Compare · 4 funds side by side · dividends reinvested

IVV, SCHR, SPYM and SPY

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,537SPYM · best of the four

Story of the four · IncomeMost incomeSCHR · 4.06% · $406 a year on $10k

Story of the four · RiskSmallest drop

IVV, SCHR, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B2.4

Schwab Intermediate-Term U.S. Treasury ETFBonds & Cash · Treasuries0.03%4.06%−1.3%−0.8%+3.9%+0.0%−4.5%3.6%$13.7B2.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$793B3.1

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

End-of-day Nov 11, 2026 · returns include dividends · since: IVV 2000 · SCHR 2010 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $883B$17,530

IVV

More Ways to See the Pairs

IVV vs SCHR: Top 5 Holdings

Today

IVV

26.9%in top 5

SCHR

in top 50.0%

IVVStockSCHR

7.8%AAPLnot top 5

6.3%NVDAnot top 5

6.1%MSFTnot top 5

4.1%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: IVV, SCHR, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SCHR0.03%$3

SPY0.09%$9

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

+12.3%Year to date+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SCHR

Schwab Intermediate-Term U.S. Treasury ETF · $13.7B$10,013

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

IVVMeasureSCHR

+12.3%Year to dateJan 1 → Nov 11−1.3%

+12.7%1 yearTotal return−0.8%

+21.9%3 years · per year$10,000 became $18,122 · $11,223+3.9%

+11.9%5 years · per year$10,000 became $17,530 · $10,013+0.0%

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

1.10%Trailing 12-mo yield$110 · $406 a year on $10k4.06%

−8.9%Worst dropSmaller is better−4.5%

13.7%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 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GVMXX0.0%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

IVV vs SCHR Returns, Every Period

5Y

iSharesIVV

+11.9%

5 years, per year

SCHRSchwab

+0.0%

5 years, per year

IVVSCHRFaded: behind in that period

4–0IVV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Core vs Bonds: IVV vs SCHR

YTD

iSharesIVV

+12.3%

SCHRSchwab

−1.3%

+12.3%Year to date−1.3%

−8.9%Worst drop · 1Y−4.5%

13.7%Volatility · 1Y3.6%

1.1%Yield4.1%

$883BAssets$13.7B

3–1SCHR wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: IVV, SCHR, SPYM, SPY

1Y

4.06%highest, SCHR

FundTrailing yieldYield$10k

SCHR4.06%$406

IVV1.10%$110

SPYM1.02%$102

SPY1.00%$100

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$403most kept, SCHR

SCHR$406 − $3 = $403

IVV$110 − $3 = $107

SPYM$102 − $2 = $100

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IVV, SCHR, SPYM, SPY

Today

99.9%most shared, IVV and SPYM

IVVSCHRSPYMSPY

IVV—0.0%99.9%99.9%

SCHR0.0%—0.0%0.0%

SPYM99.9%0.0%—99.9%

SPY99.9%0.0%99.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+12.8%SPYM, at 13.7% volatility

SCHRWorst drop−4.5%3.6% vol

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHRSPYM

−1.3%Year to date+12.4%

4.1%Yield1.0%

−0.8%Past year+12.8%

0.03%Fee0.02%

3–1SPYM wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

Loading…

IVV, SCHR, SPYM and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four