ITDI vs VYM

AITDI

BVYM

Measures won1–4VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · SCHD $16,267

Lowest cost0.04%VYM · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common20.0%ITDI and VYM

ITDI

VYM

iShares LifePath Target Date 2065 ETF · $29MVanguard High Dividend Yield ETF · $78.9B

+20.7%3 years · per year$17,564 · $17,107+19.6%

[…]5 years · per year[…] · $16,941+11.1%

0.12%Expense ratio$12 · $4 on $10k · lower wins0.04%

1.50%12-mo yield$150 · $231 on $10k2.31%

−9.6%Worst dropSmaller wins−6.7%

14.6%VolatilityLower wins10.6%

1–4VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsITDI · VYM

1.2%AVGO6.9%

0.8%JPM3.8%

0.6%XOM2.8%

0.6%JNJ2.7%

Held in common20.0%

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

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AITDI	iShares LifePath Target Date 2065 ETFRead Desk	0.12%	1.50%	+0.2%	+8.7%	+10.7%	+20.7%	new	−9.6%	$29M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AITDI	iShares LifePath Target Date 2065 ETFRead Desk	0.12%	1.50%	+0.2%	+8.7%	+10.7%	+20.7%	new	−9.6%	$29M

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

ITDI vs VYM

ITDI

iShares LifePath Target Date 2065

[…]

VYM

Vanguard High Dividend Yield

$16,941

MeasureITDIVYM

Fee0.12%0.04%

Cost on $10k a year$12$4

Yield1.50%2.31%

5 years, per year[…]+11.1%

3 years, per year+20.7%+19.6%

Worst drop · 1Y−9.6%−6.7%

Volatility · 1Y14.6%10.6%

4–1measures won
VYM first

20.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: ITDI, VYM, SCHD

Today

21.9%most shared, VYM and SCHD

ITDIVYMSCHD

ITDI—20.0%4.7%

VYM20.0%—21.9%

SCHD4.7%21.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

ITDI$150 − $12 = $138

KeptFee

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