118

Lowest cost0.02%SPYM · $2 on $10k

Most income1.52%ITDF · $152 on $10k

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

Held in common50.2%ITDF and SPYM

ITDF

SPYM

iShares LifePath Target Date 2050 ETF · $98MState Street SPDR Portfolio S&P 500 ETF · $178B

+20.0%3 years · per year$17,270 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

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

1.52%12-mo yield$152 · $105 on $10k1.05%

−9.3%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.6%

1–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsITDF · SPYM

3.9%AAPL7.9%

3.3%NVDA6.9%

3.1%MSFT6.3%

2.0%AMZN4.0%

Held in common50.2%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	AITDF	iShares LifePath Target Date 2050 ETFRead Desk	0.11%	1.52%	+0.2%	+8.4%	+10.2%	+20.0%	new	−9.3%	$98M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	AITDF	iShares LifePath Target Date 2050 ETFRead Desk	0.11%	1.52%	+0.2%	+8.4%	+10.2%	+20.0%	new	−9.3%	$98M

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

ITDF vs SPYM

ITDF

iShares LifePath Target Date 2050

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureITDFSPYM

Fee0.11%0.02%

Cost on $10k a year$11$2

Yield1.52%1.05%

5 years, per year[…]+11.4%

3 years, per year+20.0%+21.8%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y13.7%13.6%

4–1measures won
SPYM first

50.2%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: ITDF, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

ITDFSPYMSPY

ITDF—50.2%50.2%

SPYM50.2%—99.9%

SPY50.2%99.9%—

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

Income After Fees on $10,000

$141most kept, ITDF

ITDF$152 − $11 = $141

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

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