Compare · 2 funds side by side · dividends reinvested

IVV and SCMB

IVViShares×SCMBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

IVV and SCMB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.4

Schwab Municipal Bond ETFBonds & Cash · Municipal0.03%3.61%+0.0%+0.4%+4.4%[…]−6.7%3.8%$4.1B1.4

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IVV 2000 · SCMB 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$17,151

IVV

SCMB

Schwab Municipal Bond ETF · $4.1B[…]

$10,000 five years ago, dividends reinvested

IVVMeasureSCMB

+8.4%Year to dateJan 1 → Nov 5+0.0%

+9.7%1 yearTotal return+0.4%

+22.1%3 years · per year$10,000 became $18,221 · $11,395+4.4%

+11.4%5 years · per year$10,000 became $17,151 · […][…]

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

1.14%Trailing 12-mo yield$114 · $361 a year on $10k3.61%

−8.9%Worst dropSmaller is better−6.7%

13.6%VolatilityLower is calmer3.8%

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

3–3Level

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

More Ways to See the Pairs

IVV vs SCMB: Top 5 Holdings

Today

IVV

27.7%in top 5

SCMB

in top 5[…]

IVVStockSCMB

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

IVV vs SCMB Returns, Every Period

iSharesIVV

+9.7%

past year

SCMBSchwab

+0.4%

past year

IVVSCMBFaded: behind in that period

3–0IVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Bonds: IVV vs SCMB

YTD

iSharesIVV

+8.4%

SCMBSchwab

+0.0%

+8.4%Year to date+0.0%

−8.9%Worst drop · 1Y−6.7%

13.6%Volatility · 1Y3.8%

1.1%Yield3.6%

$887BAssets$4.1B

3–1SCMB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, SCMB

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCMB0.03%$3

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IVV, SCMB

3.61%highest, SCMB

FundTrailing yieldYield$10k

SCMB3.61%$361

IVV1.14%$114

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$358most kept, SCMB

SCMB$361 − $3 = $358

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IVV, SCMB

Today

[…]holdings […]

IVVSCMB

IVV—[…]

SCMB[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%IVV, at 13.6% volatility

SCMBWorst drop−6.7%3.8% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCMBIVV

+0.0%Year to date+8.4%

3.6%Yield1.1%

+0.4%Past year+9.7%

0.03%Fee0.03%

2–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026