Compare · 4 funds side by side · dividends reinvested

IVV, SCHR, MUB and VOO

IVViShares×SCHRSchwab×MUBiShares×VOOVanguard×

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

02 / 04

IVV, SCHR, MUB and VOO, 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%$853B2.1

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.3

Schwab Intermediate-Term U.S. Treasury ETFBonds & Cash · Treasuries0.03%4.02%−0.4%+0.4%+4.4%+0.2%−4.5%3.6%$13.7B2.5

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$55.0B2.8

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 · SCHR 2010 · MUB 2007 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

SCHR

Schwab Intermediate-Term U.S. Treasury ETF · $13.7B$10,117

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVVMeasureSCHR

+8.7%Year to dateJan 1 → Nov 6−0.4%

+9.8%1 yearTotal return+0.4%

+21.8%3 years · per year$10,000 became $18,084 · $11,385+4.4%

+11.4%5 years · per year$10,000 became $17,177 · $10,117+0.2%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.14%Trailing 12-mo yield$114 · $402 a year on $10k4.02%

−8.9%Worst dropSmaller is better−4.5%

13.6%VolatilityLower is calmer3.6%

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

4–3IVV 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 SCHR: Top 5 Holdings

Today

IVV

27.8%in top 5

SCHR

in top 50.4%

IVVStockSCHR

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5GVMXX0.4%

Held in common0.0%

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

IVV vs SCHR Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SCHRSchwab

+0.2%

5 years, per year

IVVSCHRFaded: behind in that period

4–0IVV wins

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

Core vs Bonds: IVV vs SCHR

YTD

iSharesIVV

+8.7%

SCHRSchwab

−0.4%

+8.7%Year to date−0.4%

−8.9%Worst drop · 1Y−4.5%

13.6%Volatility · 1Y3.6%

1.1%Yield4.0%

$853BAssets$13.7B

3–1SCHR wins

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

Cost, Income and Risk

Fees: IVV, SCHR, MUB, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHR0.03%$3

VOO0.03%$3

MUB0.05%$5

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

Yields: IVV, SCHR, MUB, VOO

4.02%highest, SCHR

FundTrailing yieldYield$10k

SCHR4.02%$402

MUB3.27%$327

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$399most kept, SCHR

SCHR$402 − $3 = $399

MUB$327 − $5 = $322

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: IVV, SCHR, MUB, VOO

Today

92.2%most shared, IVV and VOO

IVVSCHRMUBVOO

IVV—0.0%[…]92.2%

SCHR0.0%—[…]0.0%

MUB[…][…]—[…]

VOO92.2%0.0%[…]—

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

Return vs Bumpiness: 4 ETFs

+9.8%VOO, at 13.5% volatility

SCHRWorst drop−4.5%3.6% vol

MUBWorst drop−6.3%3.7% vol

VOOWorst drop−8.9%13.5% 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

SCHRIVV

−0.4%Year to date+8.7%

4.0%Yield1.1%

+0.4%Past year+9.8%

0.03%Fee0.03%

2–1IVV 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%

$178BAssets$778B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026