Compare · 4 funds side by side · dividends reinvested

IVE, SCHD, IVV and VOO

IVEiShares×SCHDSchwab×IVViShares×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

IVE, SCHD, IVV and VOO, 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%$120B2.1

iShares S&P 500 Value ETFLow-Cost Core · S&P 5000.18%1.50%+14.6%+18.0%+17.8%+11.5%−6.2%10.3%$50.4B2.4

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%$853B2.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T3.0

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: IVE 2000 · SCHD 2011 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 Value ETF · $50.4B$17,261

IVE

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 17.0% in common

IVEMeasureSCHD

+14.6%Year to dateJan 1 → Nov 9+33.2%

+18.0%1 yearTotal return+39.1%

+17.8%3 years · per year$10,000 became $16,338 · $17,123+19.6%

+11.5%5 years · per year$10,000 became $17,261 · $16,459+10.5%

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

1.50%Trailing 12-mo yield$150 · $296 a year on $10k2.96%

−6.2%Worst dropSmaller is better−6.9%

10.3%VolatilityLower is calmer11.8%

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

3–5SCHD wins

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

More Ways to See the Pairs

IVE vs SCHD: Top 5 Holdings

Today

IVE

18.0%in top 5

SCHD

in top 521.4%

IVEStockSCHD

8.3%AAPLnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

4.0%AMZNnot top 5

2.3%XOMnot top 5

1.9%WMTnot top 5

1.6%COSTnot top 5

Held in common17.0%

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

IVE vs SCHD Returns, Every Period

iSharesIVE

+11.5%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

IVESCHDFaded: behind in that period

1–3SCHD wins

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

Core vs Income: IVE vs SCHD

YTD

iSharesIVE

+14.6%

SCHDSchwab

+33.2%

+14.6%Year to date+33.2%

−6.2%Worst drop · 1Y−6.9%

10.3%Volatility · 1Y11.8%

1.5%Yield3.0%

$50.4BAssets$120B

2–2level

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

Cost, Income and Risk

Fees: IVE, SCHD, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SCHD0.06%$6

IVE0.18%$18

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

Yields: IVE, SCHD, IVV, VOO

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

IVE1.50%$150

IVV1.11%$111

VOO1.07%$107

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IVE$150 − $18 = $132

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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

Overlap: IVE, SCHD, IVV, VOO

Today

92.7%most shared, IVV and VOO

IVESCHDIVVVOO

IVE—17.0%61.2%57.2%

SCHD17.0%—8.6%7.6%

IVV61.2%8.6%—92.7%

VOO57.2%7.6%92.7%—

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

IVEWorst drop−6.2%10.3% vol

SCHDWorst drop−6.9%11.8% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

SCHDIVE

+33.2%Year to date+14.6%

3.0%Yield1.5%

+39.1%Past year+18.0%

0.06%Fee0.18%

4–0SCHD 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%

$120BAssets$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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026