Compare · 3 funds side by side · dividends reinvested

SCHG, VV and IVV

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

02 / 04

SCHG, VV and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.3

Vanguard Morningstar Large-Cap ETFLow-Cost Core · US large cap0.03%1.07%+8.1%+9.4%+22.3%+11.0%−9.2%13.7%$54.1B1.9

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.42%+0.9%+0.1%+22.9%+10.9%−15.0%17.8%$59.1B2.8

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: SCHG 2009 · VV 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Large-Cap Growth ETF · $59.1B$16,740

SCHG

Vanguard Morningstar Large-Cap ETF · $54.1B$16,838

$10,000 five years ago, dividends reinvested · they hold 60.5% in common

SCHGMeasureVV

+0.9%Year to dateJan 1 → Nov 5+8.1%

+0.1%1 yearTotal return+9.4%

+22.9%3 years · per year$10,000 became $18,547 · $18,301+22.3%

+10.9%5 years · per year$10,000 became $16,740 · $16,838+11.0%

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

0.42%Trailing 12-mo yield$42 · $107 a year on $10k1.07%

−15.0%Worst dropSmaller is better−9.2%

17.8%VolatilityLower is calmer13.7%

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

1–7VV wins

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

More Ways to See the Pairs

SCHG vs VV: Top 5 Holdings

Today

SCHG

43.6%in top 5

in top 528.4%

SCHGStockVV

12.1%AAPL7.5%

11.5%NVDA8.1%

9.8%MSFT5.9%

6.2%AMZN3.7%

4.0%GOOGL3.1%

Held in common60.5%

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

SCHG vs VV Returns, Every Period

SchwabSCHG

+10.9%

5 years, per year

VVVanguard

+11.0%

5 years, per year

SCHGVVFaded: behind in that period

1–3VV wins

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

SCHG vs IVV

YTD

SchwabSCHG

+0.9%

IVViShares

+8.4%

+0.9%Year to date+8.4%

−15.0%Worst drop · 1Y−8.9%

17.8%Volatility · 1Y13.6%

0.4%Yield1.1%

$59.1BAssets$850B

4–0IVV wins

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

Cost, Income and Risk

Fees: SCHG, VV, IVV

Today

0.03%lowest, VV

FundExpense ratioFee$10k

VV0.03%$3

IVV0.03%$3

SCHG0.04%$4

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

Yields: SCHG, VV, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VV1.07%$107

SCHG0.42%$42

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VV$107 − $3 = $104

SCHG$42 − $4 = $38

KeptFee

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

Overlap: SCHG, VV, IVV

Today

91.7%most shared, VV and IVV

SCHGVVIVV

SCHG—60.5%57.2%

VV60.5%—91.7%

IVV57.2%91.7%—

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

Return vs Bumpiness: 3 ETFs

+9.7%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

VVWorst drop−9.2%13.7% vol

SCHGWorst drop−15.0%17.8% vol

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

Paid More vs Made More

YTD

IVVVV

+8.4%Year to date+8.1%

1.1%Yield1.1%

+9.7%Past year+9.4%

0.03%Fee0.03%

2–0IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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