Compare · 3 funds side by side · dividends reinvested

DSPY, SCHD and IVV

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

02 / 04

DSPY, 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%$853B2.1

Tema S&P 500 Historical Weight ETF StrategyLow-Cost Core · S&P 5000.18%0.96%+10.8%+12.4%[…][…]−7.5%12.7%$984M2.3

Rank among the three1st → 3rdFee, 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: DSPY 2025 · SCHD 2011 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Tema S&P 500 Historical Weight ETF Strategy · $984M[…]

DSPY

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 11.3% in common

DSPYMeasureSCHD

+10.8%Year to dateJan 1 → Nov 6+31.4%

+12.4%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

0.96%Trailing 12-mo yield$96 · $300 a year on $10k3.00%

−7.5%Worst dropSmaller is better−6.9%

12.7%VolatilityLower is calmer11.7%

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

0–6SCHD wins

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

More Ways to See the Pairs

DSPY vs SCHD: Top 5 Holdings

Today

DSPY

13.6%in top 5

SCHD

in top 521.4%

DSPYStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.5%AAPLnot top 5

3.5%NVDAnot top 5

2.7%MSFTnot top 5

2.1%AMZNnot top 5

1.6%METAnot top 5

Held in common11.3%

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

DSPY vs SCHD Returns, Every Period

TemaDSPY

+12.4%

past year

SCHDSchwab

+37.0%

past year

DSPYSCHDFaded: behind in that period

0–2SCHD wins

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

Core vs Income: DSPY vs SCHD

YTD

TemaDSPY

+10.8%

SCHDSchwab

+31.4%

+10.8%Year to date+31.4%

−7.5%Worst drop · 1Y−6.9%

12.7%Volatility · 1Y11.7%

1.0%Yield3.0%

$984MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: DSPY, SCHD, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

DSPY0.18%$18

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

Yields: DSPY, SCHD, IVV

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

IVV1.14%$114

DSPY0.96%$96

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

DSPY$96 − $18 = $78

KeptFee

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

Overlap: DSPY, SCHD, IVV

Today

82.0%most shared, DSPY and IVV

DSPYSCHDIVV

DSPY—11.3%82.0%

SCHD11.3%—8.7%

IVV82.0%8.7%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

DSPYWorst drop−7.5%12.7% 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

SCHDDSPY

+31.4%Year to date+10.8%

3.0%Yield1.0%

+37.0%Past year+12.4%

0.06%Fee0.18%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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