Compare · 4 funds side by side · dividends reinvested

IVV, EVPF, SCHD and SPYM

IVViShares×EVPFEaton Vance×SCHDSchwab×SPYMSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,553SPYM · best of the four

02 / 04

IVV, EVPF, SCHD and SPYM, 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

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B2.1

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%$853B2.4

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.71%[…][…][…][…][…][…]$58M2.5

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 · EVPF 2026 · SCHD 2011 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

EVPF

Eaton Vance Preferred Securities and Income ETF · $58M[…]

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

IVVMeasureEVPF

+11.3%Year to dateJan 1 → Nov 9[…]

+13.6%1 yearTotal return[…]

+22.0%3 years · per year$10,000 became $18,159 · […][…]

+11.9%5 years · per year$10,000 became $17,545 · […][…]

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

1.11%Trailing 12-mo yield$111 · $371 a year on $10k3.71%

−8.9%Worst dropSmaller is better[…]

13.8%VolatilityLower is calmer[…]

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

1–1Level

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 EVPF: Top 5 Holdings

Today

IVV

27.8%in top 5

EVPF

in top 55.9%

IVVStockEVPF

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 5AHL1.5%

not top 5FITB-PM1.3%

not top 5KEY-PL1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

Held in common0.3%

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

IVV vs EVPF Returns, Every Period

iSharesIVV

+13.6%

past year

EVPFEaton Vance

[…]

past year

Returns […]

IVVEVPFFaded: behind in that period

0–0Level

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

Core vs Income: IVV vs EVPF

YTD

iSharesIVV

+11.3%

EVPFEaton Vance

[…]

+11.3%Year to date[…]

−8.9%Worst drop · 1Y[…]

13.8%Volatility · 1Y[…]

1.1%Yield3.7%

$853BAssets$58.1M

1–0EVPF wins

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

Cost, Income and Risk

Fees: IVV, EVPF, SCHD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SCHD0.06%$6

EVPF0.20%$20

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

Yields: IVV, EVPF, SCHD, SPYM

3.71%highest, EVPF

FundTrailing yieldYield$10k

EVPF3.71%$371

SCHD2.96%$296

IVV1.11%$111

SPYM1.03%$103

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

Income After Fees on $10,000

$351most kept, EVPF

EVPF$371 − $20 = $351

SCHD$296 − $6 = $290

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

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

Overlap: IVV, EVPF, SCHD, SPYM

Today

99.9%most shared, IVV and SPYM

IVVEVPFSCHDSPYM

IVV—0.3%8.6%99.9%

EVPF0.3%—0.0%0.3%

SCHD8.6%0.0%—8.6%

SPYM99.9%0.3%8.6%—

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

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

EVPFSCHD

[…]Year to date+33.2%

3.7%Yield3.0%

[…]Past year+39.1%

0.20%Fee0.06%

1–1level

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026