Compare · 2 funds side by side · dividends reinvested

SCHD and IVV

Not found: DFAL

SCHDSchwab×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

SCHD and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SCHD 2011 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 8.7% in common

SCHDMeasureIVV

+31.4%Year to dateJan 1 → Nov 6+8.7%

+37.0%1 yearTotal return+9.8%

+20.0%3 years · per year$10,000 became $17,266 · $18,084+21.8%

+10.2%5 years · per year$10,000 became $16,267 · $17,177+11.4%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

3.00%Trailing 12-mo yield$300 · $114 a year on $10k1.14%

−6.9%Worst dropSmaller is better−8.9%

11.7%VolatilityLower is calmer13.6%

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

5–3SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs IVV: Top 5 Holdings

Today

SCHD

21.4%in top 5

IVV

in top 527.8%

SCHDStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common8.7%

End-of-day Nov 6, 2026 · share of each fund

SCHD vs IVV Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

IVViShares

+11.4%

5 years, per year

SCHDIVVFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: SCHD vs IVV

YTD

SchwabSCHD

+31.4%

IVViShares

+8.7%

+31.4%Year to date+8.7%

−6.9%Worst drop · 1Y−8.9%

11.7%Volatility · 1Y13.6%

3.0%Yield1.1%

$120BAssets$853B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHD, IVV

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCHD, IVV

Today

8.7%most shared, SCHD and IVV

SCHDIVV

SCHD—8.7%

IVV8.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIVV

+31.4%Year to date+8.7%

3.0%Yield1.1%

+37.0%Past year+9.8%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026