Compare · 4 funds side by side · dividends reinvested

IVV, FGD, SPY and SCHD

IVViShares×FGDFirst Trust×SPYSPDR×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,480FGD · best of the four

02 / 04

IVV, FGD, SPY 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%$120B2.0

First Trust Dow Jones Global Select Dividend Index FundIncome · Dividend stocks0.55%5.77%+13.8%+20.8%+25.0%+11.8%−9.8%12.8%$1.6B2.1

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%$853B2.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B3.3

Rank among the four1st → 4thFee, 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 · FGD 2007 · SPY 1993 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

FGD

First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,480

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

IVVMeasureFGD

+8.7%Year to dateJan 1 → Nov 6+13.8%

+9.8%1 yearTotal return+20.8%

+21.8%3 years · per year$10,000 became $18,084 · $19,517+25.0%

+11.4%5 years · per year$10,000 became $17,177 · $17,480+11.8%

0.03%Expense ratio$3 · $55 a year on $10k · lower is better0.55%

1.14%Trailing 12-mo yield$114 · $577 a year on $10k5.77%

−8.9%Worst dropSmaller is better−9.8%

13.6%VolatilityLower is calmer12.8%

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

2–6FGD wins

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

More Ways to See the Pairs

IVV vs FGD: Top 5 Holdings

Today

IVV

27.8%in top 5

FGD

in top 510.0%

IVVStockFGD

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

not top 5RHI2.7%

2.6%GOOGLnot top 5

not top 5017800.K1.9%

not top 5TEP.PA1.9%

not top 5BME.L1.8%

not top 5OMV.VI1.7%

Held in common1.0%

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

IVV vs FGD Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

FGDFirst Trust

+11.8%

5 years, per year

IVVFGDFaded: behind in that period

0–4FGD wins

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

Core vs Income: IVV vs FGD

YTD

iSharesIVV

+8.7%

FGDFirst Trust

+13.8%

+8.7%Year to date+13.8%

−8.9%Worst drop · 1Y−9.8%

13.6%Volatility · 1Y12.8%

1.1%Yield5.8%

$853BAssets$1.6B

3–1FGD wins

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

Cost, Income and Risk

Fees: IVV, FGD, SPY, SCHD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

SPY0.09%$9

FGD0.55%$55

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

Yields: IVV, FGD, SPY, SCHD

5.77%highest, FGD

FundTrailing yieldYield$10k

FGD5.77%$577

SCHD3.00%$300

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$522most kept, FGD

FGD$577 − $55 = $522

SCHD$300 − $6 = $294

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: IVV, FGD, SPY, SCHD

Today

99.9%most shared, IVV and SPY

IVVFGDSPYSCHD

IVV—1.0%99.9%8.7%

FGD1.0%—1.0%5.4%

SPY99.9%1.0%—8.7%

SCHD8.7%5.4%8.7%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FGDWorst drop−9.8%12.8% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

FGDSCHD

+13.8%Year to date+31.4%

5.8%Yield3.0%

+20.8%Past year+37.0%

0.55%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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%

$178BAssets$778B

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$853B

0–0level

End-of-day Nov 6, 2026