Compare · 3 funds side by side · dividends reinvested

IVE, SCHD and VTI

IVEiShares×SCHDSchwab×VTIVanguard×
$7.5k$10k$12.5k$15k$17.5kLow $8,705 · 2022IVE$17,008VTI$16,375SCHD$16,267Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,008IVE · best of the three
02 / 04

IVE, SCHD and VTI, 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%$120B1.8
iShares S&P 500 Value ETFLow-Cost Core · S&P 5000.18%1.53%+12.4%+14.9%+17.7%+11.2%−6.2%10.1%$50.4B1.9
Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.4
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: IVE 2000 · SCHD 2011 · VTI 2001
@TheETFTracker·theetftracker.com

Head to Head

5Y
iShares S&P 500 Value ETF · $50.4B$17,008
IVE
SCHD
Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 17.1% in common

IVEMeasureSCHD
+12.4%Year to dateJan 1 → Nov 6+31.4%
+14.9%1 yearTotal return+37.0%
+17.7%3 years · per year$10,000 became $16,312 · $17,266+20.0%
+11.2%5 years · per year$10,000 became $17,008 · $16,267+10.2%
0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%
1.53%Trailing 12-mo yield$153 · $300 a year on $10k3.00%
−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 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

IVE vs SCHD: Top 5 Holdings

Today
IVE
18.0%in top 5
in top 521.4%
IVEStockSCHD
8.3%AAPLnot top 5
not top 5PG4.5%
not top 5HD4.3%
not top 5TXN4.3%
not top 5KO4.3%
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 common17.1%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

IVE vs SCHD Returns, Every Period

5Y
iSharesIVE
+11.2%
5 years, per year
SCHDSchwab
+10.2%
5 years, per year
0%+10%+20%+30%+40%+12.4%+31.4%YTD+14.9%+37.0%1 year+17.7%+20.0%3 yrs · yr+11.2%+10.2%5 yrs · yr
IVESCHDFaded: behind in that period
1–3SCHD wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Core vs Income: IVE vs SCHD

YTD
iSharesIVE
+12.4%
SCHDSchwab
+31.4%
Jan 1Nov 6+12.4%+31.4%
+12.4%Year to date+31.4%
−6.2%Worst drop · 1Y−6.9%
10.1%Volatility · 1Y11.7%
1.5%Yield3.0%
$50.4BAssets$120B
2–2level
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: IVE, SCHD, VTI

Today
0.03%lowest, VTI
FundExpense ratioFee$10k
VTI0.03%$3
SCHD0.06%$6
IVE0.18%$18
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: IVE, SCHD, VTI

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
IVE1.53%$153
VTI1.09%$109
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$294most kept, SCHD
SCHD$300 − $6 = $294
IVE$153 − $18 = $135
VTI$109 − $3 = $106
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: IVE, SCHD, VTI

Today
51.7%most shared, IVE and VTI
IVESCHDVTI
IVE—17.1%51.7%
SCHD17.1%—7.1%
VTI51.7%7.1%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%Volatility · 1 year → bumpierSCHD +37.0%IVE +14.9%VTI +9.9%
IVEWorst drop−6.2%10.1% vol
SCHDWorst drop−6.9%11.7% vol
VTIWorst drop−8.9%13.7% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
SCHDIVE
Jan 1Nov 6+31.4%+12.4%
+31.4%Year to date+12.4%
3.0%Yield1.5%
+37.0%Past year+14.9%
0.06%Fee0.18%
4–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

VTI vs ITOT

YTD
VanguardVTI
+8.9%
ITOTiShares
+8.8%
Jan 1Nov 6+8.9%+8.8%
+8.9%Year to date+8.8%
1.1%Yield1.0%
$689BAssets$93.2B
2–0VTI wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$40.7BAssets$45.2B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com