Compare · 3 funds side by side · dividends reinvested

IVV, EVPF and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

IVV, EVPF 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%$120B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.8

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.76%[…][…][…][…][…][…]$58M2.0

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: IVV 2000 · EVPF 2026 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

EVPF

IVV

iShares Core S&P 500 ETF · $850B$17,177

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

EVPFMeasureIVV

[…]Year to dateJan 1 → Nov 6+8.7%

[…]1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

3.76%Trailing 12-mo yield$376 · $114 a year on $10k1.14%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

1–1Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EVPF vs IVV: Top 5 Holdings

Today

EVPF

5.9%in top 5

IVV

in top 527.8%

EVPFStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.5%AHLnot top 5

1.3%FITB-PMnot top 5

1.3%KEY-PLnot top 5

1.0%SYF-PBnot top 5

0.9%ATH-PAnot top 5

Held in common0.3%

End-of-day Nov 6, 2026 · share of each fund

EVPF vs IVV Returns, Every Period

Eaton VanceEVPF

[…]

past year

IVViShares

+9.8%

past year

Returns […]

EVPFIVVFaded: behind in that period

0–0Level

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

EVPF vs SCHD

YTD

Eaton VanceEVPF

[…]

SCHDSchwab

+31.4%

[…]Year to date+31.4%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

3.8%Yield3.0%

$58.2MAssets$120B

1–0EVPF wins

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

Cost, Income and Risk

Fees: IVV, EVPF, SCHD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

EVPF0.20%$20

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

Yields: IVV, EVPF, SCHD

3.76%highest, EVPF

FundTrailing yieldYield$10k

EVPF3.76%$376

SCHD3.00%$300

IVV1.14%$114

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

Income After Fees on $10,000

$356most kept, EVPF

EVPF$376 − $20 = $356

SCHD$300 − $6 = $294

IVV$114 − $3 = $111

KeptFee

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

Overlap: IVV, EVPF, SCHD

Today

8.7%most shared, IVV and SCHD

IVVEVPFSCHD

IVV—0.3%8.7%

EVPF0.3%—0.0%

SCHD8.7%0.0%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IVVWorst drop−8.9%13.6% vol

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

EVPFSCHD

[…]Year to date+31.4%

3.8%Yield3.0%

[…]Past year+37.0%

0.20%Fee0.06%

1–1level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026