ICOP vs SCHD
iShares Copper and Metals Mining ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. ICOP delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | ICOP | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.06% | |
| AUM | $425M | $103.7B | |
| Dividend Yield | 1.81% | 3.31% | |
| Holdings | 60 | 104 | |
| YTD Return | +23.69% | +25.62% | |
| 1Y Return | +84.47% | +32.62% | |
| 3Y Return (annualized) | +35.52% | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 28.8% | 13.6% | |
| Max Drawdown | -37.6% | -33.4% | |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 21, 2023 | Oct 20, 2011 |
ICOP vs SCHD Performance
iShares Copper and Metals Mining ETF (ICOP) 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 ICOP returned +84.47% while SCHD returned +32.62%. Year to date, ICOP is up 23.69% versus a gain of 25.62% for SCHD.
Over three years, ICOP compounded at +35.52% per year against +15.58% for SCHD. Across the full 3-year window we track, ICOP has the edge at +34.09% annualized vs +11.47%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ICOP has been the more volatile fund, with annualized monthly volatility of 28.8% 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 -37.6% for ICOP 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
ICOP 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, ICOP currently yields 1.81% against 3.31% for SCHD.
Holdings Overlap
ICOP and SCHD share 0 holdings out of 146 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, ICOP or SCHD?
ICOP 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, ICOP or SCHD?
Over the past year ICOP returned +84.47% vs +32.62% for SCHD, so ICOP leads on 1-year performance. Over the longest common window we track (3 years), ICOP annualized +34.09% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, ICOP or SCHD?
ICOP has been the more volatile fund at 28.8% annualized versus 13.6% for SCHD. Worst drawdown: ICOP -37.6% vs SCHD -33.4%.
Should I hold both ICOP and SCHD?
ICOP and SCHD have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ICOP and SCHD?
ICOP and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 146 unique securities.
Which pays a higher dividend, ICOP or SCHD?
ICOP yields 1.81% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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