Compare · 4 funds side by side · dividends reinvested

IVV, SRET, SCHD and SPY

IVViShares×SRETGlobal X×SCHDSchwab×SPYSPDR×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,414IVV · best of the four

Story of the four · IncomeMost incomeSRET · 9.61% · $961 a year on $10k

Story of the four · RiskSmallest drop

IVV, SRET, SCHD and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B2.8

Global X - SuperDividend REIT ETFIncome · Dividend stocks0.58%9.61%+0.0%+1.6%+9.5%+0.6%−15.5%13.1%$203M3.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: IVV 2000 · SRET 2015 · SCHD 2011 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $875B$17,414

IVV

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IVV vs SRET: Top 5 Holdings

Today

IVV

27.3%in top 5

SRET

in top 524.8%

IVVStockSRET

7.9%AAPLnot top 5

6.6%NVDAnot top 5

not top 5APLE6.4%

6.2%MSFTnot top 5

not top 5LTC4.9%

Cost, Income and Risk

Fees: IVV, SRET, SCHD, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

SPY0.09%$9

SRET0.58%$58

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SRET

Global X - SuperDividend REIT ETF · $203M$10,285

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVVMeasureSRET

+10.9%Year to dateJan 1 → Nov 10+0.0%

+13.0%1 yearTotal return+1.6%

+21.5%3 years · per year$10,000 became $17,934 · $13,129+9.5%

+11.7%5 years · per year$10,000 became $17,414 · $10,285+0.6%

0.03%Expense ratio$3 · $58 a year on $10k · lower is better0.58%

1.11%Trailing 12-mo yield$111 · $961 a year on $10k9.61%

−8.9%Worst dropSmaller is better−15.5%

13.8%VolatilityLower is calmer13.1%

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

6–2IVV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5SBRA4.6%

not top 5EPR4.5%

not top 5HR4.5%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

IVV vs SRET Returns, Every Period

5Y

iSharesIVV

+11.7%

5 years, per year

SRETGlobal X

+0.6%

5 years, per year

IVVSRETFaded: behind in that period

4–0IVV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs SRET

YTD

iSharesIVV

+10.9%

SRETGlobal X

+0.0%

+10.9%Year to date+0.0%

−8.9%Worst drop · 1Y−15.5%

13.8%Volatility · 1Y13.1%

1.1%Yield9.6%

$875BAssets$203M

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: IVV, SRET, SCHD, SPY

1Y

9.61%highest, SRET

FundTrailing yieldYield$10k

SRET9.61%$961

SCHD2.94%$294

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$903most kept, SRET

SRET$961 − $58 = $903

SCHD$294 − $6 = $288

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IVV, SRET, SCHD, SPY

Today

99.9%most shared, IVV and SPY

IVVSRETSCHDSPY

IVV—0.0%8.5%99.9%

SRET0.0%—0.0%0.0%

SCHD8.5%0.0%—8.5%

SPY99.9%0.0%8.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

SRETWorst drop−15.5%13.1% vol

SPYWorst drop−8.9%13.8% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SRETSCHD

+0.0%Year to date+33.8%

9.6%Yield2.9%

+1.6%Past year+38.8%

0.58%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

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IVV, SRET, SCHD and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four