Compare · 3 funds side by side · dividends reinvested

SCHG, SPY and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,530IVV · best of the three

Story of the three · IncomeMost incomeIVV · 1.10% · $110 a year on $10k

Story of the three · RiskSmallest drop

SCHG, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$872B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$792B2.0

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.40%+5.9%+4.5%+22.8%+11.6%−15.0%17.9%$61.0B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: SCHG 2009 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Large-Cap Growth ETF · $61.0B$17,288

SCHG

SPY

State Street SPDR S&P 500 ETF · $792B$17,481

$10,000 five years ago, dividends reinvested · they hold 56.8% in common

SCHGMeasure

More Ways to See the Pairs

SCHG vs SPY: Top 5 Holdings

Today

SCHG

42.6%in top 5

SPY

in top 526.9%

SCHGStockSPY

12.4%AAPL7.8%

9.9%NVDA6.3%

9.6%MSFT6.1%

6.5%AMZN4.1%

4.2%

Cost, Income and Risk

Fees: SCHG, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHG0.04%$4

SPY0.09%$9

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SCHG, SPY, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SPY

+5.9%Year to dateJan 1 → Nov 11+12.3%

+4.5%1 yearTotal return+12.7%

+22.8%3 years · per year$10,000 became $18,515 · $18,083+21.8%

+11.6%5 years · per year$10,000 became $17,288 · $17,481+11.8%

0.04%Expense ratio$4 · $9 a year on $10k · lower is better0.09%

0.40%Trailing 12-mo yield$40 · $100 a year on $10k1.00%

−15.0%Worst dropSmaller is better−8.9%

17.9%VolatilityLower is calmer13.7%

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

2–6SPY wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

AVGO

not top 5

not top 5GOOGL2.6%

Held in common56.8%

End-of-day Nov 11, 2026 · share of each fund

SCHG vs SPY Returns, Every Period

5Y

SchwabSCHG

+11.6%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

SCHGSPYFaded: behind in that period

1–3SPY wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SCHG vs IVV

YTD

SchwabSCHG

+5.9%

IVViShares

+12.3%

+5.9%Year to date+12.3%

−15.0%Worst drop · 1Y−8.9%

17.9%Volatility · 1Y13.7%

0.4%Yield1.1%

$61.0BAssets$872B

4–0IVV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.10%highest, IVV

FundTrailing yieldYield$10k

IVV1.10%$110

SPY1.00%$100

SCHG0.40%$40

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

SPY$100 − $9 = $91

SCHG$40 − $4 = $36

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SCHG, SPY, IVV

Today

99.9%most shared, SPY and IVV

SCHGSPYIVV

SCHG—56.8%56.8%

SPY56.8%—99.9%

IVV56.8%99.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.7%IVV, at 13.7% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

SCHGWorst drop−15.0%17.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPY

+12.3%Year to date+12.3%

1.1%Yield1.0%

+12.7%Past year+12.7%

0.03%Fee0.09%

2–0IVV wins

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 11, 2026

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SCHG, SPY and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three