IVV vs ITDB

AIVV

BITDB

Measures won2–3ITDB wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.96%ITDB · $196 on $10k

Smallest drop−5.7%ITDB · worst fall in 1Y

Held in common30.4%IVV and ITDB

IVV

ITDB

iShares Core S&P 500 ETF · $887BiShares LifePath Target Date 2030 ETF · $84M

+22.1%3 years · per year$18,221 · $14,766+13.9%

+11.4%5 years · per year$17,151 · […][…]

0.03%Expense ratio$3 · $9 on $10k · lower wins0.09%

1.14%12-mo yield$114 · $196 on $10k1.96%

−8.9%Worst dropSmaller wins−5.7%

13.6%VolatilityLower wins8.2%

2–3ITDB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · ITDB

7.7%AAPL2.2%

7.3%NVDA2.1%

6.2%MSFT1.8%

3.9%AMZN1.1%

Held in common30.4%

End-of-day Nov 5, 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	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	BITDB	iShares LifePath Target Date 2030 ETFRead Desk		0.09%	1.96%	−2.0%	+4.6%	+6.1%	+13.9%	new	−5.7%	$84M

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

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	BITDB	iShares LifePath Target Date 2030 ETFRead Desk		0.09%	1.96%	−2.0%	+4.6%	+6.1%	+13.9%	new	−5.7%	$84M

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

Cards for this view

IVV vs ITDB

IVV

iShares Core S&P 500

$17,151

ITDB

iShares LifePath Target Date 2030

[…]

MeasureIVVITDB

Fee0.03%0.09%

Cost on $10k a year$3$9

Yield1.14%1.96%

5 years, per year+11.4%[…]

3 years, per year+22.1%+13.9%

Worst drop · 1Y−8.9%−5.7%

Volatility · 1Y13.6%8.2%

3–2measures won
ITDB first

30.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, ITDB

Today

30.4%most shared, IVV and ITDB

IVVITDB

IVV—30.4%

ITDB30.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$187most kept, ITDB

ITDB$196 − $9 = $187

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee