SCHG vs VV

ASCHG

BVV

Measures won2–4VV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · SCHG $17,915

Lowest cost0.03%VV · $3 on $10k

Most income1.09%IVV · $109 on $10k

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

Held in common60.5%SCHG and VV

SCHG

Schwab U.S. Large-Cap Growth ETF · $62.5BVanguard Morningstar Large-Cap ETF · $54.1B

+25.4%3 years · per year$19,739 · $19,258+24.4%

+12.4%5 years · per year$17,915 · $17,789+12.2%

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

0.40%12-mo yield$40 · $102 on $10k1.02%

−16.0%Worst dropSmaller wins−9.2%

16.9%VolatilityLower wins13.0%

2–4VV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHG · VV

12.0%NVDA8.1%

11.6%AAPL7.5%

9.3%MSFT5.9%

5.9%AMZN3.7%

Held in common60.5%

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	ASCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.40%	+1.3%	+6.8%	+4.0%	+25.4%	+12.4%	−16.0%	$62.5B
3	BVV	Vanguard Morningstar Large-Cap ETFRead Desk	0.03%	1.02%	+1.6%	+13.1%	+13.0%	+24.4%	+12.2%	−9.2%	$54.1B

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	ASCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.40%	+1.3%	+6.8%	+4.0%	+25.4%	+12.4%	−16.0%	$62.5B
3	BVV	Vanguard Morningstar Large-Cap ETFRead Desk	0.03%	1.02%	+1.6%	+13.1%	+13.0%	+24.4%	+12.2%	−9.2%	$54.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHG vs VV

SCHG

Schwab U.S. Large-Cap Growth

$17,915

Vanguard Morningstar Large-Cap

$17,789

MeasureSCHGVV

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield0.40%1.02%

5 years, per year+12.4%+12.2%

3 years, per year+25.4%+24.4%

Worst drop · 1Y−16.0%−9.2%

Volatility · 1Y16.9%13.0%

4–2measures won
VV first

60.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

Overlap: SCHG, VV, IVV

Today

92.5%most shared, VV and IVV

SCHGVVIVV

SCHG—60.5%57.2%

VV60.5%—92.5%

IVV57.2%92.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VV$102 − $3 = $99

SCHG$40 − $4 = $36

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee