Compare · 4 funds side by side · dividends reinvested

SDTY, IVV, SCHD and VOO

SDTYYieldMax×IVViShares×SCHDSchwab×VOOVanguard×

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

02 / 04

SDTY, IVV, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.9

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%$875B2.1

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%$1.00T2.8

YieldMax S&P 500 0DTE Covered Call Strategy ETFIncome · Covered calls1.08%29.29%+9.9%+13.0%[…][…]−8.0%12.6%$39M2.8

Rank among the four1st → 4thFee, 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: SDTY 2025 · IVV 2000 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,545

IVV

SDTY

YieldMax S&P 500 0DTE Covered Call Strategy ETF · $39M[…]

$10,000 five years ago, dividends reinvested

IVVMeasureSDTY

+11.3%Year to dateJan 1 → Nov 9+9.9%

+13.6%1 yearTotal return+13.0%

+22.0%3 years · per year$10,000 became $18,159 · […][…]

+11.9%5 years · per year$10,000 became $17,545 · […][…]

0.03%Expense ratio$3 · $108 a year on $10k · lower is better1.08%

1.11%Trailing 12-mo yield$111 · $2,929 a year on $10k29.29%

−8.9%Worst dropSmaller is better−8.0%

13.8%VolatilityLower is calmer12.6%

IVVSDTY 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

IVV vs SDTY: Top 5 Holdings

Today

IVV

27.8%in top 5

SDTY

in top 5[…]

IVVStockSDTY

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

IVV vs SDTY Returns, Every Period

iSharesIVV

+13.6%

past year

SDTYYieldMax

+13.0%

past year

IVVSDTYFaded: behind in that period

2–0IVV wins

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

Core vs Income: IVV vs SDTY

YTD

iSharesIVV

+11.3%

SDTYYieldMax

+9.9%

+11.3%Year to date+9.9%

−8.9%Worst drop · 1Y−8.0%

13.8%Volatility · 1Y12.6%

1.1%Yield29.3%

$875BAssets$39.5M

3–1SDTY wins

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

Cost, Income and Risk

Fees: SDTY, IVV, SCHD, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SCHD0.06%$6

SDTY1.08%$108

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

Yields: SDTY, IVV, SCHD, VOO

29.29%highest, SDTY

FundTrailing yieldYield$10k

SDTY29.29%$2,929

SCHD2.96%$296

IVV1.11%$111

VOO1.07%$107

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

Income After Fees on $10,000

$2,821most kept, SDTY

SDTY$2,929 − $108 = $2,821

SCHD$296 − $6 = $290

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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

Overlap: SDTY, IVV, SCHD, VOO

Today

92.7%most shared, IVV and VOO

SDTYIVVSCHDVOO

SDTY—[…][…][…]

IVV[…]—8.6%92.7%

SCHD[…]8.6%—7.6%

VOO[…]92.7%7.6%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

SDTYWorst drop−8.0%12.6% 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

SDTYSCHD

+9.9%Year to date+33.2%

29.3%Yield3.0%

+13.0%Past year+39.1%

1.08%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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

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