ITDF vs SPYM

AITDF

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM · VTI $16,543

Lowest cost0.02%SPYM · $2 on $10k

Most income1.49%ITDF · $149 on $10k

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

Held in common50.4%ITDF and SPYM

iShares LifePath Target Date 2050 ETF · $103MState Street SPDR Portfolio S&P 500 ETF · $186B

+19.7%3 years · per year$17,135 · $18,024+21.7%

[…]5 years · per year[…] · $17,408+11.7%

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

1.49%12-mo yield$149 · $102 on $10k

Cards for this view

ITDF

iShares LifePath Target Date 2050

[…]

SPYM

SPDR Portfolio S&P 500

$17,408

MeasureITDFSPYM

Fee0.11%0.02%

Cost on $10k a year$11$2

Yield1.49%1.02%

5 years, per year[…]+11.7%

3 years, per year+19.7%+21.7%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y13.9%

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$186.1B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	AITDF	iShares LifePath Target Date 2050 ETFRead Desk	0.11%	1.49%	−0.7%	+10.8%	+11.5%	+19.7%	new	−9.3%	$103M

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$186.1B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	AITDF	iShares LifePath Target Date 2050 ETFRead Desk	0.11%	1.49%	−0.7%	+10.8%	+11.5%	+19.7%	new	−9.3%	$103M

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