Compare · 4 funds side by side · dividends reinvested

PAPI, IVV, QQQ and SCHD

PAPIEaton Vance×IVViShares×QQQInvesco×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,509QQQ · best of the four

02 / 04

PAPI, IVV, QQQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B2.0

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$552M2.1

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.5

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PAPI 2023 · IVV 2000 · QQQ 1999 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 8.7% in common

IVVMeasureSCHD

+8.7%Year to dateJan 1 → Nov 6+31.4%

+9.8%1 yearTotal return+37.0%

+21.8%3 years · per year$10,000 became $18,084 · $17,266+20.0%

+11.4%5 years · per year$10,000 became $17,177 · $16,267+10.2%

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

1.14%Trailing 12-mo yield$114 · $300 a year on $10k3.00%

−8.9%Worst dropSmaller is better−6.9%

13.6%VolatilityLower is calmer11.7%

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

3–5SCHD wins

End-of-day Nov 6, 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

27.8%in top 5

SCHD

in top 521.4%

IVVStockSCHD

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common8.7%

End-of-day Nov 6, 2026 · share of each fund

IVV vs SCHD Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

IVVSCHDFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs PAPI

YTD

iSharesIVV

+8.7%

PAPIEaton Vance

+17.3%

+8.7%Year to date+17.3%

−8.9%Worst drop · 1Y−6.9%

13.6%Volatility · 1Y10.4%

1.1%Yield7.3%

$853BAssets$552M

4–0PAPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, IVV, QQQ, SCHD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

QQQ0.18%$18

PAPI0.29%$29

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PAPI, IVV, QQQ, SCHD

7.31%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.31%$731

SCHD3.00%$300

IVV1.14%$114

QQQ0.47%$47

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$702most kept, PAPI

PAPI$731 − $29 = $702

SCHD$300 − $6 = $294

IVV$114 − $3 = $111

QQQ$47 − $18 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PAPI, IVV, QQQ, SCHD

Today

52.1%most shared, IVV and QQQ

PAPIIVVQQQSCHD

PAPI—17.5%7.2%17.5%

IVV17.5%—52.1%8.7%

QQQ7.2%52.1%—5.6%

SCHD17.5%8.7%5.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

PAPIWorst drop−6.9%10.4% vol

SCHDWorst drop−6.9%11.7% vol

IVVWorst drop−8.9%13.6% vol

QQQWorst drop−14.8%21.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PAPISCHD

+17.3%Year to date+31.4%

7.3%Yield3.0%

+21.3%Past year+37.0%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026