IVV vs VYM

AIVV

BVYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VYM $16,941

Lowest cost0.03%IVV · $3 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common35.5%IVV and VYM

IVV

VYM

iShares Core S&P 500 ETF · $853BVanguard High Dividend Yield ETF · $78.9B

+21.8%3 years · per year$18,084 · $17,107+19.6%

+11.4%5 years · per year$17,177 · $16,941+11.1%

0.03%Expense ratio$3 · $4 on $10k · lower wins0.04%

1.14%12-mo yield$114 · $231 on $10k2.31%

−8.9%Worst dropSmaller wins−6.7%

13.6%VolatilityLower wins10.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · VYM

2.2%AVGO6.9%

1.4%JPM3.8%

1.1%XOM2.8%

1.0%JNJ2.7%

Held in common35.5%

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	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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

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	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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

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 VYM

IVV

iShares Core S&P 500

$17,177

VYM

Vanguard High Dividend Yield

$16,941

MeasureIVVVYM

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield1.14%2.31%

5 years, per year+11.4%+11.1%

3 years, per year+21.8%+19.6%

Worst drop · 1Y−8.9%−6.7%

Volatility · 1Y13.6%10.6%

3–3measures won
level

35.5%

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%

$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

Overlap: IVV, VYM, SCHD

Today

35.5%most shared, IVV and VYM

IVVVYMSCHD

IVV—35.5%8.7%

VYM35.5%—21.9%

SCHD8.7%21.9%—

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

VYM$231 − $4 = $227

IVV$114 − $3 = $111

KeptFee

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