Compare · 4 funds side by side · dividends reinvested

IVV, TIZE, SCHD and DGRO

IVViShares×TIZETCW×SCHDSchwab×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177IVV · best of the four

02 / 04

IVV, TIZE, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.9

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.3

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M4.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · TIZE 2021 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

DGRO

iShares Core Dividend Growth ETF · $44.7B$16,835

$10,000 five years ago, dividends reinvested · they hold 44.0% in common

IVVMeasureDGRO

+8.7%Year to dateJan 1 → Nov 6+16.6%

+9.8%1 yearTotal return+20.3%

+21.8%3 years · per year$10,000 became $18,084 · $17,593+20.7%

+11.4%5 years · per year$10,000 became $17,177 · $16,835+11.0%

0.03%Expense ratio$3 · $8 a year on $10k · lower is better0.08%

1.14%Trailing 12-mo yield$114 · $187 a year on $10k1.87%

−8.9%Worst dropSmaller is better−6.5%

13.6%VolatilityLower is calmer10.2%

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

3–5DGRO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs DGRO: Top 5 Holdings

Today

IVV

27.8%in top 5

DGRO

in top 515.0%

IVVStockDGRO

7.9%AAPL3.1%

6.9%NVDAnot top 5

6.3%MSFT3.2%

4.0%AMZNnot top 5

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

2.6%GOOGLnot top 5

Held in common44.0%

End-of-day Nov 6, 2026 · share of each fund

IVV vs DGRO Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

DGROiShares

+11.0%

5 years, per year

IVVDGROFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs SCHD

YTD

iSharesIVV

+8.7%

SCHDSchwab

+31.4%

+8.7%Year to date+31.4%

−8.9%Worst drop · 1Y−6.9%

13.6%Volatility · 1Y11.7%

1.1%Yield3.0%

$853BAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, TIZE, SCHD, DGRO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

DGRO0.08%$8

TIZE0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, TIZE, SCHD, DGRO

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

DGRO1.87%$187

IVV1.14%$114

TIZE0.76%$76

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

IVV$114 − $3 = $111

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVV, TIZE, SCHD, DGRO

Today

44.0%most shared, IVV and DGRO

IVVTIZESCHDDGRO

IVV—[…]8.7%44.0%

TIZE[…]—[…][…]

SCHD8.7%[…]—21.3%

DGRO44.0%[…]21.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

IVVWorst drop−8.9%13.6% vol

TIZEWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDGRO

+31.4%Year to date+16.6%

3.0%Yield1.9%

+37.0%Past year+20.3%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026