Compare · 3 funds side by side · dividends reinvested

SPYM, SCHD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

SPYM, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.8

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: SPYM 2005 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

SPYM

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 8.4% in common

SPYMMeasureSCHD

+13.4%Year to dateJan 1 → Nov 4+35.3%

+13.5%1 yearTotal return+41.6%

+24.3%3 years · per year$10,000 became $19,186 · $17,908+21.4%

+12.6%5 years · per year$10,000 became $18,126 · $16,881+11.0%

0.02%Expense ratio$2 · $6 a year on $10k · lower is better0.06%

1.01%Trailing 12-mo yield$101 · $291 a year on $10k2.91%

−8.9%Worst dropSmaller is better−6.9%

12.8%VolatilityLower is calmer11.5%

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

3–5SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPYM vs SCHD: Top 5 Holdings

Today

SPYM

27.3%in top 5

SCHD

in top 521.6%

SPYMStockSCHD

7.7%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common8.4%

End-of-day Nov 4, 2026 · share of each fund

SPYM vs SCHD Returns, Every Period

SPDRSPYM

+12.6%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

SPYMSCHDFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Income: SPYM vs SCHD

YTD

SPDRSPYM

+13.4%

SCHDSchwab

+35.3%

+13.4%Year to date+35.3%

−8.9%Worst drop · 1Y−6.9%

12.8%Volatility · 1Y11.5%

1.0%Yield2.9%

$182BAssets$123B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPYM, SCHD, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

SCHD0.06%$6

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SPYM, SCHD, VOO

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VOO1.05%$105

SPYM1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VOO$105 − $3 = $102

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SPYM, SCHD, VOO

Today

94.5%most shared, SPYM and VOO

SPYMSCHDVOO

SPYM—8.4%94.5%

SCHD8.4%—7.6%

VOO94.5%7.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

VOOWorst drop−8.9%12.8% vol

SPYMWorst drop−8.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSPYM

+35.3%Year to date+13.4%

2.9%Yield1.0%

+41.6%Past year+13.5%

0.06%Fee0.02%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026