Compare · 3 funds side by side · dividends reinvested

IVV, TIZE and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

IVV, TIZE and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$872B1.6

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M3.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: IVV 2000 · TIZE 2021 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $872B$19,178

IVV

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 three years ago, dividends reinvested

IVVMeasureTIZE

+13.4%Year to dateJan 1 → Nov 4[…]

+13.5%1 yearTotal return[…]

+24.2%3 years · per year$10,000 became $19,178 · […][…]

+12.6%5 years · per year$10,000 became $18,118 · […][…]

0.03%Expense ratio$3 · $40 a year on $10k · lower is better0.40%

1.09%Trailing 12-mo yield$109 · $76 a year on $10k0.76%

−8.9%Worst dropSmaller is better[…]

12.9%VolatilityLower is calmer[…]

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

2–0IVV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs TIZE: Top 5 Holdings

Today

IVV

27.3%in top 5

TIZE

in top 5[…]

IVVStockTIZE

7.7%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

IVV vs TIZE Returns, Every Period

iSharesIVV

+13.5%

past year

TIZETCW

[…]

past year

Returns […]

IVVTIZEFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs SCHD

YTD

iSharesIVV

+13.4%

SCHDSchwab

+35.3%

+13.4%Year to date+35.3%

−8.9%Worst drop · 1Y−6.9%

12.9%Volatility · 1Y11.5%

1.1%Yield2.9%

$872BAssets$121B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, TIZE, SCHD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

TIZE0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IVV, TIZE, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

IVV1.09%$109

TIZE0.76%$76

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IVV$109 − $3 = $106

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IVV, TIZE, SCHD

Today

8.4%most shared, IVV and SCHD

IVVTIZESCHD

IVV—[…]8.4%

TIZE[…]—[…]

SCHD8.4%[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

IVVWorst drop−8.9%12.9% vol

TIZEWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIVV

+35.3%Year to date+13.4%

2.9%Yield1.1%

+41.6%Past year+13.5%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026