Compare · 2 funds side by side · dividends reinvested

IVE and SCHD

IVEiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,008IVE · best of the two

02 / 04

IVE and SCHD, 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%$120B1.4

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%$51.7B1.6

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 Value ETF · $51.7B$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

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 5PG4.5%

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

IVE vs SCHD Returns, Every Period

iSharesIVE

+11.2%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

IVESCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Income: IVE vs SCHD

YTD

iSharesIVE

+12.4%

SCHDSchwab

+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%

$51.7BAssets$120B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IVE0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVE, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

IVE1.53%$153

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IVE$153 − $18 = $135

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVE, SCHD

Today

17.1%most shared, IVE and SCHD

IVESCHD

IVE—17.1%

SCHD17.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

IVEWorst drop−6.2%10.1% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIVE

+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

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026