Compare · 3 funds side by side · dividends reinvested

XLG, SCHD and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,484XLG · best of the three

02 / 04

XLG, SCHD and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

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%$853B1.8

Invesco S&P 500 Top 50 ETFLow-Cost Core · S&P 5000.20%0.66%+1.1%+1.0%+21.5%+11.8%−11.8%15.7%$11.2B2.6

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: XLG 2005 · SCHD 2011 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Top 50 ETF · $11.2B$17,484

XLG

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 7.8% in common

XLGMeasureSCHD

+1.1%Year to dateJan 1 → Nov 6+31.4%

+1.0%1 yearTotal return+37.0%

+21.5%3 years · per year$10,000 became $17,936 · $17,266+20.0%

+11.8%5 years · per year$10,000 became $17,484 · $16,267+10.2%

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

0.66%Trailing 12-mo yield$66 · $300 a year on $10k3.00%

−11.8%Worst dropSmaller is better−6.9%

15.7%VolatilityLower is calmer11.7%

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

2–6SCHD wins

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

More Ways to See the Pairs

XLG vs SCHD: Top 5 Holdings

Today

XLG

44.7%in top 5

SCHD

in top 521.4%

XLGStockSCHD

12.8%AAPLnot top 5

11.2%NVDAnot top 5

10.1%MSFTnot top 5

6.5%AMZNnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

4.2%GOOGLnot top 5

not top 5AMGN4.1%

Held in common7.8%

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

XLG vs SCHD Returns, Every Period

InvescoXLG

+11.8%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

XLGSCHDFaded: behind in that period

2–2Level

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

Core vs Income: XLG vs SCHD

YTD

InvescoXLG

+1.1%

SCHDSchwab

+31.4%

+1.1%Year to date+31.4%

−11.8%Worst drop · 1Y−6.9%

15.7%Volatility · 1Y11.7%

0.7%Yield3.0%

$11.2BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: XLG, SCHD, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

XLG0.20%$20

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

Yields: XLG, SCHD, IVV

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

IVV1.14%$114

XLG0.66%$66

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IVV$114 − $3 = $111

XLG$66 − $20 = $46

KeptFee

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

Overlap: XLG, SCHD, IVV

Today

62.1%most shared, XLG and IVV

XLGSCHDIVV

XLG—7.8%62.1%

SCHD7.8%—8.7%

IVV62.1%8.7%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IVVWorst drop−8.9%13.6% vol

XLGWorst drop−11.8%15.7% vol

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

Paid More vs Made More

YTD

SCHDIVV

+31.4%Year to date+8.7%

3.0%Yield1.1%

+37.0%Past year+9.8%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

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