Compare · 3 funds side by side · dividends reinvested

TOPC, SCHD and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

TOPC, SCHD and IVV, 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%$123B1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B2.1

iShares S&P 500 3% Capped ETFLow-Cost Core · S&P 5000.15%1.02%+14.0%+15.1%[…][…]−8.0%12.3%$33M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: TOPC 2025 · SCHD 2011 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 3% Capped ETF · $33M[…]

TOPC

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 10.2% in common

TOPCMeasureSCHD

+14.0%Year to dateJan 1 → Nov 5+35.3%

+15.1%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

1.02%Trailing 12-mo yield$102 · $291 a year on $10k2.91%

−8.0%Worst dropSmaller is better−6.9%

12.3%VolatilityLower is calmer11.5%

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

0–6SCHD wins

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

More Ways to See the Pairs

TOPC vs SCHD: Top 5 Holdings

Today

TOPC

15.1%in top 5

SCHD

in top 521.7%

TOPCStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.4%MSFTnot top 5

3.3%AAPLnot top 5

3.1%AMZNnot top 5

2.7%NVDAnot top 5

2.7%AVGOnot top 5

Held in common10.2%

End-of-day Nov 5, 2026 · share of each fund

TOPC vs SCHD Returns, Every Period

iSharesTOPC

+15.1%

past year

SCHDSchwab

+41.6%

past year

TOPCSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Income: TOPC vs SCHD

YTD

iSharesTOPC

+14.0%

SCHDSchwab

+35.3%

+14.0%Year to date+35.3%

−8.0%Worst drop · 1Y−6.9%

12.3%Volatility · 1Y11.5%

1.0%Yield2.9%

$33.3MAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TOPC, SCHD, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

TOPC0.15%$15

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: TOPC, SCHD, IVV

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

IVV1.09%$109

TOPC1.02%$102

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IVV$109 − $3 = $106

TOPC$102 − $15 = $87

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: TOPC, SCHD, IVV

Today

85.2%most shared, TOPC and IVV

TOPCSCHDIVV

TOPC—10.2%85.2%

SCHD10.2%—8.5%

IVV85.2%8.5%—

End-of-day Nov 5, 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

TOPCWorst drop−8.0%12.3% vol

IVVWorst drop−8.9%12.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDTOPC

+35.3%Year to date+14.0%

2.9%Yield1.0%

+41.6%Past year+15.1%

0.06%Fee0.15%

4–0SCHD wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026