Compare · 4 funds side by side · dividends reinvested

IVV, TIZE, VYM and SCHD

IVViShares×TIZETCW×VYMVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,118IVV · best of the four

02 / 04

IVV, TIZE, VYM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$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 4, 2026 · returns include dividends · since: IVV 2000 · TIZE 2021 · VYM 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$18,118

IVV

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 8.4% in common

IVVMeasureSCHD

+13.4%Year to dateJan 1 → Nov 4+35.3%

+13.5%1 yearTotal return+41.6%

+24.2%3 years · per year$10,000 became $19,178 · $17,908+21.4%

+12.6%5 years · per year$10,000 became $18,118 · $16,881+11.0%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.09%Trailing 12-mo yield$109 · $291 a year on $10k2.91%

−8.9%Worst dropSmaller is better−6.9%

12.9%VolatilityLower is calmer11.5%

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

3–5SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs SCHD: Top 5 Holdings

Today

IVV

27.3%in top 5

SCHD

in top 521.6%

IVVStockSCHD

7.7%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common8.4%

End-of-day Nov 4, 2026 · share of each fund

IVV vs SCHD Returns, Every Period

iSharesIVV

+12.6%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

IVVSCHDFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs SCHD

YTD

iSharesIVV

+13.4%

SCHDSchwab

+35.3%

+13.4%Year to date+35.3%

−8.9%Worst drop · 1Y−6.9%

12.9%Volatility · 1Y11.5%

1.1%Yield2.9%

$887BAssets$123B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, TIZE, VYM, SCHD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VYM0.04%$4

SCHD0.06%$6

TIZE0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IVV, TIZE, VYM, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VYM2.22%$222

IVV1.09%$109

TIZE0.76%$76

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VYM$222 − $4 = $218

IVV$109 − $3 = $106

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IVV, TIZE, VYM, SCHD

Today

35.2%most shared, IVV and VYM

IVVTIZEVYMSCHD

IVV—[…]35.2%8.4%

TIZE[…]—[…][…]

VYM35.2%[…]—21.9%

SCHD8.4%[…]21.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

VYMWorst drop−6.7%10.1% vol

SCHDWorst drop−6.9%11.5% vol

IVVWorst drop−8.9%12.9% vol

TIZEWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVYM

+35.3%Year to date+17.2%

2.9%Yield2.2%

+41.6%Past year+21.2%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026