Compare · 4 funds side by side · dividends reinvested

IVV, DLS, VOO and SCHD

IVViShares×DLSWisdomTree×VOOVanguard×SCHDSchwab×

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

02 / 04

IVV, DLS, VOO and SCHD, 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%$120B1.9

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%$853B2.0

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%$1.00T2.6

WisdomTree International SmallCap Dividend FundIncome · Dividend stocks0.58%3.57%+7.5%+14.3%+18.9%+6.6%−11.0%14.4%$1.0B3.4

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: IVV 2000 · DLS 2006 · VOO 2010 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

DLS

WisdomTree International SmallCap Dividend Fund · $1.0B$13,740

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVVMeasureDLS

+11.3%Year to dateJan 1 → Nov 9+7.5%

+13.6%1 yearTotal return+14.3%

+22.0%3 years · per year$10,000 became $18,159 · $16,797+18.9%

+11.9%5 years · per year$10,000 became $17,545 · $13,740+6.6%

0.03%Expense ratio$3 · $58 a year on $10k · lower is better0.58%

1.11%Trailing 12-mo yield$111 · $357 a year on $10k3.57%

−8.9%Worst dropSmaller is better−11.0%

13.8%VolatilityLower is calmer14.4%

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

6–2IVV wins

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

More Ways to See the Pairs

IVV vs DLS: Top 5 Holdings

Today

IVV

27.8%in top 5

DLS

in top 52.3%

IVVStockDLS

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5DOFG.OL0.5%

not top 5NOS.LS0.5%

not top 5SOLB.BR0.4%

not top 52510.HK0.4%

not top 5ITV.L0.4%

Held in common0.0%

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

IVV vs DLS Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

DLSWisdomTree

+6.6%

5 years, per year

IVVDLSFaded: behind in that period

3–1IVV wins

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

Core vs Income: IVV vs DLS

YTD

iSharesIVV

+11.3%

DLSWisdomTree

+7.5%

+11.3%Year to date+7.5%

−8.9%Worst drop · 1Y−11.0%

13.8%Volatility · 1Y14.4%

1.1%Yield3.6%

$853BAssets$1.0B

3–1IVV wins

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

Cost, Income and Risk

Fees: IVV, DLS, VOO, SCHD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SCHD0.06%$6

DLS0.58%$58

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

Yields: IVV, DLS, VOO, SCHD

3.57%highest, DLS

FundTrailing yieldYield$10k

DLS3.57%$357

SCHD2.96%$296

IVV1.11%$111

VOO1.07%$107

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

Income After Fees on $10,000

$299most kept, DLS

DLS$357 − $58 = $299

SCHD$296 − $6 = $290

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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

Overlap: IVV, DLS, VOO, SCHD

Today

92.7%most shared, IVV and VOO

IVVDLSVOOSCHD

IVV—0.0%92.7%8.6%

DLS0.0%—0.0%0.0%

VOO92.7%0.0%—7.6%

SCHD8.6%0.0%7.6%—

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

SCHDWorst drop−6.9%11.8% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

DLSWorst drop−11.0%14.4% vol

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

Paid More vs Made More

YTD

DLSSCHD

+7.5%Year to date+33.2%

3.6%Yield3.0%

+14.3%Past year+39.1%

0.58%Fee0.06%

3–1SCHD 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