Compare · 3 funds side by side · dividends reinvested

SPXT, SCHD and IVV

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

02 / 04

SPXT, SCHD and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

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%$850B2.1

ProShares - S&P 500 Ex-Technology ETFLow-Cost Core · S&P 5000.09%1.30%+7.3%+10.5%+18.5%+8.6%−7.9%11.2%$329M2.4

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: SPXT 2015 · SCHD 2011 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - S&P 500 Ex-Technology ETF · $329M$15,107

SPXT

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 12.0% in common

SPXTMeasureSCHD

+7.3%Year to dateJan 1 → Nov 6+31.4%

+10.5%1 yearTotal return+37.0%

+18.5%3 years · per year$10,000 became $16,620 · $17,266+20.0%

+8.6%5 years · per year$10,000 became $15,107 · $16,267+10.2%

0.09%Expense ratio$9 · $6 a year on $10k · lower is better0.06%

1.30%Trailing 12-mo yield$130 · $300 a year on $10k3.00%

−7.9%Worst dropSmaller is better−6.9%

11.2%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

SPXT vs SCHD: Top 5 Holdings

Today

SPXT

19.5%in top 5

SCHD

in top 521.4%

SPXTStockSCHD

6.2%AMZNnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

4.1%GOOGLnot top 5

3.3%GOOGnot top 5

3.3%METAnot top 5

2.7%LLYnot top 5

Held in common12.0%

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

SPXT vs SCHD Returns, Every Period

ProSharesSPXT

+8.6%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

SPXTSCHDFaded: behind in that period

0–4SCHD wins

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

Core vs Income: SPXT vs SCHD

YTD

ProSharesSPXT

+7.3%

SCHDSchwab

+31.4%

+7.3%Year to date+31.4%

−7.9%Worst drop · 1Y−6.9%

11.2%Volatility · 1Y11.7%

1.3%Yield3.0%

$329MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SPXT, SCHD, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

SPXT0.09%$9

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

Yields: SPXT, SCHD, IVV

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

SPXT1.30%$130

IVV1.14%$114

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SPXT$130 − $9 = $121

IVV$114 − $3 = $111

KeptFee

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

Overlap: SPXT, SCHD, IVV

Today

64.4%most shared, SPXT and IVV

SPXTSCHDIVV

SPXT—12.0%64.4%

SCHD12.0%—8.7%

IVV64.4%8.7%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SPXTWorst drop−7.9%11.2% vol

SCHDWorst drop−6.9%11.7% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SCHDIVV

+31.4%Year to date+8.7%

3.0%Yield1.1%

+37.0%Past year+9.8%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026