IBAT vs SCHD
iShares Energy Storage & Materials ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. IBAT delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | IBAT | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.06% | |
| AUM | $68M | $103.7B | |
| Dividend Yield | 0.68% | 3.31% | |
| Holdings | 99 | 104 | |
| YTD Return | +39.38% | +25.62% | |
| 1Y Return | +69.03% | +32.62% | |
| 3Y Return (annualized) | - | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 30.1% | 13.6% | |
| Max Drawdown | -27.9% | -33.4% | |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 19, 2024 | Oct 20, 2011 |
IBAT vs SCHD Performance
iShares Energy Storage & Materials ETF (IBAT) is a ETF from iShares by BlackRock (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year IBAT returned +69.03% while SCHD returned +32.62%. Year to date, IBAT is up 39.38% versus a gain of 25.62% for SCHD.
Risk: Volatility and Drawdowns
IBAT has been the more volatile fund, with annualized monthly volatility of 30.1% 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 -27.9% for IBAT 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
IBAT charges 0.47% per year while SCHD charges 0.06%. On a $10,000 position that is $47 vs $6 annually, a gap of $41 per year that compounds over a long holding period. On income, IBAT currently yields 0.68% against 3.31% for SCHD.
Holdings Overlap
IBAT and SCHD share 0 holdings out of 183 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IBAT or SCHD?
IBAT has an expense ratio of 0.47% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, IBAT or SCHD?
Over the past year IBAT returned +69.03% vs +32.62% for SCHD, so IBAT leads on 1-year performance. Over the longest common window we track (2 years), IBAT annualized +23.97% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, IBAT or SCHD?
IBAT has been the more volatile fund at 30.1% annualized versus 13.6% for SCHD. Worst drawdown: IBAT -27.9% vs SCHD -33.4%.
Should I hold both IBAT and SCHD?
IBAT 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 IBAT and SCHD?
IBAT and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 183 unique securities.
Which pays a higher dividend, IBAT or SCHD?
IBAT yields 0.68% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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