SWPPX vs IVV: which was the better investment?
Schwab S&P 500 Index Fund against iShares Core S&P 500 ETF on real daily total-return data — every dividend reinvested, from May 19, 2000 to Oct 15, 2026.
Set up your comparison
What are you comparing?
Pick one investment — or add several to build a portfolio.
Compare against
The benchmark your investment has to beat.
Time & money
When the money goes in, and how much.
Leave empty for earliest
Leave empty for today
0 for a one-time investment
Daily total-return data — dividends reinvested. Monthly additions buy on the first trading day.
Track your entire portfolio in one free Google Sheet
Enter your trades once and values update automatically. We'll send it straight to your inbox.
Related comparisons
Browse all match-ups on the comparison hub, build your own in the Compare Investments tool, or check a single asset's exact-date returns with the Investment Calculator.
Frequently asked questions
Did SWPPX beat IVV?
It was effectively a tie over the full overlap period (May 19, 2000 to Oct 15, 2026): $10,000 grew to $87,995 in SWPPX and $88,006 in IVV, a difference of under 2%.
What would $10,000 in SWPPX be worth today?
$10,000 invested in Schwab S&P 500 Index Fund (SWPPX) on May 19, 2000 would be worth about $87,995 as of Oct 15, 2026, a total return of 780.0% (8.6% per year). The same $10,000 in IVV would be worth $88,006.
Which was riskier — SWPPX or IVV?
SWPPX swung with an annualized volatility of 19.0% and a worst peak-to-trough drop of -55.1%; IVV ran at 18.9% volatility with a -55.2% maximum drawdown. Risk-adjusted (Sharpe ratio), that is 0.35 for SWPPX vs 0.35 for IVV.
What data is this comparison based on?
Daily adjusted closing prices covering May 19, 2000 through Oct 15, 2026 — the full period where both assets have price history. Adjusted prices include dividends and splits, so these are total returns. The page refreshes with new market data every day.
Can I change the dates, amounts, or add monthly investing?
Yes — the interactive tool on this page is pre-loaded with SWPPX vs IVV. You can set any start and end date, change the starting amount, add monthly contributions, or build a multi-asset portfolio and compare it against any benchmark.