IVE vs SCHD

AIVE

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.2%IVE · worst fall in 1Y

Held in common17.0%IVE and SCHD

IVE

SCHD

iShares S&P 500 Value ETF · $50.4BSchwab U.S. Dividend Equity ETF · $120B

+17.8%3 years · per year$16,338 · $17,123+19.6%

+11.5%5 years · per year$17,261 · $16,459+10.5%

0.18%Expense ratio$18 · $6 on $10k · lower wins0.06%

1.50%12-mo yield$150 · $296 on $10k2.96%

−6.2%Worst dropSmaller wins−6.9%

10.3%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVE · SCHD

1.4%CVX4.0%

1.3%PG4.4%

1.2%MRK3.8%

1.2%UNH3.9%

Held in common17.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.50%	+2.0%	+14.6%	+18.0%	+17.8%	+11.5%	−6.2%	$50.4B
4	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.50%	+2.0%	+14.6%	+18.0%	+17.8%	+11.5%	−6.2%	$50.4B
4	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVE vs SCHD

IVE

iShares S&P 500 Value

$17,261

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureIVESCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield1.50%2.96%

5 years, per year+11.5%+10.5%

3 years, per year+17.8%+19.6%

Worst drop · 1Y−6.2%−6.9%

Volatility · 1Y10.3%11.8%

3–3measures won
level

17.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IVE, SCHD, IVV, VOO

Today

92.7%most shared, IVV and VOO

IVESCHDIVVVOO

IVE—17.0%61.2%57.2%

SCHD17.0%—8.6%7.6%

IVV61.2%8.6%—92.7%

VOO57.2%7.6%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IVE$150 − $18 = $132

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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