Compare · 2 funds side by side · dividends reinvested

IVV and FNDA

IVViShares×FNDASchwab×

Versus in desk

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

02 / 04

IVV and FNDA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$850B1.4

Schwab Fundamental U.S. Small Company Index ETFUS Stock Styles · Large cap0.25%1.25%+13.5%+16.9%+17.2%+6.8%−9.4%16.0%$8.8B1.6

Rank among the two1st → 2ndFee, 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 · FNDA 2013

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Fundamental U.S. Small Company Index ETF · $8.8B$13,903

FNDA

IVV

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

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

FNDAMeasureIVV

+13.5%Year to dateJan 1 → Nov 6+8.7%

+16.9%1 yearTotal return+9.8%

+17.2%3 years · per year$10,000 became $16,098 · $18,084+21.8%

+6.8%5 years · per year$10,000 became $13,903 · $17,177+11.4%

0.25%Expense ratio$25 · $3 a year on $10k · lower is better0.03%

1.25%Trailing 12-mo yield$125 · $114 a year on $10k1.14%

−9.4%Worst dropSmaller is better−8.9%

16.0%VolatilityLower is calmer13.6%

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

3–5IVV wins

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

More Ways to See the Pairs

FNDA vs IVV: Top 5 Holdings

Today

FNDA

2.2%in top 5

IVV

in top 527.8%

FNDAStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.5%ANFnot top 5

0.5%VSXYnot top 5

0.4%GVMXXnot top 5

0.4%FDSnot top 5

0.4%ACHCnot top 5

Held in common2.0%

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

FNDA vs IVV Returns, Every Period

SchwabFNDA

+6.8%

5 years, per year

IVViShares

+11.4%

5 years, per year

FNDAIVVFaded: behind in that period

2–2Level

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

Stocks vs Core: FNDA vs IVV

YTD

SchwabFNDA

+13.5%

IVViShares

+8.7%

+13.5%Year to date+8.7%

−9.4%Worst drop · 1Y−8.9%

16.0%Volatility · 1Y13.6%

1.2%Yield1.1%

$8.8BAssets$850B

2–2level

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

Cost, Income and Risk

Fees: IVV, FNDA

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FNDA0.25%$25

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

Yields: IVV, FNDA

1.25%highest, FNDA

FundTrailing yieldYield$10k

FNDA1.25%$125

IVV1.14%$114

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

FNDA$125 − $25 = $100

KeptFee

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

Overlap: IVV, FNDA

Today

2.0%most shared, IVV and FNDA

IVVFNDA

IVV—2.0%

FNDA2.0%—

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

Return vs Bumpiness: 2 ETFs

+16.9%FNDA, at 16.0% volatility

IVVWorst drop−8.9%13.6% vol

FNDAWorst drop−9.4%16.0% vol

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

Paid More vs Made More

YTD

FNDAIVV

+13.5%Year to date+8.7%

1.2%Yield1.1%

+16.9%Past year+9.8%

0.25%Fee0.03%

3–1FNDA wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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