ITDG vs SPY

AITDG

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.48%ITDG · $148 on $10k

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

Held in common53.3%ITDG and SPY

ITDG

SPY

iShares LifePath Target Date 2055 ETF · $68MState Street SPDR S&P 500 ETF · $819B

+20.9%3 years · per year$17,656 · $18,039+21.7%

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

0.12%Expense ratio$12 · $9 on $10k · lower wins0.09%

1.48%12-mo yield$148 · $103 on $10k1.03%

−9.5%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins13.6%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsITDG · SPY

4.2%AAPL7.9%

3.6%NVDA6.9%

3.3%MSFT6.3%

2.1%AMZN4.0%

Held in common53.3%

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	AITDG	iShares LifePath Target Date 2055 ETFRead Desk		0.12%	1.48%	−3.9%	+8.4%	+11.0%	+20.9%	new	−9.5%	$68M

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	AITDG	iShares LifePath Target Date 2055 ETFRead Desk		0.12%	1.48%	−3.9%	+8.4%	+11.0%	+20.9%	new	−9.5%	$68M

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

ITDG vs SPY

ITDG

iShares LifePath Target Date 2055

[…]

SPY

SPDR S&P 500

$17,118

MeasureITDGSPY

Fee0.12%0.09%

Cost on $10k a year$12$9

Yield1.48%1.03%

5 years, per year[…]+11.3%

3 years, per year+20.9%+21.7%

Worst drop · 1Y−9.5%−8.9%

Volatility · 1Y14.3%13.6%

4–1measures won
SPY first

53.3%

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: ITDG, SPY

Today

53.3%most shared, ITDG and SPY

ITDGSPY

ITDG—53.3%

SPY53.3%—

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

Income After Fees on $10,000

$136most kept, ITDG

ITDG$148 − $12 = $136

SPY$103 − $9 = $94

KeptFee

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