Compare · 4 funds side by side · dividends reinvested

IVV, PAPI, SCHD and VIG

IVViShares×PAPIEaton Vance×SCHDSchwab×VIGVanguard×

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 VIG, 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

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$552M2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.8

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%$853B2.9

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,243

VIG

IVV

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

$10,000 five years ago, dividends reinvested · they hold 42.8% in common

VIGMeasureIVV

+12.1%Year to dateJan 1 → Nov 6+8.7%

+14.3%1 yearTotal return+9.8%

+18.6%3 years · per year$10,000 became $16,669 · $18,084+21.8%

+10.2%5 years · per year$10,000 became $16,243 · $17,177+11.4%

0.04%Expense ratio$4 · $3 a year on $10k · lower is better0.03%

1.50%Trailing 12-mo yield$150 · $114 a year on $10k1.14%

−7.9%Worst dropSmaller is better−8.9%

10.8%VolatilityLower is calmer13.6%

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

5–3VIG wins

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

More Ways to See the Pairs

VIG vs IVV: Top 5 Holdings

Today

VIG

22.1%in top 5

IVV

in top 527.8%

VIGStockIVV

4.9%AAPL7.9%

not top 5NVDA6.9%

4.9%MSFT6.3%

4.3%AVGOnot top 5

4.1%LLYnot top 5

not top 5AMZN4.0%

3.9%JPMnot top 5

not top 5GOOGL2.6%

Held in common42.8%

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

VIG vs IVV Returns, Every Period

VanguardVIG

+10.2%

5 years, per year

IVViShares

+11.4%

5 years, per year

VIGIVVFaded: behind in that period

2–2Level

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

VIG vs PAPI

YTD

VanguardVIG

+12.1%

PAPIEaton Vance

+17.3%

+12.1%Year to date+17.3%

−7.9%Worst drop · 1Y−6.9%

10.8%Volatility · 1Y10.4%

1.5%Yield7.3%

$109BAssets$552M

4–0PAPI wins

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

Cost, Income and Risk

Fees: IVV, PAPI, SCHD, VIG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VIG0.04%$4

SCHD0.06%$6

PAPI0.29%$29

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

Yields: IVV, PAPI, SCHD, VIG

7.31%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.31%$731

SCHD3.00%$300

VIG1.50%$150

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

VIG$150 − $4 = $146

IVV$114 − $3 = $111

KeptFee

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

Overlap: IVV, PAPI, SCHD, VIG

Today

42.8%most shared, IVV and VIG

IVVPAPISCHDVIG

IVV—17.5%8.7%42.8%

PAPI17.5%—17.5%16.8%

SCHD8.7%17.5%—14.5%

VIG42.8%16.8%14.5%—

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

PAPIWorst drop−6.9%10.4% vol

VIGWorst drop−7.9%10.8% 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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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