SCHD vs IVV

ASCHD

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SCHD $16,267

Lowest cost0.03%IVV · $3 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common8.7%SCHD and IVV

SCHD

IVV

Schwab U.S. Dividend Equity ETF · $120BiShares Core S&P 500 ETF · $850B

+20.0%3 years · per year$17,266 · $18,084+21.8%

+10.2%5 years · per year$16,267 · $17,177+11.4%

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

3.00%12-mo yield$300 · $114 on $10k1.14%

−6.9%Worst dropSmaller wins−8.9%

11.7%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · IVV

4.0%CVX0.7%

4.5%PG0.6%

4.3%KO0.6%

3.8%MRK0.6%

Held in common8.7%

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

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	TIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	+0.1%	new	new	new	new	[…]	$31M

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

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	TIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	+0.1%	new	new	new	new	[…]	$31M

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

SCHD vs IVV

SCHD

Schwab U.S. Dividend Equity

$16,267

IVV

iShares Core S&P 500

$17,177

MeasureSCHDIVV

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield3.00%1.14%

5 years, per year+10.2%+11.4%

3 years, per year+20.0%+21.8%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y11.7%13.6%

3–3measures won
level

8.7%

holdings shared

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

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%

$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$850B

0–0level

End-of-day Nov 6, 2026

Overlap: IVV, TIZE, SCHD

Today

8.7%most shared, IVV and SCHD

IVVTIZESCHD

IVV—[…]8.7%

TIZE[…]—[…]

SCHD8.7%[…]—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IVV$114 − $3 = $111

TIZE$76 − $40 = $36

KeptFee

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