Compare · 4 funds side by side · dividends reinvested

IVV, SRET, SCHD and VOO

IVViShares×SRETGlobal X×SCHDSchwab×VOOVanguard×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,269VOO · 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 VOO, 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%$875B2.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.6%+21.5%+11.5%−8.9%13.7%$1.00T2.4

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 · VOO 2010

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 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, SRET, SCHD, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$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%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

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 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, VOO

1Y

9.83%highest, SRET

FundTrailing yieldYield$10k

SRET9.83%$983

SCHD2.92%$292

IVV1.11%$111

VOO1.07%$107

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

VOO$107 − $3 = $104

KeptFee

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

Overlap: IVV, SRET, SCHD, VOO

Today

93.3%most shared, IVV and VOO

IVVSRETSCHDVOO

IVV—0.0%8.5%93.3%

SRET0.0%—0.0%0.0%

SCHD8.5%0.0%—7.6%

VOO93.3%0.0%7.6%—

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

VOOWorst 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

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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IVV, SRET, SCHD and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four