Compare · 4 funds side by side · dividends reinvested

PAPI, IVV, SPYM and SCHD

PAPIEaton Vance×IVViShares×SPYMSPDR×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,553SPYM · best of the four

02 / 04

PAPI, IVV, SPYM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.1

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.25%+18.2%+21.7%+13.0%[…]−6.9%10.5%$551M2.1

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B2.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: PAPI 2023 · IVV 2000 · SPYM 2005 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 99.9% in common

IVVMeasureSPYM

+11.3%Year to dateJan 1 → Nov 9+11.3%

+13.6%1 yearTotal return+13.6%

+22.0%3 years · per year$10,000 became $18,159 · $18,161+22.0%

+11.9%5 years · per year$10,000 became $17,545 · $17,553+11.9%

0.03%Expense ratio$3 · $2 a year on $10k · lower is better0.02%

1.11%Trailing 12-mo yield$111 · $103 a year on $10k1.03%

−8.9%Worst dropSmaller is better−8.9%

13.8%VolatilityLower is calmer13.7%

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

1–2SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs SPYM: Top 5 Holdings

Today

IVV

27.8%in top 5

SPYM

in top 527.8%

IVVStockSPYM

7.9%AAPL7.9%

7.1%NVDA7.1%

6.2%MSFT6.2%

4.0%AMZN4.0%

2.6%GOOGL2.6%

Held in common99.9%

End-of-day Nov 9, 2026 · share of each fund

IVV vs SPYM Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

IVVSPYMFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs PAPI

YTD

iSharesIVV

+11.3%

PAPIEaton Vance

+18.2%

+11.3%Year to date+18.2%

−8.9%Worst drop · 1Y−6.9%

13.8%Volatility · 1Y10.5%

1.1%Yield7.3%

$853BAssets$551M

4–0PAPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, IVV, SPYM, SCHD

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SCHD0.06%$6

PAPI0.29%$29

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PAPI, IVV, SPYM, SCHD

7.25%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.25%$725

SCHD2.96%$296

IVV1.11%$111

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$696most kept, PAPI

PAPI$725 − $29 = $696

SCHD$296 − $6 = $290

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PAPI, IVV, SPYM, SCHD

Today

99.9%most shared, IVV and SPYM

PAPIIVVSPYMSCHD

PAPI—17.4%17.4%17.4%

IVV17.4%—99.9%8.6%

SPYM17.4%99.9%—8.6%

SCHD17.4%8.6%8.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

PAPIWorst drop−6.9%10.5% vol

SCHDWorst drop−6.9%11.8% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PAPISCHD

+18.2%Year to date+33.2%

7.3%Yield3.0%

+21.7%Past year+39.1%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026