Compare · 3 funds side by side · dividends reinvested

SWP, SCHD and IVV

SWPSWP Investment Management×SCHDSchwab×IVViShares×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,265IVV · best of the three

Story of the three · IncomeMost incomeSWP · 9.54% · $954 a year on $10k

Story of the three · RiskSmallest drop

SWP, SCHD and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B1.9

Manager Directed Portfolios - SWP Growth & Income ETFIncome · Dividend stocks0.99%9.54%+5.7%+5.8%[…][…]−10.0%13.2%$146M2.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: SWP 2024 · SCHD 2011 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Manager Directed Portfolios - SWP Growth & Income ETF · $146M[…]

SWP

IVV

iShares Core S&P 500 ETF · $875B$17,265

$10,000 five years ago, dividends reinvested · they hold 31.9% in common

SWPMeasure

More Ways to See the Pairs

SWP vs IVV: Top 5 Holdings

Today

SWP

21.6%in top 5

IVV

in top 526.8%

SWPStockIVV

5.0%AAPL7.9%

not top 5NVDA6.4%

5.7%MSFT5.9%

not top 5AMZN4.0%

3.9%IBM

Cost, Income and Risk

Fees: SWP, SCHD, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

SWP0.99%$99

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SWP, SCHD, IVV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

IVV

+5.7%Year to dateJan 1 → Nov 13+11.5%

+5.8%1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $17,931+21.5%

[…]5 years · per year$10,000 became […] · $17,265+11.5%

0.99%Expense ratio$99 · $3 a year on $10k · lower is better0.03%

9.54%Trailing 12-mo yield$954 · $111 a year on $10k1.11%

−10.0%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer13.8%

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

2–4IVV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

3.6%AVGOnot top 5

3.4%METAnot top 5

not top 5GOOGL2.6%

Held in common31.9%

End-of-day Nov 13, 2026 · share of each fund

SWP vs IVV Returns, Every Period

1Y

SWP Investment ManagementSWP

+5.8%

past year

IVViShares

+11.6%

past year

SWPIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SWP vs SCHD

YTD

SWP Investment ManagementSWP

+5.7%

SCHDSchwab

+34.9%

+5.7%Year to date+34.9%

−10.0%Worst drop · 1Y−6.9%

13.2%Volatility · 1Y11.7%

9.5%Yield2.9%

$146MAssets$124B

3–1SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

9.54%highest, SWP

FundTrailing yieldYield$10k

SWP9.54%$954

SCHD2.92%$292

IVV1.11%$111

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$855most kept, SWP

SWP$954 − $99 = $855

SCHD$292 − $6 = $286

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SWP, SCHD, IVV

Today

31.9%most shared, SWP and IVV

SWPSCHDIVV

SWP—2.7%31.9%

SCHD2.7%—8.5%

IVV31.9%8.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SWPWorst drop−10.0%13.2% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SWPSCHD

+5.7%Year to date+34.9%

9.5%Yield2.9%

+5.8%Past year+37.5%

0.99%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

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SWP, SCHD and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three