Compare · 3 funds side by side · dividends reinvested

IVV, SCHR and BND

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

IVV, SCHR and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.8

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B1.8

Schwab Intermediate-Term U.S. Treasury ETFBonds & Cash · Treasuries0.03%4.02%−0.5%−0.1%+4.3%+0.2%−4.5%3.6%$13.7B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · SCHR 2010 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Intermediate-Term U.S. Treasury ETF · $13.7B$11,344

SCHR

IVV

iShares Core S&P 500 ETF · $853B$18,159

$10,000 three years ago, dividends reinvested · they hold 0.0% in common

SCHRMeasureIVV

−0.5%Year to dateJan 1 → Nov 9+11.3%

−0.1%1 yearTotal return+13.6%

+4.3%3 years · per year$10,000 became $11,344 · $18,159+22.0%

+0.2%5 years · per year$10,000 became $10,105 · $17,545+11.9%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

4.02%Trailing 12-mo yield$402 · $111 a year on $10k1.11%

−4.5%Worst dropSmaller is better−8.9%

3.6%VolatilityLower is calmer13.8%

SCHRIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHR vs IVV: Top 5 Holdings

Today

SCHR

0.0%in top 5

IVV

in top 527.8%

SCHRStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.0%GVMXXnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SCHR vs IVV Returns, Every Period

SchwabSCHR

+0.2%

5 years, per year

IVViShares

+11.9%

5 years, per year

SCHRIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SCHR vs BND

YTD

SchwabSCHR

−0.5%

BNDVanguard

+0.0%

−0.5%Year to date+0.0%

−4.5%Worst drop · 1Y−4.5%

3.6%Volatility · 1Y4.0%

4.0%Yield4.1%

$13.7BAssets$161B

2–1BND wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, SCHR, BND

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHR0.03%$3

BND0.03%$3

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVV, SCHR, BND

4.12%highest, BND

FundTrailing yieldYield$10k

BND4.12%$412

SCHR4.02%$402

IVV1.11%$111

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

SCHR$402 − $3 = $399

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IVV, SCHR, BND

Today

0.0%most shared, IVV and SCHR

IVVSCHRBND

IVV—0.0%[…]

SCHR0.0%—[…]

BND[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

SCHRWorst drop−4.5%3.6% vol

BNDWorst drop−4.5%4.0% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BNDIVV

+0.0%Year to date+11.3%

4.1%Yield1.1%

+0.3%Past year+13.6%

0.03%Fee0.03%

2–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026