Compare · 3 funds side by side · dividends reinvested

VUG, SCHG and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

VUG, SCHG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$853B1.3

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.42%+1.9%+0.9%+22.7%+11.0%−15.0%17.8%$59.7B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: VUG 2004 · SCHG 2009 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

SCHG

Schwab U.S. Large-Cap Growth ETF · $59.7B$16,814

$10,000 five years ago, dividends reinvested · they hold 79.4% in common

VUGMeasureSCHG

+1.4%Year to dateJan 1 → Nov 6+1.9%

+0.2%1 yearTotal return+0.9%

+22.6%3 years · per year$10,000 became $18,415 · $18,452+22.7%

+10.0%5 years · per year$10,000 became $16,124 · $16,814+11.0%

0.03%Expense ratio$3 · $4 a year on $10k · lower is better0.04%

0.42%Trailing 12-mo yield$42 · $42 a year on $10k0.42%

−15.1%Worst dropSmaller is better−15.0%

19.0%VolatilityLower is calmer17.8%

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

1–6SCHG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs SCHG: Top 5 Holdings

Today

VUG

45.2%in top 5

SCHG

in top 544.2%

VUGStockSCHG

13.5%NVDA11.0%

12.5%AAPL12.6%

9.7%MSFT10.0%

not top 5AMZN6.4%

5.2%GOOGL4.2%

4.3%AVGOnot top 5

Held in common79.4%

End-of-day Nov 6, 2026 · share of each fund

VUG vs SCHG Returns, Every Period

VanguardVUG

+10.0%

5 years, per year

SCHGSchwab

+11.0%

5 years, per year

VUGSCHGFaded: behind in that period

0–4SCHG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: VUG vs IVV

YTD

VanguardVUG

+1.4%

IVViShares

+8.7%

+1.4%Year to date+8.7%

−15.1%Worst drop · 1Y−8.9%

19.0%Volatility · 1Y13.6%

0.4%Yield1.1%

$233BAssets$853B

4–0IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VUG, SCHG, IVV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IVV0.03%$3

SCHG0.04%$4

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VUG, SCHG, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VUG0.42%$42

SCHG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VUG$42 − $3 = $39

SCHG$42 − $4 = $38

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VUG, SCHG, IVV

Today

79.4%most shared, VUG and SCHG

VUGSCHGIVV

VUG—79.4%54.8%

SCHG79.4%—56.6%

IVV54.8%56.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

SCHGWorst drop−15.0%17.8% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSCHG

+8.7%Year to date+1.9%

1.1%Yield0.4%

+9.8%Past year+0.9%

0.03%Fee0.04%

4–0IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026