Compare · 4 funds side by side · dividends reinvested

IVV, SRET, SCHD and SPYM

IVViShares×SRETGlobal X×SCHDSchwab×SPYMSPDR×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,277SPYM · best of the four

Story of the four · IncomeMost incomeSRET · 9.83% · $983 a year on $10k

Story of the four · RiskSmallest drop

IVV, SRET, SCHD and SPYM, 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%$124B1.9

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%$875B2.4

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.6%+21.5%+11.6%−8.9%13.7%$186B2.4

Global X - SuperDividend REIT ETFIncome · Dividend stocks0.58%9.83%−2.2%−1.1%+9.5%−0.1%−15.5%13.2%$199M3.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: IVV 2000 · SRET 2015 · SCHD 2011 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $875B$17,265

IVV

More Ways to See the Pairs

IVV vs SRET: Top 5 Holdings

Today

IVV

26.8%in top 5

SRET

in top 525.1%

IVVStockSRET

7.9%AAPLnot top 5

not top 5APLE6.5%

6.4%NVDAnot top 5

5.9%MSFTnot top 5

not top 5LTC4.9%

Cost, Income and Risk

Fees: IVV, SRET, SCHD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SCHD0.06%$6

SRET0.58%$58

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%

SRET

Global X - SuperDividend REIT ETF · $199M$9,935

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

IVVMeasureSRET

+11.5%Year to dateJan 1 → Nov 13−2.2%

+11.6%1 yearTotal return−1.1%

+21.5%3 years · per year$10,000 became $17,931 · $13,118+9.5%

+11.5%5 years · per year$10,000 became $17,265 · $9,935−0.1%

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

1.11%Trailing 12-mo yield$111 · $983 a year on $10k9.83%

−8.9%Worst dropSmaller is better−15.5%

13.8%VolatilityLower is calmer13.2%

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

6–2IVV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5HR4.6%

not top 5SBRA4.5%

not top 5OHI4.5%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common0.0%

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

IVV vs SRET Returns, Every Period

5Y

iSharesIVV

+11.5%

5 years, per year

SRETGlobal X

−0.1%

5 years, per year

IVVSRETFaded: behind in that period

4–0IVV wins

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

Core vs Income: IVV vs SRET

YTD

iSharesIVV

+11.5%

SRETGlobal X

−2.2%

+11.5%Year to date−2.2%

−8.9%Worst drop · 1Y−15.5%

13.8%Volatility · 1Y13.2%

1.1%Yield9.8%

$875BAssets$199M

2–2level

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

Yields: IVV, SRET, SCHD, SPYM

1Y

9.83%highest, SRET

FundTrailing yieldYield$10k

SRET9.83%$983

SCHD2.92%$292

IVV1.11%$111

SPYM1.03%$103

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

Income After Fees on $10,000

1Y

$925most kept, SRET

SRET$983 − $58 = $925

SCHD$292 − $6 = $286

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

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

Overlap: IVV, SRET, SCHD, SPYM

Today

99.9%most shared, IVV and SPYM

IVVSRETSCHDSPYM

IVV—0.0%8.5%99.9%

SRET0.0%—0.0%0.0%

SCHD8.5%0.0%—8.5%

SPYM99.9%0.0%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

SCHDWorst drop−6.9%11.7% vol

SRETWorst drop−15.5%13.2% vol

SPYMWorst 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

SRETSCHD

−2.2%Year to date+34.9%

9.8%Yield2.9%

−1.1%Past year+37.5%

0.58%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

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IVV, SRET, SCHD and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four