Compare · 4 funds side by side · dividends reinvested

SPY, TIZE, VOO and SCHD

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,543VOO · best of the four

02 / 04

SPY, TIZE, VOO and SCHD, 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%$120B1.6

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%$1.00T1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.6

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SPY 1993 · TIZE 2021 · VOO 2010 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $778B$17,493

SPY

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

SPYMeasureSCHD

+11.2%Year to dateJan 1 → Nov 9+33.2%

+13.5%1 yearTotal return+39.1%

+21.9%3 years · per year$10,000 became $18,118 · $17,123+19.6%

+11.8%5 years · per year$10,000 became $17,493 · $16,459+10.5%

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

1.01%Trailing 12-mo yield$101 · $296 a year on $10k2.96%

−8.9%Worst dropSmaller is better−6.9%

13.7%VolatilityLower is calmer11.8%

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

2–6SCHD wins

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

More Ways to See the Pairs

SPY vs SCHD: Top 5 Holdings

Today

SPY

27.8%in top 5

SCHD

in top 521.4%

SPYStockSCHD

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common8.6%

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

SPY vs SCHD Returns, Every Period

SPDRSPY

+11.8%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

SPYSCHDFaded: behind in that period

2–2Level

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

Core vs Income: SPY vs SCHD

YTD

SPDRSPY

+11.2%

SCHDSchwab

+33.2%

+11.2%Year to date+33.2%

−8.9%Worst drop · 1Y−6.9%

13.7%Volatility · 1Y11.8%

1.0%Yield3.0%

$778BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SPY, TIZE, VOO, SCHD

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

SPY0.09%$9

TIZE0.40%$40

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

Yields: SPY, TIZE, VOO, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VOO1.07%$107

SPY1.01%$101

TIZE0.76%$76

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VOO$107 − $3 = $104

SPY$101 − $9 = $92

TIZE$76 − $40 = $36

KeptFee

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

Overlap: SPY, TIZE, VOO, SCHD

Today

92.7%most shared, SPY and VOO

SPYTIZEVOOSCHD

SPY—[…]92.7%8.6%

TIZE[…]—[…][…]

VOO92.7%[…]—7.6%

SCHD8.6%[…]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

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

TIZEWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVOO

+33.2%Year to date+11.3%

3.0%Yield1.1%

+39.1%Past year+13.6%

0.06%Fee0.03%

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%

$120BAssets$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$853B

0–0level

End-of-day Nov 9, 2026