CIL vs SCHD

CIL vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. CIL delivered stronger 1-year returns. CIL offers more diversification with 513 holdings.

Lower Fees: SCHDHigher Returns: CILMore Diversified: CIL

Side-by-Side Comparison

MetricCILSCHDWinner
Expense Ratio0.45%0.06%
AUM$31M$108.7B
Dividend Yield2.51%3.13%
Holdings513104
YTD Return+4.54%+26.54%
1Y Return+34.71%+30.90%
3Y Return (annualized)+16.45%+16.29%
5Y Return (annualized)+9.56%+9.65%
Volatility (annualized)29.0%13.6%
Max Drawdown-46.1%-33.4%
Fund FamilyVictory Capital Management Inc.Charles Schwab Asset Management
CategoryEquityEquity
InceptionAug 20, 2015Oct 20, 2011

CIL vs SCHD Performance

VictoryShares International Volatility Wtd ETF (CIL) is a ETF from Victory Capital Management Inc. and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year CIL returned +34.71% while SCHD returned +30.90%. Year to date, CIL is up 4.54% versus a gain of 26.54% for SCHD.

Over three years, CIL compounded at +16.45% per year against +16.29% for SCHD; over five years the annualized figures are +9.56% and +9.65% respectively. Across the full 11-year window we track, SCHD has the edge at +11.51% annualized vs +7.68%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CIL has been the more volatile fund, with annualized monthly volatility of 29.0% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -46.1% for CIL and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.35. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CIL charges 0.45% per year while SCHD charges 0.06%. On a $10,000 position that is $45 vs $6 annually, a gap of $39 per year that compounds over a long holding period. On income, CIL currently yields 2.51% against 3.13% for SCHD.

Holdings Overlap

0.2%overlap

CIL and SCHD share 1 holdings out of 603 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CILWeight in SCHDDifference
ADP0.22%2.72%2.50%

Frequently Asked Questions

Which is cheaper, CIL or SCHD?

CIL has an expense ratio of 0.45% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $39 per year of difference.

Which performed better, CIL or SCHD?

Over the past year CIL returned +34.71% vs +30.90% for SCHD, so CIL leads on 1-year performance. Over the longest common window we track (11 years), CIL annualized +7.68% vs +11.51% for SCHD. Past performance does not guarantee future results.

Which is riskier, CIL or SCHD?

CIL has been the more volatile fund at 29.0% annualized versus 13.6% for SCHD. Worst drawdown: CIL -46.1% vs SCHD -33.4%.

Should I hold both CIL and SCHD?

CIL and SCHD have a monthly-return correlation of 0.35, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CIL and SCHD?

CIL and SCHD share 1 common holdings with a 0.2% weight overlap. Combined, they hold 603 unique securities.

Which pays a higher dividend, CIL or SCHD?

CIL yields 2.51% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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