Compare · 4 funds side by side · dividends reinvested

IVV, MPIM, SCHD and SPY

IVViShares×MPIMm+ Funds×SCHDSchwab×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

IVV, MPIM, SCHD and SPY, 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%$120B1.8

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%$853B2.0

m+ Income Momentum Autocall ETFIncome · Dividend stocks0.70%3.39%[…][…][…][…][…][…]$36M2.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.6

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 · MPIM 2026 · SCHD 2011 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

m+ Income Momentum Autocall ETF · $36M[…]

MPIM

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested

MPIMMeasureSCHD

[…]Year to dateJan 1 → Nov 9+33.2%

[…]1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.70%Expense ratio$70 · $6 a year on $10k · lower is better0.06%

3.39%Trailing 12-mo yield$339 · $296 a year on $10k2.96%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.8%

MPIMSCHD 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

MPIM vs SCHD: Top 5 Holdings

Today

MPIM

[…]in top 5

SCHD

in top 521.4%

MPIMStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common[…]

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

MPIM vs SCHD Returns, Every Period

m+ FundsMPIM

[…]

past year

SCHDSchwab

+39.1%

past year

Returns […]

MPIMSCHDFaded: behind in that period

0–0Level

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

MPIM vs SCHD

YTD

m+ FundsMPIM

[…]

SCHDSchwab

+33.2%

[…]Year to date+33.2%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.8%

3.4%Yield3.0%

$35.9MAssets$120B

1–0MPIM wins

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

Cost, Income and Risk

Fees: IVV, MPIM, SCHD, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

SPY0.09%$9

MPIM0.70%$70

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

Yields: IVV, MPIM, SCHD, SPY

3.39%highest, MPIM

FundTrailing yieldYield$10k

MPIM3.39%$339

SCHD2.96%$296

IVV1.11%$111

SPY1.01%$101

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

MPIM$339 − $70 = $269

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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

Overlap: IVV, MPIM, SCHD, SPY

Today

99.9%most shared, IVV and SPY

IVVMPIMSCHDSPY

IVV—[…]8.6%99.9%

MPIM[…]—[…][…]

SCHD8.6%[…]—8.6%

SPY99.9%[…]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

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

MPIMWorst drop[…][…]

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

Paid More vs Made More

YTD

MPIMSCHD

[…]Year to date+33.2%

3.4%Yield3.0%

[…]Past year+39.1%

0.70%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