Compare · 4 funds side by side · dividends reinvested

IVV, SWP, SCHD and VOO

IVViShares×SWPSWP Investment Management×SCHDSchwab×VOOVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,533VOO · best of the four

Story of the four · IncomeMost incomeSWP · 9.50% · $950 a year on $10k

Story of the four · RiskSmallest drop

IVV, SWP, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.06%+12.3%+12.8%+21.9%+11.9%−8.9%13.7%$1.00T2.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B2.4

Manager Directed Portfolios - SWP Growth & Income ETFIncome · Dividend stocks0.99%9.50%+6.2%+6.9%[…][…]−10.0%13.1%$145M3.2

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

End-of-day Nov 11, 2026 · returns include dividends · since: IVV 2000 · SWP 2024 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $883B$17,530

IVV

More Ways to See the Pairs

IVV vs SWP: Top 5 Holdings

Today

IVV

26.9%in top 5

SWP

in top 521.7%

IVVStockSWP

7.8%AAPL4.9%

6.3%NVDAnot top 5

6.1%MSFT5.9%

4.1%AMZNnot top 5

not top 5IBM

Cost, Income and Risk

Fees: IVV, SWP, SCHD, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SCHD0.06%$6

SWP0.99%$99

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SWP

Manager Directed Portfolios - SWP Growth & Income ETF · $145M[…]

$10,000 five years ago, dividends reinvested · they hold 32.0% in common

IVVMeasureSWP

+12.3%Year to dateJan 1 → Nov 11+6.2%

+12.7%1 yearTotal return+6.9%

+21.9%3 years · per year$10,000 became $18,122 · […][…]

+11.9%5 years · per year$10,000 became $17,530 · […][…]

0.03%Expense ratio$3 · $99 a year on $10k · lower is better0.99%

1.10%Trailing 12-mo yield$110 · $950 a year on $10k9.50%

−8.9%Worst dropSmaller is better−10.0%

13.7%VolatilityLower is calmer13.1%

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

4–2IVV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.9%

not top 5META3.5%

not top 5AVGO3.5%

2.6%GOOGLnot top 5

Held in common32.0%

End-of-day Nov 11, 2026 · share of each fund

IVV vs SWP Returns, Every Period

1Y

iSharesIVV

+12.7%

past year

SWPSWP Investment Management

+6.9%

past year

IVVSWPFaded: behind in that period

2–0IVV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs SWP

YTD

iSharesIVV

+12.3%

SWPSWP Investment Management

+6.2%

+12.3%Year to date+6.2%

−8.9%Worst drop · 1Y−10.0%

13.7%Volatility · 1Y13.1%

1.1%Yield9.5%

$883BAssets$145M

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: IVV, SWP, SCHD, VOO

1Y

9.50%highest, SWP

FundTrailing yieldYield$10k

SWP9.50%$950

SCHD2.93%$293

IVV1.10%$110

VOO1.06%$106

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$851most kept, SWP

SWP$950 − $99 = $851

SCHD$293 − $6 = $287

IVV$110 − $3 = $107

VOO$106 − $3 = $103

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IVV, SWP, SCHD, VOO

Today

92.7%most shared, IVV and VOO

IVVSWPSCHDVOO

IVV—32.0%8.6%92.7%

SWP32.0%—2.8%31.9%

SCHD8.6%2.8%—7.6%

VOO92.7%31.9%7.6%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

SWPWorst drop−10.0%13.1% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SWPSCHD

+6.2%Year to date+34.6%

9.5%Yield2.9%

+6.9%Past year+39.3%

0.99%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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IVV, SWP, SCHD and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four