ITDI vs SPYM5YITDIITDIAvsBSPYMSPYMiShares LifePath Target Date 2065 ETF · $30MState Street SPDR Portfolio S&P 500 ETF · $183BReturns · dividends in+20.4%3 years · per year$17,451 · $18,024+21.7%[…]5 years · per year[…] · $17,408+11.7%Cost and income0.12%Expense ratio$12 · $2 on $10k · lower wins0.02%1.46%12-mo yield$146 · $102 on $10k
Overlap: ITDI, SPYM, SPYToday99.9%most shared, SPYM and SPYITDISPYMSPYITDI—54.1%54.1%SPYM54.1%—99.9%SPY54.1%99.9%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
ITDI vs SPYM5YAITDIiShares LifePath Target Date 2065[…]vsSPYMBSPDR Portfolio S&P 500$17,408MeasureITDISPYMFee0.12%0.02%Cost on $10k a year$12$2Yield1.46%1.02%5 years, per year[…]+11.7%3 years, per year+20.4%+21.7%Worst drop · 1Y−9.6%−8.9%Volatility · 1Y14.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$183.5B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$793.2B3AITDIiShares LifePath Target Date 2065 ETFReadDesk0.12%1.46%−0.7%+11.4%+12.3%+20.4%new−9.6%$30MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$183.5B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$793.2B3AITDIiShares LifePath Target Date 2065 ETFReadDesk0.12%1.46%−0.7%+11.4%+12.3%+20.4%new−9.6%$30MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: ITDI, SPYM, SPYToday99.9%most shared, SPYM and SPYITDISPYMSPYITDI—54.1%54.1%SPYM54.1%—99.9%SPY54.1%99.9%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$134most kept, ITDIITDI$146 − $12 = $134SPYM$102 − $2 = $100SPY$100 − $9 = $91KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee