IVV vs SCHD

AIVV

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VTI $16,697

Lowest cost0.03%IVV · $3 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common8.6%IVV and SCHD

IVV

SCHD

iShares Core S&P 500 ETF · $853BSchwab U.S. Dividend Equity ETF · $120B

+22.0%3 years · per year$18,159 · $17,123+19.6%

+11.9%5 years · per year$17,545 · $16,459+10.5%

0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%

1.11%12-mo yield$111 · $296 on $10k2.96%

−8.9%Worst dropSmaller wins−6.9%

13.8%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · SCHD

0.7%CVX4.0%

0.6%PG4.4%

0.6%KO4.3%

0.6%MRK3.8%

Held in common8.6%

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	AIVV	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	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	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
4	TIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	+0.1%	new	new	new	new	[…]	$31M

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	AIVV	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	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	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
4	TIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	+0.1%	new	new	new	new	[…]	$31M

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

IVV vs SCHD

IVV

iShares Core S&P 500

$17,545

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureIVVSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.11%2.96%

5 years, per year+11.9%+10.5%

3 years, per year+22.0%+19.6%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y13.8%11.8%

3–3measures won
level

8.6%

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

Overlap: IVV, TIZE, VTI, SCHD

Today

86.0%most shared, IVV and VTI

IVVTIZEVTISCHD

IVV—[…]86.0%8.6%

TIZE[…]—[…][…]

VTI86.0%[…]—7.1%

SCHD8.6%[…]7.1%—

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

IVV$111 − $3 = $108

VTI$106 − $3 = $103

TIZE$76 − $40 = $36

KeptFee

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