Compare · 4 funds side by side · dividends reinvested

GISC, IVV, SCHD and SPYM

GISCGuggenheim×IVViShares×SCHDSchwab×SPYMSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,553SPYM · best of the four

02 / 04

GISC, IVV, SCHD and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.8

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B2.1

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%$875B2.4

Guggenheim Funds Trust - Guggenheim Securitized Income ETFIncome · Dividend stocks0.47%1.96%[…][…][…][…][…][…]$93M3.0

Rank among the four1st → 4thFee, 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: GISC 2026 · IVV 2000 · SCHD 2011 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $122B$16,459

SCHD

GISC

Guggenheim Funds Trust - Guggenheim Securitized Income ETF · $93M[…]

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

SCHDMeasureGISC

+33.2%Year to dateJan 1 → Nov 9[…]

+39.1%1 yearTotal return[…]

+19.6%3 years · per year$10,000 became $17,123 · […][…]

+10.5%5 years · per year$10,000 became $16,459 · […][…]

0.06%Expense ratio$6 · $47 a year on $10k · lower is better0.47%

2.96%Trailing 12-mo yield$296 · $196 a year on $10k1.96%

−6.9%Worst dropSmaller is better[…]

11.8%VolatilityLower is calmer[…]

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

2–0SCHD wins

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

More Ways to See the Pairs

SCHD vs GISC: Top 5 Holdings

Today

SCHD

21.4%in top 5

GISC

in top 585.4%

SCHDStockGISC

not top 5FN48.3%

not top 5FR26.6%

not top 5VMC5.4%

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5PLNT2.8%

not top 5OR2.3%

Held in common0.8%

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

SCHD vs GISC Returns, Every Period

SchwabSCHD

+39.1%

past year

GISCGuggenheim

[…]

past year

Returns […]

SCHDGISCFaded: behind in that period

0–0Level

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

SCHD vs GISC

YTD

SchwabSCHD

+33.2%

GISCGuggenheim

[…]

+33.2%Year to date[…]

−6.9%Worst drop · 1Y[…]

11.8%Volatility · 1Y[…]

3.0%Yield2.0%

$122BAssets$92.9M

1–0SCHD wins

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

Cost, Income and Risk

Fees: GISC, IVV, SCHD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SCHD0.06%$6

GISC0.47%$47

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

Yields: GISC, IVV, SCHD, SPYM

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

GISC1.96%$196

IVV1.11%$111

SPYM1.03%$103

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

GISC$196 − $47 = $149

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

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

Overlap: GISC, IVV, SCHD, SPYM

Today

99.9%most shared, IVV and SPYM

GISCIVVSCHDSPYM

GISC—0.2%0.8%0.2%

IVV0.2%—8.6%99.9%

SCHD0.8%8.6%—8.6%

SPYM0.2%99.9%8.6%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

GISCWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDSPYM

+33.2%Year to date+11.3%

3.0%Yield1.0%

+39.1%Past year+13.6%

0.06%Fee0.02%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026