Compare · 4 funds side by side · dividends reinvested

IVV, PAPI, SCHD and DGRO

IVViShares×PAPIEaton Vance×SCHDSchwab×DGROiShares×

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

02 / 04

IVV, PAPI, SCHD and DGRO, 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%$120B2.3

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.9B2.3

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$561M2.4

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%$850B2.9

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 · PAPI 2023 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 8.7% in common

IVVMeasureSCHD

+8.7%Year to dateJan 1 → Nov 6+31.4%

+9.8%1 yearTotal return+37.0%

+21.8%3 years · per year$10,000 became $18,084 · $17,266+20.0%

+11.4%5 years · per year$10,000 became $17,177 · $16,267+10.2%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.14%Trailing 12-mo yield$114 · $300 a year on $10k3.00%

−8.9%Worst dropSmaller is better−6.9%

13.6%VolatilityLower is calmer11.7%

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

3–5SCHD 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 SCHD: Top 5 Holdings

Today

IVV

27.8%in top 5

SCHD

in top 521.4%

IVVStockSCHD

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common8.7%

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

IVV vs SCHD Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

IVVSCHDFaded: behind in that period

2–2Level

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

Core vs Income: IVV vs PAPI

YTD

iSharesIVV

+8.7%

PAPIEaton Vance

+17.3%

+8.7%Year to date+17.3%

−8.9%Worst drop · 1Y−6.9%

13.6%Volatility · 1Y10.4%

1.1%Yield7.3%

$850BAssets$561M

4–0PAPI wins

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

Cost, Income and Risk

Fees: IVV, PAPI, SCHD, DGRO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

DGRO0.08%$8

PAPI0.29%$29

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

Yields: IVV, PAPI, SCHD, DGRO

7.31%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.31%$731

SCHD3.00%$300

DGRO1.87%$187

IVV1.14%$114

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

Income After Fees on $10,000

$702most kept, PAPI

PAPI$731 − $29 = $702

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

IVV$114 − $3 = $111

KeptFee

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

Overlap: IVV, PAPI, SCHD, DGRO

Today

44.0%most shared, IVV and DGRO

IVVPAPISCHDDGRO

IVV—17.5%8.7%44.0%

PAPI17.5%—17.5%21.7%

SCHD8.7%17.5%—21.3%

DGRO44.0%21.7%21.3%—

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

DGROWorst drop−6.5%10.2% vol

PAPIWorst drop−6.9%10.4% vol

SCHDWorst drop−6.9%11.7% 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

PAPISCHD

+17.3%Year to date+31.4%

7.3%Yield3.0%

+21.3%Past year+37.0%

0.29%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%

$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