ICMO vs SCHD

ICMO vs SCHD

Which is better, ICMO or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 74.1%.

Lower Fees: SCHDLess Concentrated: SCHD

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricICMOSCHD
Expense Ratio0.86%0.06%Best
AUM$1M$111.6B
Dividend Yield0.00%3.24%
Holdings19206
YTD Return-4.29%+24.55%Best
1Y Return-+29.85%
3Y Return (annualized)-+16.64%
5Y Return (annualized)-+9.54%
Top 10 Weight74.1%41.6%Best
Fund FamilySymmetry PartnersCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionSep 29, 2026Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

ICMO vs SCHD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

ICMO vs SCHD Performance

Symmetry Panoramic International Country Momentum ETF (ICMO) is an ETF from Symmetry Partners and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, ICMO is down 4.29% versus a gain of 24.55% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

ICMO charges 0.86% per year while SCHD charges 0.06%. On a $10,000 position that is $86 vs $6 annually, a gap of $80 per year that compounds over a long holding period. On income, ICMO currently yields 0.00% against 3.24% for SCHD.

Holdings Overlap

We hold position weights for 19 holdings in ICMO and 98 in SCHD, totalling 99.9% and 99.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 19 positions we hold weights for in ICMO and 98 in SCHD, against full books of 19 and 206.

What only one of them owns

Measured across the 19 and 98 positions we hold weights for.

SCHD holds 97 positions ICMO does not, 99.8% of the fund.

Largest: TXN 4.89%, QCOM 4.61%, PG 4.16%, CVX 4.14%, KO 4.12%

You are not choosing between two funds in isolation.

Whichever of ICMO and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ICMOSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ICMO or SCHD?

ICMO has an expense ratio of 0.86% while SCHD charges 0.06%. SCHD is the cheaper option, by $80 a year on a $10,000 investment.

Which pays a higher dividend, ICMO or SCHD?

ICMO yields 0.00% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.

Is SCHD better than ICMO?

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 74.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.