Compare · 2 funds side by side · dividends reinvested

SCHV and IVV

SCHVSchwab×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

SCHV and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Large-Cap Value ETFLow-Cost Core · US large cap0.04%1.78%+20.4%+24.5%+22.1%+10.9%−6.9%11.4%$15.9B1.4

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%$887B1.6

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: SCHV 2009 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Large-Cap Value ETF · $15.9B$16,751

SCHV

IVV

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

$10,000 five years ago, dividends reinvested · they hold 42.6% in common

SCHVMeasureIVV

+20.4%Year to dateJan 1 → Nov 4+13.4%

+24.5%1 yearTotal return+13.5%

+22.1%3 years · per year$10,000 became $18,218 · $19,178+24.2%

+10.9%5 years · per year$10,000 became $16,751 · $18,118+12.6%

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

1.78%Trailing 12-mo yield$178 · $109 a year on $10k1.09%

−6.9%Worst dropSmaller is better−8.9%

11.4%VolatilityLower is calmer12.9%

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

5–3SCHV wins

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

More Ways to See the Pairs

SCHV vs IVV: Top 5 Holdings

Today

SCHV

12.7%in top 5

IVV

in top 527.3%

SCHVStockIVV

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

3.4%BRK-Bnot top 5

3.0%JPMnot top 5

not top 5GOOGL2.5%

2.4%XOMnot top 5

2.1%JNJnot top 5

1.8%WMTnot top 5

Held in common42.6%

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

SCHV vs IVV Returns, Every Period

SchwabSCHV

+10.9%

5 years, per year

IVViShares

+12.6%

5 years, per year

SCHVIVVFaded: behind in that period

2–2Level

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

SCHV vs IVV

YTD

SchwabSCHV

+20.4%

IVViShares

+13.4%

+20.4%Year to date+13.4%

−6.9%Worst drop · 1Y−8.9%

11.4%Volatility · 1Y12.9%

1.8%Yield1.1%

$15.9BAssets$887B

4–0SCHV wins

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

Cost, Income and Risk

Fees: SCHV, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHV0.04%$4

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

Yields: SCHV, IVV

1.78%highest, SCHV

FundTrailing yieldYield$10k

SCHV1.78%$178

IVV1.09%$109

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

Income After Fees on $10,000

$174most kept, SCHV

SCHV$178 − $4 = $174

IVV$109 − $3 = $106

KeptFee

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

Overlap: SCHV, IVV

Today

42.6%most shared, SCHV and IVV

SCHVIVV

SCHV—42.6%

IVV42.6%—

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

Return vs Bumpiness: 2 ETFs

+24.5%SCHV, at 11.4% volatility

SCHVWorst drop−6.9%11.4% vol

IVVWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

SCHVIVV

+20.4%Year to date+13.4%

1.8%Yield1.1%

+24.5%Past year+13.5%

0.04%Fee0.03%

3–1SCHV 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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

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