IVV vs SCCR

AIVV

BSCCR

Measures won1–3SCCR wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income4.65%SCCR · $465 on $10k

Smallest drop−4.9%SCCR · worst fall in 1Y

Held in common0.0%IVV and SCCR

IVV

SCCR

iShares Core S&P 500 ETF · $853BSchwab Core Bond ETF · $1.9B

+21.8%3 years · per year$18,084 · […][…]

+11.4%5 years · per year$17,177 · […][…]

0.03%Expense ratio$3 · $16 on $10k · lower wins0.16%

1.14%12-mo yield$114 · $465 on $10k4.65%

−8.9%Worst dropSmaller wins−4.9%

13.6%VolatilityLower wins4.0%

1–3SCCR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · SCCR

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSCCR	Schwab Core Bond ETFRead Desk		0.16%	4.65%	−0.1%	−0.3%	+0.6%	new	new	−4.9%	$1.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSCCR	Schwab Core Bond ETFRead Desk		0.16%	4.65%	−0.1%	−0.3%	+0.6%	new	new	−4.9%	$1.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs SCCR

IVV

iShares Core S&P 500

$17,177

SCCR

Schwab Core Bond

[…]

MeasureIVVSCCR

Fee0.03%0.16%

Cost on $10k a year$3$16

Yield1.14%4.65%

5 years, per year+11.4%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%−4.9%

Volatility · 1Y13.6%4.0%

3–1measures won
SCCR first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: IVV, SCCR

Today

0.0%most shared, IVV and SCCR

IVVSCCR

IVV—0.0%

SCCR0.0%—

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

Income After Fees on $10,000

$449most kept, SCCR

SCCR$465 − $16 = $449

IVV$114 − $3 = $111

KeptFee

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