ITDI vs SPY

Quick Verdict

SPY has a lower expense ratio. ITDI delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: ITDIMore Diversified: SPY

Side-by-Side Comparison

MetricITDISPYWinner
Expense Ratio0.12%0.09%
AUM$27M$789.1B
Dividend Yield1.45%1.01%
Holdings8505
YTD Return+14.43%+13.79%
1Y Return+25.48%+23.66%
3Y Return (annualized)-+21.40%
5Y Return (annualized)-+13.37%
Volatility (annualized)11.6%15.3%
Max Drawdown-16.3%-56.5%
Fund FamilyiShares by BlackRock (US)State Street Investment Management
CategoryAllocation/BalancedEquity
InceptionOct 17, 2023Jan 22, 1993

ITDI vs SPY Performance

iShares LifePath Target Date 2065 ETF (ITDI) is a ETF from iShares by BlackRock (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year ITDI returned +25.48% while SPY returned +23.66%. Year to date, ITDI is up 14.43% versus a gain of 13.79% for SPY.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 11.6% for ITDI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -16.3% for ITDI and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

ITDI charges 0.12% per year while SPY charges 0.09%. On a $10,000 position that is $12 vs $9 annually, a gap of $3 per year that compounds over a long holding period. On income, ITDI currently yields 1.45% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

ITDI and SPY share 0 holdings out of 510 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, ITDI or SPY?

ITDI has an expense ratio of 0.12% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

Which performed better, ITDI or SPY?

Over the past year ITDI returned +25.48% vs +23.66% for SPY, so ITDI leads on 1-year performance. Over the longest common window we track (3 years), ITDI annualized +24.51% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, ITDI or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 11.6% for ITDI. Worst drawdown: ITDI -16.3% vs SPY -56.5%.

Should I hold both ITDI and SPY?

ITDI and SPY have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between ITDI and SPY?

ITDI and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 510 unique securities.

Which pays a higher dividend, ITDI or SPY?

ITDI yields 1.45% while SPY yields 1.01%, so ITDI currently pays the higher dividend yield.

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