Compare · 3 funds side by side · dividends reinvested

SDTY, SCHD and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,414IVV · best of the three

Story of the three · IncomeMost incomeSDTY · 29.34% · $2,934 a year on $10k

Story of the three · RiskSmallest drop

SDTY, SCHD and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B2.0

YieldMax S&P 500 0DTE Covered Call Strategy ETFIncome · Covered calls1.08%29.34%+9.7%+13.0%[…][…]−8.0%12.6%$39M2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: SDTY 2025 · SCHD 2011 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $875B$17,414

IVV

SDTY

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

$10,000 five years ago, dividends reinvested

IVVMeasure

More Ways to See the Pairs

IVV vs SDTY: Top 5 Holdings

Today

IVV

27.3%in top 5

SDTY

in top 5[…]

IVVStockSDTY

7.9%AAPLnot top 5

6.6%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: SDTY, SCHD, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

SDTY1.08%$108

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

Yields: SDTY, SCHD, IVV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SDTY

+10.9%Year to dateJan 1 → Nov 10+9.7%

+13.0%1 yearTotal return+13.0%

+21.5%3 years · per year$10,000 became $17,934 · […][…]

+11.7%5 years · per year$10,000 became $17,414 · […][…]

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

1.11%Trailing 12-mo yield$111 · $2,934 a year on $10k29.34%

−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

2–3SDTY wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

IVV vs SDTY Returns, Every Period

1Y

iSharesIVV

+13.0%

past year

SDTYYieldMax

+13.0%

past year

IVVSDTYFaded: behind in that period

1–0IVV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs SDTY

YTD

iSharesIVV

+10.9%

SDTYYieldMax

+9.7%

+10.9%Year to date+9.7%

−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 10, 2026 · smaller drop and lower volatility win

1Y

29.34%highest, SDTY

FundTrailing yieldYield$10k

SDTY29.34%$2,934

SCHD2.94%$294

IVV1.11%$111

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$2,826most kept, SDTY

SDTY$2,934 − $108 = $2,826

SCHD$294 − $6 = $288

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SDTY, SCHD, IVV

Today

8.5%most shared, SCHD and IVV

SDTYSCHDIVV

SDTY—[…][…]

SCHD[…]—8.5%

IVV[…]8.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

SDTYWorst drop−8.0%12.6% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SDTYSCHD

+9.7%Year to date+33.8%

29.3%Yield2.9%

+13.0%Past year+38.8%

1.08%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

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SDTY, SCHD and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three