Compare · 2 funds side by side · dividends reinvested

IVVM and SCHB

IVVMiShares×SCHBSchwab×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,686SCHB · best of the two

Story of the two · IncomeMost incomeSCHB · 1.05% · $105 a year on $10k

Story of the two · RiskSmallest drop

IVVM and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.05%+12.4%+12.8%+21.7%+10.8%−8.9%14.0%$44.1B1.3

iShares Large Cap Moderate Quarterly Laddered ETFUS Stock Styles · Large cap0.53%0.63%+8.5%+9.5%+14.5%[…]−5.3%8.1%$196M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: IVVM 2023 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Large Cap Moderate Quarterly Laddered ETF · $196M[…]

IVVM

SCHB

Schwab U.S. Broad Market ETF · $44.1B$16,686

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

IVVMMeasureSCHB

+8.5%

More Ways to See the Pairs

IVVM vs SCHB: Top 5 Holdings

Today

IVVM

98.2%in top 5

SCHB

in top 524.0%

IVVMStockSCHB

98.2%IVVnot top 5

not top 5AAPL7.0%

not top 5NVDA5.6%

not top 5MSFT5.4%

not top 5AMZN3.7%

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 11, 2026 · fee on $10,000 a year

Yields: IVVM, SCHB

1Y

1.05%highest, SCHB

FundTrailing yield

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+12.6%

ITOTiShares

+12.5%

+12.6%Year to date+12.5%

1.1%Yield1.0%

$689BAssets$95.3B

2–0VTI wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+12.4%

+9.5%1 yearTotal return+12.8%

+14.5%3 years · per year$10,000 became $15,028 · $18,033+21.7%

[…]5 years · per year$10,000 became […] · $16,686+10.8%

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

0.63%Trailing 12-mo yield$63 · $105 a year on $10k1.05%

−5.3%Worst dropSmaller is better−8.9%

8.1%VolatilityLower is calmer14.0%

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

2–5SCHB wins

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

not top 5GOOGL2.3%

Held in common0.0%

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

IVVM vs SCHB Returns, Every Period

1Y

iSharesIVVM

+9.5%

past year

SCHBSchwab

+12.8%

past year

IVVMSCHBFaded: behind in that period

0–3SCHB wins

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

IVVM vs SCHB

YTD

iSharesIVVM

+8.5%

SCHBSchwab

+12.4%

+8.5%Year to date+12.4%

−5.3%Worst drop · 1Y−8.9%

8.1%Volatility · 1Y14.0%

0.6%Yield1.1%

$196MAssets$44.1B

2–2level

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

Yield

$10k

SCHB1.05%$105

IVVM0.63%$63

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

Income After Fees on $10,000

1Y

$102most kept, SCHB

SCHB$105 − $3 = $102

IVVM$63 − $53 = $10

KeptFee

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

Return vs Bumpiness: 2 ETFs

1Y

+12.8%SCHB, at 14.0% volatility

IVVMWorst drop−5.3%8.1% vol

SCHBWorst drop−8.9%14.0% vol

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

Paid More vs Made More

YTD

SCHBIVVM

+12.4%Year to date+8.5%

1.1%Yield0.6%

+12.8%Past year+9.5%

0.03%Fee0.53%

4–0SCHB wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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IVVM and SCHB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two