SCHG vs IVV

ASCHG

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SCHG $16,814

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common56.6%SCHG and IVV

SCHG

IVV

Schwab U.S. Large-Cap Growth ETF · $59.1BiShares Core S&P 500 ETF · $850B

+22.7%3 years · per year$18,452 · $18,084+21.8%

+11.0%5 years · per year$16,814 · $17,177+11.4%

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

0.42%12-mo yield$42 · $114 on $10k1.14%

−15.0%Worst dropSmaller wins−8.9%

17.8%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHG · IVV

12.6%AAPL7.9%

11.0%NVDA6.9%

10.0%MSFT6.3%

6.4%AMZN4.0%

Held in common56.6%

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

Both

5Y2 funds

#			Trend
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	ASCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.42%	+1.0%	+1.9%	+0.9%	+22.7%	+11.0%	−15.0%	$59.1B

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

Both

5Y2 funds

#			Trend
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	ASCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.42%	+1.0%	+1.9%	+0.9%	+22.7%	+11.0%	−15.0%	$59.1B

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

SCHG vs IVV

SCHG

Schwab U.S. Large-Cap Growth

$16,814

IVV

iShares Core S&P 500

$17,177

MeasureSCHGIVV

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield0.42%1.14%

5 years, per year+11.0%+11.4%

3 years, per year+22.7%+21.8%

Worst drop · 1Y−15.0%−8.9%

Volatility · 1Y17.8%13.6%

5–1measures won
IVV first

56.6%

holdings shared

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

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

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

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: SCHG, IVV

Today

56.6%most shared, SCHG and IVV

SCHGIVV

SCHG—56.6%

IVV56.6%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SCHG$42 − $4 = $38

KeptFee

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