Compare · 3 funds side by side · dividends reinvested

PAPI, IVV and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

PAPI, IVV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.8

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$561M1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.3

Rank among the three1st → 3rdFee, 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: PAPI 2023 · IVV 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,375

SCHD

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

SCHDMeasureIVV

+32.3%Year to dateJan 1 → Nov 5+8.4%

+38.7%1 yearTotal return+9.7%

+20.3%3 years · per year$10,000 became $17,414 · $18,221+22.1%

+10.4%5 years · per year$10,000 became $16,375 · $17,151+11.4%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

2.98%Trailing 12-mo yield$298 · $114 a year on $10k1.14%

−6.9%Worst dropSmaller is better−8.9%

11.7%VolatilityLower is calmer13.6%

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

5–3SCHD wins

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

More Ways to See the Pairs

SCHD vs IVV: Top 5 Holdings

Today

SCHD

21.7%in top 5

IVV

in top 527.7%

SCHDStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common8.5%

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

SCHD vs IVV Returns, Every Period

SchwabSCHD

+10.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

SCHDIVVFaded: behind in that period

2–2Level

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

SCHD vs PAPI

YTD

SchwabSCHD

+32.3%

PAPIEaton Vance

+17.3%

+32.3%Year to date+17.3%

−6.9%Worst drop · 1Y−6.9%

11.7%Volatility · 1Y10.4%

3.0%Yield7.3%

$120BAssets$561M

2–1PAPI wins

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

Cost, Income and Risk

Fees: PAPI, IVV, SCHD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

PAPI0.29%$29

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

Yields: PAPI, IVV, SCHD

7.31%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.31%$731

SCHD2.98%$298

IVV1.14%$114

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

Income After Fees on $10,000

$702most kept, PAPI

PAPI$731 − $29 = $702

SCHD$298 − $6 = $292

IVV$114 − $3 = $111

KeptFee

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

Overlap: PAPI, IVV, SCHD

Today

17.4%most shared, PAPI and SCHD

PAPIIVVSCHD

PAPI—17.3%17.4%

IVV17.3%—8.5%

SCHD17.4%8.5%—

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

Return vs Bumpiness: 3 ETFs

+38.7%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

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

Paid More vs Made More

YTD

PAPISCHD

+17.3%Year to date+32.3%

7.3%Yield3.0%

+21.3%Past year+38.7%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026