ITDI vs SPY

AITDI

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.44%ITDI · $144 on $10k

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

Held in common54.3%ITDI and SPY

ITDI

SPY

iShares LifePath Target Date 2065 ETF · $31MState Street SPDR S&P 500 ETF · $805B

+22.7%3 years · per year$18,489 · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

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

1.44%12-mo yield$144 · $99 on $10k0.99%

−9.6%Worst dropSmaller wins−8.9%

14.1%VolatilityLower wins12.9%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsITDI · SPY

4.0%NVDA7.7%

4.0%AAPL7.4%

3.2%MSFT5.9%

2.0%AMZN3.8%

Held in common54.3%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AITDI	iShares LifePath Target Date 2065 ETFRead Desk		0.12%	1.44%	+1.7%	+12.9%	+14.2%	+22.7%	new	−9.6%	$31M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AITDI	iShares LifePath Target Date 2065 ETFRead Desk		0.12%	1.44%	+1.7%	+12.9%	+14.2%	+22.7%	new	−9.6%	$31M

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

ITDI vs SPY

ITDI

iShares LifePath Target Date 2065

[…]

SPY

SPDR S&P 500

$18,060

MeasureITDISPY

Fee0.12%0.09%

Cost on $10k a year$12$9

Yield1.44%0.99%

5 years, per year[…]+12.6%

3 years, per year+22.7%+24.1%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y14.1%12.9%

4–1measures won
SPY first

54.3%

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%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ITDI, SPY

Today

54.3%most shared, ITDI and SPY

ITDISPY

ITDI—54.3%

SPY54.3%—

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

Income After Fees on $10,000

$132most kept, ITDI

ITDI$144 − $12 = $132

SPY$99 − $9 = $90

KeptFee

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