Compare · 4 funds side by side · dividends reinvested

SPYM, TIZE, SCHD and IVV

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,555SPYM · best of the four

02 / 04

SPYM, TIZE, SCHD and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.8

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B2.0

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%$853B2.3

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: SPYM 2005 · TIZE 2021 · SCHD 2011 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

TCW Securitized Income ETF · $31M[…]

TIZE

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,555

$10,000 five years ago, dividends reinvested

TIZEMeasureSPYM

[…]Year to dateJan 1 → Nov 9+11.3%

[…]1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,163+22.0%

[…]5 years · per year$10,000 became […] · $17,555+11.9%

0.40%Expense ratio$40 · $2 a year on $10k · lower is better0.02%

0.76%Trailing 12-mo yield$76 · $103 a year on $10k1.03%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.7%

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

0–2SPYM wins

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

More Ways to See the Pairs

TIZE vs SPYM: Top 5 Holdings

Today

TIZE

[…]in top 5

SPYM

in top 527.8%

TIZEStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

TIZE vs SPYM Returns, Every Period

TCWTIZE

[…]

past year

SPYMSPDR

+13.6%

past year

Returns […]

TIZESPYMFaded: behind in that period

0–0Level

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

TIZE vs SCHD

YTD

TCWTIZE

[…]

SCHDSchwab

+33.1%

[…]Year to date+33.1%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.8%

0.8%Yield3.0%

$30.8MAssets$120B

1–0SCHD wins

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

Cost, Income and Risk

Fees: SPYM, TIZE, SCHD, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SCHD0.06%$6

TIZE0.40%$40

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

Yields: SPYM, TIZE, SCHD, IVV

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

IVV1.14%$114

SPYM1.03%$103

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

IVV$114 − $3 = $111

SPYM$103 − $2 = $101

TIZE$76 − $40 = $36

KeptFee

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

Overlap: SPYM, TIZE, SCHD, IVV

Today

99.9%most shared, SPYM and IVV

SPYMTIZESCHDIVV

SPYM—[…]8.7%99.9%

TIZE[…]—[…][…]

SCHD8.7%[…]—8.7%

IVV99.9%[…]8.7%—

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

IVVWorst drop−8.9%13.6% vol

SPYMWorst 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

SCHDSPYM

+33.1%Year to date+11.3%

3.0%Yield1.0%

+39.1%Past year+13.6%

0.06%Fee0.02%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%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

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026