IVW vs SCHD

AIVW

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · IVW $16,604

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 common1.0%IVW and SCHD

IVW

SCHD

iShares S&P 500 Growth ETF · $71.7BSchwab U.S. Dividend Equity ETF · $120B

+24.9%3 years · per year$19,476 · $17,266+20.0%

+10.7%5 years · per year$16,604 · $16,267+10.2%

0.18%Expense ratio$18 · $6 on $10k · lower wins0.06%

0.38%12-mo yield$38 · $300 on $10k3.00%

−13.4%Worst dropSmaller wins−6.9%

19.4%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVW · SCHD

0.5%AMGN4.1%

0.5%KO4.3%

0.1%CINF0.7%

Held in common1.0%

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	IVV	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	AIVW	iShares S&P 500 Growth ETFRead Desk	0.18%	0.38%	+0.9%	+5.5%	+5.3%	+24.9%	+10.7%	−13.4%	$71.7B
3	BSCHD	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	IVV	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	AIVW	iShares S&P 500 Growth ETFRead Desk	0.18%	0.38%	+0.9%	+5.5%	+5.3%	+24.9%	+10.7%	−13.4%	$71.7B
3	BSCHD	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

IVW vs SCHD

IVW

iShares S&P 500 Growth

$16,604

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureIVWSCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield0.38%3.00%

5 years, per year+10.7%+10.2%

3 years, per year+24.9%+20.0%

Worst drop · 1Y−13.4%−6.9%

Volatility · 1Y19.4%11.7%

4–2measures won
SCHD first

1.0%

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$853B

0–0level

End-of-day Nov 6, 2026

Overlap: IVW, SCHD, IVV

Today

65.3%most shared, IVW and IVV

IVWSCHDIVV

IVW—1.0%65.3%

SCHD1.0%—8.7%

IVV65.3%8.7%—

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

IVW$38 − $18 = $20

KeptFee

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