Compare · 2 funds side by side · dividends reinvested

IVSS and SCHB

IVSSApplied Finance×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,894SCHB · best of the two

02 / 03

IVSS and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.1

Applied Finance IVS US SMID ETFUS Stock Styles · Large cap0.59%0.06%+20.1%[…][…][…][…][…]$31M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IVSS 2025 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Applied Finance IVS US SMID ETF · $31M[…]

IVSS

SCHB

Schwab U.S. Broad Market ETF · $44.0B$16,894

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

IVSSMeasureSCHB

+20.1%Year to dateJan 1 → Nov 3+11.6%

[…]1 yearTotal return+11.7%

[…]3 years · per year$10,000 became […] · $18,993+23.8%

[…]5 years · per year$10,000 became […] · $16,894+11.1%

0.59%Expense ratio$59 · $3 a year on $10k · lower is better0.03%

0.06%Trailing 12-mo yield$6 · $106 a year on $10k1.06%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.1%

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

1–2SCHB wins

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

More Ways to See the Pairs

IVSS vs SCHB: Top 5 Holdings

Today

IVSS

7.9%in top 5

SCHB

in top 524.2%

IVSSStockSCHB

not top 5AAPL6.8%

not top 5NVDA6.7%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.2%

1.7%HQYnot top 5

1.6%PJTnot top 5

1.6%IDCCnot top 5

1.6%INDVnot top 5

1.5%DAVEnot top 5

Held in common1.0%

End-of-day Nov 3, 2026 · share of each fund

IVSS vs SCHB Returns, Every Period

Applied FinanceIVSS

[…]

past year

SCHBSchwab

+11.7%

past year

IVSSSCHBFaded: behind in that period

1–0IVSS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IVSS vs SCHB

YTD

Applied FinanceIVSS

+20.1%

SCHBSchwab

+11.6%

+20.1%Year to date+11.6%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.1%

0.1%Yield1.1%

$30.5MAssets$44.0B

1–1level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVSS, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IVSS0.59%$59

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IVSS, SCHB

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

IVSS0.06%$6

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

IVSS$6 − $59 = −$53

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IVSS, SCHB

Today

1.0%most shared, IVSS and SCHB

IVSSSCHB

IVSS—1.0%

SCHB1.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.7%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

IVSSWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBIVSS

+11.6%Year to date+20.1%

1.1%Yield0.1%

+11.7%Past year[…]

0.03%Fee0.59%

2–1SCHB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026