SCHV vs IVV

ASCHV

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SCHV $16,047

Lowest cost0.03%IVV · $3 on $10k

Most income1.85%SCHV · $185 on $10k

Smallest drop−6.9%SCHV · worst fall in 1Y

Held in common43.3%SCHV and IVV

SCHV

IVV

Schwab U.S. Large-Cap Value ETF · $15.4BiShares Core S&P 500 ETF · $850B

+20.2%3 years · per year$17,361 · $18,084+21.8%

+9.9%5 years · per year$16,047 · $17,177+11.4%

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

1.85%12-mo yield$185 · $114 on $10k1.14%

−6.9%Worst dropSmaller wins−8.9%

11.8%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHV · IVV

3.6%BRK-B1.7%

3.0%JPM1.4%

2.3%XOM1.1%

2.2%JNJ1.0%

Held in common43.3%

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	ASCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.85%	−0.3%	+16.2%	+20.0%	+20.2%	+9.9%	−6.9%	$15.4B

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	ASCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.85%	−0.3%	+16.2%	+20.0%	+20.2%	+9.9%	−6.9%	$15.4B

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

SCHV vs IVV

SCHV

Schwab U.S. Large-Cap Value

$16,047

IVV

iShares Core S&P 500

$17,177

MeasureSCHVIVV

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.85%1.14%

5 years, per year+9.9%+11.4%

3 years, per year+20.2%+21.8%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y11.8%13.6%

3–3measures won
level

43.3%

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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$850B

0–0level

End-of-day Nov 6, 2026

Overlap: SCHV, IVV

Today

43.3%most shared, SCHV and IVV

SCHVIVV

SCHV—43.3%

IVV43.3%—

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

Income After Fees on $10,000

$181most kept, SCHV

SCHV$185 − $4 = $181

IVV$114 − $3 = $111

KeptFee

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