Compare · 4 funds side by side · dividends reinvested

IVV, SIO, SPY and SCHD

IVViShares×SIOTouchstone×SPYSPDR×SCHDSchwab×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,265IVV · best of the four

Story of the four · IncomeMost incomeSIO · 7.09% · $709 a year on $10k

Story of the four · RiskSmallest drop

IVV, SIO, SPY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$879B2.3

Touchstone Strategic Income ETFIncome · Dividend stocks0.82%7.09%−0.8%−0.3%+6.6%[…]−3.6%4.1%$306M2.7

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.6%+21.4%+11.5%−8.9%13.7%$806B2.9

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

End-of-day Nov 13, 2026 · returns include dividends · since: IVV 2000 · SIO 2022 · SPY 1993 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $879B$17,265

IVV

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IVV vs SCHD: Top 5 Holdings

Today

IVV

26.8%in top 5

SCHD

in top 521.8%

IVVStockSCHD

7.9%AAPLnot top 5

6.4%NVDAnot top 5

5.9%MSFTnot top 5

not top 5TXN4.8%

not top 5PG4.4%

Cost, Income and Risk

Fees: IVV, SIO, SPY, SCHD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

SPY0.09%$9

SIO0.82%$82

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

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

IVVMeasureSCHD

+11.5%Year to dateJan 1 → Nov 13+34.9%

+11.6%1 yearTotal return+37.5%

+21.5%3 years · per year$10,000 became $17,931 · $17,374+20.2%

+11.5%5 years · per year$10,000 became $17,265 · $16,418+10.4%

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

1.11%Trailing 12-mo yield$111 · $292 a year on $10k2.92%

−8.9%Worst dropSmaller is better−6.9%

13.8%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 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common8.5%

End-of-day Nov 13, 2026 · share of each fund

IVV vs SCHD Returns, Every Period

5Y

iSharesIVV

+11.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

IVVSCHDFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs SIO

YTD

iSharesIVV

+11.5%

SIOTouchstone

−0.8%

+11.5%Year to date−0.8%

−8.9%Worst drop · 1Y−3.6%

13.8%Volatility · 1Y4.1%

1.1%Yield7.1%

$879BAssets$306M

3–1SIO wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: IVV, SIO, SPY, SCHD

1Y

7.09%highest, SIO

FundTrailing yieldYield$10k

SIO7.09%$709

SCHD2.92%$292

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$627most kept, SIO

SIO$709 − $82 = $627

SCHD$292 − $6 = $286

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IVV, SIO, SPY, SCHD

Today

99.9%most shared, IVV and SPY

IVVSIOSPYSCHD

IVV—1.1%99.9%8.5%

SIO1.1%—1.1%0.1%

SPY99.9%1.1%—8.5%

SCHD8.5%0.1%8.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SIOWorst drop−3.6%4.1% vol

SCHDWorst drop−6.9%11.7% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SIOSCHD

−0.8%Year to date+34.9%

7.1%Yield2.9%

−0.3%Past year+37.5%

0.82%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$879B

0–0level

End-of-day Nov 13, 2026

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IVV, SIO, SPY and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four