Compare · 3 funds side by side · dividends reinvested

IVV, SDTY and SCHD

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

02 / 04

IVV, SDTY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.5

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%$850B2.1

YieldMax S&P 500 0DTE Covered Call Strategy ETFIncome · Covered calls1.08%29.84%+7.9%+10.5%[…][…]−8.0%12.6%$41M2.2

Rank among the three1st → 3rdFee, 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 · SDTY 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,151

IVV

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

IVVMeasureSCHD

+8.4%Year to dateJan 1 → Nov 5+32.3%

+9.7%1 yearTotal return+38.7%

+22.1%3 years · per year$10,000 became $18,221 · $17,414+20.3%

+11.4%5 years · per year$10,000 became $17,151 · $16,375+10.4%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.14%Trailing 12-mo yield$114 · $298 a year on $10k2.98%

−8.9%Worst dropSmaller is better−6.9%

13.6%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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 SCHD: Top 5 Holdings

Today

IVV

27.7%in top 5

SCHD

in top 521.7%

IVVStockSCHD

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common8.5%

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

IVV vs SCHD Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

IVVSCHDFaded: behind in that period

2–2Level

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

Core vs Income: IVV vs SDTY

YTD

iSharesIVV

+8.4%

SDTYYieldMax

+7.9%

+8.4%Year to date+7.9%

−8.9%Worst drop · 1Y−8.0%

13.6%Volatility · 1Y12.6%

1.1%Yield29.8%

$850BAssets$41.0M

3–1SDTY wins

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

Cost, Income and Risk

Fees: IVV, SDTY, SCHD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

SDTY1.08%$108

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

Yields: IVV, SDTY, SCHD

29.84%highest, SDTY

FundTrailing yieldYield$10k

SDTY29.84%$2,984

SCHD2.98%$298

IVV1.14%$114

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

Income After Fees on $10,000

$2,876most kept, SDTY

SDTY$2,984 − $108 = $2,876

SCHD$298 − $6 = $292

IVV$114 − $3 = $111

KeptFee

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

Overlap: IVV, SDTY, SCHD

Today

8.5%most shared, IVV and SCHD

IVVSDTYSCHD

IVV—[…]8.5%

SDTY[…]—[…]

SCHD8.5%[…]—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SDTYWorst drop−8.0%12.6% 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

SDTYSCHD

+7.9%Year to date+32.3%

29.8%Yield3.0%

+10.5%Past year+38.7%

1.08%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

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$850B

0–0level

End-of-day Nov 5, 2026