Compare · 3 funds side by side · dividends reinvested

SCHX, IVV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

SCHX, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.5

Schwab U.S. Large-Cap ETFLow-Cost Core · US large cap0.03%1.08%+8.4%+9.3%+21.8%+10.8%−9.0%13.7%$71.4B2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: SCHX 2009 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Large-Cap ETF · $71.4B$16,684

SCHX

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 94.6% in common

SCHXMeasureIVV

+8.4%Year to dateJan 1 → Nov 6+8.7%

+9.3%1 yearTotal return+9.8%

+21.8%3 years · per year$10,000 became $18,059 · $18,084+21.8%

+10.8%5 years · per year$10,000 became $16,684 · $17,177+11.4%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.08%Trailing 12-mo yield$108 · $114 a year on $10k1.14%

−9.0%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.6%

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

0–6IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHX vs IVV: Top 5 Holdings

Today

SCHX

26.3%in top 5

IVV

in top 527.8%

SCHXStockIVV

7.5%AAPL7.9%

6.6%NVDA6.9%

5.9%MSFT6.3%

3.8%AMZN4.0%

2.5%GOOGL2.6%

Held in common94.6%

End-of-day Nov 6, 2026 · share of each fund

SCHX vs IVV Returns, Every Period

SchwabSCHX

+10.8%

5 years, per year

IVViShares

+11.4%

5 years, per year

SCHXIVVFaded: behind in that period

0–3IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SCHX vs IVV

YTD

SchwabSCHX

+8.4%

IVViShares

+8.7%

+8.4%Year to date+8.7%

−9.0%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.6%

1.1%Yield1.1%

$71.4BAssets$853B

3–0IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHX, IVV, VOO

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

IVV0.03%$3

VOO0.03%$3

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHX, IVV, VOO

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

SCHX1.08%$108

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SCHX$108 − $3 = $105

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCHX, IVV, VOO

Today

94.6%most shared, SCHX and IVV

SCHXIVVVOO

SCHX—94.6%90.3%

IVV94.6%—92.2%

VOO90.3%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

SCHXWorst drop−9.0%13.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVVOO

+8.7%Year to date+8.7%

1.1%Yield1.1%

+9.8%Past year+9.8%

0.03%Fee0.03%

0–0level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026