Compare · 2 funds side by side · dividends reinvested

IVVW and SCHB

IVVWiShares×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 04

IVVW and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P 500 BuyWrite ETFUS Stock Styles · Large cap0.25%18.26%+11.5%+14.5%[…][…]−5.8%8.8%$344M1.3

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%$44.0B1.5

Rank among the two1st → 2ndFee, 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: IVVW 2024 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 BuyWrite ETF · $344M[…]

IVVW

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 89.2% in common

IVVWMeasureSCHB

+11.5%Year to dateJan 1 → Nov 4+13.3%

+14.5%1 yearTotal return+13.3%

[…]3 years · per year$10,000 became […] · $19,056+24.0%

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

0.25%Expense ratio$25 · $3 a year on $10k · lower is better0.03%

18.26%Trailing 12-mo yield$1,826 · $104 a year on $10k1.04%

−5.8%Worst dropSmaller is better−8.9%

8.8%VolatilityLower is calmer13.1%

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

4–2IVVW wins

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

More Ways to See the Pairs

IVVW vs SCHB: Top 5 Holdings

Today

IVVW

27.4%in top 5

SCHB

in top 524.4%

IVVWStockSCHB

7.7%NVDA6.8%

7.4%AAPL6.6%

5.9%MSFT5.3%

3.8%AMZN3.4%

2.5%GOOGL2.2%

Held in common89.2%

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

IVVW vs SCHB Returns, Every Period

iSharesIVVW

+14.5%

past year

SCHBSchwab

+13.3%

past year

IVVWSCHBFaded: behind in that period

1–1Level

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

IVVW vs SCHB

YTD

iSharesIVVW

+11.5%

SCHBSchwab

+13.3%

+11.5%Year to date+13.3%

−5.8%Worst drop · 1Y−8.9%

8.8%Volatility · 1Y13.1%

18.3%Yield1.0%

$344MAssets$44.0B

3–1IVVW wins

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

Cost, Income and Risk

Fees: IVVW, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IVVW0.25%$25

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

Yields: IVVW, SCHB

18.26%highest, IVVW

FundTrailing yieldYield$10k

IVVW18.26%$1,826

SCHB1.04%$104

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

Income After Fees on $10,000

$1,801most kept, IVVW

IVVW$1,826 − $25 = $1,801

SCHB$104 − $3 = $101

KeptFee

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

Overlap: IVVW, SCHB

Today

89.2%most shared, IVVW and SCHB

IVVWSCHB

IVVW—89.2%

SCHB89.2%—

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

Return vs Bumpiness: 2 ETFs

+14.5%IVVW, at 8.8% volatility

IVVWWorst drop−5.8%8.8% vol

SCHBWorst drop−8.9%13.1% vol

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

Paid More vs Made More

YTD

IVVWSCHB

+11.5%Year to date+13.3%

18.3%Yield1.0%

+14.5%Past year+13.3%

0.25%Fee0.03%

2–2level

End-of-day Nov 4, 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$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026