IBOT vs SCHD
VanEck Robotics ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. IBOT delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | IBOT | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.06% | |
| AUM | $93M | $103.7B | |
| Dividend Yield | 0.29% | 3.31% | |
| Holdings | 71 | 104 | |
| YTD Return | +26.87% | +25.62% | |
| 1Y Return | +46.39% | +32.62% | |
| 3Y Return (annualized) | +25.78% | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 20.6% | 13.6% | |
| Max Drawdown | -23.3% | -33.4% | |
| Fund Family | VanEck | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Apr 5, 2023 | Oct 20, 2011 |
IBOT vs SCHD Performance
VanEck Robotics ETF (IBOT) is a ETF from VanEck and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year IBOT returned +46.39% while SCHD returned +32.62%. Year to date, IBOT is up 26.87% versus a gain of 25.62% for SCHD.
Over three years, IBOT compounded at +25.78% per year against +15.58% for SCHD. Across the full 3-year window we track, IBOT has the edge at +25.82% annualized vs +11.47%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IBOT has been the more volatile fund, with annualized monthly volatility of 20.6% 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 -23.3% for IBOT 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IBOT 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, IBOT currently yields 0.29% against 3.31% for SCHD.
Holdings Overlap
IBOT and SCHD share 1 holdings out of 164 unique holdings combined, representing a 1.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IBOT | Weight in SCHD | Difference |
|---|---|---|---|
| TXN | 1.47% | 3.70% | 2.23% |
Frequently Asked Questions
Which is cheaper, IBOT or SCHD?
IBOT 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, IBOT or SCHD?
Over the past year IBOT returned +46.39% vs +32.62% for SCHD, so IBOT leads on 1-year performance. Over the longest common window we track (3 years), IBOT annualized +25.82% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, IBOT or SCHD?
IBOT has been the more volatile fund at 20.6% annualized versus 13.6% for SCHD. Worst drawdown: IBOT -23.3% vs SCHD -33.4%.
Should I hold both IBOT and SCHD?
IBOT and SCHD have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IBOT and SCHD?
IBOT and SCHD share 1 common holdings with a 1.5% weight overlap. Combined, they hold 164 unique securities.
Which pays a higher dividend, IBOT or SCHD?
IBOT yields 0.29% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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