Compare · 3 funds side by side · dividends reinvested

SCMB, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

SCMB, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.5

Schwab Municipal Bond ETFBonds & Cash · Municipal0.03%3.59%+0.5%+0.8%+4.2%[…]−6.7%3.9%$4.1B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: SCMB 2022 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,543

VOO

SCMB

Schwab Municipal Bond ETF · $4.1B[…]

$10,000 five years ago, dividends reinvested

VOOMeasureSCMB

+11.3%Year to dateJan 1 → Nov 9+0.5%

+13.6%1 yearTotal return+0.8%

+22.0%3 years · per year$10,000 became $18,159 · $11,310+4.2%

+11.9%5 years · per year$10,000 became $17,543 · […][…]

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

1.07%Trailing 12-mo yield$107 · $359 a year on $10k3.59%

−8.9%Worst dropSmaller is better−6.7%

13.7%VolatilityLower is calmer3.9%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VOO vs SCMB: Top 5 Holdings

Today

VOO

28.3%in top 5

SCMB

in top 5[…]

VOOStockSCMB

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

VOO vs SCMB Returns, Every Period

VanguardVOO

+13.6%

past year

SCMBSchwab

+0.8%

past year

VOOSCMBFaded: behind in that period

3–0VOO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Bonds: VOO vs SCMB

YTD

VanguardVOO

+11.3%

SCMBSchwab

+0.5%

+11.3%Year to date+0.5%

−8.9%Worst drop · 1Y−6.7%

13.7%Volatility · 1Y3.9%

1.1%Yield3.6%

$1.00TAssets$4.1B

3–1SCMB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCMB, VOO, IVV

Today

0.03%lowest, SCMB

FundExpense ratioFee$10k

SCMB0.03%$3

VOO0.03%$3

IVV0.03%$3

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SCMB, VOO, IVV

3.59%highest, SCMB

FundTrailing yieldYield$10k

SCMB3.59%$359

IVV1.11%$111

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$356most kept, SCMB

SCMB$359 − $3 = $356

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SCMB, VOO, IVV

Today

92.7%most shared, VOO and IVV

SCMBVOOIVV

SCMB—[…][…]

VOO[…]—92.7%

IVV[…]92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

SCMBWorst drop−6.7%3.9% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCMBIVV

+0.5%Year to date+11.3%

3.6%Yield1.1%

+0.8%Past year+13.6%

0.03%Fee0.03%

2–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026