ITDI vs SPY

AITDI

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,337SPY · VTI $16,543

Lowest cost0.03%VTI · $3 on $10k

Most income1.46%ITDI · $146 on $10k

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

Held in common54.1%ITDI and SPY

iShares LifePath Target Date 2065 ETF · $30MState Street SPDR S&P 500 ETF · $806B

+20.4%3 years · per year$17,451 · $17,968+21.6%

[…]5 years · per year[…] · $17,337+11.6%

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

1.46%12-mo yield$146 · $100 on $10k

Cards for this view

ITDI

iShares LifePath Target Date 2065

[…]

SPY

SPDR S&P 500

$17,337

MeasureITDISPY

Fee0.12%0.09%

Cost on $10k a year$12$9

Yield1.46%1.00%

5 years, per year[…]+11.6%

3 years, per year+20.4%+21.6%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y14.8%13.7%

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
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	AITDI	iShares LifePath Target Date 2065 ETFRead Desk	0.12%	1.46%	−0.7%	+11.4%	+12.3%	+20.4%	new	−9.6%	$30M

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
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	AITDI	iShares LifePath Target Date 2065 ETFRead Desk	0.12%	1.46%	−0.7%	+11.4%	+12.3%	+20.4%	new	−9.6%	$30M

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