Compare · 3 funds side by side · dividends reinvested

IVE, SCHD and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,099SPY · best of the three

02 / 04

IVE, SCHD and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.6

iShares S&P 500 Value ETFLow-Cost Core · S&P 5000.18%1.53%+12.8%+15.6%+18.2%+11.2%−6.2%10.1%$51.7B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: IVE 2000 · SCHD 2011 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 Value ETF · $51.7B$17,035

IVE

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

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

IVEMeasureSCHD

+12.8%Year to dateJan 1 → Nov 5+32.3%

+15.6%1 yearTotal return+38.7%

+18.2%3 years · per year$10,000 became $16,520 · $17,414+20.3%

+11.2%5 years · per year$10,000 became $17,035 · $16,375+10.4%

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

1.53%Trailing 12-mo yield$153 · $298 a year on $10k2.98%

−6.2%Worst dropSmaller is better−6.9%

10.1%VolatilityLower is calmer11.7%

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

3–5SCHD wins

End-of-day Nov 5, 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

17.8%in top 5

SCHD

in top 521.7%

IVEStockSCHD

8.2%AAPLnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

4.0%AMZNnot top 5

2.2%XOMnot top 5

1.9%WMTnot top 5

1.5%COSTnot top 5

Held in common17.0%

End-of-day Nov 5, 2026 · share of each fund

IVE vs SCHD Returns, Every Period

iSharesIVE

+11.2%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

IVESCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Income: IVE vs SCHD

YTD

iSharesIVE

+12.8%

SCHDSchwab

+32.3%

+12.8%Year to date+32.3%

−6.2%Worst drop · 1Y−6.9%

10.1%Volatility · 1Y11.7%

1.5%Yield3.0%

$51.7BAssets$120B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVE, SCHD, SPY

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SPY0.09%$9

IVE0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IVE, SCHD, SPY

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

IVE1.53%$153

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

IVE$153 − $18 = $135

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IVE, SCHD, SPY

Today

60.8%most shared, IVE and SPY

IVESCHDSPY

IVE—17.0%60.8%

SCHD17.0%—8.5%

SPY60.8%8.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

IVEWorst drop−6.2%10.1% vol

SCHDWorst drop−6.9%11.7% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIVE

+32.3%Year to date+12.8%

3.0%Yield1.5%

+38.7%Past year+15.6%

0.06%Fee0.18%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026