Compare · 2 funds side by side · dividends reinvested

IVVM and SCHD

IVVMiShares×SCHDSchwab×

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$16,429SCHD · best of the two

Story of the two · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the two · RiskSmallest drop

IVVM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.3

iShares Large Cap Moderate Quarterly Laddered ETFUS Stock Styles · Large cap0.53%0.63%+8.2%+9.1%+14.3%[…]−5.3%8.1%$198M1.7

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

End-of-day Nov 12, 2026 · returns include dividends · since: IVVM 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Large Cap Moderate Quarterly Laddered ETF · $198M[…]

IVVM

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

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

IVVMMeasureSCHD

+8.2%

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IVVM vs SCHD: Top 5 Holdings

Today

IVVM

98.7%in top 5

SCHD

in top 521.7%

IVVMStockSCHD

98.7%IVVnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

Cost, Income and Risk

Fees: IVVM, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IVVM0.53%$53

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IVVM, SCHD

1Y

2.93%highest, SCHD

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+34.2%

+9.1%1 yearTotal return+36.8%

+14.3%3 years · per year$10,000 became $14,948 · $17,257+19.9%

[…]5 years · per year$10,000 became […] · $16,429+10.4%

0.53%Expense ratio$53 · $6 a year on $10k · lower is better0.06%

0.63%Trailing 12-mo yield$63 · $293 a year on $10k2.93%

−5.3%Worst dropSmaller is better−6.9%

8.1%VolatilityLower is calmer11.7%

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

2–5SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

IVVM vs SCHD Returns, Every Period

1Y

iSharesIVVM

+9.1%

past year

SCHDSchwab

+36.8%

past year

IVVMSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IVVM vs SCHD

YTD

iSharesIVVM

+8.2%

SCHDSchwab

+34.2%

+8.2%Year to date+34.2%

−5.3%Worst drop · 1Y−6.9%

8.1%Volatility · 1Y11.7%

0.6%Yield2.9%

$198MAssets$123B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

SCHD2.93%$293

IVVM0.63%$63

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

IVVM$63 − $53 = $10

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IVVM, SCHD

Today

0.0%most shared, IVVM and SCHD

IVVMSCHD

IVVM—0.0%

SCHD0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

IVVMWorst drop−5.3%8.1% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIVVM

+34.2%Year to date+8.2%

2.9%Yield0.6%

+36.8%Past year+9.1%

0.06%Fee0.53%

4–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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IVVM and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two