IVVM vs SCHB

AIVVM

BSCHB

Measures won2–3SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,377SCHB · IWF $15,441

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

Smallest drop−5.3%IVVM · worst fall in 1Y

Held in common0.0%IVVM and SCHB

IVVM

SCHB

iShares Large Cap Moderate Quarterly Laddered ETF · $193MSchwab U.S. Broad Market ETF · $42.9B

+14.5%3 years · per year$15,008 · $17,991+21.6%

[…]5 years · per year[…] · $16,377+10.4%

0.53%Expense ratio$53 · $3 on $10k · lower wins0.03%

0.64%12-mo yield$64 · $109 on $10k1.09%

−5.3%Worst dropSmaller wins−8.9%

8.0%VolatilityLower wins13.8%

2–3SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVVM · SCHB

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

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk	0.53%	0.64%	+0.3%	+6.4%	+7.7%	+14.5%	new	−5.3%	$193M

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk	0.53%	0.64%	+0.3%	+6.4%	+7.7%	+14.5%	new	−5.3%	$193M

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

IVVM vs SCHB

IVVM

iShares Large Cap Moderate Quarterly Laddered

[…]

SCHB

Schwab U.S. Broad Market

$16,377

MeasureIVVMSCHB

Fee0.53%0.03%

Cost on $10k a year$53$3

Yield0.64%1.09%

5 years, per year[…]+10.4%

3 years, per year+14.5%+21.6%

Worst drop · 1Y−5.3%−8.9%

Volatility · 1Y8.0%13.8%

3–2measures won
SCHB first

0.0%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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: IVVM, SCHB, IWF

Today

52.6%most shared, SCHB and IWF

IVVMSCHBIWF

IVVM—0.0%0.0%

SCHB0.0%—52.6%

IWF0.0%52.6%—

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

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

IWF$39 − $18 = $21

IVVM$64 − $53 = $11

KeptFee

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