SPYV vs SCHD

ASPYV

BSCHD

Measures won4–2SPYV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPYV $17,125

Lowest cost0.03%IVV · $3 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.2%SPYV · worst fall in 1Y

Held in common17.1%SPYV and SCHD

SPYV

SCHD

State Street SPDR Portfolio S&P 500 Value ETF · $39.3BSchwab U.S. Dividend Equity ETF · $120B

+17.8%3 years · per year$16,365 · $17,266+20.0%

+11.4%5 years · per year$17,125 · $16,267+10.2%

0.04%Expense ratio$4 · $6 on $10k · lower wins0.06%

1.68%12-mo yield$168 · $300 on $10k3.00%

−6.2%Worst dropSmaller wins−6.9%

10.2%VolatilityLower wins11.7%

4–2SPYV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPYV · SCHD

1.4%CVX4.0%

1.3%PG4.5%

1.2%MRK3.8%

1.2%UNH3.9%

Held in common17.1%

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%	$850.0B
2	ASPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk	0.04%	1.68%	−0.4%	+12.4%	+15.1%	+17.8%	+11.4%	−6.2%	$39.3B
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%	$120.5B

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%	$850.0B
2	ASPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk	0.04%	1.68%	−0.4%	+12.4%	+15.1%	+17.8%	+11.4%	−6.2%	$39.3B
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%	$120.5B

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

SPYV vs SCHD

SPYV

SPDR Portfolio S&P 500 Value

$17,125

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureSPYVSCHD

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield1.68%3.00%

5 years, per year+11.4%+10.2%

3 years, per year+17.8%+20.0%

Worst drop · 1Y−6.2%−6.9%

Volatility · 1Y10.2%11.7%

4–2measures won
SPYV first

17.1%

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$850B

0–0level

End-of-day Nov 6, 2026

Overlap: SPYV, SCHD, IVV

Today

61.5%most shared, SPYV and IVV

SPYVSCHDIVV

SPYV—17.1%61.5%

SCHD17.1%—8.7%

IVV61.5%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

SPYV$168 − $4 = $164

IVV$114 − $3 = $111

KeptFee

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