Compare · 3 funds side by side · dividends reinvested

IVV, SIO and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

IVV, SIO and SCHD, 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%$120B1.8

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%$850B2.0

Touchstone Strategic Income ETFIncome · Dividend stocks0.82%7.00%+0.4%+1.6%+7.7%[…]−3.6%4.0%$306M2.1

Rank among the three1st → 3rdFee, 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 · SIO 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

SIO

Touchstone Strategic Income ETF · $306M[…]

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

SCHDMeasureSIO

+31.4%Year to dateJan 1 → Nov 6+0.4%

+37.0%1 yearTotal return+1.6%

+20.0%3 years · per year$10,000 became $17,266 · $12,483+7.7%

+10.2%5 years · per year$10,000 became $16,267 · […][…]

0.06%Expense ratio$6 · $82 a year on $10k · lower is better0.82%

3.00%Trailing 12-mo yield$300 · $700 a year on $10k7.00%

−6.9%Worst dropSmaller is better−3.6%

11.7%VolatilityLower is calmer4.0%

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

4–3SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs SIO: Top 5 Holdings

Today

SCHD

21.4%in top 5

SIO

in top 51.3%

SCHDStockSIO

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5USB-PR0.3%

not top 5XELLL0.3%

not top 5CFG-PE0.3%

not top 5CMSD0.2%

not top 5SWK0.2%

Held in common0.1%

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

SCHD vs SIO Returns, Every Period

SchwabSCHD

+37.0%

past year

SIOTouchstone

+1.6%

past year

SCHDSIOFaded: behind in that period

3–0SCHD wins

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

SCHD vs SIO

YTD

SchwabSCHD

+31.4%

SIOTouchstone

+0.4%

+31.4%Year to date+0.4%

−6.9%Worst drop · 1Y−3.6%

11.7%Volatility · 1Y4.0%

3.0%Yield7.0%

$120BAssets$306M

3–1SIO wins

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

Cost, Income and Risk

Fees: IVV, SIO, SCHD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

SIO0.82%$82

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

Yields: IVV, SIO, SCHD

7.00%highest, SIO

FundTrailing yieldYield$10k

SIO7.00%$700

SCHD3.00%$300

IVV1.14%$114

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

Income After Fees on $10,000

$618most kept, SIO

SIO$700 − $82 = $618

SCHD$300 − $6 = $294

IVV$114 − $3 = $111

KeptFee

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

Overlap: IVV, SIO, SCHD

Today

8.7%most shared, IVV and SCHD

IVVSIOSCHD

IVV—1.1%8.7%

SIO1.1%—0.1%

SCHD8.7%0.1%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SIOWorst drop−3.6%4.0% vol

SCHDWorst drop−6.9%11.7% 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

SIOSCHD

+0.4%Year to date+31.4%

7.0%Yield3.0%

+1.6%Past year+37.0%

0.82%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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