IVV vs SWPPX — stock comparison tool

IVV currently yields 1.09% TTM versus SWPPX at 0.98%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

IVVSWPPX
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
IVV
SWPPX

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

IVV Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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SWPPX Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
IVV$772.35
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iShares Core S&P 500 ETF

SWPPX$19.93
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Schwab S&P 500 Index Fund- Select Shares

Dividend Information

Dividend Yield
1.09%
0.98%
Annual Dividend
$8.40
$0.19
Dividend Growth (5yr)
-
-
Years of Growth
4
4
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

IVV

504 holdings
Technology38.69%
Information Technology38.28%
Financial Services12.07%
Financials11.63%
Communication9.82%
Health Care9.59%
Communication Services9.50%
Consumer Cyclical9.31%
Healthcare9.28%
Consumer Discretionary8.79%
Industrials7.98%
Other20.06%

Top 10 holdings

NameWeight
NVDANVIDIA7.91%
AAPLAPPLE7.54%
MSFTMICROSOFT5.97%
AMZNAMAZON.COM INC3.88%
GOOGLALPHABET CLASS A3.04%
GOOGALPHABET CLASS C2.44%
AVGOBROADCOM INC2.40%
METAMETA PLATFORMS CLASS A2.34%
TSLATESLA INC1.56%
MUMICRON TECHNOLOGY1.54%
Top 1038.61%

SWPPX

Holdings data is not yet available for SWPPX.

Overlap & differences

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IVV vs SWPPX Dividend Comparison | DRIP Tool | Dividend Wealth