Compare · 3 funds side by side · dividends reinvested

IQSU, SCHX and VOO

IQSUNY Life Investments×SCHXSchwab×VOOVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,416VOO · best of the three

Story of the three · IncomeMost incomeVOO · 1.08% · $108 a year on $10k

Story of the three · RiskSmallest drop

IQSU, SCHX and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.08%+10.9%+13.1%+21.5%+11.7%−8.9%13.7%$1.00T1.3

Schwab U.S. Large-Cap ETFLow-Cost Core · US large cap0.03%1.06%+10.6%+12.6%+21.4%+11.1%−9.0%13.8%$73.2B2.1

NYLI Candriam U.S. Large Cap Equity ETFLow-Cost Core · US large cap0.09%0.93%+13.2%+16.3%+18.6%+10.1%−11.2%15.3%$328M2.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: IQSU 2019 · SCHX 2009 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

NYLI Candriam U.S. Large Cap Equity ETF · $328M$16,210

IQSU

SCHX

Schwab U.S. Large-Cap ETF · $73.2B$16,923

$10,000 five years ago, dividends reinvested · they hold 54.4% in common

IQSU

More Ways to See the Pairs

IQSU vs SCHX: Top 5 Holdings

Today

IQSU

30.6%in top 5

SCHX

in top 526.3%

IQSUStockSCHX

11.1%AAPL7.4%

not top 5NVDA6.7%

5.8%MSFT5.9%

5.2%AMZN3.8%

4.5%GOOGL

Cost, Income and Risk

Fees: IQSU, SCHX, VOO

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

VOO0.03%$3

IQSU0.09%$9

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

Yields: IQSU, SCHX, VOO

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Measure

SCHX

+13.2%Year to dateJan 1 → Nov 10+10.6%

+16.3%1 yearTotal return+12.6%

+18.6%3 years · per year$10,000 became $16,662 · $17,897+21.4%

+10.1%5 years · per year$10,000 became $16,210 · $16,923+11.1%

0.09%Expense ratio$9 · $3 a year on $10k · lower is better0.03%

0.93%Trailing 12-mo yield$93 · $106 a year on $10k1.06%

−11.2%Worst dropSmaller is better−9.0%

15.3%VolatilityLower is calmer13.8%

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

2–6SCHX wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.5%

3.9%GOOGnot top 5

Held in common54.4%

End-of-day Nov 10, 2026 · share of each fund

IQSU vs SCHX Returns, Every Period

5Y

NY Life InvestmentsIQSU

+10.1%

5 years, per year

SCHXSchwab

+11.1%

5 years, per year

IQSUSCHXFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IQSU vs VOO

YTD

NY Life InvestmentsIQSU

+13.2%

VOOVanguard

+10.9%

+13.2%Year to date+10.9%

−11.2%Worst drop · 1Y−8.9%

15.3%Volatility · 1Y13.7%

0.9%Yield1.1%

$328MAssets$1.00T

3–1VOO wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.08%highest, VOO

FundTrailing yieldYield$10k

VOO1.08%$108

SCHX1.06%$106

IQSU0.93%$93

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$105most kept, VOO

VOO$108 − $3 = $105

SCHX$106 − $3 = $103

IQSU$93 − $9 = $84

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IQSU, SCHX, VOO

Today

90.8%most shared, SCHX and VOO

IQSUSCHXVOO

IQSU—54.4%57.2%

SCHX54.4%—90.8%

VOO57.2%90.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.3%IQSU, at 15.3% volatility

VOOWorst drop−8.9%13.7% vol

SCHXWorst drop−9.0%13.8% vol

IQSUWorst drop−11.2%15.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VOOIQSU

+10.9%Year to date+13.2%

1.1%Yield0.9%

+13.1%Past year+16.3%

0.03%Fee0.09%

2–2level

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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IQSU, SCHX and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three