Compare · 4 funds side by side · dividends reinvested

IVV, SDTY, SCHD and SPYM

IVViShares×SDTYYieldMax×SCHDSchwab×SPYMSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,192SPYM · best of the four

02 / 04

IVV, SDTY, SCHD and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.9

YieldMax S&P 500 0DTE Covered Call Strategy ETFIncome · Covered calls1.08%29.63%+8.6%+10.8%[…][…]−8.0%12.6%$41M2.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B2.5

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%$850B2.8

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 · SDTY 2025 · SCHD 2011 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

SDTY

YieldMax S&P 500 0DTE Covered Call Strategy ETF · $41M[…]

$10,000 five years ago, dividends reinvested

IVVMeasureSDTY

+8.7%Year to dateJan 1 → Nov 6+8.6%

+9.8%1 yearTotal return+10.8%

+21.8%3 years · per year$10,000 became $18,084 · […][…]

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $108 a year on $10k · lower is better1.08%

1.14%Trailing 12-mo yield$114 · $2,963 a year on $10k29.63%

−8.9%Worst dropSmaller is better−8.0%

13.6%VolatilityLower is calmer12.6%

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

2–4SDTY 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 SDTY: Top 5 Holdings

Today

IVV

27.8%in top 5

SDTY

in top 5[…]

IVVStockSDTY

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

Held in common[…]

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

IVV vs SDTY Returns, Every Period

iSharesIVV

+9.8%

past year

SDTYYieldMax

+10.8%

past year

IVVSDTYFaded: behind in that period

1–1Level

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

Core vs Income: IVV vs SDTY

YTD

iSharesIVV

+8.7%

SDTYYieldMax

+8.6%

+8.7%Year to date+8.6%

−8.9%Worst drop · 1Y−8.0%

13.6%Volatility · 1Y12.6%

1.1%Yield29.6%

$850BAssets$41.0M

3–1SDTY wins

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

Cost, Income and Risk

Fees: IVV, SDTY, SCHD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SCHD0.06%$6

SDTY1.08%$108

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

Yields: IVV, SDTY, SCHD, SPYM

29.63%highest, SDTY

FundTrailing yieldYield$10k

SDTY29.63%$2,963

SCHD3.00%$300

IVV1.14%$114

SPYM1.05%$105

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

Income After Fees on $10,000

$2,855most kept, SDTY

SDTY$2,963 − $108 = $2,855

SCHD$300 − $6 = $294

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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

Overlap: IVV, SDTY, SCHD, SPYM

Today

99.9%most shared, IVV and SPYM

IVVSDTYSCHDSPYM

IVV—[…]8.7%99.9%

SDTY[…]—[…][…]

SCHD8.7%[…]—8.7%

SPYM99.9%[…]8.7%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SDTYWorst drop−8.0%12.6% vol

SPYMWorst drop−8.9%13.6% 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

SDTYSCHD

+8.6%Year to date+31.4%

29.6%Yield3.0%

+10.8%Past year+37.0%

1.08%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026