Compare · 2 funds side by side · dividends reinvested

IVVM and SCHB

IVVMiShares×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,348SCHB · best of the two

02 / 04

IVVM and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.9B1.3

iShares Large Cap Moderate Quarterly Laddered ETFUS Stock Styles · Large cap0.53%0.63%+9.0%+10.1%+15.9%[…]−5.3%7.5%$199M1.7

Rank among the two1st → 2ndFee, 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: IVVM 2023 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

iShares Large Cap Moderate Quarterly Laddered ETF · $199M[…]

IVVM

SCHB

Schwab U.S. Broad Market ETF · $44.9B$16,348

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVVMMeasureSCHB

+9.0%Year to dateJan 1 → Nov 5+13.3%

+10.1%1 yearTotal return+13.3%

+15.9%3 years · per year$10,000 became $15,560 · $19,056+24.0%

[…]5 years · per year$10,000 became […] · $17,270+11.5%

0.53%Expense ratio$53 · $3 a year on $10k · lower is better0.03%

0.63%Trailing 12-mo yield$63 · $104 a year on $10k1.04%

−5.3%Worst dropSmaller is better−8.9%

7.5%VolatilityLower is calmer13.1%

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

2–5SCHB wins

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

More Ways to See the Pairs

IVVM vs SCHB: Top 5 Holdings

Today

IVVM

99.1%in top 5

SCHB

in top 524.8%

IVVMStockSCHB

99.1%IVVnot top 5

not top 5AAPL6.9%

not top 5NVDA6.5%

not top 5MSFT5.6%

not top 5AMZN3.5%

not top 5GOOGL2.3%

Held in common0.0%

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

IVVM vs SCHB Returns, Every Period

iSharesIVVM

+10.1%

past year

SCHBSchwab

+13.3%

past year

IVVMSCHBFaded: behind in that period

0–3SCHB wins

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

IVVM vs SCHB

YTD

iSharesIVVM

+9.0%

SCHBSchwab

+13.3%

+9.0%Year to date+13.3%

−5.3%Worst drop · 1Y−8.9%

7.5%Volatility · 1Y13.1%

0.6%Yield1.0%

$199MAssets$44.9B

2–2level

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

Cost, Income and Risk

Fees: IVVM, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IVVM0.53%$53

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

Yields: IVVM, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

IVVM0.63%$63

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

IVVM$63 − $53 = $10

KeptFee

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

Overlap: IVVM, SCHB

Today

0.0%most shared, IVVM and SCHB

IVVMSCHB

IVVM—0.0%

SCHB0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

IVVMWorst drop−5.3%7.5% vol

SCHBWorst drop−8.9%13.1% vol

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

Paid More vs Made More

YTD

SCHBIVVM

+13.3%Year to date+9.0%

1.0%Yield0.6%

+13.3%Past year+10.1%

0.03%Fee0.53%

4–0SCHB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 5, 2026

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 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026