Compare · 3 funds side by side · dividends reinvested

SDTY, SCHD 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

SDTY, SCHD and IVV, 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%$122B1.5

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%$875B2.0

YieldMax S&P 500 0DTE Covered Call Strategy ETFIncome · Covered calls1.08%29.29%+9.9%+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 9, 2026 · returns include dividends · since: SDTY 2025 · SCHD 2011 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SDTY

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested

SDTYMeasureSCHD

+9.9%Year to dateJan 1 → Nov 9+33.2%

+13.0%1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

1.08%Expense ratio$108 · $6 a year on $10k · lower is better0.06%

29.29%Trailing 12-mo yield$2,929 · $296 a year on $10k2.96%

−8.0%Worst dropSmaller is better−6.9%

12.6%VolatilityLower is calmer11.8%

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

1–5SCHD wins

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

More Ways to See the Pairs

SDTY vs SCHD: Top 5 Holdings

Today

SDTY

[…]in top 5

SCHD

in top 521.4%

SDTYStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common[…]

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

SDTY vs SCHD Returns, Every Period

YieldMaxSDTY

+13.0%

past year

SCHDSchwab

+39.1%

past year

SDTYSCHDFaded: behind in that period

0–2SCHD wins

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

SDTY vs SCHD

YTD

YieldMaxSDTY

+9.9%

SCHDSchwab

+33.2%

+9.9%Year to date+33.2%

−8.0%Worst drop · 1Y−6.9%

12.6%Volatility · 1Y11.8%

29.3%Yield3.0%

$39.5MAssets$122B

3–1SCHD wins

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

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 9, 2026 · fee on $10,000 a year

Yields: SDTY, SCHD, IVV

29.29%highest, SDTY

FundTrailing yieldYield$10k

SDTY29.29%$2,929

SCHD2.96%$296

IVV1.11%$111

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

KeptFee

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

Overlap: SDTY, SCHD, IVV

Today

8.6%most shared, SCHD and IVV

SDTYSCHDIVV

SDTY—[…][…]

SCHD[…]—8.6%

IVV[…]8.6%—

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

Return vs Bumpiness: 3 ETFs

+39.1%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 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 Three

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026