Compare · 4 funds side by side · dividends reinvested

IVV, SCHR, VCIT and AGG

IVViShares×SCHRSchwab×VCITVanguard×AGGiShares×

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, SCHR, VCIT and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$875B2.1

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.6%4.1%$139B2.3

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.7%+0.0%+6.6%+1.0%−4.9%4.5%$66.6B2.4

Schwab Intermediate-Term U.S. Treasury ETFBonds & Cash · Treasuries0.03%4.02%−0.5%−0.1%+4.3%+0.2%−4.5%3.6%$13.8B2.5

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 · SCHR 2010 · VCIT 2009 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,545

IVV

SCHR

Schwab Intermediate-Term U.S. Treasury ETF · $13.8B$10,105

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

IVVMeasureSCHR

+11.3%Year to dateJan 1 → Nov 9−0.5%

+13.6%1 yearTotal return−0.1%

+22.0%3 years · per year$10,000 became $18,159 · $11,344+4.3%

+11.9%5 years · per year$10,000 became $17,545 · $10,105+0.2%

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

1.11%Trailing 12-mo yield$111 · $402 a year on $10k4.02%

−8.9%Worst dropSmaller is better−4.5%

13.8%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 9, 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 50.0%

IVVStockSCHR

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5GVMXX0.0%

Held in common0.0%

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

IVV vs SCHR Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

SCHRSchwab

+0.2%

5 years, per year

IVVSCHRFaded: behind in that period

4–0IVV wins

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

Core vs Bonds: IVV vs VCIT

YTD

iSharesIVV

+11.3%

VCITVanguard

−0.7%

+11.3%Year to date−0.7%

−8.9%Worst drop · 1Y−4.9%

13.8%Volatility · 1Y4.5%

1.1%Yield5.0%

$875BAssets$66.6B

3–1VCIT wins

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

Cost, Income and Risk

Fees: IVV, SCHR, VCIT, AGG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHR0.03%$3

VCIT0.03%$3

AGG0.03%$3

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

Yields: IVV, SCHR, VCIT, AGG

5.02%highest, VCIT

FundTrailing yieldYield$10k

VCIT5.02%$502

AGG4.12%$412

SCHR4.02%$402

IVV1.11%$111

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

AGG$412 − $3 = $409

SCHR$402 − $3 = $399

IVV$111 − $3 = $108

KeptFee

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

Overlap: IVV, SCHR, VCIT, AGG

Today

0.0%most shared, IVV and SCHR

IVVSCHRVCITAGG

IVV—0.0%[…][…]

SCHR0.0%—[…][…]

VCIT[…][…]—[…]

AGG[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.6%IVV, at 13.8% volatility

SCHRWorst drop−4.5%3.6% vol

AGGWorst drop−4.6%4.1% vol

VCITWorst drop−4.9%4.5% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

VCITIVV

−0.7%Year to date+11.3%

5.0%Yield1.1%

+0.0%Past year+13.6%

0.03%Fee0.03%

2–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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$875B

0–0level

End-of-day Nov 9, 2026