Compare · 2 funds side by side · dividends reinvested

SCHG and IVV

SCHGSchwab×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,118IVV · best of the two

02 / 04

SCHG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.1

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.40%+6.8%+4.0%+25.4%+12.4%−16.0%16.9%$62.5B1.9

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: SCHG 2009 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Large-Cap Growth ETF · $62.5B$17,915

SCHG

IVV

iShares Core S&P 500 ETF · $887B$18,118

$10,000 five years ago, dividends reinvested · they hold 57.2% in common

SCHGMeasureIVV

+6.8%Year to dateJan 1 → Nov 4+13.4%

+4.0%1 yearTotal return+13.5%

+25.4%3 years · per year$10,000 became $19,739 · $19,178+24.2%

+12.4%5 years · per year$10,000 became $17,915 · $18,118+12.6%

0.04%Expense ratio$4 · $3 a year on $10k · lower is better0.03%

0.40%Trailing 12-mo yield$40 · $109 a year on $10k1.09%

−16.0%Worst dropSmaller is better−8.9%

16.9%VolatilityLower is calmer12.9%

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

1–7IVV wins

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

More Ways to See the Pairs

SCHG vs IVV: Top 5 Holdings

Today

SCHG

43.0%in top 5

IVV

in top 527.3%

SCHGStockIVV

12.0%NVDA7.7%

11.6%AAPL7.4%

9.3%MSFT5.9%

5.9%AMZN3.8%

4.1%AVGOnot top 5

not top 5GOOGL2.5%

Held in common57.2%

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

SCHG vs IVV Returns, Every Period

SchwabSCHG

+12.4%

5 years, per year

IVViShares

+12.6%

5 years, per year

SCHGIVVFaded: behind in that period

1–3IVV wins

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

SCHG vs IVV

YTD

SchwabSCHG

+6.8%

IVViShares

+13.4%

+6.8%Year to date+13.4%

−16.0%Worst drop · 1Y−8.9%

16.9%Volatility · 1Y12.9%

0.4%Yield1.1%

$62.5BAssets$887B

4–0IVV wins

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

Cost, Income and Risk

Fees: SCHG, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHG0.04%$4

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

Yields: SCHG, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

SCHG0.40%$40

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SCHG$40 − $4 = $36

KeptFee

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

Overlap: SCHG, IVV

Today

57.2%most shared, SCHG and IVV

SCHGIVV

SCHG—57.2%

IVV57.2%—

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

Return vs Bumpiness: 2 ETFs

+13.5%IVV, at 12.9% volatility

IVVWorst drop−8.9%12.9% vol

SCHGWorst drop−16.0%16.9% vol

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

Paid More vs Made More

YTD

IVVSCHG

+13.4%Year to date+6.8%

1.1%Yield0.4%

+13.5%Past year+4.0%

0.03%Fee0.04%

4–0IVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026