IVV vs ITDF

AIVV

BITDF

Measures won4–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income1.52%ITDF · $152 on $10k

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

Held in common50.5%IVV and ITDF

IVV

ITDF

iShares Core S&P 500 ETF · $887BiShares LifePath Target Date 2050 ETF · $102M

+22.1%3 years · per year$18,221 · $17,403+20.3%

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

0.03%Expense ratio$3 · $11 on $10k · lower wins0.11%

1.14%12-mo yield$114 · $152 on $10k1.52%

−8.9%Worst dropSmaller wins−9.3%

13.6%VolatilityLower wins13.7%

4–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · ITDF

7.7%AAPL3.8%

7.3%NVDA3.5%

6.2%MSFT3.1%

3.9%AMZN2.0%

Held in common50.5%

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

All Three

5Y3 funds

#
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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	BITDF	iShares LifePath Target Date 2050 ETFRead Desk	0.11%	1.52%	−3.8%	+8.1%	+10.6%	+20.3%	new	−9.3%	$102M

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

All Three

5Y3 funds

#
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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	BITDF	iShares LifePath Target Date 2050 ETFRead Desk	0.11%	1.52%	−3.8%	+8.1%	+10.6%	+20.3%	new	−9.3%	$102M

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 ITDF

IVV

iShares Core S&P 500

$17,151

ITDF

iShares LifePath Target Date 2050

[…]

MeasureIVVITDF

Fee0.03%0.11%

Cost on $10k a year$3$11

Yield1.14%1.52%

5 years, per year+11.4%[…]

3 years, per year+22.1%+20.3%

Worst drop · 1Y−8.9%−9.3%

Volatility · 1Y13.6%13.7%

4–1measures won
IVV first

50.5%

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, ITDF, SPY

Today

99.9%most shared, IVV and SPY

IVVITDFSPY

IVV—50.5%99.9%

ITDF50.5%—50.5%

SPY99.9%50.5%—

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

Income After Fees on $10,000

$141most kept, ITDF

ITDF$152 − $11 = $141

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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