Compare · 4 funds side by side · dividends reinvested

IVV, TIZE, VOO and SCHD

IVViShares×TIZETCW×VOOVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,156VOO · best of the four

02 / 04

IVV, TIZE, VOO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B2.3

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 5, 2026 · returns include dividends · since: IVV 2000 · TIZE 2021 · VOO 2010 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,375

SCHD

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 7.6% in common

SCHDMeasureVOO

+32.3%Year to dateJan 1 → Nov 5+8.4%

+38.7%1 yearTotal return+9.8%

+20.3%3 years · per year$10,000 became $17,414 · $18,224+22.1%

+10.4%5 years · per year$10,000 became $16,375 · $17,156+11.4%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

2.98%Trailing 12-mo yield$298 · $110 a year on $10k1.10%

−6.9%Worst dropSmaller is better−8.9%

11.7%VolatilityLower is calmer13.5%

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

5–3SCHD wins

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

More Ways to See the Pairs

SCHD vs VOO: Top 5 Holdings

Today

SCHD

21.7%in top 5

VOO

in top 528.3%

SCHDStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common7.6%

End-of-day Nov 5, 2026 · share of each fund

SCHD vs VOO Returns, Every Period

SchwabSCHD

+10.4%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

SCHDVOOFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: SCHD vs IVV

YTD

SchwabSCHD

+32.3%

IVViShares

+8.4%

+32.3%Year to date+8.4%

−6.9%Worst drop · 1Y−8.9%

11.7%Volatility · 1Y13.6%

3.0%Yield1.1%

$123BAssets$887B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, TIZE, VOO, SCHD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SCHD0.06%$6

TIZE0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IVV, TIZE, VOO, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

IVV1.14%$114

VOO1.10%$110

TIZE0.76%$76

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

IVV$114 − $3 = $111

VOO$110 − $3 = $107

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IVV, TIZE, VOO, SCHD

Today

93.5%most shared, IVV and VOO

IVVTIZEVOOSCHD

IVV—[…]93.5%8.5%

TIZE[…]—[…][…]

VOO93.5%[…]—7.6%

SCHD8.5%[…]7.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

TIZEWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVOO

+32.3%Year to date+8.4%

3.0%Yield1.1%

+38.7%Past year+9.8%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026