Compare · 4 funds side by side · dividends reinvested

IVV, GISC, SPY and SCHD

IVViShares×GISCGuggenheim×SPYSPDR×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,151IVV · best of the four

02 / 04

IVV, GISC, SPY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.6

Guggenheim Funds Trust - Guggenheim Securitized Income ETFIncome · Dividend stocks0.47%1.96%[…][…][…][…][…][…]$93M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IVV 2000 · GISC 2026 · SPY 1993 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$17,151

IVV

GISC

Guggenheim Funds Trust - Guggenheim Securitized Income ETF · $93M[…]

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

IVVMeasureGISC

+8.4%Year to dateJan 1 → Nov 5[…]

+9.7%1 yearTotal return[…]

+22.1%3 years · per year$10,000 became $18,221 · […][…]

+11.4%5 years · per year$10,000 became $17,151 · […][…]

0.03%Expense ratio$3 · $47 a year on $10k · lower is better0.47%

1.14%Trailing 12-mo yield$114 · $196 a year on $10k1.96%

−8.9%Worst dropSmaller is better[…]

13.6%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

IVV vs GISC: Top 5 Holdings

Today

IVV

27.7%in top 5

GISC

in top 584.6%

IVVStockGISC

not top 5FN48.4%

not top 5FR26.1%

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

not top 5VMC5.4%

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5PLNT2.5%

not top 5BCC2.1%

Held in common0.2%

End-of-day Nov 5, 2026 · share of each fund

IVV vs GISC Returns, Every Period

iSharesIVV

+9.7%

past year

GISCGuggenheim

[…]

past year

Returns […]

IVVGISCFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs SCHD

YTD

iSharesIVV

+8.4%

SCHDSchwab

+32.3%

+8.4%Year to date+32.3%

−8.9%Worst drop · 1Y−6.9%

13.6%Volatility · 1Y11.7%

1.1%Yield3.0%

$887BAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, GISC, SPY, SCHD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

SPY0.09%$9

GISC0.47%$47

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IVV, GISC, SPY, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

GISC1.96%$196

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

GISC$196 − $47 = $149

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IVV, GISC, SPY, SCHD

Today

99.9%most shared, IVV and SPY

IVVGISCSPYSCHD

IVV—0.2%99.9%8.5%

GISC0.2%—0.3%0.8%

SPY99.9%0.3%—8.5%

SCHD8.5%0.8%8.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

GISCWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIVV

+32.3%Year to date+8.4%

3.0%Yield1.1%

+38.7%Past year+9.7%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026