Compare · 4 funds side by side · dividends reinvested

SPY, SDTY, IVV and SCHD

SPYSPDR×SDTYYieldMax×IVViShares×SCHDSchwab×

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

02 / 04

SPY, SDTY, IVV and SCHD, 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%$120B1.8

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%$853B2.4

YieldMax S&P 500 0DTE Covered Call Strategy ETFIncome · Covered calls1.08%29.63%+8.6%+10.8%[…][…]−8.0%12.6%$39M2.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B3.0

Rank among the four1st → 4thFee, 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: SPY 1993 · SDTY 2025 · IVV 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $778B$17,118

SPY

SDTY

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

$10,000 five years ago, dividends reinvested

SPYMeasureSDTY

+8.7%Year to dateJan 1 → Nov 6+8.6%

+9.7%1 yearTotal return+10.8%

+21.7%3 years · per year$10,000 became $18,039 · […][…]

+11.3%5 years · per year$10,000 became $17,118 · […][…]

0.09%Expense ratio$9 · $108 a year on $10k · lower is better1.08%

1.03%Trailing 12-mo yield$103 · $2,963 a year on $10k29.63%

−8.9%Worst dropSmaller is better−8.0%

13.6%VolatilityLower is calmer12.6%

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

2–4SDTY wins

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

More Ways to See the Pairs

SPY vs SDTY: Top 5 Holdings

Today

SPY

27.8%in top 5

SDTY

in top 5[…]

SPYStockSDTY

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

SPY vs SDTY Returns, Every Period

SPDRSPY

+9.7%

past year

SDTYYieldMax

+10.8%

past year

SPYSDTYFaded: behind in that period

1–1Level

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

Core vs Income: SPY vs SDTY

YTD

SPDRSPY

+8.7%

SDTYYieldMax

+8.6%

+8.7%Year to date+8.6%

−8.9%Worst drop · 1Y−8.0%

13.6%Volatility · 1Y12.6%

1.0%Yield29.6%

$778BAssets$39.5M

3–1SDTY wins

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

Cost, Income and Risk

Fees: SPY, SDTY, IVV, SCHD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

SPY0.09%$9

SDTY1.08%$108

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

Yields: SPY, SDTY, IVV, SCHD

29.63%highest, SDTY

FundTrailing yieldYield$10k

SDTY29.63%$2,963

SCHD3.00%$300

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$2,855most kept, SDTY

SDTY$2,963 − $108 = $2,855

SCHD$300 − $6 = $294

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: SPY, SDTY, IVV, SCHD

Today

99.9%most shared, SPY and IVV

SPYSDTYIVVSCHD

SPY—[…]99.9%8.7%

SDTY[…]—[…][…]

IVV99.9%[…]—8.7%

SCHD8.7%[…]8.7%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SDTYWorst drop−8.0%12.6% vol

SPYWorst drop−8.9%13.6% 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

SDTYSCHD

+8.6%Year to date+31.4%

29.6%Yield3.0%

+10.8%Past year+37.0%

1.08%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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%

$178BAssets$778B

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$853B

0–0level

End-of-day Nov 6, 2026