Compare · 4 funds side by side · dividends reinvested

IVV, SDEM, SCHD and VIG

IVViShares×SDEMGlobal X×SCHDSchwab×VIGVanguard×

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, SDEM, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.3

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%$875B2.6

Global X - MSCI SuperDividend Emerging Markets ETFIncome · Dividend stocks0.66%5.16%+13.1%+15.3%+19.6%+6.2%−9.0%15.4%$44M3.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · SDEM 2015 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 42.6% in common

IVVMeasureVIG

+11.3%Year to dateJan 1 → Nov 9+14.8%

+13.6%1 yearTotal return+17.6%

+22.0%3 years · per year$10,000 became $18,159 · $16,775+18.8%

+11.9%5 years · per year$10,000 became $17,545 · $16,638+10.7%

0.03%Expense ratio$3 · $4 a year on $10k · lower is better0.04%

1.11%Trailing 12-mo yield$111 · $146 a year on $10k1.46%

−8.9%Worst dropSmaller is better−7.9%

13.8%VolatilityLower is calmer11.0%

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

3–5VIG 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 VIG: Top 5 Holdings

Today

IVV

27.8%in top 5

VIG

in top 522.1%

IVVStockVIG

7.9%AAPL4.9%

7.1%NVDAnot top 5

6.2%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

4.0%AMZNnot top 5

not top 5JPM3.9%

2.6%GOOGLnot top 5

Held in common42.6%

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

IVV vs VIG Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

IVVVIGFaded: behind in that period

2–2Level

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

Core vs Income: IVV vs SDEM

YTD

iSharesIVV

+11.3%

SDEMGlobal X

+13.1%

+11.3%Year to date+13.1%

−8.9%Worst drop · 1Y−9.0%

13.8%Volatility · 1Y15.4%

1.1%Yield5.2%

$875BAssets$43.9M

2–2level

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

Cost, Income and Risk

Fees: IVV, SDEM, SCHD, VIG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VIG0.04%$4

SCHD0.06%$6

SDEM0.66%$66

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

Yields: IVV, SDEM, SCHD, VIG

5.16%highest, SDEM

FundTrailing yieldYield$10k

SDEM5.16%$516

SCHD2.96%$296

VIG1.46%$146

IVV1.11%$111

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

Income After Fees on $10,000

$450most kept, SDEM

SDEM$516 − $66 = $450

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

IVV$111 − $3 = $108

KeptFee

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

Overlap: IVV, SDEM, SCHD, VIG

Today

42.6%most shared, IVV and VIG

IVVSDEMSCHDVIG

IVV—0.0%8.6%42.6%

SDEM0.0%—0.0%0.0%

SCHD8.6%0.0%—14.5%

VIG42.6%0.0%14.5%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

IVVWorst drop−8.9%13.8% vol

SDEMWorst drop−9.0%15.4% vol

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

Paid More vs Made More

YTD

SDEMSCHD

+13.1%Year to date+33.2%

5.2%Yield3.0%

+15.3%Past year+39.1%

0.66%Fee0.06%

3–1SCHD 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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

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